Files
twenty/packages/twenty-docs/user-guide/ai/capabilities/mcp.mdx
T
Etienne dd0039ca1c feat(mcp) - optimize instruction prompt and hide get_tool_catalog (#21183)
Workspace-aware initialize.instructions

- Deleted the static mcp-server-instructions.const.ts
- Created build-mcp-server-instructions.util.ts — a comprehensive system
prompt with identity, object list, tool grammar, routing decision tree,
intent mapping, skills vs tools, safety constraints, and data efficiency
guidelines
- Created McpInstructionBuilderService — fetches workspace-specific
object names + skill names and injects them into the instructions


Hide/deprecate get_tool_catalog

Benefit : skip first MCP call (tools are included in instruction)
2026-06-03 16:58:32 +00:00

139 lines
5.6 KiB
Plaintext

---
title: MCP Server
description: Connect AI assistants to your Twenty workspace using the Model Context Protocol.
---
<Warning>
MCP is currently in **alpha** and is only available on some workspaces. It may not be enabled for your workspace yet.
</Warning>
Twenty exposes an [MCP](https://modelcontextprotocol.io/) server so that AI assistants — Claude Desktop, Claude Code, Cursor, ChatGPT, and others — can read and write your CRM data through natural language.
Use your **workspace URL** (the URL you use to access Twenty) as the MCP endpoint. On Twenty Cloud, your workspace URL might be `https://{mycompany}.twenty.com` or a custom domain. The server is available at:
| Environment | MCP Endpoint |
|-------------|-------------|
| **Cloud** | `https://{your-workspace-url}/mcp` (e.g. `https://mycompany.twenty.com/mcp`) |
| **Self-Hosted** | `https://{your-domain}/mcp` |
## Authentication Methods
You have two ways to authenticate your MCP client: **OAuth** (recommended) or **API Key**.
### Option A — OAuth (Recommended)
With OAuth, your MCP client opens a browser window for you to log in. No secrets are stored in config files, and tokens refresh automatically.
<Note>
OAuth requires an MCP client that supports the [MCP Authorization specification](https://modelcontextprotocol.io/specification/2025-03-26/basic/authorization). Claude Desktop, Claude Code, Cursor, and ChatGPT support it.
</Note>
Add this to your MCP client configuration, replacing `{your-workspace-url}` with your workspace host (e.g. `mycompany.twenty.com`):
```json
{
"mcpServers": {
"twenty": {
"type": "streamable-http",
"url": "https://{your-workspace-url}/mcp"
}
}
}
```
That's it — no API key needed. When the client connects for the first time it will:
1. Discover Twenty's OAuth metadata via `/.well-known/oauth-protected-resource` and `/.well-known/oauth-authorization-server`
2. Register itself as an OAuth client via dynamic client registration (RFC 7591)
3. Open your browser to authorize access
4. Receive tokens and connect to the MCP server
Subsequent connections reuse the stored tokens and refresh them automatically.
### Option B — API Key
If your MCP client does not support OAuth, or you prefer static credentials, pass an API key in the `Authorization` header:
```json
{
"mcpServers": {
"twenty": {
"type": "streamable-http",
"url": "https://{your-workspace-url}/mcp",
"headers": {
"Authorization": "Bearer YOUR_API_KEY"
}
}
}
}
```
<Warning>
Your API key grants access to workspace data. Keep it out of version control and shared dotfiles.
</Warning>
To create an API key, go to **Settings > APIs & Webhooks > + Create key**. See [APIs](/developers/extend/api#create-an-api-key) for details.
## Quick Start
### 1. Copy the config
Go to **Settings > AI > More > MCP Server** in Twenty. Choose your authentication method (OAuth or API Key), copy the JSON snippet (it will already use your workspace URL), and paste it into your MCP client's config file.
| Client | Config file location |
|--------|---------------------|
| **Claude Desktop** | `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows) |
| **Claude Code** | `~/.claude.json` (user) or `.mcp.json` (project) |
| **Cursor** | `.cursor/mcp.json` in your project, or `~/.cursor/mcp.json` globally |
| **ChatGPT** | Turn on Developer Mode in **Settings > Apps & Connectors > Advanced settings**, then use **Create** in **Settings > Apps & Connectors** to add the MCP server |
### 2. Connect
Restart your MCP client (or reload the config). If using OAuth you will be redirected to Twenty to authorize access. If using an API key the connection is immediate.
### 3. Start using it
Ask your AI assistant to interact with your CRM:
- *"Show me the 5 most recently created companies"*
- *"Create a new person named Jane Doe at Acme Corp"*
- *"Find all open opportunities worth more than $10k"*
## Available Tools
Once connected, the MCP server exposes tools that mirror the Twenty API. The recommended workflow is:
1. **`learn_tools`** — get the input schema for specific tools
2. **`execute_tool`** — run a tool
You don't need to remember tool names. Ask your AI assistant what it can do and it will call `learn_tools` automatically.
## Permissions
MCP connections inherit the permissions of the authenticated user (OAuth) or the role assigned to the API key. To restrict what the MCP server can do:
- **OAuth**: The user's workspace role applies.
- **API Key**: Assign a role to the API key under **Settings > Roles**. See [Permissions](/user-guide/permissions-access/capabilities/permissions).
## Self-Hosted Configuration
For self-hosted instances, replace `{your-workspace-url}` with your server URL. Make sure `SERVER_URL` in your environment matches the public URL of your Twenty instance — this is used to generate the OAuth discovery metadata.
```bash
SERVER_URL=https://twenty.yourcompany.com
```
The MCP endpoint, OAuth endpoints, and discovery metadata all derive from this value.
## Troubleshooting
**"Unauthorized" or 401 errors**
- OAuth: re-authorize by clearing the stored tokens in your MCP client and reconnecting.
- API Key: verify the key is valid and hasn't expired. Regenerate it if needed.
**OAuth flow doesn't open a browser**
- Ensure your MCP client supports MCP Authorization. Fall back to the API Key method if it doesn't.
**Connection timeout**
- Confirm the MCP endpoint URL is reachable from your machine. For self-hosted instances, check that the server is running and `SERVER_URL` is set correctly.