What is this?
MCP (Model Context Protocol) is a standard that lets AI assistants call an application’s own tools directly, instead of you copying data back and forth. This platform runs an MCP server so you can connect an assistant such as Claude, Cursor, or VS Code to your workspace: they can read your inbox and conversation history, contacts, campaigns, automations and their runs, AI agents, orders, events, activity and the product docs, and make changes such as updating a contact or sending a template after you approve them. There is nothing to install on the server — point your client at this URL with your API key.The Developer Portal’s Reference tab has three sub-tabs, in this order: Workspace API, MCP, Platform API. This page documents the MCP tab. Connecting a client needs an API key, which needs the API Access permission (
settings:api) — see Authentication.Server URL
What can I do here?
- Connect any MCP client that supports remote HTTP servers with custom headers
- Give the assistant read access to your inbox, conversations, contacts, labels, custom fields, pipelines, automations and their runs, campaigns, templates, AI agents, orders, catalog, events, connected networks, and the product docs
- Let it make approved changes: add a note, update a contact, set a custom field, add or remove a label, move a pipeline stage, send a template, close a conversation, hand off to a human, or trigger an automation
- See the exact same tool list this page documents live in-app, under Developer → Reference → MCP — see the full tool catalog
How to use it
1
Get your connection details
API key — Generate a key in API Keys (in the Developer Portal). The assistant acts as you, with your permissions. Needs the API Access permission.Channel — Each connection works inside one channel. Find your channel IDs with List channels, or pick one in the Developer Portal’s MCP tab, which fills it into the setup snippets for you.
2
Connect your client
Pick your client and copy the snippet, replacing Replace
<API_KEY> and <CHANNEL_ID> with your own values.- Claude Code
- Claude Desktop
- Cursor
- VS Code
- Other
Run this in your terminal, then run
/mcp inside Claude Code to check the connection.<API_KEY> with your key. Keep the key out of shared files and repositories.3
Ask your assistant
Once connected, just ask in plain language. For example:
- “Find the contact named John and show his labels.”
- “Which events next week still have seats?”
- “Tag everyone who asked about pricing today with the Lead label.”
Available tools
What the assistant can use. Your key only sees the tools your permissions allow in the selected channel. See the full tool catalog for every tool, grouped by area, with its description, mode, and required permission.How it stays safe
- Your client asks you to approve every change before it runs.
- Nothing can be deleted or cancelled over MCP. Those actions stay in the dashboard.
- The assistant has exactly your permissions, checked again on every call.
- Every call stays inside the channel you connected. Other channels are never visible.
- The same rate limits as the Workspace API apply, with stricter limits for sending messages and starting automations.
Troubleshooting / Technical Notes
400in detail. The response is{"error": "channel_required", "message": "Send the channel to work in as the X-Channel-Id header (or ?channelId=). List yours with /api/workspace/v1/channels/list."}. Add the header or query parameter shown in the connection snippets above.404instead of403for a channel you can’t access. This is deliberate: the server always returns 404 for a channel id it can’t resolve for your key, whether it doesn’t exist or you simply don’t have access to it, so channel ids can never be probed or leaked.- A tool doesn’t show up, or a call fails with a permission error. The MCP server only ever offers tools your API key’s owner has permission to use, re-checked on every call — grant the underlying permission (see each tool’s “Permission needed” in the tool catalog), not the API Access permission again.
- A write never seems to happen. Every write tool needs your MCP client’s own approval step (Claude Code, Claude Desktop, Cursor, and VS Code all prompt you before running a tool call) — check your client isn’t waiting on an approval dialog.
- Nothing about deleting or cancelling. By design: destructive actions (like cancelling a registration) are never exposed over MCP and stay dashboard-only.