What is the MCP Server?
The MCP server is a standardized, secure protocol that allows AI agents to read and write data in the platform without needing SDKs or deep custom integrations. You can now give agents access to critical tools like Calendar, Contacts, Conversations, Opportunities, and Payments through a single, unified interface.
Key Benefits of Using the MCP Server
Connecting your AI agents to the platform has never been easier or safer.
- Standardized Access: Query and update data through a unified protocol.
- Fast Integration: No SDKs required; works with any HTTP-supporting client.
- Secure: Uses private integration tokens (PITs) for granular, permission-based access.
- Scalable: Designed for future expansion to 250+ tools.
- Flexible: Supports popular clients like Cursor, Windsurf, and OpenAI Playground.
Top 36 Tools Available
Below is the initial set of tools your AI agents can use today:
# | Tool | Endpoint | Description |
1 | Get Calendar Events | calendars_get-calendar-events | Get calendar events using userId, groupId, or calendarId. |
2 | Get Appointment Notes | calendars_get-appointment-notes | Retrieve notes for a specific appointment. |
3 | Get All Tasks | contacts_get-all-tasks | Retrieve all tasks for a contact. |
4 | Add Tags | contacts_add-tags | Add tags to a contact. |
5 | Remove Tags | contacts_remove-tags | Remove tags from a contact. |
6 | Get Contact | contacts_get-contact | Fetch contact details. |
7 | Update Contact | contacts_update-contact | Update a contact. |
8 | Upsert Contact | contacts_upsert-contact | Update or create a contact. |
9 | Create Contact | contacts_create-contact | Create a new contact. |
10 | Get Contacts | contacts_get-contacts | Fetch all contacts. |
11 | Search Conversation | conversations_search-conversation | Search/filter/sort conversations. |
12 | Get Messages | conversations_get-messages | Retrieve messages by conversation ID. |
13 | Send a New Message | conversations_send-a-new-message | Send a message to a conversation thread. |
14 | Get Account Details | locations_get-location | Get account details by ID. |
15 | Get Custom Fields | locations_get-custom-fields | Retrieve custom field definitions for an account. |
16 | Search Opportunity | opportunities_search-opportunity | Search for opportunities by criteria. |
17 | Get Pipelines | opportunities_get-pipelines | Fetch all opportunity pipelines. |
18 | Get Opportunity | opportunities_get-opportunity | Fetch opportunity details by ID. |
19 | Update Opportunity | opportunities_update-opportunity | Update opportunity details. |
20 | Get Order by ID | payments_get-order-by-id | Retrieve payment order details. |
21 | List Transactions | payments_list-transactions | Fetch paginated list of transactions. |
22 | Check Blog URL Slug | blogs_check-url-slug-exists | Check the blog slug which is needed before publishing any blog post. |
23 | Update Blog Post | blogs_update-blog-post | Update blog post for any given blog site. |
24 | Create Blog Post | blogs_create-blog-post | Create blog post for any given blog site. |
25 | Get Blog Authors | blogs_get-all-blog-authors-by-location | Get blog authors for a given account ID. |
26 | Get Blog Categories | blogs_get-all-categories-by-location | Get blog categories for a given account ID. |
27 | Get Blog Posts by Blog ID | blogs_get-blog-post | Get blog posts for any given blog site using blog ID. |
28 | Get Blogs by Account | blogs_get-blogs | Get blogs using account ID. |
29 | Create Email Template | emails_create-template | Create a new template. |
30 | Get Email Templates | emails_fetch-template | Fetch email templates by account ID. |
31 | Get Social Media Accounts | socialmediaposting_get-account | Get list of accounts and groups. |
32 | Get Social Media Statistics | socialmediaposting_get-social-media-statistics | Retrieve analytics data for multiple social media accounts. |
33 | Create Social Media Post | socialmediaposting_create-post | Create posts for all supported platforms. |
34 | Get Social Media Post | socialmediaposting_get-post | Get social media post. |
35 | Get Social Media Posts | socialmediaposting_get-posts | Get social media posts. |
36 | Update Social Media Post | socialmediaposting_edit-post | Edit social media post. |
How To Set Up the MCP Server
Step 1: Configure Your Agent/Client
Add the MCP endpoint and headers to your agent configuration:
json
CopyEdit
{
"mcpServers": {
"prod-mcp-server": {
"url": "https://your-mcp-endpoint.com/mcp/",
"headers": {
"Authorization": "Bearer <your-token>",
"locationId": "<your-account-id>"
}
}
}
}
Step 2: Get Your Private Integration Token (PIT)
Go to Settings → Private Integrations in your account.
- Click Create New Integration.
- Select the required scopes (listed below).
- Copy and securely store your token.
Required Scopes
Make sure your PIT includes:
- View/Edit Contacts
- View/Edit Conversations
- View/Edit Conversation Messages
- View/Edit Opportunities
- View Calendars & Calendar Events
- View Accounts
- View Payment Orders & Transactions
- View Custom Fields
- View Forms
- Check Blog Post Slug
- Update Blog Post
- Create Blog Post
- View Blog Authors
- View Blog Categories
- blogspostsreadonly
- blogslistreadonly
- Create, Update and Delete Email Templates
- View Email Templates
- View Social Media Accounts
- View Social Media Statistics
- Edit Social Media Posts
- View Social Media Posts
Step 3: Start Building!
Your agents can now call tools using natural language instructions, seamlessly translated into secure API calls via MCP.
Example Tool Call
Python example:
import requests
python
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import requests
headers = {
"Authorization": "Bearer YOUR_PIT_TOKEN",
"locationId": "YOUR_LOCATION_ID"
}
data = {
"tool": "contacts_get-contact",
"input": {
"contactId": "abc123"
}
}
response = requests.post(
"https://your-mcp-endpoint.com/mcp/",
headers=headers,
json=data
)
print(response.json())
Roadmap & Vision
The current MCP release is just the beginning. Our roadmap includes:
- Individual MCP servers dedicated to specific services for targeted workflows.
- npx package to support clients without native HTTP support (e.g., Claude Desktop).
- OAuth support for advanced authorization flows.
- Expansion to 250+ tools to create a true unified orchestrator layer for AI agents.
- Enable complete automation of business processes across all platform modules.
Frequently Asked Questions
Q: Can I use this with OpenAI Playground or Claude?
Yes! Any client supporting HTTP requests can integrate with MCP.
Q: Do I need to install an SDK?
No SDK is required — MCP uses a standard HTTP protocol.
Q: Is my data secure?
Yes. Data access is fully scoped via Private Integration Tokens and secured through HTTPS.
Q: Can I restrict what tools an agent can use?
Yes. You can control access by limiting scopes in your PIT.
Q: What if I need a new tool or endpoint?
Reach out with feedback! We're actively expanding the available toolset.
Next Steps
- Create your Private Integration Token and configure scopes.
- Update your AI agent or client configuration with the MCP endpoint.
- Start building agent-driven automations and integrations today!
- Provide feedback to help shape future expansions and new tool support.
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