MCP Server
MCP for ChatGPT, Claude, and Other Assistants
What it does
The YouEx.ai MCP connector lets supported AI assistants use your YouEx.ai CRM as a connected tool. After you connect it, an assistant such as ChatGPT or Claude can look up CRM records, summarize pipeline data, read stored research reports, refresh research, draft and send email, and create follow-up actions on your behalf.
MCP is included on every plan (mcpIntegration). The current tool contract is the API reference (PDF). To call the same CRM operations from your own application, use the REST API. The three ChatGPT widgets below are not REST resources.
In ChatGPT, install the YouEx.ai app from the Apps catalog for the full MCP experience plus interactive widgets and report cards. Claude and other MCP clients connect with the server URL below.
MCP access uses your own YouEx.ai sign-in and workspace permissions. The assistant can only operate inside the workspace selected for your account.
Server URL
Use this connector URL:
https://engage.youex.ai/mcp
The assistant signs the user in with Auth0. Scopes requested at sign-in are openid, email, profile, and offline_access. A missing token returns 401 with a WWW-Authenticate challenge.
OAuth discovery:
| Method | Path |
|---|---|
| GET | /.well-known/oauth-protected-resource |
| GET | /.well-known/oauth-protected-resource/mcp |
| GET | /.well-known/oauth-authorization-server |
There is no published per-minute limit on /mcp. List tools are cursor-paginated. When hasMore is true, call the same tool again with nextCursor.
Tool calls run as that user inside the Integration Workspace chosen in Profile Settings. If the user has several workspaces and none is selected, tool calls return instructions to set Integration Workspace. They do not guess a workspace.
Before you connect
Make sure:
- your YouEx.ai account has MCP access enabled
- you can sign in to YouEx.ai
- you are a member of the workspace you want Claude to use
- if you belong to more than one workspace, you have selected an Integration Workspace in Profile Settings
To choose the workspace, open YouEx.ai, go to Profile Settings, and set Integration Workspace. That same setting is used by Zapier. The REST API does not use it.
Connect from ChatGPT
- Open ChatGPT.
- Install the YouEx.ai app from the Apps catalog.
- Sign in with your YouEx.ai account when prompted.
- Start asking CRM questions in plain language.
ChatGPT gets the MCP tools plus interactive widgets and report cards when available.
Connect from Claude
Claude supports custom remote MCP connectors from Claude and Claude Desktop. Anthropic's current setup flow is managed through Settings > Connectors.
- Open Claude.
- Go to Settings > Connectors.
- Choose Add connector.
- Enter a name such as
YouEx.ai. - Enter the connector URL:
https://engage.youex.ai/mcp - Save the connector.
- Click Connect and complete the YouEx.ai/Auth0 sign-in flow.
- Start a new chat and ask Claude to use YouEx.ai.
For Team or Enterprise Claude plans, an organization owner may need to add the custom connector in organization settings before individual users can connect it.
Anthropic reference:
What the assistant can do
The connector exposes CRM tools for leads, contacts, companies, opportunities, research, engagement, follow-up, email, and summary reporting. ChatGPT can also open the widgets listed below.
Leads
| Tool | What it does |
|---|---|
list_leads | Lists leads with pagination. Filters include timeframe, owner, search, status, and tag. |
find_leads | Searches leads by name, email, title, company, or website. |
create_lead | Creates a lead. Fields are name, email, secondaryEmail, phone, company, companyWebsite, linkedinUrl, title, status, and notes. Created leads are stored with source MCP Tool. |
update_lead | Updates an existing lead. |
delete_lead | Deletes one lead. |
delete_leads_by_emails | Deletes multiple leads by exact email address. |
Contacts
| Tool | What it does |
|---|---|
list_contacts | Lists contacts with pagination, search, status, and company filters. |
find_contacts | Searches contacts by name, email, company, or title. |
create_contact | Creates a new contact. |
update_contact | Updates an existing contact. |
delete_contact | Deletes one contact. |
Companies
| Tool | What it does |
|---|---|
list_companies | Lists companies with pagination, search, and company type filters. |
find_companies | Searches companies by name, industry, or website. |
create_company | Creates a new company. |
update_company | Updates an existing company. |
delete_company | Deletes one company. |
Opportunities
| Tool | What it does |
|---|---|
list_opportunities | Lists opportunities with pagination, search, and stage filters. |
find_opportunities | Searches opportunities by name, company, or contact. |
create_opportunity | Creates a new opportunity. |
update_opportunity | Updates an existing opportunity. |
delete_opportunity | Deletes one opportunity. |
Research
| Tool | What it does |
|---|---|
get_crm_research_report | Retrieves the full stored research report and sources for a lead, contact, or company. |
refresh_crm_research_report | Starts a fresh research run for a lead, contact, or company. |
Research reports are intentionally not included in bulk list/search results, because they can be large. Ask Claude to retrieve a specific record's research report after it finds the right ID.
Follow-up actions
| Tool | What it does |
|---|---|
list_crm_actions | Lists actions logged or scheduled for a specific lead, contact, company, or opportunity. |
create_crm_action | Logs a completed action or schedules a future action, with or without a reminder. |
Scheduled actions can have a reminder time. If a reminder is provided, YouEx.ai queues the reminder.
Summary
| Tool | What it does |
|---|---|
get_crm_summary | Returns high-level CRM counts and pipeline totals. |
Engagement
These tools take a single leadId. IP address, precise location, and raw user agent are not returned. Research text is omitted from list and search results.
| Tool | What it does |
|---|---|
get_lead_engagement | One lead's page views, CTA clicks, and chat conversations. |
list_lead_page_views | Raw page-view and click events for one lead, newest first. |
get_lead_conversations | Chat transcripts and collected info for one lead. |
get_lead_history | Lifecycle events for one lead: status, routing, assignment, research, enrich, conversion. |
Reminders
| Tool | What it does |
|---|---|
list_crm_reminders | Reminders for the workspace. |
| Tool | What it does |
|---|---|
list_email_topics | List email topics. |
get_email_topic | Read one email topic. |
create_email_topic | Create an email topic. |
update_email_topic | Update a topic, including keyword add, remove, or replace. |
delete_email_topic | Delete one email topic. |
list_lead_email_drafts | List drafts for a lead. |
get_lead_email_draft | Read one lead draft. |
create_lead_email_draft | Create a lead draft. |
send_lead_email_draft | Send a lead draft. |
list_contact_email_drafts | List drafts for a contact. |
get_contact_email_draft | Read one contact draft. |
create_contact_email_draft | Create a contact draft. |
send_contact_email_draft | Send a contact draft. |
schedule_email_draft | Schedule a draft. |
Assistant widgets
These tools open an interactive card inside ChatGPT. They are not REST resources.
| Tool | What it does |
|---|---|
open_crm_record_editor | Open the CRM record editor. |
open_crm_report_card | Open the CRM report card. |
open_lead_research_card | Open a lead research card. |
Sample prompts
Try prompts like these after connecting ChatGPT or Claude:
Use YouEx.ai to show me a summary of my CRM.
Find leads at Acme and show me the most recent ones.
List my hot leads, then create a follow-up action for the top one.
Find the lead for ada@example.com and show me the full research report.
Refresh the research report for this contact.
Schedule a call follow-up for this opportunity next Friday at 2 PM, with a reminder the morning before.
Show me actions already logged for this company.
Create a logged email action for this lead saying that I sent the pricing follow-up today.
Pagination
Large lists are paginated. When Claude receives a response with hasMore: true, it can call the same list tool again using nextCursor.
Example:
List all leads in YouEx.ai. Continue through every page until there are no more results, then summarize the status breakdown.
Working with research reports
For best results:
- Ask Claude to find the right lead, contact, or company.
- Ask Claude to retrieve the full research report for that exact record.
- Ask Claude to summarize, compare, or turn the research into next-step recommendations.
Example:
Find the company YouEx.ai, retrieve its research report, and suggest three next actions for the account owner.
Working with CRM actions
Actions can be either:
logged: something that already happenedscheduled: something planned for the future
Action types are:
meetingtextemailcallother
Examples:
Log a call action for this lead: "Left voicemail and sent follow-up email."
Schedule an email action for this contact for May 12 at 10 AM. No reminder.
Schedule a meeting follow-up for this opportunity on May 15 at 2 PM and remind me on May 14 at 9 AM.
Safety notes
- MCP actions use your YouEx.ai user identity.
- Delete and update tools can change CRM data, so review Claude's intended action before asking it to proceed.
- If you are unsure what Claude is about to change, ask it to explain the exact tool call it plans to make first.
- For bulk deletes, use exact email addresses and ask Claude to show the matching records before deletion.
Troubleshooting
Claude cannot connect
Check that:
- the connector URL is exactly
https://engage.youex.ai/mcp - you completed the sign-in flow
- MCP access is enabled for your account or plan
- your organization allows custom connectors
Claude says workspace selection is required
You belong to more than one YouEx.ai workspace and none is selected. Open YouEx.ai, go to Profile Settings, choose Integration Workspace, and try again.
Claude only shows the first page of records
Ask Claude to continue using nextCursor until hasMore is false.
Claude cannot find a research report
Research reports currently exist for leads, contacts, and companies. Opportunities do not currently have a dedicated research report field.
Claude times out while listing data
Ask for a smaller page size or a narrower filter, such as status, owner scope, or search term. For full research text, use get_crm_research_report on one record at a time instead of asking for all research reports in one request.