Salestrics MCP · Model Context Protocol
Connect AI agents to live Salestrics data
Salestrics MCP is a hosted Model Context Protocol server on your organization workspace — not a CSV export pasted into ChatGPT. Cursor, Claude Desktop, VS Code, Windsurf, and other MCP clients connect with org-scoped API keys and work on the same CRM, mail, automation, and workspace records your team uses in the browser.
Hosted on your workspace · 65 tools · Org-scoped keys · One platform
The stitched agent stack
Most teams connect AI to revenue data with exports, copy-paste, and brittle glue.
CRM CSV exports
Agents work on stale snapshots — not live pipeline or mail threads.
Generic chat with no guardrails
Sensitive deal context in prompts with no org audit trail.
Zapier between every tool
Stripe, Slack, and CRM connected nightly — agents cannot trust timing.
Custom scripts per rep
Engineering builds one-off integrations that break on the next field rename.
Hosted MCP on your workspace
One protocol surface on the Salestrics record graph — discovery, tools, resources, and prompts.
Streamable HTTP endpoint
MCP at /api/mcp on your organization workspace with standard discovery, health, and OpenAPI 3.1.
Org-scoped API keys
Keys (smcp_live_…) are hashed at rest, rate-limited per org, and revocable in Admin.
65 tools · 13 categories
CRM, Automation, Inbox, Workspace, Resolve, Ledger, PostHog, external integrations, and workflow prompts.
Client detection & audit
Connections log Cursor, Claude Desktop, VS Code, Windsurf, and other clients for admin review.
Tools & app coverage
Sixty-five MCP tools organized across thirteen categories — static and dynamic resources plus workflow prompts for pipeline review, lead qualification, connect-integration setup, and more.
| Category | What agents can do |
|---|---|
| CRM | List, search, create, and update records; log activities; pipeline shortcuts; dashboard queries |
| Automation | Trigger workflows and execute tasks on live records |
| AI automation | List, inspect, and trigger AI automations |
| Inbox | Read-only mail — list, open threads, search, unread counts |
| Workspace | Workspace-level tools for docs, drive, and collaboration context |
| Resolve & Ledger | Service and finance dashboard tools backed by CRM queries |
| PostHog | Native analytics tools when your org has PostHog credentials configured |
| External integrations | Stripe, Slack, Notion, and other connected apps proxied through the hosted server |
| Custom MCP | Bring your own HTTP or stdio MCP integrations alongside Salestrics tools |
| MCP admin | Read-only API key listing and audit log for organization administrators |
Supported MCP clients
Admin includes per-client setup snippets — copy, paste, connect.
- Cursor
- Claude Desktop
- VS Code
- Windsurf
- Cline
- Zed
- Continue
- ChatGPT
- Gemini CLI
- Generic HTTP and stdio configurations
Legacy stdio-only clients can use the @salestrics/mcp-bridge package to reach the hosted server.
Getting started
- Sign in to your organization workspace at app.salestrics.com.
- Open Admin and create an MCP API key — choose your client for a ready-made snippet.
- Paste the snippet into Cursor, Claude Desktop, VS Code, or your MCP client config.
- Run a workflow prompt — pipeline review, lead qualify, or connect-integration — on live data.
Discovery endpoints (/api/mcp/info, /api/mcp/auth, /.well-known/mcp, OAuth
protected-resource metadata) and OpenAPI 3.1 let clients self-configure. Read the full release in
Changelog #14 or browse
docs.salestrics.com.
Explore the Salestrics platform
Salestrics MCP FAQ
What is Salestrics MCP?
Salestrics MCP is a hosted Model Context Protocol server on your organization workspace. External AI clients — Cursor, Claude Desktop, VS Code, and others — connect with an org-scoped API key and work on live CRM, mail, automation, and workspace data.
How do I connect an AI client?
Organization administrators create an MCP API key in Admin, copy the setup snippet for your client (Cursor, Claude, VS Code, Windsurf, and others), and point the client at your workspace MCP endpoint. Discovery endpoints and OpenAPI 3.1 help clients self-configure.
Is MCP separate from Salestrics Assistant?
Assistant is AI inside the Salestrics browser app. MCP is for external agents and IDEs that speak the Model Context Protocol — same organization data, different client surface.
What can agents do with MCP tools?
Sixty-five tools across thirteen categories: CRM record CRUD and pipeline shortcuts, workflow and AI automation triggers, read-only inbox access, Workspace context, Resolve and Ledger dashboards, PostHog analytics when configured, plus proxied Stripe/Slack/Notion integrations and custom MCP servers you bring.
How is access secured?
Keys use the smcp_live_ prefix, are hashed at rest, scoped to your organization, and rate-limited per org. Connections log client type for admin audit review. Keys are create-and-revoke in Admin — no shared passwords.
Connect your first agent
Create an MCP API key in Admin and point Cursor, Claude, or VS Code at your workspace — live CRM, mail, and automation on one protocol.