Overview
The Coevera MCP Server connects your CRM to AI assistants. Instead of exporting spreadsheets and pasting them into a chat window, your assistant of choice connects directly to your Coevera space and can search, summarise, create, and update records on request.
It's built on the Model Context Protocol (MCP), an open industry standard for connecting AI assistants to external tools and data. Because it's a standard, the same connection works with Claude, ChatGPT, and other MCP-compatible assistants — you never need to think about the protocol itself, you just enable a connector and start asking questions.
You'll find these connectors under Space Administration → Automation Hub ⤵
The Three Connectors
Connector | Configuration | Who it's for |
Claude Connector (to follow) | No setup — enable & connect | Anyone using Claude (claude.ai, Claude Desktop, or the Claude apps) |
ChatGPT Connector (to follow) | No setup — enable & connect | Anyone using ChatGPT |
Custom MCP Connector (available) | Yes — connection settings required | Developers, custom in-house assistants, and approved third-party AI agents |
The Claude Connector and ChatGPT Connector are pre-approved and verified, and appear in the Coevera app catalogue. There's nothing to configure — you simply enable the connector and connect your account.
The Custom MCP Connector is for cases the two verified connectors don't cover. Because it can point at any compatible MCP endpoint, it exposes connection settings and is intended for technical users rather than a one-click experience.
Setting Up the Custom MCP Connector
NOTE: Most customers should use the Claude or ChatGPT connector instead — the Custom connector is a technical, developer-facing option ⤵
Opening the Custom MCP Connector tile brings up a configuration dialog with the following fields:
Field | What it means |
Server URL | The address of the MCP server the connector talks to, ending in |
Client ID | The public identifier of the OAuth application the connector authenticates as, issued when the connector is registered. |
Client Secret | The confidential credential paired with the Client ID. It's masked in the dialog. |
Redirect URLs | The allow-list of addresses the OAuth server may send you back to after sign-in. Requests to any other address are rejected. |
NOTE: Treat the Client Secret like a password. Don't share it outside your organization or paste it into support tickets.
How to Enable & Connect Claude or ChatGPT (verified connectors)
Open Space Administration → Automation Hub and select the Addons tab. Find the Claude Connector or ChatGPT Connector tile and click on "Add for Free" to enable it ⤵
In your AI assistant (Claude or ChatGPT), add the Coevera connector and start the connection ⤵
You'll be taken to a Coevera sign-in & consent screen, where you log in and approve the access being requested. Once approved, you're returned to the assistant, connected and ready.
The connection uses a standard, secure OAuth sign-in — you authenticate with your own Coevera credentials, so the assistant only ever sees what you're allowed to see.
Custom MCP connector
Open the Custom MCP Connector tile in the Automation Hub ⤵
Copy the Server URL, Client ID, Client Secret, and the allowed Redirect URLs.
Save the configuration and connect your AI agent using the copied parameters, completing the same OAuth sign-in & consent step.
Access permissions (scopes) you approve when connecting
Contacts (full) · Accounts (full) · Leads (full) · Tasks (full) · Emails (full) · Appointments (full) · Messages (full) · Notes (full) · Opportunities (full) · Projects (read) · Currencies (read) · Products & Prices (full) · Pipelines (read) · Fields & Forms (read) · Documents (full) · Units & Roles (read) ⤵
What the AI Can Do Once Connected
Everything below respects your own CRM permissions — the assistant can only see and do what you're allowed to.
Capability | Type | Example |
Ask questions about CRM data | Reads data | "Which accounts in Germany have open opportunities over €50k?" — the assistant searches live CRM records and answers in plain language. |
Summarise and segment | Reads data | Summarise this quarter's open pipeline, group leads by source, or list every contact at an account. |
Discover the data model | Reads data | The assistant can list the entity types you can see — Accounts, Contacts, Leads, Opportunities, Tasks, and custom entities — including your custom fields. |
Create records | Changes data | "Create a follow-up task for this contact next Tuesday." |
Update records | Changes data | Change a deal's close date, update a contact's phone number, or correct an account field. |
Run business operations | Changes data | Move or archive batches of opportunities, qualify leads into opportunities, reassign ownership, and complete pipeline-step checklist requirements — each triggering Coevera's own business logic. |
The assistant works across your CRM objects — Accounts, Contacts, Leads, Opportunities, Tasks, Appointments, Products, and any custom entities — using your own field names and configuration.
Security & Data Handling
You sign in yourself. Connecting uses OAuth — you log in with your own Coevera account and explicitly approve access. Coevera never asks for, or stores, your password.
Your permissions are respected. The assistant can only see and change what you're allowed to. It inherits your CRM permissions exactly.
Your data stays isolated. Every request is tied to your own CRM space — your assistant can never reach another customer's data.
You're always in control. You choose which assistant to connect, sign in with your own account, approve exactly what's shared, and can disconnect at any time.
Access can be revoked. You or an administrator can disable the connector or revoke access whenever you like.
Data stays on the platform. The connector reads and writes your CRM through official Coevera APIs — it doesn't copy your data to third-party storage.
Fair-use protection. Built-in rate limiting keeps the CRM responsive for everyone in your space.
Frequently Asked Questions (FAQs)
Is this only for Claude and ChatGPT?
Those are the two officially verified connectors today. Any other MCP-compatible assistant can be connected through the Custom connector, aimed at developers and approved third-party agents.
Do the verified connectors need any setup?
No. They're pre-approved and pre-configured — you enable the connector and sign in, with nothing to fill in.
Can the AI change CRM data, or only read it?
Both, within your permissions. It can answer questions (read) and also create or update records and run business operations (write) when asked.
What do I agree to when connecting?
During sign-in you approve a set of access permissions (scopes) covering the CRM areas the connector works with — contacts, accounts, leads, opportunities, tasks, and more. See the Glossary below for the full list.
Are these connectors generally available?
The connectors are currently marked BETA in the Automation Hub.
Glossary
MCP — Model Context Protocol, the open standard for connecting AI assistants to tools and data.
Connector — An Automation Hub item that links an AI assistant to your CRM.
Automation Hub — The area of Space Administration where connectors and integrations are managed.
Space — Your isolated CRM tenant. All access is scoped to one space.
OAuth — The secure sign-in standard used to grant access without sharing a password.
Scope — A specific permission you approve at sign-in (e.g. access to contacts).