MCP server
Every Muntri workspace is a Model Context Protocol server. Claude, ChatGPT, or any MCP-compatible client or agent can read and act on your workspace through 131 tools covering the whole platform — the same curated actions the product exposes, scope-gated per API key.
Every tool call dispatches through the matching REST endpoint inside your workspace, so validation, permissions, scopes, audit history and webhooks behave exactly as they do for any API client. Tenant isolation is inherited from the platform: a token only ever reaches its own workspace database.
Connect a client
- Endpoint:
POST https://{your-workspace}.muntri.com/api/mcp (streamable HTTP, JSON-RPC 2.0)
- Auth:
Authorization: Bearer mnt_live_... (or ApiKey mnt_live_...) — create keys under Settings → API Keys
- Protocol version:
2025-06-18
Claude Desktop / Claude Code configuration:
{
"mcpServers": {
"muntri": {
"type": "http",
"url": "https://your-workspace.muntri.com/api/mcp",
"headers": { "Authorization": "Bearer mnt_live_YOUR_KEY" }
}
}
}
Governance
- Scopes: each tool requires its resource scope (shown below).
tools/list only advertises the tools the calling key can use; destructive tools require the delete action.
- Read-only by default: a key created with the read-only preset can list and read everything but sees no write or delete tools.
- Audit: every call is logged with user, tenant, tool, arguments and latency, and record changes carry the API actor in change history.
Accounts
| Tool |
Scope |
Description |
create_account |
accounts.write |
Create an account. |
delete_account |
accounts.delete |
Delete an account permanently. |
get_account |
accounts.read |
Get one account with its core fields. |
list_account_contacts |
accounts.read |
List the contacts on an account. |
list_account_opportunities |
accounts.read |
List the opportunities on an account. |
search_accounts |
accounts.read |
Search and list accounts by name, domain, industry or lifecycle stage. |
update_account |
accounts.write |
Update fields on an account. |
Activities
| Tool |
Scope |
Description |
create_activity |
conversations.write |
Append an activity record to an entity's timeline. |
list_activities |
conversations.read |
List the activity stream (immutable audit of actions across the platform). |
list_conversations |
conversations.read |
List logged calls, meetings and notes. |
log_conversation |
conversations.write |
Log a call, meeting or note against a contact, account or opportunity. |
Admin
| Tool |
Scope |
Description |
create_email_template |
emails.write |
Create an email template. |
create_webhook_endpoint |
webhooks.write |
Create an outbound webhook endpoint (HMAC-signed deliveries). |
list_email_templates |
emails.read |
List email templates. |
list_roles |
admin.read |
List RBAC roles and their permission matrices. |
list_webhook_endpoints |
webhooks.read |
List outbound webhook endpoints and their event subscriptions. |
Analytics
| Tool |
Scope |
Description |
get_change_history |
admin.read |
Who-did-what change history for a record (human, agent or API actor). |
get_pulse |
analytics.read |
Pulse, the live business snapshot: funnel stages, sources incl AEO, KPIs, live ticker. |
get_sales_leaderboard |
analytics.read |
The sales performance leaderboard: rankings, attainment, projections. |
global_search |
analytics.read |
Search across all records (accounts, contacts, leads, deals, tickets...). |
list_reports |
reports.read |
List saved reports. |
run_report |
reports.read |
Run an ad-hoc report: pick entity, group-by and aggregate. Returns rows. |
Automation
| Tool |
Scope |
Description |
activate_workflow |
workflows.write |
Activate a workflow. |
get_agent_hierarchy |
agents.read |
The agent org chart: master agents, process agents, context agents. |
get_workflow |
workflows.read |
Get one workflow with its step canvas. |
list_workflows |
workflows.read |
List workflows / process agents with status and versions. |
test_run_workflow |
workflows.write |
Run a workflow once in test mode with a sample payload. |
Billing
| Tool |
Scope |
Description |
create_contract |
contracts.write |
Create a contract (optionally from a template, linked to an account/opportunity). |
create_invoice |
invoices.write |
Create a manual invoice for an account with line items. |
create_order |
orders.write |
Create an order. |
create_order_from_quote |
orders.write |
Turn an approved CPQ quote into an order. |
get_contract |
contracts.read |
Get one contract with clauses, signers and e-sign status. |
get_invoice |
invoices.read |
Get one invoice with line items and payment state. |
get_order |
orders.read |
Get one order with line items and status. |
list_contracts |
contracts.read |
List contracts with status and renewal dates. |
list_invoices |
invoices.read |
List invoices with status and amounts. |
list_orders |
orders.read |
List orders. |
record_invoice_payment |
invoices.write |
Record a payment against an invoice. |
send_invoice |
invoices.write |
Send an invoice to the customer (public pay link). |
update_contract |
contracts.write |
Update a contract. |
void_invoice |
invoices.delete |
Void an invoice. |
Compensation
| Tool |
Scope |
Description |
create_comp_dispute |
compensation.write |
Open a commission dispute. |
get_comp_plan |
compensation.read |
Get one compensation plan with components and payout curve. |
get_my_compensation |
compensation.read |
The calling user's live comp: earnings, quota progress, pending, pipeline-if-won. |
get_my_earnings_forecast |
compensation.read |
The calling user's earnings forecast by month (conservative / likely / best). |
list_comp_plans |
compensation.read |
List compensation plans (admin). |
list_my_statements |
compensation.read |
The calling user's commission statements. |
| Tool |
Scope |
Description |
create_contact |
contacts.write |
Create a contact. |
delete_contact |
contacts.delete |
Delete a contact permanently. |
get_contact |
contacts.read |
Get one contact. |
get_contact_engagement |
contacts.read |
Get a contact's engagement history and score. |
search_contacts |
contacts.read |
Search and list contacts by name, email, title or account. |
update_contact |
contacts.write |
Update fields on a contact. |
Customer Success
| Tool |
Scope |
Description |
add_customer_note |
customers.write |
Add a note to a customer account. |
create_success_plan |
customers.write |
Create a success plan on a customer account. |
get_account_health |
customers.read |
An account's health score history (composite + component scores). |
get_cs_cockpit |
customers.read |
The CS cockpit: active customers, ARR, health distribution, churn tiers, GRR/NRR. |
get_customer_360 |
customers.read |
Full customer 360 for an account: health, usage, renewals, success plans, CTAs. |
Customization
| Tool |
Scope |
Description |
create_custom_field |
admin.write |
Create a custom field on a record type. |
create_custom_object |
custom_objects.write |
Create a custom object definition with fields. |
create_custom_record |
custom_objects.write |
Create a record on a custom object. |
list_custom_fields |
admin.read |
List custom field definitions across record types. |
list_custom_objects |
custom_objects.read |
List custom object definitions. |
list_custom_records |
custom_objects.read |
List records of a custom object. |
update_custom_record |
custom_objects.write |
Update a custom object record. |
Enablement
| Tool |
Scope |
Description |
create_enablement_content |
enablement.write |
Create an enablement content item. |
get_team_readiness |
enablement.read |
Team readiness: per-person readiness scores vs quota attainment, coaching quadrants. |
search_enablement_content |
enablement.read |
Search enablement content: battle cards, case studies, playbooks, videos. |
Forecasting
| Tool |
Scope |
Description |
get_forecast_rollup |
forecasts.read |
Get the team-by-team forecast rollup for a period. |
get_forecast_summary |
forecasts.read |
Get a period's forecast summary: closed, commit, best case, pipeline, quota, gap, attainment. |
get_quota |
forecasts.read |
Get a user's annual quota and quarterly distribution. |
list_forecast_periods |
forecasts.read |
List forecast periods (quarters) with ids and dates. |
submit_forecast_call |
forecasts.write |
Submit a forecast call (commit / best case) for a period. |
Knowledge
| Tool |
Scope |
Description |
create_kb_article |
knowledge_base.write |
Create a knowledge base article. |
create_survey |
surveys.write |
Create a survey. |
list_surveys |
surveys.read |
List surveys with response stats. |
search_kb_articles |
knowledge_base.read |
Search knowledge base articles. |
Leads
| Tool |
Scope |
Description |
convert_lead |
leads.write |
Convert a lead into a contact (and optionally an account and opportunity). |
create_lead |
leads.write |
Create a lead. Common fields shown; any other lead field the API accepts may be included. |
delete_lead |
leads.delete |
Delete a lead permanently. |
get_lead |
leads.read |
Get one lead with scores, status and attribution. |
search_leads |
leads.read |
Search and list leads. Filter by free-text search, status, source or owner. |
update_lead |
leads.write |
Update fields on a lead (status, owner, score, any lead field). |
Marketing
| Tool |
Scope |
Description |
create_campaign |
campaigns.write |
Create a campaign. |
create_segment |
segments.write |
Create a marketing segment with filter criteria. |
enroll_in_cadence |
cadences.write |
Enroll leads or contacts into a cadence. |
get_campaign |
campaigns.read |
Get one campaign. |
list_cadences |
cadences.read |
List sales cadences/sequences. |
list_campaigns |
campaigns.read |
List campaigns with status and attribution. |
list_segments |
segments.read |
List marketing segments. |
update_campaign |
campaigns.write |
Update a campaign. |
Opportunities
| Tool |
Scope |
Description |
create_opportunity |
opportunities.write |
Create an opportunity. |
delete_opportunity |
opportunities.delete |
Delete an opportunity permanently. |
get_booking_status |
opportunities.read |
Check whether a deal can be booked as won: contract e-sign status and required-document checklist. |
get_opportunity |
opportunities.read |
Get one opportunity with stage, amount, dates and forecast category. |
list_pipeline_stages |
pipeline.read |
List the pipeline stages (ids, names, order, probability, stage type). |
search_opportunities |
opportunities.read |
Search and list opportunities/deals. Filter by stage, owner or account. |
update_opportunity |
opportunities.write |
Update an opportunity: move stage (stage_id), change amount, close date, forecast category, owner or any other field. Moving to a won stage runs the booking gate (contract e-signed + documents complete) and returns 409 with the blockers if the deal is not bookable. |
Org
| Tool |
Scope |
Description |
get_user |
users.read |
Get one user. |
list_teams |
users.read |
List teams. |
list_users |
users.read |
List users with roles and org structure. |
Products
| Tool |
Scope |
Description |
create_product |
products.write |
Create a product. |
list_products |
products.read |
List the product catalog with pricing. |
update_product |
products.write |
Update a product. |
Quotes
| Tool |
Scope |
Description |
create_quote |
quotes.write |
Create a quote (optionally linked to an opportunity). |
get_quote |
quotes.read |
Get one quote with line items, pricing and approval state. |
list_quotes |
quotes.read |
List CPQ quotes. Filter by opportunity. |
send_quote |
quotes.write |
Send an approved quote to the buyer (deal room link). |
submit_quote_for_approval |
quotes.write |
Submit a quote into the approval chain (discount/threshold rules). |
update_quote |
quotes.write |
Update a quote. |
RFx
| Tool |
Scope |
Description |
auto_answer_rfp |
rfp.write |
Auto-draft every unanswered section from the approved content library, with citations. |
create_rfp |
rfp.write |
Create an RFx project. |
get_rfp |
rfp.read |
Get one RFx project with sections and completion state. |
get_rfp_draft_progress |
rfp.read |
Progress of a running auto-answer job. |
list_rfps |
rfp.read |
List RFx projects (RFPs, RFIs, DDQs, security questionnaires). |
search_content_library |
rfp.read |
Search the approved RFx answer library. |
Revenue
| Tool |
Scope |
Description |
get_renewals_dashboard |
renewals.read |
Renewals dashboard: GRR, NRR, pipeline of upcoming renewals. |
get_revenue_summary |
revenue.read |
Revenue summary: recognized, pending delivery, churned. |
list_at_risk_renewals |
renewals.read |
List renewals flagged at risk, with ARR at stake. |
list_renewals |
renewals.read |
List renewals. |
list_revenue_schedules |
revenue.read |
List revenue schedules (ARR/ACV/MRR recognition). |
update_renewal |
renewals.write |
Update a renewal (stage, forecast amount, risk). |
Support
| Tool |
Scope |
Description |
create_ticket |
support.write |
Create a support ticket. |
get_ticket |
support.read |
Get one ticket with messages and SLA state. |
list_tickets |
support.read |
List support tickets. Filter by status or priority. |
reply_to_ticket |
support.write |
Add a reply/message to a ticket. |
resolve_ticket |
support.write |
Resolve a ticket. |
update_ticket |
support.write |
Update a ticket (status, priority, assignment). |
Tasks
| Tool |
Scope |
Description |
create_task |
tasks.write |
Create a task/CTA on an account. |
list_tasks |
tasks.read |
List CTAs/tasks across accounts. Filter by status, priority, type or assignee. |
update_task |
tasks.write |
Update a task/CTA (status, priority, due date, assignment). |