🤖 MCP Integration

The Model Context Protocol (MCP) is an open standard that lets AI clients (Claude, Cursor, etc.) call external tools directly from a prompt. Orsay exposes its data — conversations, sequences, analytics, leads — through a secure, authenticated MCP server. The result: query your pipeline in plain English, trigger Orsay actions, and chain multiple tools together (Notion, Linear, Gmail…) — no code required.

Connect

Open Connect MCP in Orsay

Go to Integrations and click Connect MCP.You’ll find the MCP server URL to copy:

https://client.api.prod.orsay.ai/mcp

Paste the URL into your MCP client

Open your MCP client (Claude.ai, Claude Desktop, Cursor…) and add a new server with that URL. See the Compatible clients section below for step-by-step instructions.

Authorize Orsay

Your client will redirect you to Orsay to sign in and grant access. Authorization is scoped to your organization — no other account can read your data.

Compatible clients [#clients]

Claude.ai (web)
Claude Desktop
Cursor
Other MCP clients

Go to claude.ai/settings/connectors
Click Add custom connector
Paste the URL: https://client.api.prod.orsay.ai/mcp
Give it a name (e.g. Orsay) and click Add
Authorize the connection in the Orsay window that opens

Once connected, the Orsay icon appears in Claude’s toolbar and the tools are available in all your conversations.

Open your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

Add the Orsay server under mcpServers:

{
  "mcpServers": {
    "orsay": {
      "url": "https://client.api.prod.orsay.ai/mcp"
    }
  }
}

Restart Claude Desktop. Orsay will appear in the available tools list.

Open Settings → MCP
Click Add new global MCP server
Paste the URL: https://client.api.prod.orsay.ai/mcp
Save and restart Cursor if prompted

Any client supporting the MCP protocol (Streamable HTTP) can connect using:

https://client.api.prod.orsay.ai/mcp

Refer to your client’s documentation for how to add a custom MCP server.

Available tools [#tools]

13 tools are exposed. You don’t need to call them directly — Claude selects and chains them automatically based on your prompt.

💬 Conversations & leads

Tool	What it does
`list_conversations`	List conversations with optional filters: classification (positive, negative, engaged…), channel (WhatsApp / Instagram), result count
`get_conversation`	Retrieve the full thread of a conversation with all its messages
`search_conversations`	Search across conversations by text content
`get_lead_info`	Lead details: name, channel, creation date, profile picture

📊 Analytics

Tool	What it does
`get_analytics`	Metrics over a date range: contacts reached, classification breakdown (positive, engaged, negative, undetermined), funnel (conversations started, qualified, links sent). Filterable by sequence or channel

⚡ Sequences

Tool	What it does
`list_sequences`	List all sequences in the organization (name, trigger, channel, active status)
`get_sequence_detail`	Full details of a sequence: flow steps, associated agent, working hours, advanced settings
`create_sequence`	Create a new sequence: trigger, message flow, agent, response delay, working hours…
`update_sequence`	Update an existing sequence — only provided fields are changed
`delete_sequence`	Permanently delete a sequence

🤖 Agents

Tool	What it does
`list_agents`	List AI agents available in the organization
`list_filtering_agents`	List filtering agents (lead qualification before engagement)

🏢 Organization

Tool	What it does
`list_organizations`	List all organizations your account belongs to — useful if you manage multiple workspaces

Prompt examples [#examples]

Ready-to-use prompts for Claude. Analyze your pipeline

“How many leads replied positively in my Instagram sequences this month? Compare with last month.”

Ad-hoc segmentation

“Find leads who mentioned ‘pricing’ in the last 30 days but haven’t received my pricing sequence yet.”

Natural-language reporting

“Compare the positive classification rates of my 3 active sequences over the past 14 days and tell me which one performs best.”

Summarize a conversation

“Summarize the conversation with lead [leadId] and write a personalized follow-up based on their last replies.”

Create a sequence

“Create an Instagram inbound sequence for the account @myaccount using the ‘Sales Agent’ agent, a 2-minute response delay, and a welcome message ‘Hi there, how can I help you?’. Leave it inactive for now.”

Update a sequence

“Activate the ‘Spring 2026 Campaign’ sequence and change its response delay to 5 minutes.”

Cross-tool workflow (combining other MCP servers)

“Read this week’s positive Orsay conversations, create a Linear ticket for each one with the lead context, then generate a summary in Notion.”

Technical reference [#reference]

Available triggers for create_sequence

Value	Description
`CONTACT_CREATED`	New contact created in the organization
`CONTACT_SUBSCRIBED_TO_SEQUENCE`	Contact manually added to a sequence
`WHATSAPP_MESSAGE`	Incoming WhatsApp message (inbound)
`INSTAGRAM_COMMENT`	Comment on an Instagram post
`INSTAGRAM_MESSAGE`	Incoming Instagram direct message
`INSTAGRAM_STORY_REPLY`	Reply to an Instagram story
`INSTAGRAM_LEAD_FINDER_NEW_FOLLOWER`	New follower of an Instagram account
`INSTAGRAM_LEAD_FINDER_OTHER_ACCOUNT_FOLLOWERS`	Followers of another account (Lead Finder)
`INSTAGRAM_LEAD_FINDER_NEW_LIKE`	New like on a post (Lead Finder)
`INSTAGRAM_LEAD_FINDER_OTHER_ACCOUNT_COMMENT`	Comments on another account (Lead Finder)

Delay units

seconds · minutes · hours · days

Classifications

Value	Meaning
`positive`	Qualified lead, interested
`engaged`	Lead replied but not yet fully qualified
`negative`	Unqualified or uninterested lead
`undetermined`	No reply yet

Important notes [#notes]

The create_sequence, update_sequence, and delete_sequence tools modify your Orsay account in real time. Always review Claude’s proposed actions before confirming.

If you manage multiple organizations, Claude will automatically call list_organizations to ask which one to use. Mention the organization name in your prompt to skip that step.

Access is authenticated via OAuth 2.0 — only your organization’s data is accessible.
The MCP server is stateless: each request is independent, with no persistent server-side session.
Compatible with any client supporting the MCP protocol over Streamable HTTP.

Documentation Index

​Connect

​Compatible clients [#clients]

​Available tools [#tools]

​💬 Conversations & leads

​📊 Analytics

​⚡ Sequences

​🤖 Agents

​🏢 Organization

​Prompt examples [#examples]

​Technical reference [#reference]

​Important notes [#notes]

Connect

Compatible clients [#clients]

Available tools [#tools]

💬 Conversations & leads

📊 Analytics

⚡ Sequences

🤖 Agents

🏢 Organization

Prompt examples [#examples]

Technical reference [#reference]

Important notes [#notes]