AI agents and the MCP server

SmartContact runs a remote Model Context Protocol server, so the AI assistant you already use can work in your CRM, with guardrails you can see.

Connect

Server URL (Streamable HTTP):

https://app.smartcontact.online/mcp

Sign in (OAuth): add the URL as a custom connector in Claude or any MCP client that supports OAuth. You sign in with your SmartContact account, and the agent acts as you.
Agent API key: or give the agent its own key from Settings › API keys (type AI agent, read only or read & write), sent as Authorization: Bearer ….

Safety rules

An agent has the permissions of the person (or key role) it acts for, never more.
Agents can't delete records, bulk-change records, export data, create API keys or change settings, whatever the role.
Every change an agent makes is labelled (for example "Claude for Sarah Mitchell") on the record's timeline and in the audit log.
Read-only agent keys can only read.

Tools (19)

Tool	What it does	Access
`search` Search CRM	Find companies and contacts by name, email, domain or account number. Use this first to get record ids.	Read
`get_record` Get record	Get one company or contact by id. For a company, its contacts are included.	Read
`list_records` List records	List companies or contacts, newest first, 50 at most per page. Companies can be filtered to leads or accounts and to the signed-in user ("mine").	Read
`get_timeline` Get timeline	Notes, calls, tasks and changes on a company or contact, newest first. A company timeline includes its contacts.	Read
`add_note` Add note	Add a note to a company or contact timeline. It is shown as written by you on behalf of the user. To notify a teammate, mention them as @[Their Name](user:<user id>) (ids from the workspace members).	Write
`log_call` Log call	Record a phone call outcome on a company or contact.	Write
`create_task` Create task	Create a task (call-back) for the signed-in user, optionally on a company or contact. due_at is ISO 8601 with offset.	Write
`complete_task` Complete task	Mark a task as done.	Write
`create_company` Create company	Create a company (a lead). Search first to avoid duplicates.	Write
`create_contact` Create contact	Create a contact, optionally at a company. Provide at least a name or email.	Write
`update_record` Update record	Change fields on a company or contact. Only the fields given are changed. Cannot delete records.	Write
`move_stage` Move pipeline stage	Move a company to a pipeline stage by stage name (e.g. "Qualified", "Account").	Write
`pipeline_summary` Pipeline summary	How many companies are at each pipeline stage.	Read
`list_campaigns` List marketing campaigns	Marketing campaigns with spend, leads, deals and won value so far. Standard plan.	Read
`run_report` Run a custom report	Count or total CRM records grouped by up to two fields, e.g. deals by stage, companies created by month and owner, or total deal value by campaign. Pass report_id to run a saved report, or a definition. Call with {"list_fields": true} first to see the objects, group-by fields (date fields take :week, :month, :quarter or :year), measures and saved reports. Standard plan.	Read
`marketing_roi` Marketing ROI	Spend, leads, cost per lead, pipeline, revenue won, CAC, ROI and ROAS by campaign, lead source or channel for a period. Attribution: first (campaign that brought the lead in, default), last (latest campaign touched before the deal) or linear (shared). Standard plan.	Read
`create_campaign` Create marketing campaign	Create a marketing campaign. utm_campaign links web form leads from pages with ?utm_campaign=<code>.	Write
`add_campaign_spend` Add campaign spend	Record what a campaign cost, one line per day. Re-sending a line with the same external_ref replaces it.	Write
`log_touchpoints` Log campaign touchpoints	Record that people interacted with a campaign (clicked an ad or email, attended an event...). Identify each person by contact_id or email, or a company by company_id. Unknown people are skipped and reported.	Write