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MCP server

Work your pipeline from Claude

Connect Claude to AgentSDR and clear your Action required queue from a chat: read every thread, fix the AI's drafts, move stages and send replies. You choose what it may do, and it asks before it sends.

Connect ClaudeSelf-host AgentSDR
ClaudeAgentSDR connected

Draft replies for everyone who asked for pricing. Show me before sending.

AgentSDR · List Action required
AgentSDR · Get lead record × 3

Three people in Action required asked about pricing, each with a reply draft waiting:

  • Nadia FerreiraFernhill · “Can you send pricing for ten seats?”
  • Rafael CostaBrightloop · “What would this cost for a team of five?”
  • Aiko TanakaKestrel Health · “Is there an annual price?”
To Nadia FerreiraRe: Pricing for ten seats

Hi Nadia, thanks for asking. Ten seats sits on our Team plan; I’ve put the breakdown below. If it helps, I can walk your team through it on a short call this week.

Send this to Nadia as written?

Yes, sendEdit first
Reply to Claude…

Connect in a minute

One URL, your own sign-in

Every AgentSDR serves MCP at https://<your AgentSDR address>/api/mcp. No database access and no API key: each person connects their own AgentSDR account.

  1. 01

    Paste the URL

    In Claude, open Customize, Connectors, then Add, Add custom connector. Name it AgentSDR and paste your server URL, which ends in /api/mcp. In Claude Code it is one command.
  2. 02

    Sign in and choose permissions

    A browser window opens. Sign in to AgentSDR, pick the organization, untick anything you would rather not allow, and choose Allow.
  3. 03

    Ask

    Turn AgentSDR on from the tools menu in a chat and ask, for example, “What’s in my Action required queue?”

Server URL

https://<your AgentSDR address>/api/mcp

Claude Code

claude mcp add --transport http agentsdr https://<your AgentSDR address>/api/mcp

Settings → AI assistants shows your exact URL with a Copy button.
On AgentSDR Managed (invite only)? Use https://app.agentsdr.ai/api/mcp.

Works with

  • ClaudeWeb and desktop: Customize → Connectors → Add custom connector
  • Claude CodeOne command, then /mcp to sign in
  • ChatGPTAdd AgentSDR as a custom app with the same URL
  • CursorThe same URL in its MCP settings
  • Any MCP clientRemote MCP over Streamable HTTP with OAuth

On Claude Team and Enterprise plans, an owner first adds the connector in the organization’s settings; members then connect their own account.

What it can do

Everything a rep does in Action required

Fourteen tools, in three permissions. The assistant only sees the tools its connection allows.

Read the CRM

crm:read · Always granted

See the Action required queue and lead records: conversations, details and calls.

  • List Action required

    The queue, newest activity first, with counts per group. Filter by group, channel or stage, or search a person or company.

  • Get lead record

    The person and company, stage, the AI's reading of the last reply, the open draft, the sequence and the whole thread across email, LinkedIn and WhatsApp.

  • Get call transcript

    The transcript and summary of a WhatsApp call, so the next message can pick up from what was said.

  • List pipeline stages

    Your four categories and the sub-stages under them, with the sequence each one runs.

Work the CRM

crm:write · Yours to tick

Edit and rewrite drafts, change stages, snooze or close records, and mark leads Do Not Contact.

  • Edit draft

    Replace a draft's text, and the subject for email, without sending it.

  • Rewrite draft with AI

    AgentSDR's own AI rewrites it with your feedback, using your sequence instructions and knowledge.

  • Write a new draft

    Your own text on the conversation the latest reply came in on.

  • Discard draft

    Throw a draft away without sending it.

  • Confirm or correct the AI's reading

    Accept the stage the AI proposed for a reply, or set the right one and get a new draft for it.

  • Move to another stage

    Record that a meeting happened, a trial started or they signed.

  • Snooze follow-up

    Push the next sequence step to a later date.

  • Close or reopen record

    Take a record off the queue, or put a closed one back.

  • Do Not Contact

    Stop every campaign, sequence and draft for a person, on every channel.

Send messages

crm:send · Yours to tick

Send replies to leads by email, LinkedIn or WhatsApp as you.

  • Send draft

    Send from the mailbox, LinkedIn account or WhatsApp number the conversation is on. Sending starts the stage's follow-ups, as it does in the app.

Sending is real and cannot be undone. The server tells the assistant to show you the exact text, and who it goes to, and wait for a yes. Leave this unticked and the send tool is never offered.

Safe by design

Your account, your permissions, your yes

The assistant works as you, inside the rules the app already enforces, and every step it takes is on the record.

Consent screen

You decide what it may touch

When you connect, AgentSDR shows who you are signed in as, the organization, and what the assistant asked for. Reading the CRM is the point of the connection. Working the CRM and sending messages are yours to withhold.
  • Read only: it can summarise and draft in the chat, and change nothing
  • Untick Send messages and the send tool is never offered
  • One organization per connection

Claude wants to connect to AgentSDR

Signed in as
Maya Chen
Organization
Northwind

It will be able to:

Only allow this if you started connecting Claude yourself just now. Every action is recorded in the CRM timeline as Maya Chen via AI assistant. You can disconnect it anytime in Settings → AI assistants.

AllowCancel

On the record

Every action has your name on it

What the assistant does lands in the CRM timeline as your name via AI assistant, beside the AI's own classifications and drafts. Settings, AI assistants lists every assistant connected as you, and Disconnect stops it at once.
  • Logged as “<your name> via AI assistant”
  • Last active time for each connection
  • Disconnect revokes tokens it already holds
Nadia FerreiraFernhillTimeline

  1. Reply sent by email

    Maya Chen via AI assistant

    10:42

  2. Draft edited

    Maya Chen via AI assistant

    10:41

  3. Reply drafted

    AgentSDR AI

    09:15

  4. Classified Interested · Information Requested

    AgentSDR AI

    09:15

  5. Reply received

    Nadia Ferreira

    09:14

Your connections

Assistants that can work in this organization as you.

Claude

Connected 3 Nov 2026 · Last active 2 min ago

Disconnect

  • Your own account

    Each person signs in with their own AgentSDR login and picks the organization. Nobody shares a key.

  • Your permissions

    Read the CRM always; Work the CRM and Send messages only if you tick them. It sees only the tools you allowed.

  • Asks before sending

    Sending is real. It is told to show you the exact text and who it goes to, and wait for your yes.

  • Logged in the timeline

    Every edit, stage move and send is recorded on the lead's record under your name.

  • Disconnect instantly

    One click in Settings, AI assistants. Removing someone from the organization cuts their connections too.

  • Same rules as the app

    Do Not Contact, sending limits and hours, and stage sequences apply to the assistant exactly as to you.

Things to ask

Talk to your pipeline in plain words

A few things people ask, and the tools the assistant reaches for to answer.

  • “Summarise my Action required queue by group.”

    • List Action required

  • “Draft replies for everyone who asked for pricing. Show me each one before sending.”

    • List Action required
    • Get lead record
    • Rewrite draft with AI
    • Send draft, after your yes

  • “Find Priya from Acme and tell me where the deal stands.”

    • List Action required
    • Get lead record

  • “Everyone who said “not now”: snooze their follow-up by a month.”

    • List Action required
    • Snooze follow-up

  • “What did Rahul say on our last call? Write a follow-up that picks up from there.”

    • Get lead record
    • Get call transcript
    • Write a new draft

FAQ

Questions, answered

What is the AgentSDR MCP server?

AgentSDR speaks MCP, the Model Context Protocol, at /api/mcp. Connect an AI assistant to it and the assistant can do what a rep does in CRM, Action required: read the queue, open a lead with the whole conversation, review and send drafts or write its own, confirm or correct how a reply was classified, move stages, snooze, close and mark people Do Not Contact.

Is it free and open source?

It is part of AgentSDR, which is open source under the MIT License, so the server's code is in the public repository with the rest of the app. There is no separate MCP add-on: every AgentSDR serves it at https://<your AgentSDR address>/api/mcp, and anyone who can sign in to it can connect an assistant.

Do I need an API key?

No. Each person signs in with their own AgentSDR account in a browser window and picks the organization. For a setup with no browser, such as a script or a server-side agent, an owner or admin can create an API key in Settings, API keys with the CRM permissions ticked. A key acts as the organization, and its actions are recorded under the key's name.

Can it send messages without asking me?

Sending is real. The server tells the assistant to show you the exact text and who it goes to, and wait for a yes before it sends, unless you told it to send without checking. If you never want it to send, untick Send messages on the consent screen: the send tool is then not offered to it at all.

What data does the assistant see?

Only the organization you chose when connecting, and only the CRM: the Action required queue and lead records, meaning the person and company (including imported custom fields), stage, the AI's reading of the last reply, the open draft, the active sequence, the conversation across email, LinkedIn and WhatsApp, and recent calls with their transcripts.

Which assistants work with it?

Claude on the web and desktop, Claude Code, ChatGPT, Cursor, and any client that supports remote MCP servers over Streamable HTTP with OAuth. They all use the same server URL.

Can it run campaigns or find new leads?

Not today. The MCP server works the CRM's Action required queue. Campaigns, lead sourcing and analytics are in the app, not in the assistant's tools.

Does it follow the same rules as the app?

Yes. Do Not Contact, sending limits and hours, and stage sequences all apply. Sending a reply or moving a stage starts that stage's follow-ups, exactly as it does in the app.

How do I disconnect it?

Settings, AI assistants, Your connections lists every assistant connected as you, with when it was last active. Disconnect stops it at once, including tokens it already holds. Removing someone from the organization cuts their connections too.

Which URL do I connect to?

Your own AgentSDR's address followed by /api/mcp: https://<your AgentSDR address>/api/mcp. Settings, AI assistants shows your exact URL with a Copy button. To connect from claude.ai, Claude's servers must be able to reach your instance over public HTTPS; Claude Code connects from the computer it runs on. On AgentSDR Managed (invite only), use https://app.agentsdr.ai/api/mcp.

Keep exploring

Connect Claude to your pipeline

Paste your server URL, sign in with your AgentSDR account and choose what the assistant may do. Disconnect it any time from Settings, AI assistants.

Connect ClaudeSelf-host AgentSDR