Spiro MCP


Connect an AI assistant to your Spiro CRM, then ask about your companies, contacts, opportunities and activities in plain language.

The Spiro MCP server lets assistants like Claude and ChatGPT look things up in Spiro for you. Ask a question in the assistant, and it searches your CRM and answers from real records.

MCP (Model Context Protocol) is an open standard for connecting AI assistants to outside tools and data. Spiro hosts its MCP server for you, so there's nothing to install and nothing to run on your computer. Your assistant sees exactly what you see when you log in to Spiro, and it can only read: no tool on the server can create, change or delete anything.

Before you start

  • A Spiro admin account. Only admins can connect to the MCP server.
  • An active Spiro subscription. Deactivated users and expired subscriptions are blocked.
  • An MCP-compatible assistant — Claude, Claude Code, ChatGPT, Cursor, VS Code or similar.

The Spiro MCP endpoint

Use this URL anywhere a client asks for a server URL or a custom connector.

https://mcp.spiro.ai/mcp

Connecting Spiro to your assistant

Claude (web, Desktop, Cowork)

  1. Open Settings → Customize → Connectors.
  2. Click +, then Add custom connector.
  3. Paste https://mcp.spiro.ai/mcp and click Add.
  4. Complete the Spiro sign-in when the popup appears.

On a Claude Team or Enterprise plan: only an Owner or Primary Owner can add a custom connector, under Settings → Organization settings → Connectors. Once Spiro has been added there, each member enables it and signs in individually from their own connector settings. If you can't add it yourself, ask your Claude organization owner to add it first.

Claude Code

claude mcp add --transport http spiro https://mcp.spiro.ai/mcp

Then type /mcp in a Claude Code session to finish signing in.

ChatGPT (developer mode)

Custom connectors require developer mode, which is available on Plus, Pro, Business, Enterprise and Edu plans, and only on ChatGPT for web — not the mobile apps.

  1. Open Settings → Connectors → Advanced settings and turn on Developer mode.
  2. Return to Connectors and click Create.
  3. Paste https://mcp.spiro.ai/mcp.
  4. Sign in when the popup appears.

On a Business, Enterprise or Edu workspace: developer mode is controlled by your workspace owner under Workspace Settings → Permissions & Roles → Connected Data, and members can't add custom connectors on their own. If you don't see the option, ask your ChatGPT workspace administrator to enable it for you.

Cursor

Paste this into your browser to install in one click:

cursor://anysphere.cursor-deeplink/mcp/install?name=spiro&config=eyJ1cmwiOiJodHRwczovL21jcC5zcGlyby5haS9tY3AifQ==

Or add it by hand: Settings → MCP → Add, then enter the URL https://mcp.spiro.ai/mcp.

VS Code

code --add-mcp '{"name":"spiro","type":"http","url":"https://mcp.spiro.ai/mcp"}'

Or paste this into your browser:

vscode:mcp/install?%7B%22name%22%3A%22spiro%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.spiro.ai%2Fmcp%22%7D

Signing in

The first time a client connects, Spiro opens a sign-in page in your browser. Sign in with your Spiro account and approve the connection. If you're already signed in to Spiro in that browser, you'll go straight to the authorization screen.

Your assistant stores the resulting token and reuses it, so you only sign in once per client. To disconnect, remove the Spiro connector from your AI assistant's settings.

What Spiro MCP can do

The server provides eight read-only tools, in matched pairs — one to search a record type, one to open a single record in full. Your assistant picks the right tool on its own; you don't need to name them.

Tool What it does
search_contacts Finds contacts by name, email, phone number, external ID or company name — or lists every contact on a company or opportunity.
get_contact Opens one contact, including its company, owner and custom fields.
search_accounts Finds companies by name, domain, external ID or phone number. Filters by customer status or parent company, and sorts by most recently updated, last activity or name.
get_account Opens one company, including its owner and custom fields.
search_opportunities Finds opportunities by name, external ID or company name. Filters by open, closed, won or lost, by close date, pipeline or owner, and sorts by amount or close date.
get_opportunity Opens one opportunity, including amount, stage, company, owner and custom fields.
search_activities Finds calls, meetings, texts and notes by subject or description. Filters by type, date range, user, or the record the activity is logged on. Newest first.
get_activity Opens one activity, including its full description and custom fields.

Things to try

  • Which of my open opportunities close this month? List the biggest first.
  • Show me everyone at Acme Manufacturing and when we last spoke to each of them.
  • Summarize every call and meeting logged on the Northwind deal since June.
  • Which of my accounts haven't had any activity in the last 60 days?
  • What's in my pipeline this quarter, and what's the total value?
  • Find the contact with the phone number 555-0142 and tell me what we last discussed.

What your assistant can and can't see

  • It only sees your data. Every lookup runs under your Spiro account and follows the same record permissions you have in the app. A record you can't open in Spiro won't come back through MCP either.
  • Activity visibility follows your Spiro settings. You'll see the same users' calls, meetings and notes that you can already see elsewhere in Spiro.
  • Deleted records are excluded.
  • Everything is read-only. The server has no tool that creates, edits or deletes a record, sends an email or moves a deal. Your assistant can report on your CRM, but it can't change it.

Keep in mind: anything your assistant reads from Spiro becomes part of that conversation, and is handled under the AI provider's terms — not Spiro's. Treat a connected assistant the way you'd treat any other place your CRM data lands.