MCP Server (AI Agents)
POST/api/mcp
Model Context Protocol server over Streamable HTTP (JSON-RPC 2.0). Exposes 148 permission-filtered CRM tools (list/get/search/create/update/delete across 22 resources, plus lookups and utilities) to Claude Desktop, ChatGPT, Cursor, n8n AI Agent and any MCP client. Supported methods: initialize, ping, tools/list (single page), tools/call. Batches and notifications follow the JSON-RPC spec. Tool errors are returned as isError results so agents can react. Disabled by default - enable it under Setup > API > Settings. Configure your MCP client with this URL and the authtoken header.
Headers
| Field | Type | Description |
|---|---|---|
| authtoken | String | Authentication token, generated from admin area |
curl -X POST "https://yoursite.com/api/mcp" \
-H "authtoken: YOUR_API_TOKEN" \
-H "Content-Type: application/json" \
-d '{ "field": "value" }'tools/list:
HTTP/1.1 200 OK
{
"jsonrpc": "2.0",
"result": {
"tools": [
{
"name": "customers_list",
"description": "List customers. Supports limit/offset and optional date range.",
"inputSchema": {
"type": "object",
"properties": {
"limit": { "type": "integer", "description": "Max rows (default 25, max 100)" },
"offset": { "type": "integer", "description": "Rows to skip" },
"created_after": { "type": "string", "description": "ISO date lower bound" },
"created_before": { "type": "string", "description": "ISO date upper bound" }
}
}
},
{
"name": "customers_search",
"description": "Search customers by keyword (matches company, vat, phonenumber).",
"inputSchema": {
"type": "object",
"properties": {
"q": { "type": "string", "description": "Search keyword" },
"limit": { "type": "integer", "description": "Max rows (default 25, max 100)" }
},
"required": ["q"]
}
},
{
"name": "invoices_create",
"description": "Create a invoice. Pass the record fields as the \"data\" object (same field names as the REST API).",
"inputSchema": {
"type": "object",
"properties": {
"data": { "type": "object", "description": "Field map for the new record" }
},
"required": ["data"]
}
}
]
},
"id": 1
}tools/call:
HTTP/1.1 200 OK
{
"jsonrpc": "2.0",
"result": {
"content": [
{
"type": "text",
"text": "[\n {\n \"userid\": \"12\",\n \"company\": \"Acme Corporation\",\n \"vat\": \"GB123456789\",\n \"phonenumber\": \"+1 415 555 0132\",\n \"city\": \"San Francisco\",\n \"zip\": \"94103\",\n \"state\": \"California\",\n \"country\": \"231\",\n \"datecreated\": \"2026-02-14 09:21:45\",\n \"active\": \"1\"\n }\n]"
}
],
"isError": false
},
"id": 2
}Unknown method:
HTTP/1.1 200 OK
{
"jsonrpc": "2.0",
"error": {
"code": -32601,
"message": "Method not found: tools/get"
},
"id": 3
}