MCP server

Syntaxia exposes a read-only Model Context Protocol server so coding agents and chat clients can browse reconciled CRM accounts, contacts, reps, and opportunities from the org you authenticate as.


Endpoint	`https://app.syntaxia.com/mcp`
Transport	HTTP (streamable, JSON-RPC)
Tools	`read_profile`, `list_accounts`, `search_accounts`, `read_account`

Authentication

Syntaxia supports two authentication paths:

OAuth 2.1 (recommended for Claude.ai web). The client registers itself, you approve consent in Syntaxia, and the access token is issued and stored automatically. Nothing to copy or paste.
Bearer token (Claude Desktop, Claude Code, Cursor, VS Code). You generate a token under Settings → Integrations and put it in the client’s config.

Both paths bind the resulting token to a user-and-org pair, so the token alone determines what data Claude sees. To connect Claude to a different organization, generate a new token (or re-authorize) for that workspace.

Sign in to Syntaxia

Generate a token at Settings → Integrations, or initiate an OAuth flow from the Claude.ai connector dialog.

Client setup

Tabs are organized from easiest to most-control. The endpoint is the same for all clients: https://app.syntaxia.com/mcp.

Claude.ai web
Claude Desktop
Claude Code
Cursor
VS Code

Claude.ai uses OAuth 2.1 with Dynamic Client Registration. You don’t need to generate or paste a token.

Open the connector dialog

In Claude.ai, go to Settings → Connectors and click Add custom connector.

Enter the endpoint

Name the connector (eg. Syntaxia) and paste the URL:

https://app.syntaxia.com/mcp

Leave OAuth Client ID and OAuth Client Secret empty under Advanced settings. Claude will register itself automatically.

Approve consent

Click Add. Claude opens a Syntaxia sign-in popup. After you sign in, the consent screen asks which organization to authorize. Pick one and click Allow.

Connected

The connector status flips to Connected and the four MCP tools (read_profile, list_accounts, search_accounts, read_account) become available to Claude.

To switch organizations, click Revoke on the connector card in Claude.ai, then re-add it and pick the other organization on the consent screen.

Generate a token at Settings → Integrations in Syntaxia first. Then edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows) and add a Syntaxia entry under mcpServers. Replace <your_token> with the token you just generated.

{
  "mcpServers": {
    "syntaxia": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://app.syntaxia.com/mcp",
        "--header",
        "Authorization: Bearer <your_token>"
      ]
    }
  }
}

Restart Claude Desktop after editing.

Generate a token at Settings → Integrations in Syntaxia, then register Syntaxia with the Claude Code CLI. Run this once per machine, substituting <your_token>.

claude mcp add syntaxia --transport http https://app.syntaxia.com/mcp --header "Authorization: Bearer <your_token>"

Generate a token at Settings → Integrations in Syntaxia first. Then add a .cursor/mcp.json file at your project root (or in ~/.cursor/mcp.json for global use), substituting <your_token>.

{
  "mcpServers": {
    "syntaxia": {
      "url": "https://app.syntaxia.com/mcp",
      "headers": {
        "Authorization": "Bearer <your_token>"
      }
    }
  }
}

Reload Cursor after saving.

Generate a token at Settings → Integrations in Syntaxia first. Then add a .vscode/mcp.json file at your workspace root. VS Code prompts for the token on first connection.

{
  "servers": {
    "syntaxia": {
      "type": "http",
      "url": "https://app.syntaxia.com/mcp",
      "headers": {
        "Authorization": "Bearer ${input:syntaxia_token}"
      }
    }
  },
  "inputs": [
    {
      "id": "syntaxia_token",
      "type": "promptString",
      "description": "Syntaxia MCP token",
      "password": true
    }
  ]
}

Tools

Always call search_accounts before read_account unless you already have a unified_account_id in context.

read_profile

Returns the authenticated user’s identity, organization, and role. No arguments.

Example response

{
  "identity_email": "user@acme.com",
  "name": "Jane Doe",
  "organization": { "slug": "0000001", "name": "Acme" },
  "role": "owner"
}

list_accounts

Lists active unified accounts in the authenticated organization, paginated.

integer

default:"20"

Page size (max 100).

integer

default:"0"

Row offset for pagination.

uuid

Optional. Restrict to clusters with a member contributed by this source.

Example response

{
  "accounts": [
    {
      "unified_account_id": "8f3c...",
      "canonical_name": "Acme Corp",
      "canonical_domain": "acme.com",
      "member_count": 2,
      "contact_count": 14,
      "opportunity_total_amount": "120000.00",
      "updated_at": "2026-05-13T10:21:00Z"
    }
  ],
  "pagination": { "limit": 20, "offset": 0, "total": 187 }
}

search_accounts

Fuzzy-searches unified accounts by name (pg_trgm similarity).

string

required

Search query (1 to 100 characters).

integer

default:"10"

Page size (max 50).

Example response

{
  "matches": [
    {
      "unified_account_id": "8f3c...",
      "canonical_name": "Acme Corp",
      "canonical_domain": "acme.com",
      "similarity": 0.9123
    }
  ],
  "query": "acme"
}

read_account

Returns the full reconciled payload for one unified account.

uuid

required

Unified account UUID, typically obtained from search_accounts or list_accounts.

Example response

{
  "account": { "id": "8f3c...", "name": "Acme Corp", "domain": "acme.com", "...": "..." },
  "contacts": [ { "...": "..." } ],
  "reps": [ { "...": "..." } ],
  "opportunities": [ { "...": "..." } ],
  "relationships": { "...": "..." }
}

Data Connections

Connectors

AI and Ontology

Team and Access

Developer integrations

Authentication

Sign in to Syntaxia

Client setup

Tools

read_profile

list_accounts

search_accounts

read_account

​Authentication

Sign in to Syntaxia

​Client setup

​Tools

​read_profile

​list_accounts

​search_accounts

​read_account

Authentication

Client setup

Tools

read_profile

list_accounts

search_accounts

read_account