Use the Upsales MCP connector to ask your preferred LLM questions about your data, such as 'What's my pipeline this quarter', or 'Show me my open activities'. It's an alternative to building reports or using filters.

The connection is read-only. The LLM can look up your Upsales data but cannot change, create, or delete anything.

When using the MCP connector, your queries and CRM data are transmitted to and processed by your chosen LLM  provider. As the data controller, your organisation is responsible for ensuring an appropriate Data Processing Agreement (DPA) is in place with that provider, in accordance with GDPR

This article covers:

• Reasons to connect
• Connecting users on Pro/Team plans
• Connecting users on Enterprise plans

Reasons to connect

The Upsales MCP connector works with any AI tool that supports the MCP standard. For example, Claude, Cursor, Windsurf, Claude Code CLI

Interact with your data by asking questions in natural language; the LLM will look it up and answer for you:

• Ask about your deals and pipeline 
  Check open opportunities, won/lost deals, pipeline value, and close dates
• Look up contacts and companies 
  Find contact details, company information, and relationships
• Review activities 
  See your upcoming calls, meetings, and to-dos, or check completed activities
• Get sales reports 
  Ask for totals, breakdowns by rep or stage, revenue summaries, and top performers
• Explore products and agreements 
  Look up product catalogs, pricing, and active agreements
• Check recurring revenue 
  Ask about ARR, MRR, and subscription data
• View your account info 
  Check your user details, activated features, and add-ons

Connecting users on Pro/Team plans

1. Open your preferred LLM and add a custom MCP connector. The example below shows how in Claude.ai:
   
   
    
2. Enter a name and add the MCP URL: https://mcp.upsales.com/mcp
3. You'll either be prompted or be redirected to connect to Upsales and allow access:
   
   
    
4. By default the connection is for all users. To select specific users, go to Settings → Account → AI personalisation (1) and click the box next to MCP active (2) to choose users:
   
   
    
5. After authenticating, the LLM will appear in Settings → Account → Security → MCP Connections:
   
   
    
6. You can ask your LLM questions about your Upsales data (after 7 days you'll need to login again to the LLM to restart the connection):
   
   

Users can connect up to three LLMs or external AI connectors at once.

Connecting users on Enterprise plans

Your Administrator will need to follow the process above, and then users can login using their own Upsales accounts.