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    integrations tools upsales

    Upsales MCP for your AI agent

    Cogny's Upsales integration exposes 22 tools (22 read) to an AI agent over MCP. The same tools are available on every plan, from your own AI client or inside the Cogny app.

    • 22readonly reads data.
    • 0writecreates or changes something.
    • 0destructivedeletes, removes or replaces something.

    Over MCP your own AI client asks before it runs a write. To take a tool away from your agent, block it in Settings → Integrations. Plans, approvals and limits

    set it up.

    Add Cogny to your AI client once, then connect Upsales in Cogny. Every Upsales tool below appears in the client.

    • Claude CodeRun claude mcp add --transport http cogny https://app.cogny.com/mcp, then authorise in the browser.
    • Claude.aiSettings → Connectors → Add custom connector, URL https://app.cogny.com/mcp, then log in and pick your workspace.
    • ChatGPTSettings → Apps → Advanced settings → Developer mode → Create app, URL https://app.cogny.com/mcp, authentication OAuth.
    • CursorIn Cogny, Settings → Data & Integrations → Connect AI Clients shows the block to paste into .mcp.json, with an API key.
    • CodexRun codex mcp add cogny --url https://app.cogny.com/mcp.

    Full setup, and how to undo it

    what each tool does.

    Read 22 · only reads data

    • list_accountsReadList accounts (companies/customers).
    • get_accountReadGet a single account by ID.
    • list_contactsReadList contacts (people).
    • get_contactReadGet a single contact by ID.
    • list_ordersReadList orders (deals — both pipeline and closed).
    • get_orderReadGet a single order by ID.
    • list_opportunitiesReadList opportunities (open pipeline — orders with probability < 100).
    • list_activitiesReadList activities (to-dos, phone calls, tasks).
    • get_activityReadGet a single activity by ID.
    • list_appointmentsReadList appointments (meetings).
    • get_appointmentReadGet a single appointment by ID.
    • list_agreementsReadList agreements (recurring/subscription contracts).
    • list_campaignsReadList campaigns (Upsales "projects").
    • get_campaignReadGet a single campaign (project) by ID.
    • list_leadsReadList marketing leads.
    • list_usersReadList Upsales users (sales reps / account managers).
    • list_productsReadList products.
    • list_product_categoriesReadList product categories.
    • list_segmentsReadList marketing segments.
    • list_visitsReadList website visits (Upsales web tracking).
    • get_metadataReadGet account metadata: configured custom fields, currencies, pipeline stages, licenses and enabled features.
    • queryReadRun a GET against any Upsales v2 list resource by name (escape hatch for resources without a dedicated tool, e.g. "mailCampaigns", "forms", "files", "contactCategories", "roles", "currencies", "tickets").

    Exact input schemas come from tools/list once Upsales is connected; the free plan is enough to check. Missing something? Your agent can ask for it with request_feature.

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