[{"data":1,"prerenderedAt":965},["ShallowReactive",2],{"navigation_docs":3,"-end-user-guide-mcp-server":114,"-end-user-guide-mcp-server-surround":960},[4,23,59,95],{"title":5,"icon":6,"path":7,"stem":8,"children":9},"Getting Started",false,"\u002Fgetting-started","1.getting-started",[10,13,18],{"title":5,"path":7,"stem":11,"icon":12},"1.getting-started\u002Findex","i-lucide-rocket",{"title":14,"path":15,"stem":16,"icon":17},"Admin Onboarding Guide","\u002Fgetting-started\u002Fadmin-onboarding-guide","1.getting-started\u002Fadmin-onboarding-guide","i-lucide-shield-check",{"title":19,"path":20,"stem":21,"icon":22},"End User Quickstart","\u002Fgetting-started\u002Fend-user-quickstart","1.getting-started\u002Fend-user-quickstart","i-lucide-user-round",{"title":24,"icon":6,"path":25,"stem":26,"children":27},"End User Guide","\u002Fend-user-guide","2.end-user-guide",[28,31,35,39,43,47,51,55],{"title":24,"path":25,"stem":29,"icon":30},"2.end-user-guide\u002Findex","i-lucide-briefcase-business",{"title":32,"path":33,"stem":34},"CRM Actions and Reminders","\u002Fend-user-guide\u002Fcrm-actions-and-reminders","2.end-user-guide\u002Fcrm-actions-and-reminders",{"title":36,"path":37,"stem":38},"Email Outreach","\u002Fend-user-guide\u002Femail-outreach","2.end-user-guide\u002Femail-outreach",{"title":40,"path":41,"stem":42},"Home and Seller Inbox","\u002Fend-user-guide\u002Fhome-and-seller-inbox","2.end-user-guide\u002Fhome-and-seller-inbox",{"title":44,"path":45,"stem":46},"MCP Server","\u002Fend-user-guide\u002Fmcp-server","2.end-user-guide\u002Fmcp-server",{"title":48,"path":49,"stem":50},"Profile and Scheduling","\u002Fend-user-guide\u002Fprofile-and-scheduling","2.end-user-guide\u002Fprofile-and-scheduling",{"title":52,"path":53,"stem":54},"Research, Enrichment, and Routing","\u002Fend-user-guide\u002Fresearch-enrichment-and-routing","2.end-user-guide\u002Fresearch-enrichment-and-routing",{"title":56,"path":57,"stem":58},"Working CRM Records","\u002Fend-user-guide\u002Fworking-crm-records","2.end-user-guide\u002Fworking-crm-records",{"title":60,"icon":6,"path":61,"stem":62,"children":63},"Administrator Guide","\u002Fadministrator-guide","3.administrator-guide",[64,67,71,75,79,83,87,91],{"title":60,"path":61,"stem":65,"icon":66},"3.administrator-guide\u002Findex","i-lucide-settings-2",{"title":68,"path":69,"stem":70},"Agent Configuration","\u002Fadministrator-guide\u002Fagent-configuration","3.administrator-guide\u002Fagent-configuration",{"title":72,"path":73,"stem":74},"Knowledge Management","\u002Fadministrator-guide\u002Fknowledge-management","3.administrator-guide\u002Fknowledge-management",{"title":76,"path":77,"stem":78},"Members and Billing","\u002Fadministrator-guide\u002Fmembers-and-billing","3.administrator-guide\u002Fmembers-and-billing",{"title":80,"path":81,"stem":82},"Revenue Agent Operations","\u002Fadministrator-guide\u002Frevenue-agent-operations","3.administrator-guide\u002Frevenue-agent-operations",{"title":84,"path":85,"stem":86},"Testing, Deployment, and Conversations","\u002Fadministrator-guide\u002Ftesting-deployment-and-conversations","3.administrator-guide\u002Ftesting-deployment-and-conversations",{"title":88,"path":89,"stem":90},"Workspace Email and Executive Agent","\u002Fadministrator-guide\u002Fworkspace-email-and-executive-agent","3.administrator-guide\u002Fworkspace-email-and-executive-agent",{"title":92,"path":93,"stem":94},"Workspace Setup","\u002Fadministrator-guide\u002Fworkspace-setup","3.administrator-guide\u002Fworkspace-setup",{"title":96,"path":97,"stem":98,"children":99},"Product Offerings","\u002Fproduct-offerings","product-offerings",[100,102,106,110],{"title":96,"path":97,"stem":101},"product-offerings\u002Findex",{"title":103,"path":104,"stem":105},"YouEx.ai Engage — Enterprise","\u002Fproduct-offerings\u002Fenterprise","product-offerings\u002Fenterprise",{"title":107,"path":108,"stem":109},"YouEx.ai Engage — Individual","\u002Fproduct-offerings\u002Findividual","product-offerings\u002Findividual",{"title":111,"path":112,"stem":113},"YouEx.ai Engage — Team","\u002Fproduct-offerings\u002Fteam","product-offerings\u002Fteam",{"id":115,"title":44,"body":116,"description":150,"extension":954,"links":955,"meta":956,"navigation":957,"path":45,"seo":958,"stem":46,"__hash__":959},"docs\u002F2.end-user-guide\u002Fmcp-server.md",{"type":117,"value":118,"toc":925},"minimark",[119,124,129,133,136,140,143,154,158,161,177,189,193,199,243,246,249,267,271,274,279,358,362,424,428,490,494,556,560,592,595,599,631,634,638,660,664,667,673,679,685,691,697,703,709,715,719,729,732,738,742,745,756,758,764,768,771,785,788,814,817,823,829,835,839,853,857,861,864,881,885,894,898,908,912,915,919],[120,121,123],"h1",{"id":122},"mcp-for-claude-and-other-assistants","MCP for Claude and Other Assistants",[125,126,128],"h2",{"id":127},"what-it-does","What it does",[130,131,132],"p",{},"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 Claude can look up CRM records, summarize pipeline data, read stored research reports, refresh research, and create follow-up actions on your behalf.",[130,134,135],{},"MCP access uses your own YouEx.ai sign-in and workspace permissions. The assistant can only operate inside the workspace selected for your account.",[125,137,139],{"id":138},"server-url","Server URL",[130,141,142],{},"Use this connector URL:",[144,145,151],"pre",{"className":146,"code":148,"language":149,"meta":150},[147],"language-text","https:\u002F\u002Fengage.youex.ai\u002Fmcp\n","text","",[152,153,148],"code",{"__ignoreMap":150},[125,155,157],{"id":156},"before-you-connect","Before you connect",[130,159,160],{},"Make sure:",[162,163,164,168,171,174],"ul",{},[165,166,167],"li",{},"your YouEx.ai account has MCP access enabled",[165,169,170],{},"you can sign in to YouEx.ai",[165,172,173],{},"you are a member of the workspace you want Claude to use",[165,175,176],{},"if you belong to more than one workspace, you have selected an MCP workspace in Profile Settings",[130,178,179,180,184,185,188],{},"To choose the workspace, open YouEx.ai, go to ",[181,182,183],"strong",{},"Profile Settings",", and set ",[181,186,187],{},"MCP Workspace",".",[125,190,192],{"id":191},"connect-from-claude","Connect from Claude",[130,194,195,196,188],{},"Claude supports custom remote MCP connectors from Claude and Claude Desktop. Anthropic's current setup flow is managed through ",[181,197,198],{},"Settings > Connectors",[200,201,202,205,210,216,222,230,233,240],"ol",{},[165,203,204],{},"Open Claude.",[165,206,207,208,188],{},"Go to ",[181,209,198],{},[165,211,212,213,188],{},"Choose ",[181,214,215],{},"Add connector",[165,217,218,219,188],{},"Enter a name such as ",[152,220,221],{},"YouEx.ai",[165,223,224,225],{},"Enter the connector URL:\n",[144,226,228],{"className":227,"code":148,"language":149,"meta":150},[147],[152,229,148],{"__ignoreMap":150},[165,231,232],{},"Save the connector.",[165,234,235,236,239],{},"Click ",[181,237,238],{},"Connect"," and complete the YouEx.ai\u002FAuth0 sign-in flow.",[165,241,242],{},"Start a new chat and ask Claude to use YouEx.ai.",[130,244,245],{},"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.",[130,247,248],{},"Anthropic reference:",[162,250,251,260],{},[165,252,253],{},[254,255,259],"a",{"href":256,"rel":257},"https:\u002F\u002Fsupport.anthropic.com\u002Fen\u002Farticles\u002F11175166-getting-started-with-custom-integrations-using-remote-mcp",[258],"nofollow","Getting started with custom connectors using remote MCP",[165,261,262],{},[254,263,266],{"href":264,"rel":265},"https:\u002F\u002Fdocs.anthropic.com\u002Fen\u002Fdocs\u002Fagents-and-tools\u002Fmcp-connector",[258],"MCP connector API documentation",[125,268,270],{"id":269},"what-claude-can-do","What Claude can do",[130,272,273],{},"The connector exposes CRM tools for leads, contacts, companies, opportunities, research, follow-up actions, and summary reporting.",[275,276,278],"h3",{"id":277},"leads","Leads",[280,281,282,294],"table",{},[283,284,285],"thead",{},[286,287,288,292],"tr",{},[289,290,291],"th",{},"Tool",[289,293,128],{},[295,296,297,308,318,328,338,348],"tbody",{},[286,298,299,305],{},[300,301,302],"td",{},[152,303,304],{},"list_leads",[300,306,307],{},"Lists leads with pagination, timeframe filters, owner filters, search, and status filters.",[286,309,310,315],{},[300,311,312],{},[152,313,314],{},"find_leads",[300,316,317],{},"Searches leads by name, email, title, company, or website.",[286,319,320,325],{},[300,321,322],{},[152,323,324],{},"create_lead",[300,326,327],{},"Creates a new lead.",[286,329,330,335],{},[300,331,332],{},[152,333,334],{},"update_lead",[300,336,337],{},"Updates an existing lead.",[286,339,340,345],{},[300,341,342],{},[152,343,344],{},"delete_lead",[300,346,347],{},"Deletes one lead.",[286,349,350,355],{},[300,351,352],{},[152,353,354],{},"delete_leads_by_emails",[300,356,357],{},"Deletes multiple leads by exact email address.",[275,359,361],{"id":360},"contacts","Contacts",[280,363,364,372],{},[283,365,366],{},[286,367,368,370],{},[289,369,291],{},[289,371,128],{},[295,373,374,384,394,404,414],{},[286,375,376,381],{},[300,377,378],{},[152,379,380],{},"list_contacts",[300,382,383],{},"Lists contacts with pagination, search, status, and company filters.",[286,385,386,391],{},[300,387,388],{},[152,389,390],{},"find_contacts",[300,392,393],{},"Searches contacts by name, email, company, or title.",[286,395,396,401],{},[300,397,398],{},[152,399,400],{},"create_contact",[300,402,403],{},"Creates a new contact.",[286,405,406,411],{},[300,407,408],{},[152,409,410],{},"update_contact",[300,412,413],{},"Updates an existing contact.",[286,415,416,421],{},[300,417,418],{},[152,419,420],{},"delete_contact",[300,422,423],{},"Deletes one contact.",[275,425,427],{"id":426},"companies","Companies",[280,429,430,438],{},[283,431,432],{},[286,433,434,436],{},[289,435,291],{},[289,437,128],{},[295,439,440,450,460,470,480],{},[286,441,442,447],{},[300,443,444],{},[152,445,446],{},"list_companies",[300,448,449],{},"Lists companies with pagination, search, and company type filters.",[286,451,452,457],{},[300,453,454],{},[152,455,456],{},"find_companies",[300,458,459],{},"Searches companies by name, industry, or website.",[286,461,462,467],{},[300,463,464],{},[152,465,466],{},"create_company",[300,468,469],{},"Creates a new company.",[286,471,472,477],{},[300,473,474],{},[152,475,476],{},"update_company",[300,478,479],{},"Updates an existing company.",[286,481,482,487],{},[300,483,484],{},[152,485,486],{},"delete_company",[300,488,489],{},"Deletes one company.",[275,491,493],{"id":492},"opportunities","Opportunities",[280,495,496,504],{},[283,497,498],{},[286,499,500,502],{},[289,501,291],{},[289,503,128],{},[295,505,506,516,526,536,546],{},[286,507,508,513],{},[300,509,510],{},[152,511,512],{},"list_opportunities",[300,514,515],{},"Lists opportunities with pagination, search, and stage filters.",[286,517,518,523],{},[300,519,520],{},[152,521,522],{},"find_opportunities",[300,524,525],{},"Searches opportunities by name, company, or contact.",[286,527,528,533],{},[300,529,530],{},[152,531,532],{},"create_opportunity",[300,534,535],{},"Creates a new opportunity.",[286,537,538,543],{},[300,539,540],{},[152,541,542],{},"update_opportunity",[300,544,545],{},"Updates an existing opportunity.",[286,547,548,553],{},[300,549,550],{},[152,551,552],{},"delete_opportunity",[300,554,555],{},"Deletes one opportunity.",[275,557,559],{"id":558},"research","Research",[280,561,562,570],{},[283,563,564],{},[286,565,566,568],{},[289,567,291],{},[289,569,128],{},[295,571,572,582],{},[286,573,574,579],{},[300,575,576],{},[152,577,578],{},"get_crm_research_report",[300,580,581],{},"Retrieves the full stored research report and sources for a lead, contact, or company.",[286,583,584,589],{},[300,585,586],{},[152,587,588],{},"refresh_crm_research_report",[300,590,591],{},"Starts a fresh research run for a lead, contact, or company.",[130,593,594],{},"Research reports are intentionally not included in bulk list\u002Fsearch results, because they can be large. Ask Claude to retrieve a specific record's research report after it finds the right ID.",[275,596,598],{"id":597},"follow-up-actions","Follow-up actions",[280,600,601,609],{},[283,602,603],{},[286,604,605,607],{},[289,606,291],{},[289,608,128],{},[295,610,611,621],{},[286,612,613,618],{},[300,614,615],{},[152,616,617],{},"list_crm_actions",[300,619,620],{},"Lists actions logged or scheduled for a specific lead, contact, company, or opportunity.",[286,622,623,628],{},[300,624,625],{},[152,626,627],{},"create_crm_action",[300,629,630],{},"Logs a completed action or schedules a future action, with or without a reminder.",[130,632,633],{},"Scheduled actions can have a reminder time. If a reminder is provided, YouEx.ai queues the reminder.",[275,635,637],{"id":636},"summary","Summary",[280,639,640,648],{},[283,641,642],{},[286,643,644,646],{},[289,645,291],{},[289,647,128],{},[295,649,650],{},[286,651,652,657],{},[300,653,654],{},[152,655,656],{},"get_crm_summary",[300,658,659],{},"Returns high-level CRM counts and pipeline totals.",[125,661,663],{"id":662},"sample-prompts","Sample prompts",[130,665,666],{},"Try prompts like these after connecting Claude:",[144,668,671],{"className":669,"code":670,"language":149,"meta":150},[147],"Use YouEx.ai to show me a summary of my CRM.\n",[152,672,670],{"__ignoreMap":150},[144,674,677],{"className":675,"code":676,"language":149,"meta":150},[147],"Find leads at Acme and show me the most recent ones.\n",[152,678,676],{"__ignoreMap":150},[144,680,683],{"className":681,"code":682,"language":149,"meta":150},[147],"List my hot leads, then create a follow-up action for the top one.\n",[152,684,682],{"__ignoreMap":150},[144,686,689],{"className":687,"code":688,"language":149,"meta":150},[147],"Find the lead for ada@example.com and show me the full research report.\n",[152,690,688],{"__ignoreMap":150},[144,692,695],{"className":693,"code":694,"language":149,"meta":150},[147],"Refresh the research report for this contact.\n",[152,696,694],{"__ignoreMap":150},[144,698,701],{"className":699,"code":700,"language":149,"meta":150},[147],"Schedule a call follow-up for this opportunity next Friday at 2 PM, with a reminder the morning before.\n",[152,702,700],{"__ignoreMap":150},[144,704,707],{"className":705,"code":706,"language":149,"meta":150},[147],"Show me actions already logged for this company.\n",[152,708,706],{"__ignoreMap":150},[144,710,713],{"className":711,"code":712,"language":149,"meta":150},[147],"Create a logged email action for this lead saying that I sent the pricing follow-up today.\n",[152,714,712],{"__ignoreMap":150},[125,716,718],{"id":717},"pagination","Pagination",[130,720,721,722,725,726,188],{},"Large lists are paginated. When Claude receives a response with ",[152,723,724],{},"hasMore: true",", it can call the same list tool again using ",[152,727,728],{},"nextCursor",[130,730,731],{},"Example:",[144,733,736],{"className":734,"code":735,"language":149,"meta":150},[147],"List all leads in YouEx.ai. Continue through every page until there are no more results, then summarize the status breakdown.\n",[152,737,735],{"__ignoreMap":150},[125,739,741],{"id":740},"working-with-research-reports","Working with research reports",[130,743,744],{},"For best results:",[200,746,747,750,753],{},[165,748,749],{},"Ask Claude to find the right lead, contact, or company.",[165,751,752],{},"Ask Claude to retrieve the full research report for that exact record.",[165,754,755],{},"Ask Claude to summarize, compare, or turn the research into next-step recommendations.",[130,757,731],{},[144,759,762],{"className":760,"code":761,"language":149,"meta":150},[147],"Find the company YouEx.ai, retrieve its research report, and suggest three next actions for the account owner.\n",[152,763,761],{"__ignoreMap":150},[125,765,767],{"id":766},"working-with-crm-actions","Working with CRM actions",[130,769,770],{},"Actions can be either:",[162,772,773,779],{},[165,774,775,778],{},[152,776,777],{},"logged",": something that already happened",[165,780,781,784],{},[152,782,783],{},"scheduled",": something planned for the future",[130,786,787],{},"Action types are:",[162,789,790,795,799,804,809],{},[165,791,792],{},[152,793,794],{},"meeting",[165,796,797],{},[152,798,149],{},[165,800,801],{},[152,802,803],{},"email",[165,805,806],{},[152,807,808],{},"call",[165,810,811],{},[152,812,813],{},"other",[130,815,816],{},"Examples:",[144,818,821],{"className":819,"code":820,"language":149,"meta":150},[147],"Log a call action for this lead: \"Left voicemail and sent follow-up email.\"\n",[152,822,820],{"__ignoreMap":150},[144,824,827],{"className":825,"code":826,"language":149,"meta":150},[147],"Schedule an email action for this contact for May 12 at 10 AM. No reminder.\n",[152,828,826],{"__ignoreMap":150},[144,830,833],{"className":831,"code":832,"language":149,"meta":150},[147],"Schedule a meeting follow-up for this opportunity on May 15 at 2 PM and remind me on May 14 at 9 AM.\n",[152,834,832],{"__ignoreMap":150},[125,836,838],{"id":837},"safety-notes","Safety notes",[162,840,841,844,847,850],{},[165,842,843],{},"MCP actions use your YouEx.ai user identity.",[165,845,846],{},"Delete and update tools can change CRM data, so review Claude's intended action before asking it to proceed.",[165,848,849],{},"If you are unsure what Claude is about to change, ask it to explain the exact tool call it plans to make first.",[165,851,852],{},"For bulk deletes, use exact email addresses and ask Claude to show the matching records before deletion.",[125,854,856],{"id":855},"troubleshooting","Troubleshooting",[275,858,860],{"id":859},"claude-cannot-connect","Claude cannot connect",[130,862,863],{},"Check that:",[162,865,866,872,875,878],{},[165,867,868,869],{},"the connector URL is exactly ",[152,870,871],{},"https:\u002F\u002Fengage.youex.ai\u002Fmcp",[165,873,874],{},"you completed the sign-in flow",[165,876,877],{},"MCP access is enabled for your account or plan",[165,879,880],{},"your organization allows custom connectors",[275,882,884],{"id":883},"claude-says-workspace-selection-is-required","Claude says workspace selection is required",[130,886,887,888,890,891,893],{},"You belong to more than one YouEx.ai workspace. Open YouEx.ai, go to ",[181,889,183],{},", choose ",[181,892,187],{},", and try again.",[275,895,897],{"id":896},"claude-only-shows-the-first-page-of-records","Claude only shows the first page of records",[130,899,900,901,903,904,907],{},"Ask Claude to continue using ",[152,902,728],{}," until ",[152,905,906],{},"hasMore"," is false.",[275,909,911],{"id":910},"claude-cannot-find-a-research-report","Claude cannot find a research report",[130,913,914],{},"Research reports currently exist for leads, contacts, and companies. Opportunities do not currently have a dedicated research report field.",[275,916,918],{"id":917},"claude-times-out-while-listing-data","Claude times out while listing data",[130,920,921,922,924],{},"Ask for a smaller page size or a narrower filter, such as status, owner scope, or search term. For full research text, use ",[152,923,578],{}," on one record at a time instead of asking for all research reports in one request.",{"title":150,"searchDepth":926,"depth":926,"links":927},2,[928,929,930,931,932,942,943,944,945,946,947],{"id":127,"depth":926,"text":128},{"id":138,"depth":926,"text":139},{"id":156,"depth":926,"text":157},{"id":191,"depth":926,"text":192},{"id":269,"depth":926,"text":270,"children":933},[934,936,937,938,939,940,941],{"id":277,"depth":935,"text":278},3,{"id":360,"depth":935,"text":361},{"id":426,"depth":935,"text":427},{"id":492,"depth":935,"text":493},{"id":558,"depth":935,"text":559},{"id":597,"depth":935,"text":598},{"id":636,"depth":935,"text":637},{"id":662,"depth":926,"text":663},{"id":717,"depth":926,"text":718},{"id":740,"depth":926,"text":741},{"id":766,"depth":926,"text":767},{"id":837,"depth":926,"text":838},{"id":855,"depth":926,"text":856,"children":948},[949,950,951,952,953],{"id":859,"depth":935,"text":860},{"id":883,"depth":935,"text":884},{"id":896,"depth":935,"text":897},{"id":910,"depth":935,"text":911},{"id":917,"depth":935,"text":918},"md",null,{},true,{"title":44,"description":150},"PLbD1fc8y3zS7R2sKgXP5EnWLhO23kPcMor8Qgvdxm4",[961,963],{"title":40,"path":41,"stem":42,"description":962,"children":-1},"Use Home, Fresh Insights, and Nurture Momentum to prioritize your next best action in YouEx.ai.",{"title":48,"path":49,"stem":50,"description":964,"children":-1},"Configure your Google connection, CRM reminder time, and public calendar in YouEx.ai.",1777941982724]