Connect
One server URL
Add it to Claude, ChatGPT, Cursor, Codex or Antigravity, then sign in.
Model Context Protocol & AI intelligence
Run your CRM from Cursor, Claude or Codex.
Connect any MCP client to Bundlewise with one server URL. Sign in with OAuth, and your AI tools work on leads, deals and campaigns within your role.
MCP setupOAuth · your role
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
Claude Desktop · connected to Kestrel Studio
Find leads scoring 80+ with no owner
Before and after
Your CRM inside your AI client. With your permissions.
Without MCP, AI help means copying CRM data into a chat and pasting the answer back.
- Find hot leadsExportpaste into a chatread
- Update a dealOpen the CRMfind itedit
- Control accessShared API keys in a doc
MCP server
One URL, then sign in.
Add the Bundlewise server URL to your client and approve access in the browser. OAuth sets the workspace and your role when you sign in.
Find hot leads, move a deal, draft a campaign or check a workflow's last run from your AI client.
- A preview before anything sends or deletes
- Revisions to undo a change
- Every request checked against your role
Connect OpenAI, Anthropic, Gemini or OpenRouter for the AI inside Bundlewise: personalized campaign emails and chat answers. Keys stay masked after you save them.
- OpenAI, Anthropic, Gemini and OpenRouter
- Your own model and system prompt
- Keys never shown in full
Use OAuth where you can. When a client can't, an admin creates a bearer token for the workspace and can rotate or revoke it from MCP Setup.
- OAuth locks the workspace and role
- Bearer tokens for clients without OAuth
- Rotate or revoke tokens anytime
Capabilities
Connect once, work from any client.
MCP setup
Your CRM, inside your AI client.
One server URL, OAuth sign-in, and agents that only see what your role allows.
Access
OAuth and roles
Sign-in sets the workspace and your role, so the AI can't do more than you can.
Tokens
Bearer tokens
For clients without OAuth, an admin creates a token and can revoke it anytime.
Providers
Your AI provider
OpenAI, Anthropic, Gemini or OpenRouter for the AI inside Bundlewise.
By the numbers
Set up once, ask anything.
- server URL
- 1
- The same endpoint for every client.
- clients with setup steps
- 6
- Claude Desktop, ChatGPT, Cursor, Claude Code, Codex and Antigravity.
- AI providers
- 4
- OpenAI, Anthropic, Gemini and OpenRouter.
By team
What each team asks for.
Sales
Prep for a call from Claude.
Pull the lead's history and the rival's battlecard without leaving the chat.
Sales playbook0/4 done
- Ask for the lead's history
- Pull the competitor's battlecard
- Add a note after the call
- Move the deal
What your agent can do
Read and act across the whole workspace.
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.
- Claude Desktop
- ChatGPT
- Cursor
- Claude Code
- Codex
- Antigravity
/api/v1/mcp · OAuth
Find leads scoring 80+ with no owner
Works with
What your AI can work on.
AI & MCP Setup
Any client that supports remote MCP servers, including Cursor, Claude and Codex. Add the server URL and sign in through the browser.
No. OAuth locks the workspace and your role when you sign in. To work in another workspace, reconnect after switching.
An admin can create a bearer token for the workspace in MCP Setup. Treat it like a password and revoke it if it's ever exposed.
Connect your AI client in two minutes.
Copy the server URL, sign in and ask for your hottest leads.