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MCP workflow

Give your AI coding tool access to your agent

Who this is for: You use an MCP client and want it to answer questions about your agent and propose changes you approve.

Outcome: The MCP client can list leads, read transcripts, describe your sales process, and (with a scoped key) propose config changes for you to approve.

1. Create a scoped secret key

Start read-only: grants read: leads, read: conversations, read: agents, read: sales-process. Widen later if you want writes.

POST /api/mcp

2. Wire the MCP client

Add Cysora to the client's MCP servers config (see the MCP page for the JSON). Every request goes to POST /api/mcp with your bearer key.

3. Confirm your tool surface

The client's tools/list call returns only tools your grants permit. Missing a tool? Add the matching grant to the key.

4. Iterate

Ask things like "Summarise last week's top obstacles" or "Propose a change to the recommendation rules." Review proposed writes before letting the tool run them.

Tips

Need the exact request and response shapes? Open the API reference →