Groundbase
AI integrations · Model Context Protocol

Your CRM, inside your
AI assistant.

Groundbase ships a built-in MCP server. Connect it from Claude, ChatGPT, Cursor — any MCP-compatible AI — and your assistant can read your contacts, send and schedule texts, update deals, create tasks, draft emails, enroll cadences, fire workflows, and book meetings on your behalf. Same data as the app, controlled by your AI.

Connection URL
https://mcp.groundbasecrm.com/mcp
Generate your API key →Or jump to setup steps ↓
What is MCP?

One protocol, every AI.

Model Context Protocol is an open standard for connecting AI assistants to your tools and data — like USB-C for AI agents. Groundbase implements the server side: your AI client of choice (the “host”) connects, authenticates with OAuth, and gets a typed set of tools it can call against your CRM.

You stay in control. Sign-in is OAuth 2.1 — the AI never sees your password. Every API key shows up in Settings with last-used timestamps. Revoke any of them in one click.

What you can ask

Prompt your CRM.

Anything you can do in the Groundbase UI, your AI can do too — just by asking.

Discover“How many open deals do I have, and what's their total value?”
Contacts“List contacts I texted last week but haven't replied to.”
Write“Create a contact for Sarah Lee at +1 416 555 0199, tag her 'Investor'.”
Pipeline“Move Bob's deal to Won and add a note about the price.”
Briefing“Summarize my day. Who do I need to follow up with? Any deals at risk? What came in overnight?”
Forecast“What's my pipeline forecast for next quarter? Which deals are most at risk?”
Outreach“Draft a personalized follow-up SMS to my 5 hottest leads who haven't replied. Reference their notes. Show me before sending.”
Cadence“Enroll every contact tagged 'cold-leads-Q3' into my 5-touch nurture cadence.”
Triage“Read my last 10 inbound SMS replies and tag each contact by intent — interested, not-interested, needs-pricing, wants-demo.”
Hot leads“Who are my hottest leads right now? Sort by recent activity AND deal value.”
Automate“Build a workflow: when a contact is tagged 'demo-requested', send them a Calendly link via SMS and create a follow-up task for 3 days from now.”
Debug“My deal-won workflow keeps failing — what's wrong?”
Recurring“Set up a daily 9 AM Slack ping with my morning briefing.”
Integrate“Connect my Typeform so every form submission creates a contact.”
Notify“Push every new deal.won event to my Slack #wins channel.”
Schedule“Book a 30-minute call with John Park tomorrow at 2pm. Sync to my Google Calendar.”
Booking“Generate a public booking page for 15-minute intro calls and text the link to my 20 newest leads.”
Bulk“Move every deal stuck in Proposal for more than 7 days back to Discovery and tag them stalled.”
Tag audit“What tags am I using most? Any I can consolidate or retire?”
Infra“Show me every webhook I've got set up. Flag any that haven't fired in 30 days.”
Setup

Connect in two minutes.

Same connection URL in every client. The OAuth flow handles authentication — no API keys to copy around.

https://mcp.groundbasecrm.com/mcp
C
Claude
Anthropic — Desktop or Claude.ai
  1. Settings → Connectors → Add custom connector
  2. Remote MCP server URL: paste the URL above
  3. Save — Claude opens a sign-in page; use your Groundbase email + password
  4. Done. Open a new chat and try "List my Groundbase contacts."
G
ChatGPT
OpenAI (Pro plan)
  1. Settings → Connectors → New connector → MCP server
  2. Paste the URL above; auth via OAuth (sign in with your Groundbase credentials)
  3. Enable for chats; start a new conversation
Cu
Cursor
AI code editor
  1. Cmd/Ctrl + Shift + P → "MCP: Add new server"
  2. Paste the URL above
  3. Sign in via the OAuth popup
W
Windsurf
Codeium IDE
  1. Settings → MCP → Add custom server
  2. Paste the URL above
  3. Authorize via the popup
Cl
Cline
VS Code agent
  1. Cline panel → MCP Servers → Edit configuration
  2. Add: { "groundbase": { "url": "https://mcp.groundbasecrm.com/mcp" } }
  3. Restart Cline; sign in via the OAuth popup
Z
Zed
AI-first editor
  1. Open ~/.config/zed/settings.json
  2. Add Groundbase under "context_servers" with url: "https://mcp.groundbasecrm.com/mcp"
  3. Reload Zed and authorize

Don't see your client? Tell us — any MCP-compliant host will work; we're happy to publish setup steps for it.

Security & control

You own every connection.

  • OAuth 2.1 sign-in
    Your password is entered on a Groundbase page, never in the AI client. Industry-standard auth flow with PKCE.
  • Per-client tokens
    Each AI client gets its own access token. Revoking Cursor doesn’t affect Claude. Settings shows last_used_at for every one.
  • Scoped to your account
    Tokens only access data owned by the user who signed in. The AI cannot see other accounts’ data.
  • No third-party data sharing
    Groundbase doesn’t share your CRM data with anyone, AI vendors included. The AI sees only what your prompts ask it to look at.
  • Audit trail
    Every action the AI takes lands in your activity feed alongside human actions, so you can scroll back and see exactly what was done.

Start with your AI of choice.

14-day free trial. Set up the AI connection during onboarding or anytime after.

Start free trialAlready a user? Generate key →