Talk to your CRM from Claude, Cursor, and ChatGPT
The Coherence MCP server connects any MCP-compatible AI client to your workspace. Read records, draft outreach, send email, create reminders — your agent (Nash) does the work, your approval rules still apply.
Drop this into your MCP client's config:
{
"mcpServers": {
"coherence": {
"command": "npx",
"args": ["-y", "@coherenceos/mcp-server"],
"env": {
"COHERENCE_API_TOKEN": "sk_live_..."
}
}
}
}Create your sk_live_ key at Settings → API Keys.
Works with every major MCP client
Add Coherence as an `npx`-based stdio server. Each client has a per-tool quickstart in the docs.
Claude Desktop
Anthropic's desktop app
~/Library/Application Support/Claude/claude_desktop_config.json (macOS) · %APPDATA%\Claude\claude_desktop_config.json (Windows)
Cursor
AI code editor
~/.cursor/mcp.json
Cline
VS Code AI extension
Cline → MCP Servers panel
Windsurf
Codeium's IDE
~/.codeium/windsurf/mcp_config.json
VS Code
GitHub Copilot agent mode
.vscode/mcp.json
ChatGPT
OpenAI · hosted-HTTP only
Coming soon — needs the hosted endpoint
What the server exposes
One headline tool to talk to your agent. The rest are fast-paths for direct data access when you don't need a full agent loop.
chat_with_agent
Send a message to your Coherence agent. The agent has its full toolset — email, calendar, reminders, social, landing pages — gated by approvals.
Records CRUD
list_modules, list_records, get_record, create_record, update_record, delete_record. Fast-path REST.
Outreach content
Create and update blog articles, LinkedIn posts, emails, and other outreach drafts.
For anything else — calendar events, posting to social, creating landing pages, approvals — use chat_with_agent. The agent has the full toolset. See the full tool list →
Try these in your AI client
Once Coherence is connected, these all work out of the box.
"Ask my Coherence agent to draft a follow-up email to the leads I created this week."
"List my open deals over $50k."
"Have Nash check what's on my calendar today and remind me about the most important meeting an hour before."
"Use Coherence to add a contact for Jane Doe at Acme Corp, then have Nash draft an intro email."
Approval rules still apply
When the agent invokes a tool that's gated by your workspace's approvals — sending email, posting to social, creating landing pages — the approval flow fires the same way it does for human users. An MCP client cannot bypass it. API keys can also be scoped at creation time to limit access further.
Read more about authentication and scopes