Skip to main content
Open Beta: The MCP Server is now available to all users. As this feature is still in beta, the underlying tools are expected to continue shifting and changing.
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.

​
Getting Started

We recommend connecting Endgame through Claude’s custom connector, the ChatGPT Codex app, or directly in a Claude Code or Codex terminal session. All options give your AI assistant direct access to all Endgame tools.

​
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.
1

Admin: Add the Endgame connector

An admin needs to add Endgame as a custom connector before anyone on the team can use it.
  1. In the Claude web app navigate to the custom connector setup
  2. or in the Claude desktop app go to Customize → Connectors and click Add custom connector in the Add menu
  3. Enter a name (e.g., “Endgame”) and the URL: https://app.endgame.io/api/v1/mcp
  4. Click Add and follow the prompts to authenticate with Endgame
2

Individual: Connect to Endgame

Once the admin has added the connector at the organization level, each team member can connect:
  1. Go to Customize → Connectors in Claude
  2. Find the Endgame connector and click Connect
  3. Follow the authentication prompts
3

Start asking questions

Once connected, just ask Claude anything about your accounts, pipeline, meetings, or conversations. Claude will automatically use the right Endgame tools to find your answer.
Endgame periodically updates our MCP tools. You can ensure you have the latest tool set by going into your Endgame connector, opening the overflow menu, and clicking Refresh Tools List.

​
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.
1

Admin: Add the Endgame custom app

  1. In ChatGPT, go to the Apps section
  2. Click Create
  3. Enter a name (e.g., “Endgame”) and the URL: https://app.endgame.io/api/v1/mcp
  4. After clicking Create, complete the authentication prompts to link your Endgame account
ChatGPT add custom app screen

Adding a custom app in ChatGPT

2

Admin: Publish the app to your organization

Once the app is configured, publish it so team members can access it.
  1. Within Apps, find your Draft app and open it.
  2. Click to Publish it
ChatGPT publish app screen

Publishing the Endgame app in ChatGPT

3

Individual: Enable the Endgame app

After the admin has published the app, each team member can enable it:
  1. Go to the plugin section in ChatGPT
  2. Under the Installed section click on the Endgame app and then click to connect
  3. Follow the authentication prompts
ChatGPT enabled apps screen

Enabled apps in ChatGPT

4

Start asking questions

Once enabled, just ask ChatGPT anything about your accounts, pipeline, meetings, or conversations. ChatGPT will automatically use the right Endgame tools to find your answer.
Endgame periodically updates our MCP tools. An admin can ensure you have the latest tool set by clicking into the Endgame app -> See details for the tools -> Refresh

​
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.
1

Add the Endgame MCP server

In your terminal, run:
This uses the default local scope, which ties the server to the current project directory. If you want Endgame available across all your projects, use --scope user instead:
To share the config with your team, use --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:
2

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.
3

Start asking questions

Once connected, ask Claude anything about your accounts, pipeline, meetings, or conversations. Claude will automatically use the right Endgame tools to find your answer.

​
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.
1

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:
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.
Verify the server was added:
2

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.
3

Start asking questions

Once connected, ask Codex anything about your accounts, pipeline, meetings, or conversations. Codex will automatically use the right Endgame tools to find your answer.

​
Connect via Claude Managed Agents (Service Accounts)

Use a service account API key to connect Endgame to Claude Managed Agents (CMA). Service accounts are user-agnostic and scoped to your organization, making them the right choice for automated or shared agent workflows.
1

Create a service account API key in Endgame

  1. Go to https://app.endgame.io/settings/api-keys
  2. Click New API Key
  3. Name your key and select the Service Account option
  4. Click Create and copy the key immediately — you won’t be able to view it again
Only Endgame Admins can create api keys. The number of service keys you are allowed to create for your organization may be limited.
Create service account API key in Endgame

Creating a service account API key in Endgame

2

Create a credential vault in CMA

  1. In Claude Managed Agents, go to Credential Vaults in the side navigation
  2. Click + New Vault
New vault button in Claude Managed Agents

Adding a new vault in Claude Managed Agents

  1. Enter a name for your vault and click Create
Create vault form in Claude Managed Agents

Creating a vault in Claude Managed Agents

3

Add your Endgame API key as a credential

  1. Inside your new vault, click Add Credential
  2. Select Bearer Token as the credential type
  3. Paste the API key you created in Endgame
  4. Set the custom connector URL to: https://app.endgame.io/api/v1/mcp
  5. Save the credential
Add credential form in Claude Managed Agents vault

Adding the Endgame API key as a credential

4

Use the vault in an agent session

When starting a session with an agent that requires the Endgame MCP, you will be prompted to provide credentials. Select the vault you created to authenticate the session.
Credential vault selection when starting a Claude Managed Agents session

Selecting a credential vault when starting a CMA session

For information on setting and accessing vault credentials programmatically, refer to the Claude Managed Agents vaults documentation.

​
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?”

​
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_data or research_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
Getting authentication errors?
  • Your session may have expired — try reconnecting the connector
Hitting rate limits?
  • You’ve exceeded your organization’s request limit
  • Limits reset daily. Contact your administrator if you need an adjustment

​
Need Help?

For issues or questions about the Endgame MCP Server, contact your Endgame administrator or reach out to support@endgame.io.