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, and draft emails 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'.”

Schedule“Schedule an SMS to all my Cold Leads tomorrow at 9am: 'Quick check-in...'”

Pipeline“Move Bob's deal to Won and add a note about the price.”

Email“Send a follow-up email to Sarah with the proposal we discussed.”

Summarize“Summarize all activity with Acme Corp this month.”

Cleanup“Find duplicate contacts by email and tag them 'review'.”

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

Claude

Anthropic — Desktop or Claude.ai

Settings → Connectors → Add custom connector
Remote MCP server URL: paste the URL above
Save — Claude opens a sign-in page; use your Groundbase email + password
Done. Open a new chat and try "List my Groundbase contacts."

ChatGPT

OpenAI (Pro plan)

Settings → Connectors → New connector → MCP server
Paste the URL above; auth via OAuth (sign in with your Groundbase credentials)
Enable for chats; start a new conversation

Cursor

AI code editor

Cmd/Ctrl + Shift + P → "MCP: Add new server"
Paste the URL above
Sign in via the OAuth popup

Windsurf

Codeium IDE

Settings → MCP → Add custom server
Paste the URL above
Authorize via the popup

Cline

VS Code agent

Cline panel → MCP Servers → Edit configuration
Add: { "groundbase": { "url": "https://mcp.groundbasecrm.com/mcp" } }
Restart Cline; sign in via the OAuth popup

Zed

AI-first editor

Open ~/.config/zed/settings.json
Add Groundbase under "context_servers" with url: "https://mcp.groundbasecrm.com/mcp"
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.