# MCP server

Connect Claude and other AI clients to your Easerix workspace at mcp.easerix.com.

Canonical: https://easerix.com/docs/developers/mcp

<Answer label="What the MCP server does">
Easerix runs a hosted MCP server at **mcp.easerix.com**. Add it to Claude or
any MCP-compliant AI client, approve it once in your browser, and the AI can
act on your workspace — create issues and short links, pull analytics, check
documents, log CRM activity — limited to the tools your workspace has enabled.
</Answer>

MCP (Model Context Protocol) is an open standard that lets AI assistants call
tools on external services — the Easerix MCP server is how an AI client gets
hands on your workspace.

## Add it to Claude

**claude.ai / Claude Desktop** — Settings → Connectors → Add custom connector,
with the URL:

```
https://mcp.easerix.com/mcp
```

**Claude Code** — one command:

```bash
claude mcp add --transport http easerix https://mcp.easerix.com/mcp
```

Any other MCP client that supports streamable HTTP and OAuth works the same
way — point it at `https://mcp.easerix.com/mcp`.

## Signing in happens automatically

The server is an OAuth 2.1 resource server, and compliant clients handle the
whole flow on their own: on first use the client discovers
`auth.easerix.com`, registers itself, and opens your browser to approve the
connection. You pick **one workspace** to grant — everything the AI does is
scoped to it. To switch workspaces, disconnect and connect again. Revoke a
connection anytime under **account.easerix.com → Connected apps**.

## Available tools

Tools are gated by workspace access: a tool group only appears if that Easerix
tool is enabled for the granted workspace. `whoami` is always available and
tells the AI who it's acting as, in which workspace, with which tools.

### Tasks

| Tool | What it does |
|---|---|
| `tasks_list_teams` | List the workspace's Tasks teams |
| `tasks_list_issues` | List issues, optionally for one team |
| `tasks_create_issue` | Create an issue in a team |

### Links

| Tool | What it does |
|---|---|
| `links_create_short_link` | Create a tracked `esrx.ly` short link |
| `links_list` | List short links with click counts |
| `links_update_link` | Change destination, title, tags, pause, or archive |
| `links_delete_link` | Delete a link and its click history |
| `links_link_stats` | Per-link analytics: clicks, countries, devices, referrers, conversions |
| `links_batch` | Pause, activate, archive, or delete up to 100 links at once |
| `links_list_bio_pages` | List link-in-bio pages |
| `links_update_bio_page` | Edit a bio page's content or publish state |
| `links_analytics_summary` | Account-wide link analytics |

### Sign

| Tool | What it does |
|---|---|
| `sign_list_documents` | List documents with signature status |

### CronCrunch

| Tool | What it does |
|---|---|
| `croncrunch_time_summary` | Tracked-time summary by project and by day |

### CRM

| Tool | What it does |
|---|---|
| `crm_pipeline_summary` | Pipeline stages with deal counts and value |
| `crm_create_contact` | Create a contact |
| `crm_create_company` | Create a company |
| `crm_create_deal` | Open a deal in the default pipeline |
| `crm_move_deal` | Move a deal to another stage |
| `crm_log_activity` | Log a note, call, email, or meeting |

### Notes

| Tool | What it does |
|---|---|
| `notes_search` | Full-text search your pages (titles + content) |
| `notes_read_page` | Read a page's content as plain text |
| `notes_create_page` | Create a page from Markdown |
| `notes_append_to_page` | Append Markdown to an existing page |

### Forms

| Tool | What it does |
|---|---|
| `forms_list_forms` | List your forms |
| `forms_form_summary` | A form's settings, latest submissions, and 14-day series |

The list grows as tools gain MCP surface — reconnect (or restart your client)
to pick up new ones.

## Frequently asked questions

### Can the AI reach workspaces I didn't grant?

No. The connection is scoped to the single workspace you approved. Data in
other workspaces is invisible to it.

### Does the AI get more access than I have?

No — it acts as you, with your role, and only in tools enabled for the
workspace.

### My client asks for a client ID or secret — what do I enter?

Nothing. The server supports dynamic client registration, so compliant clients
register themselves. There is no shared client secret.