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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.

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Connect

1

Open Connect MCP in Orsay

Go to Integrations and click Connect MCP.You’ll find the MCP server URL to copy:
2

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.
3

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.

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Compatible clients [#clients]

  1. Go to claude.ai/settings/connectors
  2. Click Add custom connector
  3. Paste the URL: https://client.api.prod.orsay.ai/mcp
  4. Give it a name (e.g. Orsay) and click Add
  5. 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.

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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.

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💬 Conversations & leads

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📊 Analytics

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⚡ Sequences

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🤖 Agents

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🏢 Organization

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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.”

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Technical reference [#reference]

seconds · minutes · hours · days

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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.