> ## 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.

# MCP Server

> Connect Endgame to AI assistants using the Model Context Protocol

<Warning>
  **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.
</Warning>

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 app**, or directly in a **Claude Code** or **Codex** terminal session. All options give your AI assistant direct access to all Endgame tools.

<Note>
  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.
</Note>

### 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.

<Steps>
  <Step title="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 Claude, go to **Customize** → **Connectors**
    2. Click **Add custom connector** in the "+" menu
    3. Enter a name (e.g., "Endgame")
    4. Enter the URL: `https://app.endgame.io/api/v1/mcp`
    5. Click **Add** and follow the prompts to authenticate with Endgame
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Admin: Add the Endgame custom app">
    1. In ChatGPT, open **Settings** and navigate to the **Apps** section
    2. Click **Create app**
    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

    <Frame caption="Adding a custom app in ChatGPT">
      <img src="https://mintcdn.com/endgame-e965a12c/BdHzSoKnaYOiXo4b/images/chatgpt_add_custom_app_05_12_26.png?fit=max&auto=format&n=BdHzSoKnaYOiXo4b&q=85&s=0b44b627b2cbed077d74e4a5fd9c0451" alt="ChatGPT add custom app screen" className="rounded-lg" width="974" height="1606" data-path="images/chatgpt_add_custom_app_05_12_26.png" />
    </Frame>
  </Step>

  <Step title="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. From the overflow menu, select **Publish**

    <Frame caption="Publishing the Endgame app in ChatGPT">
      <img src="https://mintcdn.com/endgame-e965a12c/BdHzSoKnaYOiXo4b/images/chatgpt_publish_app_05_12_26.png?fit=max&auto=format&n=BdHzSoKnaYOiXo4b&q=85&s=0a62ff4d5ab65459a0545abf0705814a" alt="ChatGPT publish app screen" className="rounded-lg" width="1450" height="654" data-path="images/chatgpt_publish_app_05_12_26.png" />
    </Frame>
  </Step>

  <Step title="Individual: Enable the Endgame app">
    After the admin has published the app, each team member can enable it:

    1. Go to **Settings** → **Apps** in ChatGPT
    2. Click **Add more**, find the Endgame app and connect
    3. Follow the authentication prompts

    <Frame caption="Enabled apps in ChatGPT">
      <img src="https://mintcdn.com/endgame-e965a12c/BdHzSoKnaYOiXo4b/images/chatgpt_enabled_apps_05_12_26.png?fit=max&auto=format&n=BdHzSoKnaYOiXo4b&q=85&s=abf9aea14fa2018085458c39d426d52c" alt="ChatGPT enabled apps screen" className="rounded-lg" width="1576" height="918" data-path="images/chatgpt_enabled_apps_05_12_26.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Add the Endgame MCP server">
    In your terminal, run:

    ```bash theme={null}
    claude mcp add --transport http endgame https://app.endgame.io/api/v1/mcp
    ```

    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:

    ```bash theme={null}
    claude mcp add --transport http endgame --scope user https://app.endgame.io/api/v1/mcp
    ```

    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:

    ```bash theme={null}
    claude mcp add --transport http endgame --scope project https://app.endgame.io/api/v1/mcp
    ```
  </Step>

  <Step title="Authenticate with Endgame">
    Start a Claude Code session and verify the server is connected:

    ```bash theme={null}
    claude
    ```

    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.

    <Note>
      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.
    </Note>
  </Step>

  <Step title="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.
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Add the Endgame MCP server">
    In your terminal, run:

    ```bash theme={null}
    codex mcp add endgame --url https://app.endgame.io/api/v1/mcp
    ```

    Codex detects OAuth support and may start the login flow automatically. If it does not, authenticate separately:

    ```bash theme={null}
    codex mcp login endgame
    ```

    <Note>
      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.
    </Note>

    Verify the server was added:

    ```bash theme={null}
    codex mcp list
    ```
  </Step>

  <Step title="Start a Codex session">
    Launch Codex in the directory where you want to work:

    ```bash theme={null}
    codex
    ```

    Endgame tools are available once the MCP server is connected and authenticated.
  </Step>

  <Step title="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.
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Create a service account API key in Endgame">
    1. Go to [https://app.endgame.io/settings/api-keys](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

    <Note>
      Only Endgame Admins can create api keys. The number of service keys you are allowed to create for your organization may be limited.
    </Note>

    <Frame caption="Creating a service account API key in Endgame">
      <img src="https://mintcdn.com/endgame-e965a12c/et0Fn4Ra3XJSLc7L/images/create-service-account-api-key-05-29-26.png?fit=max&auto=format&n=et0Fn4Ra3XJSLc7L&q=85&s=edbd30dab1fb588aae538ed49be33255" alt="Create service account API key in Endgame" className="rounded-lg" width="1212" height="954" data-path="images/create-service-account-api-key-05-29-26.png" />
    </Frame>
  </Step>

  <Step title="Create a credential vault in CMA">
    1. In Claude Managed Agents, go to **Credential Vaults** in the side navigation
    2. Click **+ New Vault**

    <Frame caption="Adding a new vault in Claude Managed Agents">
      <img src="https://mintcdn.com/endgame-e965a12c/et0Fn4Ra3XJSLc7L/images/new-vault-cma-05-29-26.png?fit=max&auto=format&n=et0Fn4Ra3XJSLc7L&q=85&s=3b9510bb3a7acef7e251630b8950fdd2" alt="New vault button in Claude Managed Agents" className="rounded-lg" width="2436" height="538" data-path="images/new-vault-cma-05-29-26.png" />
    </Frame>

    3. Enter a name for your vault and click **Create**

    <Frame caption="Creating a vault in Claude Managed Agents">
      <img src="https://mintcdn.com/endgame-e965a12c/et0Fn4Ra3XJSLc7L/images/create-vault-cma-05-29-26.png?fit=max&auto=format&n=et0Fn4Ra3XJSLc7L&q=85&s=4d4f76fdafca18e8c2edc8050bb5eb00" alt="Create vault form in Claude Managed Agents" className="rounded-lg" width="1196" height="780" data-path="images/create-vault-cma-05-29-26.png" />
    </Frame>
  </Step>

  <Step title="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

    <Frame caption="Adding the Endgame API key as a credential">
      <img src="https://mintcdn.com/endgame-e965a12c/et0Fn4Ra3XJSLc7L/images/add-credential-cma-vault-05-29-26.png?fit=max&auto=format&n=et0Fn4Ra3XJSLc7L&q=85&s=1a1e4b48c2c9c02e02a84d2fc545186b" alt="Add credential form in Claude Managed Agents vault" className="rounded-lg" width="1238" height="1448" data-path="images/add-credential-cma-vault-05-29-26.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame caption="Selecting a credential vault when starting a CMA session">
      <img src="https://mintcdn.com/endgame-e965a12c/et0Fn4Ra3XJSLc7L/images/start-cma-session-05-29-26.png?fit=max&auto=format&n=et0Fn4Ra3XJSLc7L&q=85&s=31863fdf8144e22f3cb916a8fbd63ba6" alt="Credential vault selection when starting a Claude Managed Agents session" className="rounded-lg" width="1666" height="1444" data-path="images/start-cma-session-05-29-26.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  For information on setting and accessing vault credentials programmatically, refer to the [Claude Managed Agents vaults documentation](https://platform.claude.com/docs/en/managed-agents/vaults).
</Note>

## 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.

<CardGroup cols={2}>
  <Card title="Account intelligence" icon="building">
    "What accounts does my team own, and when was the last time we interacted
    with each one?"
  </Card>

  <Card title="Conversation insights" icon="message-square">
    "What did customers bring up as pain points or risks across our last 20
    sales calls?"
  </Card>

  <Card title="Public intelligence" icon="newspaper">
    "What did Salesforce's CFO say about their AI strategy on the most recent
    earnings call?"
  </Card>

  <Card title="Pipeline analytics" icon="chart-line">
    "Show me all open opportunities over \$500K that haven't had any activity in
    the last 45 days."
  </Card>

  <Card title="Internal communications" icon="hash">
    "What are we saying internally on Slack about the upcoming renewal with Acme
    Corp?"
  </Card>

  <Card title="People research" icon="user-search">
    "Who are the key executives at this account, and can anyone on our team make
    an introduction?"
  </Card>
</CardGroup>

## 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_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](mailto:support@endgame.io).