AI connector (MCP)

Magnet Customer exposes a Model Context Protocol (MCP) server for your account. An AI assistant connected to it can search, read and — when you allow — update CRM records in natural language.

How to connect

1. 1In the CRM, open Settings › AI Assistants (Assistentes de IA). It requires the permission to manage assistants.
2. 2Create an assistant, or use the default one, and choose which resources it can reach and whether it can write.
3. 3Copy the connection address shown on the assistant screen.
4. 4Add that address as a remote MCP server in your AI client and sign in with your CRM user when asked.

Address

Each assistant has its own address. Always copy the one shown in the CRM — it follows this format:

https://your-account.platform-api.magnetcustomer.com/mcp/a/your-assistant

Transport is HTTP and sign-in is OAuth 2.0: clients that support remote MCP servers discover the login on their own. There is no key to paste.

What an assistant can reach

You decide, per assistant, which of these resources are available:

Access control

• The connector is switched on per account, and each assistant has its own credential, resources and capabilities.
• Writing is a separate permission: an assistant can be read-only.
• An assistant only reaches the resources and capabilities you enabled for it.
• Remove an assistant in the CRM to end its access.