> ## 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.

# MCP Quickstart

> Connect your AI assistant to Octolane in under 2 minutes. Works with Claude, ChatGPT, Cursor, and any MCP client.

Get your AI assistant talking to your Octolane CRM in 4 steps.

<Steps>
  <Step title="Get your API key">
    Go to **Settings > Integrations > API** in your Octolane dashboard and copy your API key.

    If you don't have one yet, click **Generate API key**. The key is scoped to your workspace and works for both the REST API and MCP.

    <Tip>
      Your API key gives full access to your workspace data. Keep it secret. Don't commit it to version control.
    </Tip>
  </Step>

  <Step title="Add the MCP server to your client">
    Add the Octolane MCP server configuration to your AI client. Pick your client below and paste the config:

    <Tabs>
      <Tab title="Claude Desktop">
        Open your Claude Desktop config file:

        * **Mac:** `~/Library/Application Support/Claude/claude_desktop_config.json`
        * **Windows:** `%APPDATA%\Claude\claude_desktop_config.json`
        * **Linux:** `~/.config/Claude/claude_desktop_config.json`

        Add the Octolane server:

        ```json theme={"system"}
        {
          "mcpServers": {
            "octolane": {
              "url": "https://mcp.octolane.com/mcp",
              "headers": {
                "X-API-Key": "your-api-key"
              }
            }
          }
        }
        ```

        Restart Claude Desktop after saving.
      </Tab>

      <Tab title="Claude.ai">
        In Claude.ai, go to **Settings > MCP Servers > Add Server** and enter:

        * **Name:** Octolane
        * **URL:** `https://mcp.octolane.com/mcp`
        * **Headers:** `X-API-Key: your-api-key`
      </Tab>

      <Tab title="ChatGPT">
        In ChatGPT, go to **Settings > MCP (Beta) > Add Server** and enter:

        * **Name:** Octolane
        * **URL:** `https://mcp.octolane.com/mcp`
        * **Authentication:** API Key
        * **Header:** `X-API-Key`
        * **Key:** your API key
      </Tab>

      <Tab title="Cursor">
        Create or edit `.cursor/mcp.json` in your project root (or global config):

        ```json theme={"system"}
        {
          "mcpServers": {
            "octolane": {
              "url": "https://mcp.octolane.com/mcp",
              "headers": {
                "X-API-Key": "your-api-key"
              }
            }
          }
        }
        ```

        Restart Cursor after saving.
      </Tab>

      <Tab title="Windsurf">
        Add to your Windsurf MCP config:

        ```json theme={"system"}
        {
          "mcpServers": {
            "octolane": {
              "url": "https://mcp.octolane.com/mcp",
              "headers": {
                "X-API-Key": "your-api-key"
              }
            }
          }
        }
        ```
      </Tab>

      <Tab title="Other clients">
        Any MCP-compatible client can connect using:

        * **Server URL:** `https://mcp.octolane.com/mcp`
        * **Authentication:** API key via `X-API-Key` header

        Refer to your client's documentation for where to add MCP server configurations.
      </Tab>
    </Tabs>
  </Step>

  <Step title="Verify the connection">
    Open your AI client and ask:

    ```
    What tools do you have from Octolane?
    ```

    You should see a list of available tools including `search_deals`, `get_pipeline_overview`, `get_signal_visitors`, and others. If you see them, you're connected.

    <Warning>
      If the tools don't show up, double-check your API key and make sure you restarted your client after adding the config.
    </Warning>
  </Step>

  <Step title="Try your first command">
    Now talk to your CRM. Try any of these:

    ```
    Show me all open deals
    ```

    ```
    What companies visited our website this week?
    ```

    ```
    What's our pipeline value by stage?
    ```

    ```
    Pull up everything we know about Acme Corp
    ```

    ```
    What are my open tasks this week?
    ```

    That's it. Your AI assistant now has full access to your Octolane CRM. Including your pipeline, contacts, emails, meetings, tasks, Signal data, and more.
  </Step>
</Steps>

## What happens next

Every record you create through MCP is immediately picked up by your Octolane agents:

* **New contacts** are automatically enriched with job title, company size, funding data, and social profiles
* **New deals** are monitored by the Follow-Up Agent for stale conversations
* **New companies** are enriched and matched against your ICP criteria
* **Signal data** is scored and qualified in real-time

You're not just writing to a database. You're activating a self-driving sales team.

## Next steps

<CardGroup cols={2}>
  <Card title="Tools reference" icon="wrench" href="/mcp/tools-reference">
    See all 29 MCP tools with parameters and examples.
  </Card>

  <Card title="Examples & workflows" icon="lightbulb" href="/mcp/examples">
    Real-world workflows for pipeline reviews, meeting prep, and lead qualification.
  </Card>
</CardGroup>