AI Assistants (MCP)

Connect Claude and other AI assistants to your CRM with the built-in MCP server.

RevOrbit ships a built-in MCP server (Model Context Protocol — the open standard AI assistants use to talk to external tools). Connect Claude Code, Claude Desktop, or any MCP-compatible client to your CRM and ask things like \"summarize my stale deals\", \"log a note on the Acme deal\", or \"create follow-up tasks for every lead I haven't touched in two weeks\".

What the Assistant Can Do

The MCP server exposes a curated set of tools rather than the raw API: cross-CRM search, pipeline summary, and list/view/create/update for leads, contacts, companies, deals, tasks, notes, and quotes. Every action runs as you — the assistant sees only your organization's data and respects your permissions, and all changes appear in activity logs like any edit you make in the app.

Step 1 — Create an API Token

The MCP server authenticates with a personal API token.

1
Click your name in the top-right corner and select Profile → API Tokens
2
Create a token — choose Read-only if you only want the assistant to look things up, or Read & write to let it create and update records
3
Copy the rvo_… token (shown only once)

Step 2 — Connect Your Client

Point your MCP client at https://crm.revorbit.com/api/mcp with the token as a Bearer header.

1
Claude Code: claude mcp add --transport http revorbit https://crm.revorbit.com/api/mcp --header \"Authorization: Bearer rvo_YOUR_TOKEN\"
2
Claude Desktop / other clients: add a custom MCP server with URL https://crm.revorbit.com/api/mcp and an Authorization: Bearer rvo_YOUR_TOKEN header
3
Ask the assistant something like \"search the CRM for Acme\" to confirm the connection
Start with a read-only token. The assistant can still answer questions, summarize your pipeline, and find records — it just can't change anything. Upgrade to a read & write token once you're comfortable.
A read & write token lets the connected assistant create and modify CRM records as you. Only connect clients you trust, and revoke the token (Profile → API Tokens) if anything looks wrong — revocation is immediate.

Frequently Asked Questions