Connect Your AI to the CRM (MCP)

• “Which open deals haven't had a touchpoint in two weeks?”
• “Summarize my last three meetings with Acme and draft next steps.”
• “What objections did prospects raise about pricing this month?”
• “What's our active MRR and how many deals are open?”

1. Open Settings and find the Zapier & API Keys card. Create a key with the read scope and copy the mm_live_... value — it is shown once.
2. Add the server to your assistant with the key in the Authorization header. The server URL is https://www.salescadia.com/api/mcp.

claude mcp add --transport http salescadia https://www.salescadia.com/api/mcp --header "Authorization: Bearer mm_live_YOUR_KEY"

• Read-only. Nothing the AI does through this connection can change or delete CRM data.
• Workspace-scoped. A key only sees its own workspace — the same isolation the Zapier and Clay integrations use.
• Instantly revocable. Deactivate the key in Settings and every connected AI loses access immediately.
• Anything the AI reads becomes part of that AI conversation, so connect assistants you trust with CRM data.

• 401 Unauthorized — the key must be sent as an Authorization: Bearer mm_live_... header (this endpoint refuses keys in the URL), and the key must be active and unexpired.
• 403 Forbidden — the key lacks the read scope. Create a read-scoped key in Settings.
• Transcript search says Pro required — call-transcript search follows the same plan gate as the in-app Ask Anything feature.