The Upsales MCP connector lets you ask your AI assistant questions about your Upsales data, such as "What's my pipeline this quarter?" or "Show me my open activities". It works with Claude, ChatGPT, Cursor, Windsurf and other AI tools that support MCP.

The connection is read-only. The AI assistant 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 AI 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:

• What is the Upsales MCP connector?
• What you can ask
• Activating MCP connections (administrators)
• Connecting your AI tool
• If your organisation manages your AI accounts
• Managing your connections
• Security and data protection
• FAQ

What is the Upsales MCP connector?

MCP (Model Context Protocol) is an open standard for how AI tools connect to external systems. It was launched by Anthropic in November 2024 and is supported by Claude, ChatGPT, Cursor, Windsurf, GitHub Copilot, and many other tools.

The Upsales MCP connector is an official connector built by Upsales. It gives your AI assistant authenticated, read-only access to your Upsales data through the server address https://mcp.upsales.com/mcp. Your AI assistant understands your data model, including custom fields, and answers questions in natural language from your actual sales data.

You see exactly the same data through the AI assistant as you see in Upsales.

What you can ask

• Pipeline and deals
  Open opportunities, won and lost deals, pipeline value, and close dates. For example: "Show me all deals in the negotiation stage that haven't had any activity in ten days."
• Contacts and companies
  Contact details, company information, and relationship history, for example to prepare for a call or a meeting.
• Activities
  Your upcoming calls, meetings, and to-dos, or the completed activities on a company or contact.
• Reports and quota
  Totals, breakdowns by rep or stage, revenue summaries, top performers, and how the team is tracking against quota.
• Recurring revenue
  ARR, MRR, and subscription data.
• Products and agreements
  Product catalog, pricing, and active agreements.
• Your data model
  Custom fields, activity types, and required fields.
• Your account info
  Your user details, activated features, and add-ons.

Activating MCP connections (administrators)

MCP connections are off until an Upsales administrator activates them. This is done once for the account.

1. Go to Settings → Account → Security → MCP Connections.
2. Select MCP active. To let only some users connect, also select Restrict to specific users and choose the users.
3. Click Save.
   
   
   

MCP connections are not included in every Upsales plan. If you don't find MCP Connections under Settings → Account → Security, reach out to your Upsales contact.

Connecting your AI tool

Each user connects with their own Upsales account.

1. Add a custom MCP connector in your AI tool, with the server address https://mcp.upsales.com/mcp:
   • Claude: go to Customize → Connectors, click + Add and choose Add custom connector. Name it Upsales, enter the server address and click Add.
     
     
     
   • Claude Code: run claude mcp add --transport http upsales https://mcp.upsales.com/mcp.
   • ChatGPT, Cursor, Windsurf and other tools: add a custom MCP server, name it Upsales and enter the server address. If the tool asks how to authenticate, choose OAuth.
2. Your AI tool opens Upsales in your browser. Log in with your Upsales account if asked. To stay connected longer when you don't use the connection, turn on Stay connected for 30 days. Then click Allow access.
   
   
   
3. You can now ask your AI assistant questions about your Upsales data:
   
   

The connection stays active as long as you use it. If it goes unused for 7 days (30 days with Stay connected for 30 days), log in again from your AI tool.

If your organisation manages your AI accounts

If your organisation manages its AI accounts centrally, for example on a Claude Team or Enterprise plan, the AI tool's administrator adds the Upsales connector once for the organisation. In Claude this is done under Organization settings → Connectors. Each user then finds the connector under Customize → Connectors, clicks Connect and logs in with their own Upsales account (step 2 above).

MCP connections must also be activated in Upsales, as described in Activating MCP connections.

Managing your connections

Your connections are listed under My profile → MCP Connections, where you can also remove them. A removed connection stops working until you log in again from the AI tool.

Each user can have up to three connections at a time, for example Claude and Cursor. A new connection beyond that replaces the oldest one.

Security and data protection

Read-only access: The AI assistant cannot modify, create, or delete data.

Authentication via your Upsales account: Each user logs in with their own Upsales account and approves the connection.

Permission levels apply in full: You see exactly the same data via the AI assistant as you see in Upsales. The connector neither adds nor removes any rights.

Administrator control: Nobody can connect until an Upsales administrator activates MCP connections, and the administrator can limit them to selected users.

Encrypted connection: All communication is encrypted and authenticated.

FAQ

I get "MCP connections are not enabled for your account" when I log in. What do I do?

MCP connections are not activated for you. Ask your Upsales administrator to activate them, or to add you if they are restricted to specific users. See Activating MCP connections.

Can the AI assistant modify data in my CRM?

No. The connector is read-only.

Which AI tools work with the connector?

Any AI tool that supports MCP, including Claude, Claude Code, ChatGPT, Cursor, and Windsurf.

Can the whole team use the connector?

Yes. Once an Upsales administrator has activated MCP connections, every user can connect, unless the administrator has limited it to selected users. Each user connects with their own Upsales account and sees exactly the data they have access to in Upsales.