MCP Integration

What is the Outlit MCP Server?

Outlit’s MCP server lets MCP-compatible clients query customer data, revenue metrics, timelines, facts, search results, and SQL analytics over a remote MCP connection. The Outlit CLI is not required for MCP setup. Use the workspace MCP URL directly in your MCP client.

Authentication Model

Outlit’s remote MCP endpoint supports both OAuth and scoped Outlit API keys. Both authentication methods expose the same public tool catalog; the difference is how Platform decides what the caller may do:

OAuth calls use the signed-in member’s current workspace permissions and customer access.
API-key calls use the key’s current workspace and explicit grants.

For most interactive MCP clients, OAuth is the simplest setup. In practice that means:

you add the workspace MCP URL to your client
you do not paste API keys or bearer headers into config files
the client opens an OAuth sign-in flow and stores the resulting session

Headless clients that cannot complete OAuth may send an Outlit API key as their bearer credential. A tool remains unavailable unless the member permissions or API-key grants authorize its underlying command.

Connect Your MCP Client

Copy your workspace MCP URL

Open Settings > CLI & MCP and copy the workspace-specific MCP URL for the workspace you want to connect.It looks like:

https://mcp.outlit.ai/w/<workspace-slug>/mcp

Add the URL to your MCP client

Use your client’s remote MCP / connector / server settings and add the Outlit URL directly.For clients that accept raw JSON config, the shape is typically:

{
  "mcpServers": {
    "outlit": {
      "url": "https://mcp.outlit.ai/w/<workspace-slug>/mcp"
    }
  }
}

No Authorization header is needed for OAuth-based customer-intelligence tools.

Complete OAuth in the client

After you add the server, your client should prompt you to sign in to Outlit and authorize access for that workspace.

Verify the connection

Ask your client:

Show me the available Outlit analytics views.

Use Agent Skills for coding agents like Claude Code, Codex, and Gemini CLI. Use MCP when your primary surface is an MCP client such as Cursor, VS Code, or another remote-MCP connector.

What Tools Are Available?

Tool	What it does	Example prompt
`outlit_list_customers`	Filter customers by billing status, activity recency, revenue, and exact trait values	”Show me paying enterprise customers with `segment=enterprise` who haven’t been active in 30 days”
`outlit_list_users`	Filter users by journey stage, activity, customer, and exact trait values	”Find all signed-up users at Acme Corp with `role=admin` who went inactive this week”
`outlit_list_workspace_users`	Browse internal workspace users such as CSMs, managers, account owners, and admins	”List workspace users who own customers in the enterprise segment”
`outlit_get_customer`	Get a complete customer profile with users, revenue, timeline, and metrics	”Get the full profile for acme.com including their users and revenue”
`outlit_get_timeline`	Get the activity timeline for a customer, filtered by channel and event type	”Show me Acme Corp’s email and Slack activity from the last 7 days”
`outlit_list_facts`	Retrieve structured customer facts with status, source type, customer-memory fact type, public category, occurrence time filters, pagination, and source provenance (`sourceMetadata` includes `sourceType`, `sourceId`, `sourceOccurredAt`, `sourceQuote`, and `permalink`)	“Show me active churn-risk facts for acme.com from calls last quarter”
`outlit_get_fact`	Retrieve one exact fact by ID, optionally expanding best-effort related data like evidence	”Get fact_123 with evidence”
`outlit_get_source`	Retrieve one exact source record by generic `sourceType` and `sourceId`	”Open the support ticket source for ticket_456”
`outlit_list_sources`	List concrete source records such as calls, emails, calendar events, support tickets, and opportunities	”List Acme’s support tickets and calls from January”
`outlit_search_customer_context`	Search across customer facts, emails, calls, calendar events, support tickets, and CRM opportunities using natural language. Returns grouped artifact-level matches for `source` and `fact` results, with `sourceTypes` and time-range filters	”What pricing concerns does Acme have?”
`outlit_query`	Run read-only SQL queries against your customer data	”Which channels lead to the most revenue?”
`outlit_schema`	Get view schemas to help write accurate SQL queries	”Show me the available analytics views”

MCP registers the entire public catalog, including the safe destination, integration setup/status, activation, and workspace-settings capabilities described in Platform Capabilities. Generic agent, automation, signal, identity-merge, notification-send, credential, and destructive integration operations are not public tools.

Getting Started

Concepts

Browser SDKs

Server SDKs

CLI

AI Integrations

Use Cases

What is the Outlit MCP Server?

Authentication Model

Connect Your MCP Client

What Tools Are Available?

​What is the Outlit MCP Server?

​Authentication Model

​Connect Your MCP Client

​What Tools Are Available?

What is the Outlit MCP Server?

Authentication Model

Connect Your MCP Client

What Tools Are Available?