The Endgame MCP (Model Context Protocol) Server gives AI assistants like Claude or ChatGPT direct access to your organization’s revenue intelligence — CRM records, meeting transcripts, emails, Slack conversations, uploaded documents, and more. Once connected, your assistant can search interaction history, look up accounts, find stakeholders, query your data warehouse, and surface insights without leaving the conversation. Think of it as giving your AI assistant a direct line to everything Endgame knows about your business.Documentation Index
Fetch the complete documentation index at: https://docs.endgame.io/llms.txt
Use this file to discover all available pages before exploring further.
Getting Started
We recommend connecting Endgame through Claude’s custom connector, the ChatGPT app, or directly in a Claude Code or Codex terminal session. All options give your AI assistant direct access to all Endgame tools.If you previously installed the legacy Endgame MCP extension, you may need to
remove it before connecting the new connector, or give the new one a different
name to avoid conflicts.
Connect via Claude
Claude’s custom connector is the recommended way to connect Endgame for Claude users. This gives Claude direct access to all Endgame tools.Admin: Add the Endgame connector
An admin needs to add Endgame as a custom connector before anyone on the team can use it.
- In Claude, go to Customize → Connectors
- Click Add custom connector in the ”+” menu
- Enter a name (e.g., “Endgame”)
- Enter the URL:
https://app.endgame.io/api/v1/mcp - Click Add and follow the prompts to authenticate with Endgame
Individual: Connect to Endgame
Once the admin has added the connector at the organization level, each team member can connect:
- Go to Customize → Connectors in Claude
- Find the Endgame connector and click Connect
- Follow the authentication prompts
Connect via ChatGPT
You can connect Endgame to ChatGPT by adding it as a custom app. An admin must publish the app before team members can enable it.Admin: Add the Endgame custom app
- In ChatGPT, open Settings and navigate to the Apps section
- Click Create app
- Enter a name (e.g., “Endgame”) and the URL:
https://app.endgame.io/api/v1/mcp - After clicking Create, complete the authentication prompts to link your Endgame account
Admin: Publish the app to your organization
Once the app is configured, publish it so team members can access it.
- Within Apps, find your Draft app and open it.
- From the overflow menu, select Publish
Individual: Enable the Endgame app
After the admin has published the app, each team member can enable it:
- Go to Settings → Apps in ChatGPT
- Click Add more, find the Endgame app and connect
- Follow the authentication prompts
Connect via Claude Code
Use the Claude Code CLI to add Endgame as a remote MCP server. This is a good option if you work in the terminal and want Endgame tools available in your Claude Code sessions.Add the Endgame MCP server
In your terminal, run:This uses the default To share the config with your team, use
local scope, which ties the server to the current project directory. If you want Endgame available across all your projects, use --scope user instead:--scope project. This writes the server to a .mcp.json file in your project root — commit that file to git and anyone who clones the repo will have it configured automatically:Authenticate with Endgame
Start a Claude Code session and verify the server is connected:In the session, run
/mcp. This shows live connection status and confirms Endgame tools are loading. Select the Endgame server and follow the browser prompts to sign in with your Endgame account.You’ll be prompted to authenticate the first time you connect. Claude Code will open a browser window to complete the OAuth flow with Endgame.
Connect via Codex
Use the Codex CLI to add Endgame as a remote MCP server. This is a good option if you work in Codex terminal sessions and want Endgame tools available there.Add the Endgame MCP server
In your terminal, run:Codex detects OAuth support and may start the login flow automatically. If it does not, authenticate separately:Verify the server was added:
Running this command will open a browser window prompting you to sign in with your Endgame account. Complete the login there and Codex will store your credentials automatically.
Start a Codex session
Launch Codex in the directory where you want to work:Endgame tools are available once the MCP server is connected and authenticated.
How to Use It
Once connected, simply ask your AI assistant questions about your business. You don’t need to use any special syntax — your assistant will automatically select the right Endgame tools based on your question. For complex analyses, your assistant can chain multiple tools together — for example, finding an account, pulling recent interactions, and querying your data warehouse to build a complete picture.Account intelligence
“What accounts does my team own, and when was the last time we interacted
with each one?”
Conversation insights
“What did customers bring up as pain points or risks across our last 20
sales calls?”
Public intelligence
“What did Salesforce’s CFO say about their AI strategy on the most recent
earnings call?”
Pipeline analytics
“Show me all open opportunities over $500K that haven’t had any activity in
the last 45 days.”
Internal communications
“What are we saying internally on Slack about the upcoming renewal with Acme
Corp?”
People research
“Who are the key executives at this account, and can anyone on our team make
an introduction?”
Available Tools
When connected via Claude, the following tools are available. Claude selects the right tool automatically based on your question.Accounts & CRM
| Tool | Description |
|---|---|
find_accounts | Find CRM accounts by owner, team membership, or account ID. Returns account details, interaction recency, open opportunities, and the full sales team roster. |
query_data | The most powerful data tool — translates natural-language questions into SQL queries against your organization’s full data warehouse (accounts, contacts, opportunities, meetings, and more). |
search_salesforce_notes | Retrieve Salesforce notes and activity history entries recorded against a specific account. |
People & Contacts
| Tool | Description |
|---|---|
find_person | Look up a specific person by name, email, Salesforce ID, LinkedIn profile, or Endgame person ID. Returns ranked candidates with match scores. |
get_person_details | Load a full profile for a person: CRM contact data, LinkedIn history, interaction history, introduction paths, and public news. |
search_people | Browse and filter contacts at a company across CRM, LinkedIn, interaction history, public news, and recent hires/departures. |
Meetings & Interactions
| Tool | Description |
|---|---|
get_interaction_history | Retrieve chronological summaries or extracted facts from meeting transcripts and emails for one or more accounts. Filter by date, participant, content type, or topic tags (pain points, deal risks, next steps, etc.). |
search_meetings | Search for meetings, calls, and emails across the organization. Filter by account, participant, subject, status, and date range. |
search_my_meetings | Search your own meetings and calendar. Automatically scoped to the logged-in user. |
Messages & Communications
| Tool | Description |
|---|---|
search_slack_messages | Fetch Slack messages about a specific account from channels linked to that account. Includes AI-generated conversation summaries. |
Documents & Knowledge
| Tool | Description |
|---|---|
fetch_knowledge_documents | Browse uploaded knowledge documents by account, date, or content type. Returns metadata and previews. |
get_document | Retrieve the full content of a specific document by ID (transcripts, emails, knowledge docs, earnings calls, Slack messages, or notes). |
find_relevant_documents | AI-powered search that automatically extracts optimal search terms from a question to find relevant company-wide documents. |
search_vendor_documents | Search company-wide reference documents (playbooks, product docs, methodology guides) using semantic and keyword matching. |
search_document_insights | Search extracted facts and quotes across all document types — transcripts, emails, earnings calls, Slack, and notes. |
search_knowledge_articles | Search synthesized knowledge articles that provide high-level account overviews built from multiple source documents. |
Datasets
| Tool | Description |
|---|---|
search_datasets | Discover what structured datasets (CSVs, spreadsheets, dashboard exports) are available in your organization. |
query_dataset | Query uploaded structured data files using natural language. The tool translates questions into SQL and returns results. |
External Research
| Tool | Description |
|---|---|
research_company | Deep company research with synthesized answers, verbatim quotes, and source URLs. Covers strategic priorities, financials, leadership, and more. Supports SEC filing mode. |
summarize_earnings_calls | Retrieve and summarize public earnings call transcripts with extracted facts and speaker quotes. |
news_search | Search Google News for editorial coverage about companies, events, or industry trends. |
web_search | General-purpose web search for public information — documentation, press releases, blog posts, and more. |
Personalization
| Tool | Description |
|---|---|
get_user_preferences | Load your standing instructions and preferences that you’ve established across prior Endgame conversations. |
search_user_preferences | Search your broader memory and context from past conversations for situationally relevant preferences. |
Rate Limits
Rate limits are configured per organization and may vary depending on your plan. If you encounter rate limit errors, contact your Endgame administrator to review your organization’s current limits.Important Notes
- Response time: Complex queries (especially those using
query_dataorresearch_company) can take up to a few minutes to complete. - Data access: Results are scoped to the data your organization has connected to Endgame (CRM, transcripts, Slack, etc.).
Troubleshooting
Claude doesn’t seem to have access to Endgame tools?- In Claude, go to Settings → Extensions (under Desktop App) and confirm the Endgame connector is toggled on
- Check that tool permissions are set to Always Allow for all Endgame tools
- Your session may have expired — try reconnecting the connector
- You’ve exceeded your organization’s request limit
- Limits reset daily. Contact your administrator if you need an adjustment