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Overview

MCP (Model Context Protocol) is a standard protocol that lets AI agents like Claude and ChatGPT connect securely to external tools and data. Relate provides an MCP server, so when you connect an MCP-capable AI agent such as Claude Code or Codex to Relate, you can query CRM data and create/update contacts, deals, notes, campaigns, and more — all in natural language. Without writing any code, you can hand requests like “summarize the companies I met with last week” or “add a note to this company” straight to the AI. The Relate MCP server address is: 
https://app.relate.so/mcp
Access through MCP follows the permissions of the connected workspace and user account. In other words, the AI agent can only access data that you can already see in Relate.

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1. How to connect

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Create an MCP token

To connect to Relate MCP, you first need an MCP token (authentication token).
  1. Log in to Relate, then go to Workspace Settings > MCP for the workspace you want to connect.
  2. Click Generate new token to issue a new token.
  3. The token starts with rk_. For security it is shown only once right after creation, so copy it and store it somewhere safe.
Relate MCP token generation screen

Generate a new token in Workspace Settings > MCP

An MCP token is a secret key that can access your workspace data. Keep it from being exposed, and if you suspect it has leaked, revoke it immediately and generate a new one.
Use the issued token to connect Relate MCP to the AI agent you use.
In Claude Code (desktop app), you connect to Relate MCP through a custom connector and authenticate via OAuth.
  1. In Claude Code, go to Customize > Connectors.
  2. From the + button in the top right, select Add custom connector.
    Claude Code connectors menu

    Select Add custom connector under Customize > Connectors

  3. Enter a name (e.g. Relate MCP) and the MCP server URL, then click Add. 
    https://app.relate.so/mcp
    Claude Code custom connector screen

    Enter the Relate MCP server URL in the custom connector

  4. After adding the connector, you are taken to the Relate OAuth authorization screen. Log in with your Relate account and grant access to complete the connection.
  5. Once connected, you can use Relate tools in your conversations with Claude.
When connecting Claude Code via OAuth, you don’t need to enter the MCP token separately — authentication is completed simply by logging in to Relate.
In the Codex CLI, you register the MCP server in the config file (~/.codex/config.toml) and pass the issued token via an HTTP header (Authorization).Open ~/.codex/config.toml and add the Relate MCP server as shown below.
[mcp_servers.relate]
url = "https://app.relate.so/mcp"
http_headers = { Authorization = "Bearer rk_paste_your_issued_MCP_token_here" }
Save the config and restart Codex, and the Relate MCP tools will load.
Setup may differ slightly across Codex versions and other MCP clients. If you run into connection issues, reach out via we@relate.so or in-app chat.

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2. What you can do with MCP

Once Relate MCP is connected, you can perform the following through an AI agent in natural language. (As of June 15, 2026)
  • Search contacts by name, email, phone number, or field conditions, and view details
  • Create and update contacts, and bulk-import from a spreadsheet
  • Add to / remove from the denylist (sending block list)
  • Search organizations by name or domain, and view details
  • Create and update organizations
  • Search and view deals (entries) within a specific list/process
  • Create deals; update status, assignee, value, and field values; delete
  • Search across all notes by body content
  • List notes attached to a specific contact, organization, or deal
  • Create notes on contacts and organizations
  • List, create, and rename lists
  • Add contacts to a list
  • Summarize a list’s campaign deliverability (sendable / blocked breakdown)
  • Search email threads for a contact or organization and view message content
  • Send email immediately on your own behalf
  • Search, view, create, update, and deliver broadcast campaigns, and check statistics
  • View and create email sequences; add/edit steps; enroll contacts
  • View AI campaigns / AI email templates and check recipients and engagement
  • List the sender identities (sending domains) in the workspace
  • Connect a sending domain and check/re-verify DNS records (MX, SPF, DMARC, DKIM) and verification status
  • Search completed meeting notetaker records (transcripts and summaries)
  • List records scoped to a contact/organization/calendar event, and retrieve the full transcript and summary
  • Sales pipeline funnel and conversion-rate report by process
  • Recent email-activity report for an AI plan
  • Workspace info (lists, statuses, custom fields, team members, sending limits, etc.)
The available MCP tools are continuously being added and improved. You can check the exact list of tools available in your connected environment from your AI agent’s tool list (e.g. in Claude Code).

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3. Examples

Try asking your AI agent in natural language, like the examples below.
“For company A that I’m meeting tomorrow, summarize the notes, deal history, and recent email threads in Relate.”
Customer research example

Customer research & meeting prep example

“Pull up the notetaker summary from the company B meeting that just ended, write up the key points as a note, and create follow-up tasks if needed.”
Meeting follow-up example

Meeting follow-up example

“Import the 100 leads in this Excel file into Relate and group them into the ‘Q2 Inbound’ list.”
Data entry automation example

Data entry automation example

“Find the in-progress deals this quarter that haven’t been updated in over two weeks, and organize them by assignee.”
Pipeline review example

Pipeline review example

“Show me the stage-by-stage conversion rate report for our main sales process.”
Sales report example

Sales report example

From cleaning up a list to drafting a campaign, checking deliverability, and designing a sequence — you can carry the whole thing through in a single conversation.1. Review the target list
“How many people are in the ‘Q2 Inbound Leads’ list, and how many of them can receive a campaign? Break out who is excluded due to denylist, unsubscribe, or missing email.”
2. Draft the campaign
“Draft a new-feature announcement campaign for that list. Give me 3 subject-line options plus a body draft, and set the sender to one of our workspace’s sending domains.”
3. Design a follow-up sequence
“Create a 2-step follow-up sequence with a 3-day gap, targeting people who opened the campaign. Make step 1 a meeting proposal and step 2 a reminder tone.”
Actions that actually send are designed to ask for your confirmation before the AI executes them. We recommend letting the AI handle drafting and review, and sending only after you confirm it yourself.
Campaign operations example

Campaign / sequence operations example

For questions about Relate MCP or to share how you’re using it, let us know via we@relate.so or in-app chat :)
Relate MCP token generation screen
Claude Code connectors menu
Claude Code custom connector screen
Customer research example
Meeting follow-up example
Data entry automation example
Pipeline review example
Sales report example
Campaign operations example