MCP server

Ask Claude, Cursor or another MCP client about your pipeline in plain language. With write access it can also add leads, log calls and notes, and create tasks, always as you and within your permissions.

Developer docsRead the MCP guide
CategoryDeveloper
Data flowTwo-way
SetupToken from the API
PlansEvery plan
How a question moves

From a question in Claude to an answer from your CRM

Your MCP client calls a Pitch2Sale tool with your token. The tool runs inside your own visibility, so it answers only with records you could open yourself.

Claude Desktop

Which deals are at risk this month?

Tooldeals_at_risk
Tokenmcp:read
Answered
Pitch2Sale · Pipeline CheckingAnswered

Acme Sales Co.

UserRaj Malhotra
At riskSummit Logistics, Aperture Labs
TaskCreated
  1. 01Raj asks Claude which deals are at risk this month.
  2. 02Claude calls the Pitch2Sale deals-at-risk tool with Raj's token.
  3. 03The tool answers with only the deals Raj can see.
  4. 04Raj asks for a follow-up task. With write access, Claude calls create_task.
  5. 05The task is created once, even if the call is retried, and the write is audited.

What it does in Pitch2Sale

01 · Ask

Plain-language questions

Pipeline, deals at risk, leads, invoices, email threads and call stats, from your MCP client.

02 · Fenced

Your view only

Every tool runs inside the token user's organisation and record visibility.

03 · Write, carefully

Three create-only actions

With write access: create a lead, log a call or note, create a task. Nothing is edited or deleted.

04 · Safe retries

Idempotent and audited

Each write needs an idempotency key, so a retry never makes a duplicate, and every write is logged.

Set it up

  1. Create a token with MCP scopes.

    Use the API to create a personal access token with mcp:read, or mcp:write for write access. Admins can create tokens by default.

  2. Add the server to your client.

    Point it at https://api.pitch2sale.com/mcp with the header Authorization: Bearer <your token>.

  3. Restart your client.

    The Pitch2Sale tools appear in its tool list.

  4. Ask a question.

    Try "Summarise my pipeline" or "Which deals are at risk?".

What syncs, and what does not

DirectionWhatWhen
Client → Pitch2SaleRead tools: pipeline, deals, leads, invoices, emails, calls and moreEach tool call
Pitch2Sale → clientResults limited to the token user's visibilityEach tool call
Client → Pitch2SaleCreate a lead, log a call or note, create a task (with mcp:write)Each write call
Not syncedNo edits or deletes, and no streaming; each call is a single request and reply—

Common questions

Why is it labelled Preview?

It works today and may change as we add tools. Writes are limited to three create-only actions.

Can I make the token in Settings?

Not yet. MCP scopes are added when you create the token with the API.

Can my client delete or change records?

No. It can only read and create.

Is there a limit?

120 requests a minute per token.

Ask your CRM. Get your CRM's answer.

Create an MCP token, add one URL to Claude or Cursor, and ask your first question.

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