> ## Documentation Index
> Fetch the complete documentation index at: https://octolane.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Octolane MCP Server

> Connect Claude, ChatGPT, Cursor, Windsurf, or any MCP client to your Octolane CRM - search deals, manage pipeline, access emails and meetings, and run your sales process through natural language.

Other CRM MCP servers let you read and write records. Octolane's MCP gives you a window into a self-driving sales team.

Connect your AI assistant to Octolane and you get more than CRUD operations on a database. You can search deals with advanced filters, pull up full email threads and meeting transcripts, see which companies are visiting your website via Signal, create tasks and notes linked to any record, and manage your pipeline stages. All through natural language. Records you create are immediately picked up by Octolane's agents for enrichment and follow-up.

No other CRM offers this.

## Hosted MCP server

The Octolane MCP server is hosted and ready to use:

```
https://mcp.octolane.com/mcp
```

Authenticate with your API key in the `X-API-Key` header. Same key you use for the REST API. No SDKs to install, no local servers to run.

## What you can do

<CardGroup cols={2}>
  <Card title="Search everything" icon="magnifying-glass">
    Search deals, contacts, accounts, emails, and meetings. Filter deals by stage, size, close date, or staleness. Look up email threads and meeting transcripts by keyword or attendee.
  </Card>

  <Card title="Create & update" icon="plus">
    Create deals, contacts, accounts, notes, and tasks. Move deals between stages. Mark tasks complete. Records are automatically enriched and picked up by agents.
  </Card>

  <Card title="Signal intelligence" icon="radar">
    See which companies are visiting your website with intent scores and visit counts. Get your Signal tracking script to install on your site.
  </Card>

  <Card title="Pipeline management" icon="chart-line">
    Get pipeline overviews with deal counts and values per stage. List stages, rename pipelines, and advance deals through your funnel.
  </Card>

  <Card title="Email & meetings" icon="envelope">
    Search email conversations by contact, company, or keyword. Pull up full email threads. Find past meetings with transcripts and summaries.
  </Card>

  <Card title="Workspace" icon="users">
    Check your identity and subscription, list team members, invite new people to your workspace. All from your AI assistant.
  </Card>
</CardGroup>

## 29 tools, 6 categories

| Category            | Tools                                                                                                                                                                                                                          |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Search & Query      | `search_deals`, `search_contacts`, `search_accounts`, `search_emails`, `search_meetings`, `get_deal_details`, `get_pipeline_overview`, `get_signal_visitors`, `get_email_thread`, `get_notes`, `get_tasks`, `get_current_user` |
| Create & Update     | `create_deal`, `create_contact`, `create_account`, `create_note`, `create_task`, `update_deal_stage`, `move_deal_to_next_stage`, `update_note`, `update_task`                                                                  |
| Pipeline Management | `list_pipeline_stages`, `rename_pipeline`                                                                                                                                                                                      |
| Field Discovery     | `get_account_fields`, `get_contact_fields`, `get_deal_fields`                                                                                                                                                                  |
| Signal              | `get_signal_visitors`, `get_signal_script`                                                                                                                                                                                     |
| Workspace           | `list_workspace_members`, `invite_team_member`, `get_current_user`                                                                                                                                                             |

## Why Octolane's MCP is different

Most CRM MCP servers are a thin wrapper around a REST API. You can create a contact, update a deal, maybe search for records. That's useful, but it's just data access.

Octolane's MCP connects your AI assistant to a CRM that thinks for itself:

* **Records come alive.** Create a contact via MCP and Octolane's agents immediately enrich it with job title, company size, funding data, and social profiles. Create a deal and the Follow-Up Agent starts monitoring the conversation for stale threads. You're not just writing to a database. You're activating a sales team.

* **Signal intelligence.** Ask "What companies visited our site?" and get real-time website visitor data from Signal, scored by intent. No other CRM MCP server gives you this.

* **Full communication history.** Search emails and meetings across your CRM. Pull up complete email threads and meeting transcripts with summaries. Get the full picture on any deal without leaving your AI assistant.

* **Task and note management.** Create follow-up tasks with due dates and priorities. Log meeting notes linked to deals. Mark tasks complete when done. Your AI assistant becomes your CRM command center.

## Supported clients

Octolane MCP works with any client that supports the Model Context Protocol:

| Client         | Status    | Setup guide                               |
| -------------- | --------- | ----------------------------------------- |
| Claude Desktop | Supported | [Use with Claude](/mcp/use-with-claude)   |
| Claude.ai      | Supported | [Use with Claude](/mcp/use-with-claude)   |
| ChatGPT        | Supported | [Use with ChatGPT](/mcp/use-with-chatgpt) |
| Cursor         | Supported | [Use with Cursor](/mcp/use-with-cursor)   |
| Windsurf       | Supported | [Quickstart](/mcp/quickstart)             |
| Cline          | Supported | [Quickstart](/mcp/quickstart)             |
| Any MCP client | Supported | [Quickstart](/mcp/quickstart)             |

## Get started

<CardGroup cols={2}>
  <Card title="Quickstart" icon="bolt" href="/mcp/quickstart">
    Connect your AI assistant to Octolane in under 2 minutes.
  </Card>

  <Card title="Tools reference" icon="wrench" href="/mcp/tools-reference">
    Full reference for all 29 MCP tools with parameters and examples.
  </Card>

  <Card title="Examples & workflows" icon="lightbulb" href="/mcp/examples">
    Real-world examples of running your sales process from an AI assistant.
  </Card>

  <Card title="Authentication" icon="key" href="/mcp/authentication">
    API key setup, OAuth, scopes, and security best practices.
  </Card>
</CardGroup>