MCP Server
Connect AI agents to CRM Factory via the Model Context Protocol.
CRM Factory exposes a Model Context Protocol (MCP) server that allows AI assistants — Claude, ChatGPT, Cursor, and any MCP-compatible client — to read and write CRM data programmatically.
Endpoint
https://{your-domain}/api/mcpThe server uses Streamable HTTP transport (the standard remote MCP transport) and requires OAuth 2.0 Bearer authentication.
Capabilities
| Category | Tools | Description |
|---|---|---|
| CRM | 10 tools | Search, get, list, create, update records; pipeline summary; email drafting; call history and analysis |
| ERP | 3 tools | Lookup master data, check inventory, live query the connected ERP system |
| Knowledge | 1 tool | Semantic vector search across cases, transcripts, articles, and embedded documents |
Authentication
MCP clients authenticate using OAuth 2.0 authorization_code + PKCE (S256). See the Authentication guide for the full flow.
Required Scopes
| Scope | Grants |
|---|---|
crm:read | Read CRM records (accounts, contacts, opportunities, leads, cases, activities) |
crm:write | Create and update CRM records, log activities |
erp:read | Query ERP data (orders, pricing, inventory, KPIs) |
Quick Start
- Go to Settings → API and create an OAuth client
- Store the
client_idandclient_secretsecurely - Configure your MCP client (see guides for Claude Desktop, ChatGPT, Cursor)
- The client will handle the OAuth flow automatically
Server Metadata
CRM Factory publishes standard OAuth discovery documents:
- Protected Resource Metadata:
/.well-known/oauth-protected-resource - Authorization Server Metadata:
/.well-known/oauth-authorization-server
MCP clients that support RFC 9728 will discover the OAuth configuration automatically.