Search and organize contacts
Describe who you are looking for and get matching leads, customers and companies from live CRM data.
EngageBay MCP
Turn your AI Chat into a CRM Assistant
Search, count, read and update your EngageBay CRM data from the AI tools you already use. Works with Claude, ChatGPT, Perplexity and any MCP-compatible tool or agent.
MCP serverYour entire CRM workflow. One conversation.
Sales and support teams already use AI to research and plan — but answers are only as good as the data behind them.
EngageBay MCP closes that gap. Your AI tool reads your live CRM and can write back to it, so answers come from your real contacts, companies and deals. Explore the 19 tools.
What you can do
What can EngageBay MCP Connect to?
EngageBay connects to leading AI platforms via MCP (Model Context Protocol) — the standard for giving AI tools live data and the ability to act on it.
How to get started with EngageBay MCP
Sign up for free or log in to your existing account. It only takes a minute and no credit card is required.
Add the EngageBay MCP server to your MCP-compatible AI tool and authorize access with your EngageBay login. The server is hosted for you, so there is nothing to install.
Ask questions about your contacts, companies, deals and more in plain language. Your AI tool uses EngageBay MCP to read your live CRM data, and to create or update records when you ask it to.
What 46,000+ Small Businesses Say About EngageBay
Frequently asked questions
Everything you need to know about connecting your AI tools to EngageBay.
EngageBay MCP is a hosted server built on the Model Context Protocol, an open standard for connecting AI tools to external systems. It lets MCP-compatible AI tools and agents securely read your EngageBay CRM data, and create and update records when you grant permission for that.
Any AI assistant, coding tool or custom agent that supports MCP can connect to the EngageBay MCP server.
Search and filter contacts and companies, count records with exact filters, review deals by stage or product, read the notes on a record, and look up pipelines, tags, users and account settings. You can also create and update contacts, companies, deals, tasks and appointments, tag them, set their owner and add notes — all in plain language. Nothing can be deleted. See the tool reference for details.
You can start with a free EngageBay account. Availability of specific features depends on your plan — see our pricing page for details.
Access is authorized with your EngageBay login and follows that user's permissions, so an agent can only see and change what you are allowed to. Read our privacy policy to learn how EngageBay handles your data.
You can remove the EngageBay MCP connection from your AI tool at any time, which revokes its access to your CRM.
The API is for developers who build custom integrations in code. MCP lets AI tools work with your CRM conversationally, with no custom code required.
Sales, marketing and support teams who want to work with their CRM from their AI tools, and developers building agents on top of EngageBay.
Ready to turn your AI tools into CRM assistants?
Connect EngageBay MCP to your AI tool and get answers from your live CRM data in seconds.
