Ask Claude, Cursor or another MCP client about your pipeline in plain language. With write access it can also add leads, log calls and notes, and create tasks, always as you and within your permissions.
Your MCP client calls a Pitch2Sale tool with your token. The tool runs inside your own visibility, so it answers only with records you could open yourself.
Pipeline, deals at risk, leads, invoices, email threads and call stats, from your MCP client.
Every tool runs inside the token user's organisation and record visibility.
With write access: create a lead, log a call or note, create a task. Nothing is edited or deleted.
Each write needs an idempotency key, so a retry never makes a duplicate, and every write is logged.
Use the API to create a personal access token with mcp:read, or mcp:write for write access. Admins can create tokens by default.
Point it at https://api.pitch2sale.com/mcp with the header Authorization: Bearer <your token>.
The Pitch2Sale tools appear in its tool list.
Try "Summarise my pipeline" or "Which deals are at risk?".
| Direction | What | When |
|---|---|---|
| Client → Pitch2Sale | Read tools: pipeline, deals, leads, invoices, emails, calls and more | Each tool call |
| Pitch2Sale → client | Results limited to the token user's visibility | Each tool call |
| Client → Pitch2Sale | Create a lead, log a call or note, create a task (with mcp:write) | Each write call |
| Not synced | No edits or deletes, and no streaming; each call is a single request and reply | — |
It works today and may change as we add tools. Writes are limited to three create-only actions.
Not yet. MCP scopes are added when you create the token with the API.
No. It can only read and create.
120 requests a minute per token.
Create an MCP token, add one URL to Claude or Cursor, and ask your first question.