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MCP Setup

Connect Claude, ChatGPT, Cursor, Claude Code, Codex or Antigravity to operate on your CRM with your signed-in organization and role.

Documentation

MCP Setup

Connect Cursor

  1. Step 1: Copy the MCP URL

    Server URL: https://crm.bundlewise.app/backend/api/v1/mcp

  2. Step 2: Add remote MCP in Cursor

    In Cursor, open Customize → MCP and add a server with the URL, or add it to ~/.cursor/mcp.json. Sign in through the browser when prompted. OAuth locks organization and role at authorize time.

  3. Step 3: Optional bearer token

    Admins can mint a Manual Bearer token for the active workspace when a client does not support OAuth. If a token is ever exposed, revoke it under Settings → AI & developers → MCP access and mint a new one.

Example Cursor mcp.json entry uses mcpServers.bundlewise.url pointing at the MCP server URL above.

Connect other clients

  • Claude: Customize → Connectors → + Add → Add custom connector, paste the URL and sign in.
  • ChatGPT: Settings → Apps → Advanced settings, turn on Developer mode, then Create app with the URL and OAuth.
  • Claude Code: run claude mcp add --transport http bundlewise <URL>, then /mcp to sign in.
  • Codex: add [mcp_servers.bundlewise] with url = "<URL>" to ~/.codex/config.toml, then run codex mcp login bundlewise.
  • Antigravity: … → MCP Servers → Manage MCP Servers → View raw config, then add serverUrl with an admin's bearer token in headers.

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