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MCP Quickstart

Get your AI assistant talking to your Octolane CRM in 4 steps.
1

Get your API key

Go to Settings > Integrations > API in your Octolane dashboard and copy your API key.If you don’t have one yet, click Generate API key. The key is scoped to your workspace and works for both the REST API and MCP.
Your API key gives full access to your workspace data. Keep it secret. Don’t commit it to version control.
2

Add the MCP server to your client

Add the Octolane MCP server configuration to your AI client. Pick your client below and paste the config:
Open your Claude Desktop config file:
  • Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json
Add the Octolane server:
{
  "mcpServers": {
    "octolane": {
      "url": "https://mcp.octolane.com/mcp",
      "headers": {
        "X-API-Key": "your-api-key"
      }
    }
  }
}
Restart Claude Desktop after saving.
3

Verify the connection

Open your AI client and ask:
What tools do you have from Octolane?
You should see a list of available tools including search_deals, get_pipeline, get_signal_visitors, and others. If you see them, you’re connected.
If the tools don’t show up, double-check your API key and make sure you restarted your client after adding the config.
4

Try your first command

Now talk to your CRM. Try any of these:
Show me all open deals

What companies visited our website this week?

What's our pipeline value by stage?

Pull up everything we know about Acme Corp
That’s it. Your AI assistant now has full access to your Octolane CRM - including your pipeline, contacts, Signal data, and agent activity.

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What happens next

Every record you create through MCP is immediately picked up by your Octolane agents:
  • New contacts are automatically enriched with job title, company size, funding data, and social profiles
  • New deals are monitored by the Follow-Up Agent for stale conversations
  • New companies are enriched and matched against your ICP criteria
  • Signal data is scored and qualified in real-time
You’re not just writing to a database. You’re activating a self-driving sales team.

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Next steps

Tools reference

See every available MCP tool with parameters and example responses.

Examples & workflows

Real-world workflows for pipeline reviews, meeting prep, and lead qualification.