Connect an AI to your CRM (MCP)

MCP is an open standard (the "USB-C of AI integrations"): Syncro exposes a single address and any compatible assistant connects to it, with no code required.

Once connected, the AI operates your CRM through natural-language commands. Some examples of what you can ask:

• "List the leads in the Sales pipeline that have been idle for more than 7 days."
• "Create a lead for Maria Silva, phone +55 11 99999-0000, in the Sales pipeline, New stage."
• "Move lead #4821 to the Proposal sent stage."
• "Mark lead #4821 as won, with a value of R$ 3,500."
• "Create a call task for tomorrow morning for every lead with no contact in 3 days."
• "Send a WhatsApp message to lead #4821 confirming the meeting."
• "What are my pipelines and stages?"

Available resources:

Resource	What the AI can do
Leads	List, search, create, update, move stage, mark as won/lost, manage tags and enroll in nurture sequences
Tasks	List, create, update and complete
WhatsApp	Send text messages and approved templates to the lead's phone
Automations	List, inspect, create, update, activate/deactivate and delete automations
Chatbots	List, inspect, create, update, activate/deactivate and delete flows
Catalog	Query pipelines, stages, custom fields, users and connected WhatsApp numbers
Webhooks	Manage event subscriptions

Beyond leads, tasks and WhatsApp, the AI connected via MCP also reads, creates, updates, activates and deletes automations and chatbot flows — 11 new tools (32 in total). They are thin wrappers over the v1 API (/automations/* and /chatbots/*), so the same key permissions apply (automations:read/write, chatbots:read/write).

Automation tools: list_automations, get_automation, save_automation, toggle_automation, delete_automation, install_automation_template.

Chatbot tools: list_chatbot_flows, get_chatbot_flow, save_chatbot_flow, toggle_chatbot_flow, delete_chatbot_flow.

Recommended flow (the AI follows it automatically):

1. Discover what is valid — get_crm_catalog (resources automation_capabilities / chatbot_capabilities) or the /capabilities endpoints.
2. Simulate — save_* with validate_only:true fixes each reported error before writing.
3. Save — save_* creates/updates. Everything starts inactive.
4. Activate — toggle_* is a separate step and requires user confirmation (once active, the automation sends real messages and the bot starts replying to live conversations).

Deletions (delete_*) require confirm: true. Validation is strict: any invalid spec is rejected with the exact error path so the AI can correct itself.

Full reference: Automations and Chatbots.

1. Check that the feature is enabled. Under Settings → Integrations, look for the "MCP — AI Agents" card. If it does not appear, contact support to enable it on your account.

2. Generate a dedicated API Key. Under Settings → API Keys, click New API Key, give it a name (e.g. "MCP – Claude") and copy the key — it is shown only once. We recommend using a key dedicated to MCP, so you can revoke it without affecting other integrations.

3. Note the server address:

https://app.syncro.chat/mcp

The AI uses your API Key to authenticate and is restricted to your account, with the same permissions and limits as the key.

Pick the client you use. In all of them, replace SUA_API_KEY with the key generated in the previous step.

Claude Code (terminal)

claude mcp add --transport http syncro https://app.syncro.chat/mcp --header "X-API-Key: SUA_API_KEY"

Then just talk to it: "list my leads in the Sales pipeline".

Cursor / Windsurf

Add the server to your MCP configuration file (mcp.json in Cursor):

{
  "mcpServers": {
    "syncro": {
      "url": "https://app.syncro.chat/mcp",
      "headers": { "X-API-Key": "SUA_API_KEY" }
    }
  }
}

In Windsurf the structure is equivalent (the URL field is usually called serverUrl).

ChatGPT (developer mode)

In the Connectors settings, add an MCP server with the URL https://app.syncro.chat/mcp and API key authentication (ChatGPT sends it in the Authorization: Bearer header — Syncro accepts both forms). Developer mode/connectors may depend on your ChatGPT plan.

Claude.ai and Claude Desktop (connectors)

Under Settings → Connectors → Add custom connector, enter the URL https://app.syncro.chat/mcp.

• If your account already has the headers field, use X-API-Key with your key.
• If you do not have that field yet (Anthropic is rolling it out gradually), use the secret URL: under Settings → API Keys, click "MCP URL" on the desired key to generate an address in the format https://app.syncro.chat/mcp/t/SEU_TOKEN and paste it as the connector URL — in that case no header is needed.

OpenAI API (Responses / Agents)

{
  "type": "mcp",
  "server_label": "syncro",
  "server_url": "https://app.syncro.chat/mcp",
  "headers": { "X-API-Key": "SUA_API_KEY" }
}

• The AI acts with your API Key's permissions and is restricted exclusively to your account — it never accesses other companies' data.
• Actions that delete or send messages (deleting a lead, sending a WhatsApp message) require confirmation before running. The server never performs this kind of action on its own.
• Treat the API Key and the secret URL like a password: do not share them, do not publish them in screenshots or messages. Anyone who has them can operate your CRM.
• You can revoke access at any time (see below).

The Syncro MCP server does not consume AI credits from your plan — it only exposes the CRM actions. The language model cost is on the side of the client you use (your Claude/ChatGPT subscription or your API account).

Calls share the Syncro API limit: 60 requests per minute per key. If you use the same key in other integrations (such as n8n or WordPress), consider creating a separate key for MCP.

• To disconnect everything: under Settings → API Keys, revoke the API Key in use. Any client using it loses access immediately.
• To disable only the secret URL (keeping the API Key): on the same screen, click to revoke the MCP URL for that key.

Can the AI see other companies' data? No. Access is isolated per account and limited to your API Key's permissions.

Do I need to know how to code? No. In Claude.ai and ChatGPT the connection is made through the interface. The terminal command is only for those using Claude Code.

Does it work with my WhatsApp? Yes. The AI sends messages through the WhatsApp numbers already connected to your account (text and, on official numbers, approved templates). Outside the 24-hour window of official numbers, use a template.

Can the AI delete something without me wanting it to? Not without confirmation. Destructive actions always ask for your approval in the assistant itself before running.

The MCP card does not appear under Integrations. What now? The feature is enabled per account. Contact support to have it enabled.