MCP
Connect your favorite AI to our MCP
Plug Claude, ChatGPT, Grok Bot, Muse, Cursor, SumoLevel, or any MCP-compatible assistant straight into your CRM.
What Your Assistant Can Do
Once connected, your assistant gets 290+ tools covering the whole Sumo AI CRM workspace. Just ask for what you want in plain English — the assistant picks the right tools itself.
CRM
Create and update contacts, tasks, pipelines, and projects; manage conversations, notes, and tags
AI Agents
Create, configure, audit, and activate AI agents and their workflows
Websites
Create, design, edit, and publish websites; manage domains, files, cache, and traffic analytics
Scheduling
Manage bookable services, bookings, and scheduling staff
App Backend
Build hosted apps: database tables, functions, users, file storage, email, and publishing
Settings & Team
Invite team members, manage roles, integrations, phone numbers, domains, and global variables
Affiliates
Manage affiliates, commissions, and payout batches
Forms
Build, edit, and publish forms
Tracking
Manage tracking campaigns, traffic sources, tracking domains, and click stats
Social
Connect accounts and create, schedule, and manage social posts
Design email templates and campaigns with stock imagery
Calls
Place and review AI phone calls, transcripts, recordings, and call stats
Messaging
Send email and SMS, and manage scheduled messages
Images
Generate and organize on-brand images
Funnels
Create and update sales funnels
Branding
Create and manage brand kits
Dashboards
Build and update reporting dashboards
Analytics & Activity
Query workspace analytics and activity logs
Library
Save and read workspace files and scheduled-task runs
Accounts
Create sub-accounts and list packages
Help
Search help docs and changelog entries
Web
Search the web
The always-current list — every tool with a plain-language description — lives in the app under Settings > API / MCP > MCP Tools.