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MCPModel Context Protocol, built in

Run your CRM from the AI tools you already use.

Connect Claude, ChatGPT, Cursor, Claude Code, Codex or Antigravity. Sign in with OAuth, then find hot leads, preview campaigns and build workflows in plain language, on live CRM data.

Set up MCPRead the MCP guide
Or add this server URL to any MCP client
  • Claude
  • ChatGPT
  • Cursor
  • Claude Code
  • Codex
  • Antigravity
https://crm.bundlewise.app/backend/api/v1/mcp
Claude Desktop
Ask Claude about your CRM

Connect Claude in under a minute

Setup

Connected in three steps. No glue code.

Everything lives in Settings → MCP Setup. Pick your client to see its exact config, then copy it.

  1. 01

    Copy the server URL

    Or copy the ready-made config for your client in one click.

  2. 02

    Sign in with OAuth

    Authorize in the browser. Your organization and role are locked at sign-in.

  3. 03

    Ask in plain language

    Surface hot leads, summarize deals or start follow-ups against live data.

Claude Desktop · Customize › Connectors
# Customize › Connectors › + Add › Add custom connectorName  BundlewiseURL   https://crm.bundlewise.app/backend/api/v1/mcp# Then sign in with OAuth in the browser
What your agent can do

Read and act across the whole workspace.

Leads, campaigns, chats, workflows and more are open to your agent, within your role. Search or pick an area, then a prompt, to see the tools it calls and a sample answer.

18 prompts

“Find leads scoring 80+ with no owner”
  • leads_list

Two leads: Quantive AI (88) and Northwind Labs (86) have no owner yet. Want me to assign them to Nadia?

Tool catalog

Every tool your agent gets, module by module.

Tools to read and tools to act, for every part of the CRM. Sends, deletes and bulk changes ask first. Search by name or by what you want done.

170 tools

Context & history· 5

  • crm_get_contextWorkspace, role, access per module, pipeline stages and the workspaces you can switch toRead
  • schema_describe_resourceField hints for a lead, note or activity before writing oneRead
  • revisions_listSnapshots taken before records changedRead
  • revisions_getOne snapshot by idRead
  • revisions_restorePut a record back the way a snapshot has itWrite

Leads· 14

  • leads_listSearch and filter leads by status, source, owner, audience or textRead
  • leads_getOne lead with its score, source page and UTM dataRead
  • leads_createCreate a lead, with or without an emailWrite
  • leads_updateChange a lead's fields, stage or ownerWrite
  • leads_deleteDelete a leadConfirm
  • leads_bulk_createCreate or update up to 1,000 leads by emailWrite
  • leads_bulk_deleteDelete many leads after a dry runConfirm
  • leads_exportExport leads as CSVRead
  • lead_documents_listProposals, quotes and decks attached to a leadRead
  • lead_documents_upload_urlA one-time link to attach a PDF, PPTX, DOCX or XLSX to a leadWrite
  • lead_documents_deleteRemove a document from a leadConfirm
  • lead_ingest_token_mintA token for pushing leads in through the Lead APIWrite
  • apollo_searchSearch people in ApolloRead
  • apollo_enrich_and_importEnrich Apollo contacts and import them as leadsConfirm

Pipeline & dashboard· 3

  • dashboard_getPipeline value, won revenue, win rate and lead sourcesRead
  • workspace_getPipeline stages and workspace settingsRead
  • workspace_update_pipelineAdd, rename or reorder pipeline stagesWrite

Notes & activities· 10

  • notes_listNotes, optionally for one leadRead
  • notes_getOne noteRead
  • notes_createAdd a note to a leadWrite
  • notes_updateEdit a noteWrite
  • notes_deleteDelete a noteConfirm
  • activities_listCalls, meetings and tasks, optionally for one leadRead
  • activities_getOne activityRead
  • activities_createLog a call, meeting or task on a leadWrite
  • activities_updateEdit an activityWrite
  • activities_deleteDelete an activityConfirm

Audiences· 10

  • audience_lists_listAll audience listsRead
  • audience_lists_getOne list with a summary of its membersRead
  • audience_lists_createCreate an audience listWrite
  • audience_lists_updateRename or describe a listWrite
  • audience_lists_deleteDelete a listConfirm
  • audience_lists_add_membersAdd up to 1,000 leads to a listWrite
  • audience_lists_remove_membersRemove leads from a listWrite
  • audience_lists_update_columnsAdd or change a list's custom columnsWrite
  • audience_lists_delete_columnDelete a custom columnConfirm
  • audience_lists_exportExport a list as CSVRead

Campaigns· 21

  • campaigns_listAll campaignsRead
  • campaigns_getOne campaign with its audience summaryRead
  • campaigns_createCreate a draft campaignWrite
  • campaigns_updateEdit a campaign, or pause itWrite
  • campaigns_deleteDelete a campaign and its queueConfirm
  • campaigns_preview_audienceWho would get it, with sample emails and a preview tokenRead
  • campaigns_materialize_queueBuild the send queueWrite
  • campaigns_execute_sendSend it, with the preview token and your confirmConfirm
  • campaigns_scheduleSchedule a send for laterWrite
  • campaigns_list_follow_upsFollow-ups for a campaignRead
  • campaigns_cancel_follow_upCancel a pending follow-upWrite
  • campaigns_list_contactsThe personalized contacts in a campaignRead
  • campaigns_list_recipientsQueue and follow-up recipientsRead
  • campaigns_recipients_steps_summaryDelivery stats per stepRead
  • campaigns_preview_send_to_leadPreview one lead's emailRead
  • campaigns_send_to_leadSend one lead's email after the previewConfirm
  • campaign_attributions_listCampaign attributionsRead
  • campaign_attributions_getOne attributionRead
  • campaign_attributions_createRecord an attributionWrite
  • campaign_attributions_updateEdit an attributionWrite
  • campaign_attributions_deleteDelete an attributionConfirm

Templates & senders· 10

  • templates_listAll email templatesRead
  • templates_getOne templateRead
  • templates_createCreate a templateWrite
  • templates_updateEdit a templateWrite
  • templates_deleteDelete a templateConfirm
  • email_senders_listSending addresses, secrets left outRead
  • email_senders_getOne sender, secrets left outRead
  • email_senders_createAdd a sending addressWrite
  • email_senders_updateEdit a senderWrite
  • email_senders_deleteRemove a senderConfirm

Unified Mailbox· 10

  • mailbox_list_emailsEmails, without bodiesRead
  • mailbox_get_emailOne email with its bodyRead
  • mailbox_unread_countsUnread emails per senderRead
  • mailbox_update_email_flagsMark read or starredWrite
  • mailbox_delete_emailDelete an emailConfirm
  • mailbox_preview_sendPreview a new email and get a preview tokenRead
  • mailbox_send_emailSend it, with the preview token and your confirmConfirm
  • mailbox_preview_replyPreview a replyRead
  • mailbox_reply_emailSend the reply after the previewConfirm
  • mailbox_syncSync the mailbox over IMAPWrite

Inbox & live chat· 16

  • inbox_listConversations on chat, WhatsApp, Messenger and Instagram, or only those that need a replyRead
  • inbox_get_contextOne conversation with its lead, messages, notes and AI sourcesRead
  • inbox_replyReply on the conversation's own channelWrite
  • inbox_set_aiTurn the AI on or off for a conversation, or hand it backWrite
  • inbox_add_noteAdd an internal note only the team seesWrite
  • inbox_assignAssign a conversation, or unassign itWrite
  • inbox_resolveMark a conversation resolvedWrite
  • inbox_reopenReopen a conversationWrite
  • chat_conversations_listChat conversations (older tool)Read
  • chat_conversations_getOne chat conversationRead
  • chat_messages_listMessages in a conversationRead
  • chat_send_messageSend an agent message (older tool)Write
  • chat_assign_conversationAssign a chat to a teammateWrite
  • chat_close_conversationClose a chatWrite
  • chat_widget_getThe chat widget's lookRead
  • chat_widget_updateChange the chat widget's lookWrite

Workflows· 10

  • workflows_listAll workflowsRead
  • workflows_getOne workflow with its trigger and actionsRead
  • workflows_createCreate a workflowWrite
  • workflows_updateEdit a workflow and its actionsWrite
  • workflows_toggle_statusTurn a workflow on, pause it or set it to draftWrite
  • workflows_deleteDelete a workflowConfirm
  • automation_logs_summaryRun counts by statusRead
  • automation_logs_listThe run logRead
  • automation_logs_getOne runRead
  • automation_logs_deleteDelete a log entryConfirm

Forms· 6

  • forms_listAll formsRead
  • forms_getOne form with its fieldsRead
  • forms_createCreate a formWrite
  • forms_updateEdit a formWrite
  • forms_deleteDelete a formConfirm
  • form_submissions_listSubmissions for a formRead

Knowledge base· 16

  • knowledge_searchSearch articles by meaning and keywords before answeringRead
  • knowledge_articles_listGuides, articles, FAQs and productsRead
  • knowledge_articles_getOne item with its contentRead
  • knowledge_articles_createWrite a guide, article, FAQ or quick answerWrite
  • knowledge_articles_updateEdit an item; search reindexes itselfWrite
  • knowledge_articles_deleteDelete an itemConfirm
  • knowledge_collections_listCollectionsRead
  • knowledge_collections_getOne collectionRead
  • knowledge_collections_createCreate a collectionWrite
  • knowledge_collections_updateEdit a collectionWrite
  • knowledge_collections_deleteDelete a collectionConfirm
  • knowledge_list_recentRecent public guides and articlesRead
  • knowledge_get_help_treeThe public help center, as visitors see itRead
  • knowledge_import_webImport a page or a whole sitemap, up to 50 pages a callWrite
  • knowledge_importImport collections and articles from JSON after a dry runConfirm
  • knowledge_reindexRebuild the search indexWrite

Competitors· 5

  • competitors_listAll competitorsRead
  • competitors_getOne competitor and its battlecardRead
  • competitors_createAdd a competitorWrite
  • competitors_updateEdit a competitorWrite
  • competitors_deleteDelete a competitorConfirm

Team & workspaces· 20

  • organizations_listWorkspaces you can work inRead
  • organizations_getOne workspaceRead
  • organizations_createCreate a workspaceWrite
  • organizations_updateRename a workspaceWrite
  • organizations_deleteDelete a workspace and its dataConfirm
  • companies_listOrganizations you belong toRead
  • members_listMembers and their rolesRead
  • members_addAdd a user to the workspaceWrite
  • members_updateChange a member's name or roleWrite
  • members_removeRemove a memberConfirm
  • members_create_userCreate a user and add themWrite
  • invites_listPending invitesRead
  • invites_createSend an inviteWrite
  • invites_cancelCancel an inviteConfirm
  • users_listUsers, filtered by role or nameRead
  • users_getOne userRead
  • users_createCreate a userWrite
  • users_updateEdit a user or their roleWrite
  • users_deleteRemove a userConfirm
  • users_statsMember counts by roleRead

Settings· 14

  • ai_settings_getAI provider and model, keys maskedRead
  • ai_settings_updateSwitch provider, model or promptsWrite
  • ai_list_modelsModels available for a providerRead
  • branding_getWorkspace brandingRead
  • branding_updateChange brandingWrite
  • branding_upload_assetUpload a logo or imageWrite
  • integration_settings_getIntegrations, secrets maskedRead
  • integration_settings_updateChange integrationsWrite
  • profile_getYour profileRead
  • profile_updateEdit your profileWrite
  • profile_update_email_signatureSet your email signatureWrite
  • notifications_listYour notificationsRead
  • notifications_mark_readMark one readWrite
  • notifications_mark_all_readMark all readWrite

170 tools in 15 modules. Your role decides which ones an agent may call.

Security & control

Agents only see what your team is allowed to see.

Step through what happens when an agent connects, and try each control yourself.

  1. Organization and role are fixed at sign-in.

Your AI client
Allow access to Bundlewise?
Signed in as Nadia Karim
Workspace
Kestrel Studio
Role
Sales
AI inside the CRM

And AI that works even when no agent is connected.

Bring OpenAI, Anthropic or Gemini in AI Settings and it powers chat answers, campaign emails and scoring.

Chat answers from your docs

The widget AI replies from your knowledge base and hands over to a person when it should.

Personalized campaign emails

Generate a first draft for each lead from your template and their history, then edit before sending.

0–100 lead scoring

Every lead is ranked on ideal-customer fit and engagement, so the best ones surface first.

Integrations

Everything Bundlewise connects to.

Pick a group in the diagram, or search, to see how each one connects.

Showing 20 integrations

  • Cursor

    AI client

    Add the server URL to ~/.cursor/mcp.json and sign in.

  • Claude Desktop

    AI client

    Add Bundlewise as a custom connector.

  • ChatGPT

    AI client

    A custom connector with the server URL and OAuth.

  • Claude Code

    AI client

    One claude mcp add command, then sign in.

  • Google Antigravity

    AI client

    MCP config with a workspace bearer token.

  • OpenAI Codex

    AI client

    One block in ~/.codex/config.toml.

  • Google Workspace

    Email

    Send and sync from your Gmail domain.

  • Microsoft 365

    Email

    Send and sync from Outlook.

  • Custom SMTP

    Email

    Any mail server, with SPF, DKIM and DMARC.

  • Website chat

    Channel

    A branded widget with AI answers.

  • WhatsApp

    Channel

    Conversations land in the shared inbox.

  • Messenger

    Channel

    Facebook messages in the same inbox.

  • Instagram

    Channel

    DMs answered next to email and chat.

  • Forms embed

    Lead source

    Embeddable forms that create leads.

  • Lead API

    Lead source

    Push leads in from your own site.

  • CSV import

    Lead source

    Bring contacts in from a spreadsheet.

  • Apollo

    Lead source

    Import prospects from Apollo.

  • OpenAI

    AI provider

    Power chat answers and email drafts.

  • Anthropic

    AI provider

    Use Claude models inside the CRM.

  • Gemini

    AI provider

    Use Google models inside the CRM.

MCP FAQ

Before you connect.

Step-by-step setup lives in the MCP Setup guide.

Read the MCP guide

Claude Desktop, ChatGPT, Cursor, Claude Code, OpenAI Codex and Google Antigravity have ready-made setups on this page. Any other MCP-compatible client can point at the same server URL.

With OAuth in the browser. Your organization and role are locked at sign-in. For clients without OAuth, an admin can mint a workspace bearer token instead, and revoke it from MCP Setup at any time.

No. An agent works with the role of the person who signed in, so it only sees the leads, stages and settings that person can.

No. Your customer data is never shared or used to train external models. Data is encrypted in transit with TLS and stored securely at rest.

Give your AI the keys to the pipeline.

Create a workspace, open Settings → MCP Setup and connect your first client in minutes.

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