Integrations

MCP / Claude AI

Connect Callix to Claude AI using the Model Context Protocol (MCP). Once connected, Claude can query your prospects, payments, deal analyses, insights, and more — directly from a conversation.

What is MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude call external tools. Callix ships a remote MCP server you can plug into Claude.ai in under a minute — no code or infrastructure required.

Connect to Claude.ai

Generate an API key

Go to Settings → Developer → API Keys in your Callix dashboard and create a new key. Copy it — it's shown only once.

Add a custom connector in Claude.ai

Open Claude.ai → Settings → Connectors
Click Add custom connector
Set Name to Callix
Set Remote MCP server URL to:

text

https://fabulous-cobra-808.convex.site/api/v1/mcp/<your-api-key>

Leave all OAuth fields blank
Click Add

Claude will immediately discover all available tools. A Callix icon will appear in new conversations.

Available tools

get_current_timeReturns the current timestamp — lets Claude calculate accurate date ranges

list_prospectsPaginated list of prospects with optional stage filter

get_prospectFull prospect profile by ID

create_prospectCreate a new prospect

update_prospectUpdate any prospect fields

log_eventLog a custom event against a prospect

list_paymentsPayments in a date range

record_paymentRecord a manual payment

get_metricsPull account metrics by key

list_callsList call records

list_deal_analysesPaginated list of analyzed calls

get_deal_analysisFull deal analysis by ID

get_rep_performanceScorecard results for a specific rep

get_insightsAI-generated account-level insights

manage_webhooksList, create, or delete outbound webhooks

Example prompts

›“Show me my 10 most recent deals and their AI scores”

›“Which objections came up most this week?”

›“How is rep Alex performing compared to last month?”

›“List all prospects who are currently in the offer stage”

›“What's my close rate for the past 30 days?”

Use with Claude Desktop or Cursor

For local MCP clients, add the following to your claude_desktop_config.json or Cursor MCP config:

json

{
  "mcpServers": {
    "callix": {
      "command": "npx",
      "args": ["-y", "@callix/mcp"],
      "env": {
        "CALLIX_API_KEY": "callix_<your-key>"
      }
    }
  }
}

Security

Each MCP session is authenticated via your API key embedded in the URL
All requests are rate-limited (1,000/minute, 10,000/day per key)
You can revoke your API key at any time from the Callix dashboard
All MCP calls are logged under Settings → Developer → API Logs