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MCP server and API

A CRM MCP server your AI agents can actually use

Point Claude, a custom agent or your own scripts at SaaSVisionary and let them discover and run the same actions your team uses in the app. Scoped API keys limit what each agent can reach, and actions that send, spend or delete are held behind a confirmation.

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app.saasvisionary.comsaasvisionaryDashboardContactsProjectsConversationsSchedulingReputationAdsRevenueAutomationsPhoneAISitesAssetsAPPSBrowser AgentDirectoriesMy teamSettingsNorthwind StudioSearch contacts, deals, and moreCtrl KSAterminal$ curl -X POST https://app.saasvisionary.com/api/v1/actions/contacts.create \ -H "Authorization: Bearer sv_live_••••••" \ -d '{"first_name":"Ava","phone":"+15125550147","tags":["web-lead"]}'{ "ok": true, "contact": { "id": "ct_8f2k1", "first_name": "Ava" }, "workflows_triggered": ["new-lead-follow-up"]}# MCP: your AI assistant discovers the same actions→ tools/list 247 tools available (scoped to your key)→ tools/call appointments.book { "slot": "2026-10-15T10:30" }✓ Booked. Confirmation sent via SMS.

In short

MCP Server & API in SaaSVisionary: Let Claude and other AI agents operate your CRM through a built-in MCP server. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. You get the MCP server and as many API keys as you need on Unlimited, the same tier that lets you bring your own Supabase. Every plan includes unlimited contacts and a 14-day free trial.

See plans and pricing · Watch the product tour · API & MCP overview

0Servers to host or proxy yourself
4Discovery verbs: catalog, search, describe, run
200Webhook subscriptions per workspace
3Surfaces on one registry: API, MCP, Copilot

Platform

What you get with MCP Server & API

Built in, nothing to deploy

The MCP server is part of the platform. Add the endpoint and an API key to your MCP client and your agent is connected in minutes.

Agents find their own tools

Agents can list the catalog, search it, read what an action needs and run it by a stable name, so you are not hand-writing a tool schema per endpoint.

The whole product, not a slice

Hundreds of documented reads and actions cover contacts, deals, messaging, calendars, payments and more, because the app, API and MCP server share one registry.

Scoped, revocable API keys

Bearer-authenticated keys carry only the scopes you grant. Give a reporting agent read access, give an intake bot write access to contacts, and revoke either instantly.

Confirmation on risky actions

Actions that send messages, spend money or destroy data are classified for confirmation, so your agent handles routine work freely and pauses where it matters.

Signed outbound webhooks

Subscribe HTTPS endpoints to platform events. Deliveries are HMAC-signed, retried with backoff and logged with status and error per delivery.

Call any API from a workflow

Trigger workflows from a signed incoming URL or call an outside API mid-flow with your choice of method, auth type, headers, query and body.

Bring your own Supabase

Connect your own Supabase account, create projects in any of 17 regions and point workspaces, funnels or apps at a database you own and pay for directly.

How it works

Up and running in 4 steps

  1. 01

    Create a scoped key

    In settings, create an API key for the agent and give it only the scopes its job needs. Name it so you can tell keys apart later.

  2. 02

    Add the MCP server to your client

    Enter the server address and key in Claude Desktop, Claude Code or any MCP-compatible client. The agent can now browse the action catalog.

  3. 03

    Test with read-only tasks

    Ask for something harmless first, like listing deals that have not moved in two weeks, and confirm the results match what you see in the app.

  4. 04

    Grant more and automate

    Add write scopes when you are comfortable, and use outbound webhooks so your agent or backend hears about new events without polling.

One registry means no feature gaps

Many platforms offer an API that trails the app by months. In SaaSVisionary a single capability registry defines every action, and the app, Copilot, the REST API and the MCP server are all generated from it. When an action exists, it exists on every surface, including custom objects you define yourself.

  • Same permanent action names across REST and MCP
  • Custom objects are readable and writable by agents
  • The in-app Copilot proposes the same actions to your team
app.saasvisionary.comsaasvisionaryDashboardContactsProjectsConversationsSchedulingReputationAdsRevenueAutomationsPhoneAISitesAssetsAPPSBrowser AgentDirectoriesMy teamSettingsNorthwind StudioSearch contacts, deals, and moreCtrl KSANew lead follow-upActive⚡Trigger: Form submittedWebsite quote form✉Send SMS“Thanks! Want a call today?”⏱Wait for replyup to 30 minutesRepliedNo reply✓AI books a callRound-robin calendar☎Create taskCall within 1 hour

What teams build with it

A two-person agency, Northgate Digital, connects Claude to its workspace with a read-only key and asks for a Monday summary of new leads, booked calls and stalled deals. A developer at a solar installer uses webhooks to push signed contracts into their project tool the moment a deal is won.

  • Weekly pipeline briefings written by an AI assistant
  • Two-way sync with internal tools through webhooks
  • Lead intake from custom sources via the REST API
app.saasvisionary.comsaasvisionaryDashboardContactsProjectsConversationsSchedulingReputationAdsRevenueAutomationsPhoneAISitesAssetsAPPSBrowser AgentDirectoriesMy teamSettingsNorthwind StudioSearch contacts, deals, and moreCtrl KSAGood morning, DanaHere's what happened while you were awayNew leads248+18%Booked calls64+9%Revenue$42.8k+12%Pipeline valueActivityMissed calltexted backForm leadRiverside DentalInvoice paid$1,200Review5 starsBookingTue 10:30

Plans & availability

You get the MCP server and as many API keys as you need on Unlimited, the same tier that lets you bring your own Supabase. The REST API and outbound webhooks start on the Team plan with two API keys. Start a 14-day free trial on the Unlimited plan to try it.

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FAQ

MCP Server & API: frequently asked questions

What is an MCP server for a CRM?

MCP, the Model Context Protocol, is an open standard that lets AI assistants discover and call tools. A CRM MCP server exposes your CRM's data and actions as those tools, so an assistant such as Claude can look up contacts, update deals or schedule follow-ups on your behalf, within the permissions you grant.

Can Claude connect to SaaSVisionary?

Yes. Any MCP-compatible client, including Claude Desktop and Claude Code, can connect to the built-in MCP server using an API key from your workspace. Once connected, the assistant can browse the action catalog, read what each action needs and run the actions its key is scoped for.

Is the API limited compared to the app?

No. Every interface reads its actions from one shared registry. If you can do something in the app, the same action exists for Copilot, over REST and through MCP. That includes custom objects, which agents can read and write like contacts.

How do I stop an AI agent from doing something costly?

Give each agent its own API key with only the scopes it needs, and revoke a key instantly if something looks wrong. Actions that send, spend or destroy are classified as confirm actions, so the in-app Copilot stops and asks before performing them.

Can I receive events instead of polling the API?

Yes. Register HTTPS endpoints for the events you care about and they are delivered as they happen. Each delivery is HMAC-signed, failed deliveries are retried with backoff, and you can see the status of each attempt. A workspace can hold up to 200 active subscriptions.

Which plan includes the MCP server?

Team gives you REST access, outbound webhooks and two API keys. Unlimited adds the MCP server and removes the cap on keys. Start a 14-day free trial on the Unlimited plan to try the MCP server.

Guides & articles

Learn more about MCP Server & API

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Choosing an AI-Powered CRM for a Small Agency: A Buyer's Checklist

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Read the API & MCP overview

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