Hosted connector (Claude, ChatGPT and other AI assistants)

Connect your workspace to an AI assistant in a few clicks. The hosted server at https://app.sellinger.ai/api/v2/mcp speaks the streamable HTTP MCP transport with OAuth sign in, so there is nothing to install and nothing to run locally.

Set up in claude.ai

  1. In claude.ai, open Settings, then Connectors.
  2. Click Add custom connector and paste https://app.sellinger.ai/api/v2/mcp as the URL. No client ID or secret is needed.
  3. Click Connect. You are sent to Sellinger to sign in.
  4. Pick a workspace and an access level, then approve. Claude returns you to the connector list, connected.

ChatGPT and other MCP clients

Use the same URL, https://app.sellinger.ai/api/v2/mcp. Any client that supports streamable HTTP transport with OAuth can connect the same way, including ChatGPT's connectors and developer mode.

Access levels

You choose the access level when you connect, and can reconnect later to change it.

  • Full access. Read and act: send messages, update leads, approve outreach, import prospects.
  • Read only. List and read everything, with no sends, no writes and no approvals.

27 tools

Grouped by category. Read only tools are marked; everything else can change data or send a message.

Leads

ToolWhat it doesAccess
list_leadsList leads with optional status, stage or search filters.READ ONLY
get_leadGet a single lead by ID, with every field.READ ONLY
create_leadCreate a new lead in the CRM.READ/WRITE
update_leadUpdate fields, status or pipeline stage on an existing lead.READ/WRITE
send_messageSend a message to a lead over email, LinkedIn, WhatsApp or Instagram.READ/WRITE
opt_out_leadRecord an opt out and fence the lead across every channel.READ/WRITE
search_leadsSearch leads by name, email or company text.READ ONLY

Prospecting

ToolWhat it doesAccess
search_peopleSearch the external AI ARK database for prospects not yet in the CRM.READ/WRITE
import_people_as_leadsImport prospects found by search_people into the CRM.READ/WRITE
get_prospecting_quotaCheck today's search usage and remaining daily quota.READ ONLY

Conversations

ToolWhat it doesAccess
get_lead_conversationFull cross channel conversation history for a lead, newest first.READ ONLY

Campaigns

ToolWhat it doesAccess
list_agentsList all campaigns for the team.READ ONLY
get_agentGet a single campaign with its configs and channels.READ ONLY
update_campaignPause, resume, rename or edit a campaign.READ/WRITE

Approvals

ToolWhat it doesAccess
list_approvalsList pending messages, actions and suggestions awaiting a decision.READ ONLY
approve_approvalApprove a queued item. Sends the message immediately for messages and suggestions.READ/WRITE
reject_approvalReject a queued item so it is never sent.READ/WRITE
regenerate_approval_draftRewrite a queued draft using reviewer feedback, without sending it.READ/WRITE

Meetings

ToolWhat it doesAccess
list_meetingsList booked meetings in a time window, ordered by meeting time.READ ONLY
log_meeting_outcomeRecord a meeting as completed, no show or cancelled, with notes.READ/WRITE

Analytics

ToolWhat it doesAccess
get_analyticsKPI summary for a trailing window: leads, conversion, meetings, response rate.READ ONLY
get_pipeline_countsLead counts per pipeline stage.READ ONLY
list_companiesList companies in the CRM.READ ONLY
get_hot_leadsHigh intent leads surfaced from intent signals.READ ONLY
list_segmentsList saved lead segments with their lead counts.READ ONLY

Search

ToolWhat it doesAccess
searchFree text search across leads and companies in the workspace.READ ONLY
fetchRetrieve the full record behind a search result ID.READ ONLY

Saved prompts

Four one-click workflows that chain the tools above. Clients that render MCP prompts (claude.ai) offer these directly.

  • weekly_pipeline_review (Weekly pipeline review). Pull this week's pipeline health, meetings and approvals, then summarize wins, risks and next actions.
  • prep_my_day (Prep my day). Brief today's meetings, surface hot leads, and summarize pending approvals as decisions to make.
  • find_new_prospects (Find new prospects). Translate an ICP description into a search_people query, present candidates, then import only with explicit confirmation.
  • audit_stale_leads (Audit stale leads). Spot check the oldest ENGAGED and MEETING leads, classify each, and propose next steps without acting.

Limits

  • Tool outputs are compacted for token efficiency: long fields are truncated, lists are capped at 100 rows, and heavy per-lead fields (company analysis, deep research, profile data) are omitted from list views. Call get_lead for the full record.
  • Each tool call has a 300 second maximum runtime.
  • Access tokens last 8 hours; the refresh token lasts 90 days, so reconnecting stays rare.

Revocation and audit

Disconnect the connector any time from claude.ai's Connectors settings. Access also ends automatically if you are removed from the workspace, and every connector request is logged for security auditing. Questions go to hello@sellinger.ai.

Team MCP REST API

For direct HTTP access instead of the hosted connector: 167+ team-scoped REST endpoints for agents, leads, pipeline, analytics, and integrations. Designed for backend automations and custom CRM sync, using an API key rather than OAuth.

Base URL

https://app.sellinger.ai/api/v2/mcp
  • All responses are JSON. Use HTTPS only.
  • Data is scoped to the team in x-team-id.
  • SMS is not available via send-message on MCP routes.
  • Leads with status SUGGESTED or DISCARDED are excluded from list/count endpoints.

Authentication

Create an API key under Integrations → API. Every MCP request needs your key and team ID.

bash
# Required headers for API key access
curl "https://app.sellinger.ai/api/v2/mcp/agents" \
  -H "Authorization: Bearer sk_live_your_api_key" \
  -H "x-team-id: your-team-uuid"

# Also supported:
#   X-API-Key: sk_live_...
#   X-Sellinger-API-Key: sk_live_...

Team ID

Find your team UUID in Settings → Team, or copy x-team-id from browser network requests while using the app. API keys without this header receive 403.

Session auth

Logged-in users can call the same routes with a Supabase session cookie (browser or server-side). The x-team-id header still selects the active workspace when you belong to multiple teams.

Agents

bash
curl "https://app.sellinger.ai/api/v2/mcp/agents" \
  -H "Authorization: Bearer sk_live_your_api_key" \
  -H "x-team-id: your-team-uuid"

Example response shape:

json
{
  "agents": [
    {
      "id": "uuid",
      "name": "Outreach",
      "agent_type": "outbound",
      "is_active": true,
      "persona_id": "uuid",
      "channel_counts": { "linkedin": 1, "email": 1 }
    }
  ],
  "count": 4
}

Leads

List with filters, create via POST, update with PATCH. At least one of email, phone, or LinkedIn URL is required when creating.

bash
# List NEW leads
curl "https://app.sellinger.ai/api/v2/mcp/leads?status=NEW&limit=25&offset=0" \
  -H "Authorization: Bearer sk_live_your_api_key" \
  -H "x-team-id: your-team-uuid"

# Create a lead
curl -X POST "https://app.sellinger.ai/api/v2/mcp/leads" \
  -H "Authorization: Bearer sk_live_your_api_key" \
  -H "x-team-id: your-team-uuid" \
  -H "Content-Type: application/json" \
  -d '{
    "full_name": "Jane Doe",
    "email": "jane@company.com",
    "lead_source": "API",
    "primary_channel": "email",
    "agent_id": "optional-agent-uuid"
  }'

Query params for GET: status, stage, agent_id, channel, query, limit (max 100), offset.

Endpoint catalog

Paths are relative to /api/v2/mcp. Replace [id] with a UUID.

Agents & personas

Sellinger agents, channels, goals, configs, personas, and voice.

PathMethods
/api/v2/mcp/agents
GETPOST
/api/v2/mcp/agents/[id]
GETPATCH
/api/v2/mcp/agents/[id]/assigned-accounts
GETPOSTDELETE
/api/v2/mcp/agents/[id]/auto-approve
GETPUT
/api/v2/mcp/agents/[id]/channel-knowledge-bases
GETPOSTDELETE
/api/v2/mcp/agents/[id]/channels
GETPOSTDELETE
/api/v2/mcp/agents/[id]/configs
GET
/api/v2/mcp/agents/[id]/configs/[configId]
GETPATCH
/api/v2/mcp/agents/[id]/goals
GETPOSTPUTDELETE
/api/v2/mcp/agents/[id]/knowledge-bases
GETPOSTDELETE
/api/v2/mcp/agents/[id]/personas
GETPOSTPATCHDELETE
/api/v2/mcp/agents/[id]/transition-rules
GETPOSTPUTDELETE
/api/v2/mcp/agents/stats
GET
/api/v2/mcp/config-commits
GET
/api/v2/mcp/config-commits/[id]
POST
/api/v2/mcp/config-optimization
GETPUT
/api/v2/mcp/elevenlabs-agents
GETPOST
/api/v2/mcp/personas
GETPOST
/api/v2/mcp/personas/[id]
GETPUTDELETE
/api/v2/mcp/personas/[id]/accounts
GETPUT
/api/v2/mcp/personas/[id]/knowledge-bases
GETPOSTDELETE
/api/v2/mcp/personas/[id]/restore
POST
/api/v2/mcp/personas/[id]/tools
GETPUT
/api/v2/mcp/personas/[id]/versions
GETPOST
/api/v2/mcp/voice-configs
GETPOST
/api/v2/mcp/voice-configs/[id]
GETPUTDELETE

Leads & CRM

List, create, update leads; messages, tags, bulk ops, companies, and deals.

PathMethods
/api/v2/mcp/communications/bulk
POST
/api/v2/mcp/companies
GETPOST
/api/v2/mcp/companies/[id]
GETPUT
/api/v2/mcp/companies/[id]/leads
GET
/api/v2/mcp/companies/resolve
POST
/api/v2/mcp/hot-leads
GET
/api/v2/mcp/leads
GETPOST
/api/v2/mcp/leads/[id]
GETPATCHDELETE
/api/v2/mcp/leads/[id]/activity
GET
/api/v2/mcp/leads/[id]/attachments
GETPOSTDELETE
/api/v2/mcp/leads/[id]/blocking-analysis
GET
/api/v2/mcp/leads/[id]/custom-fields
GETPUT
/api/v2/mcp/leads/[id]/deals
GETPOST
/api/v2/mcp/leads/[id]/deals/[dealId]
PUTDELETE
/api/v2/mcp/leads/[id]/messages
GET
/api/v2/mcp/leads/[id]/person
GET
/api/v2/mcp/leads/[id]/resolve-decision
POST
/api/v2/mcp/leads/[id]/segments
GETPOSTDELETE
/api/v2/mcp/leads/[id]/send-message
POST
/api/v2/mcp/leads/[id]/stage
POST
/api/v2/mcp/leads/[id]/suggested-action
GET
/api/v2/mcp/leads/[id]/tags
GETPOSTDELETE
/api/v2/mcp/leads/bulk/assign
POST
/api/v2/mcp/leads/bulk/delete
POST
/api/v2/mcp/leads/bulk/stage
POST
/api/v2/mcp/leads/bulk/tag
POST
/api/v2/mcp/leads/channel-funnel
GET
/api/v2/mcp/leads/favorites-count
GET
/api/v2/mcp/leads/lead-requests
GETPOST
/api/v2/mcp/leads/lead-requests/[id]
DELETE
/api/v2/mcp/leads/resolve-companies
POST
/api/v2/mcp/merge-candidates
GET
/api/v2/mcp/merge-candidates/[id]/resolve
POST
/api/v2/mcp/people/[id]
GET

Pipeline & segments

Pipeline stages, counts, segments, tags, custom fields, and saved searches.

PathMethods
/api/v2/mcp/custom-fields
GETPOST
/api/v2/mcp/custom-fields/[id]
PATCHDELETE
/api/v2/mcp/custom-pipeline-stages
GETPOST
/api/v2/mcp/filter-presets
GETPOST
/api/v2/mcp/filter-presets/[id]
PUTDELETE
/api/v2/mcp/pipeline-stages
GETPOST
/api/v2/mcp/pipeline-stages/[id]
PATCHDELETE
/api/v2/mcp/pipeline/[stage]
GET
/api/v2/mcp/pipeline/counts
GET
/api/v2/mcp/saved-searches
GETPOST
/api/v2/mcp/saved-searches/[id]
GETPUTDELETE
/api/v2/mcp/segments
GETPOST
/api/v2/mcp/segments/[id]
PATCHDELETE
/api/v2/mcp/segments/[id]/evaluate
POST
/api/v2/mcp/segments/[id]/reengage
POST
/api/v2/mcp/tags
GETPOST
/api/v2/mcp/tags/[id]
PATCHDELETE

Dashboard & analytics

KPIs, stats, activity, ROI, channel performance, and strategic insights.

PathMethods
/api/v2/mcp/activity-log
GET
/api/v2/mcp/analytics/channel-performance
GET
/api/v2/mcp/analytics/conversation-intelligence
GET
/api/v2/mcp/analytics/recommendations
GET
/api/v2/mcp/analytics/roi
GET
/api/v2/mcp/analytics/strategic-recommendations
POST
/api/v2/mcp/billing/credits
GET
/api/v2/mcp/dashboard/activity
GET
/api/v2/mcp/dashboard/kpis
GET
/api/v2/mcp/dashboard/overview
GET
/api/v2/mcp/dashboard/preview-leads
GET
/api/v2/mcp/dashboard/recommendations
GET
/api/v2/mcp/dashboard/recommendations/apply
POST
/api/v2/mcp/dashboard/stats
GET
/api/v2/mcp/dashboard/timeseries
GET
/api/v2/mcp/support/stats
GET

Approvals & automation

Pending approvals, suggestions, routing, automation rules, and settings.

PathMethods
/api/v2/mcp/approvals
GET
/api/v2/mcp/approvals/[id]
PATCH
/api/v2/mcp/approvals/bulk
POST
/api/v2/mcp/automation-rules
GETPOSTPATCHDELETE
/api/v2/mcp/history-import
GETPOST
/api/v2/mcp/newsroom
GETPOSTPUTDELETE
/api/v2/mcp/routing-rules
GETPOST
/api/v2/mcp/routing-rules/[id]
GETPUTDELETE
/api/v2/mcp/routing-rules/[id]/actions
GETPOSTDELETE
/api/v2/mcp/routing-rules/evaluate
POST
/api/v2/mcp/settings
GETPUT
/api/v2/mcp/suggestions
GETPATCH
/api/v2/mcp/suggestions/bulk
POST

Knowledge base

Collections, articles, and agent-linked knowledge.

PathMethods
/api/v2/mcp/email-learn/snapshots
GET
/api/v2/mcp/knowledge-base/[id]
GETPUTDELETE
/api/v2/mcp/knowledge-base/collections
GETPOST
/api/v2/mcp/knowledge-base/collections/[id]
GETPATCHDELETE
/api/v2/mcp/knowledge-bases
GET

Channels & accounts

LinkedIn, email, WhatsApp accounts, phone numbers, and calls.

PathMethods
/api/v2/mcp/account
DELETE
/api/v2/mcp/accounts
GET
/api/v2/mcp/accounts/auto-approve-status
GET
/api/v2/mcp/calendar
GET
/api/v2/mcp/calls/logs
GET
/api/v2/mcp/calls/logs/[id]
GETDELETE
/api/v2/mcp/calls/settings
GETPUT
/api/v2/mcp/channels/accounts
GETOPTIONS
/api/v2/mcp/channels/linkedin/accounts
GET
/api/v2/mcp/instagram/followers
GETPOST
/api/v2/mcp/linkedin-topics
GETPOSTPATCHDELETE
/api/v2/mcp/linkedin-topics/activity
GET
/api/v2/mcp/phone-numbers
GETPOST
/api/v2/mcp/phone-numbers/[id]
GETPATCH
/api/v2/mcp/phone-numbers/search
GET

Intent & ICP

Intent signals, ICP profiles, insights, audience tools, and AI Ark.

PathMethods
/api/v2/mcp/ai-ark/add-leads
POST
/api/v2/mcp/ai-ark/search
POST
/api/v2/mcp/ai-ark/usage
GET
/api/v2/mcp/assistant/custom-query
POST
/api/v2/mcp/audience-finder
POST
/api/v2/mcp/icp
GETPOST
/api/v2/mcp/icp/[id]
GETPUTDELETE
/api/v2/mcp/icp/[id]/analyze
POST
/api/v2/mcp/insights
GETPOST
/api/v2/mcp/insights/[id]
PUTDELETE
/api/v2/mcp/intent-signals/analyze-lookalike
POST
/api/v2/mcp/intent-signals/compute-score
POST
/api/v2/mcp/intent-signals/hot-leads
GET
/api/v2/mcp/intent-signals/recent
GET
/api/v2/mcp/intent-signals/subscriptions
GETPOSTDELETE
/api/v2/mcp/strategy
GETPUT

Live chat, pixel & webhooks

Widgets, sessions, pixel tracking, webhooks, teams, and whitelabel.

PathMethods
/api/v2/mcp/ads/campaigns
GETPOST
/api/v2/mcp/ads/campaigns/[id]
GETPUTDELETE
/api/v2/mcp/agent-tools/book
POST
/api/v2/mcp/agent-tools/calendar
GET
/api/v2/mcp/agent-tools/crm-lookup
GET
/api/v2/mcp/agent-tools/transfer
POST
/api/v2/mcp/enrichment/bulk-enrich
POST
/api/v2/mcp/enrichment/enrich
POST
/api/v2/mcp/enrichment/settings
GETPUTPATCH
/api/v2/mcp/enrichment/usage
GET
/api/v2/mcp/live-chat/product-catalogs
GETPOST
/api/v2/mcp/live-chat/sessions
GET
/api/v2/mcp/live-chat/sessions/[id]
GETPUT
/api/v2/mcp/live-chat/widgets
GETPOST
/api/v2/mcp/live-chat/widgets/[id]
GETPUTDELETE
/api/v2/mcp/pixel/events
GET
/api/v2/mcp/pixel/installations
GETPOST
/api/v2/mcp/pixel/installations/[id]
GETPUTDELETE
/api/v2/mcp/pixel/stats
GET
/api/v2/mcp/pixel/visitors
GET
/api/v2/mcp/pixel/visitors/[id]
GETPUT
/api/v2/mcp/teams
GETPOSTPATCH
/api/v2/mcp/webhooks
POST
/api/v2/mcp/whitelabel/clients
GETPOST
/api/v2/mcp/whitelabel/clients/[id]
GETPATCHDELETE

Self-host: Node MCP server (legacy)

Most people should use the hosted connector above. The mcp-server/ package remains available as a self-host option: it runs locally over stdio and exposes 15 high-level MCP tools that call this REST API. Use it if you want to run the server yourself rather than connect through the hosted OAuth endpoint. Install from the repo, build, then configure your client:

bash
cd mcp-server
npm install
npm run build

Environment variables:

bash
SELLINGER_API_KEY=sk_live_...
SELLINGER_TEAM_ID=your-team-uuid
SELLINGER_BASE_URL=https://app.sellinger.ai   # optional, default production

Claude Desktop or Cursor stdio config (replace the path with your checkout):

json
{
  "mcpServers": {
    "sellinger": {
      "command": "node",
      "args": ["/absolute/path/to/mcp-server/dist/index.js"],
      "env": {
        "SELLINGER_API_KEY": "sk_live_your_key_here",
        "SELLINGER_TEAM_ID": "your-team-uuid",
        "SELLINGER_BASE_URL": "https://app.sellinger.ai"
      }
    }
  }
}

Stdio tools include list_leads, send_message, list_agents, pipeline counts, hot leads, and more. The REST API exposes 167+ additional endpoints for direct HTTP access. See mcp-server/README.md in the repo.