The Model Context Protocol (MCP) is the emerging standard that lets AI assistants use external tools. Obriym ships an MCP server as a thin third boundary over the same shared operations as the Public API — every tool checks your token's scope and the workspace subscription before it runs, and nothing touches the database directly. Point any MCP-aware assistant at it and it works inside your CRM in natural language.
What an assistant can do
Read your pipeline
search_leads, get_lead, search_deals, get_deal, list_orders, get_order, search_products, get_product, get_dashboard_overview, get_report.
Take guarded actions
create_lead, update_lead, create_deal, create_activity, update_order_status — each gated by the matching :write scope on your token.
Connection
A remote, stateless Streamable HTTP server — nothing to install.
- Endpoint
- https://obriym-crm.com/api/mcp
- Protocol
- Model Context Protocol (Streamable HTTP, stateless)
- Auth
- Authorization: Bearer <your workspace API token>
- Scopes
- the same scopes as the REST API (products, leads, deals, orders, …)
Setup
- 1
Create an API token
In Settings → Developers → API Tokens, generate a token with the scopes you want the assistant to have.
- 2
Add the server to your client
In Claude, Cursor or any MCP client, add a remote MCP server with the endpoint URL and an Authorization: Bearer header.
- 3
Work in natural language
Ask the assistant to find stale leads, summarize a deal, or update an order status — it calls the matching tool for you.
Safe by design
- Same permissions as the API — a tool never exceeds your token's scopes.
- Inactive paid workspaces are blocked, exactly like the API.
- Rate-limited per tool; no direct database access — only the shared, audited operations.
- Opt-in per deployment — the endpoint returns 404 until it is enabled.
Frequently asked questions
Which assistants work?
Any MCP-compatible client — Claude (desktop and web), ChatGPT, Gemini, Cursor, and other MCP-aware tools.
Is it the same as the REST API?
It reuses the exact same shared operations, token and scopes as the Public API — MCP is a third protocol boundary over them, not a new data surface.
Do I need to install anything?
No. It is a remote server — you only add the URL and your Bearer token to your client.
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