Official Model Context Protocol (MCP) Server

Connect Claude, Cursor & AI Assistants to Your Live CRM Data

Query WhatsApp conversations, qualify leads, create notes, and navigate your business knowledge base directly from your favorite LLMs and coding agents using the open MCP standard and secure OAuth 2.1 authentication.

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mcp-handshake // live architecture
OAuth 2.1 Ready
01. MCP Clients

Your AI Tools

  • ▸ Claude Desktop
  • ▸ Cursor IDE
  • ▸ Claude Code (CLI)
  • ▸ ChatGPT & Autonomous Agents
02. Protocol & Auth

Parrot MCP Server

https://mcp.parrot.software/mcp

OAuth 2.1 handshake with zero manual API keys. Signed JWT tokens with CouchDB isolation per workspace.

03. Omnichannel CRM

Your Live Data

  • ✓ Live WhatsApp Messages
  • ✓ Leads & Sales Pipeline
  • ✓ Client Notes & Tasks
  • ✓ Knowledge Base (FAQs)

Game-Changing Advantages

Your CRM transformed into the contextual brain of your AI

🔑

Zero API Keys

Forget copying secrets or risky tokens. With the native OAuth 2.1 handshake, log into your browser and authorize workspace access with a single click.

OAuth 2.1 PKCE Flow
⚡

Full Read & Write

Your assistant does not just browse: it creates leads, moves deals through pipeline stages, adds internal notes, and logs activities without leaving your chat.

read_crm & write_crm
📚

Knowledge Base

Native parrot://knowledge resources supply your business policies, FAQs, and offerings for zero-hallucination accuracy.

parrot://knowledge/faqs
💬

Omnichannel Context

Unified WhatsApp, Messenger, and Email threads. Your AI reviews the complete conversation history for each contact to deliver razor-sharp follow-ups.

Multi-channel timeline

60-Second Setup

Copy-ready configuration snippets

Select your tool or editor and add the Parrot CRM MCP server with a single JSON block or terminal command.

Configuration file: claude_desktop_config.json 
{
  "mcpServers": {
    "parrot-crm": {
      "url": "https://mcp.parrot.software/mcp"
    }
  }
}
💡 Instructions: Open Claude Desktop → Settings → Developer → Edit Config. Paste the snippet, save, and restart Claude. Your browser will prompt you to authorize your Parrot CRM workspace via OAuth 2.1.

Tool Catalog

Native capabilities your AI assistant can invoke

Every tool executes in real time against your isolated tenant database, strictly honoring user roles.

tool: read_crm Search & Read

Omnichannel Search & Contacts

Allows the AI to find contacts by name, phone, or email, retrieve full client profiles, and inspect chronological WhatsApp and Messenger thread histories.

Actions: search, get, timeline
tool: write_crm Write & Pipeline

Lead & Pipeline Management

Creates new leads, updates deal stages in the sales pipeline, appends internal call notes, schedules follow-up activities, and manages company FAQs.

Actions: create_lead, add_note, update_stage
resource: parrot://knowledge Grounded Context

Business Knowledge Base

Exposes official product catalogs, approved FAQs, and operational guidelines so models reply with surgical precision without hallucinating.

URIs: parrot://knowledge/faqs, /business
tool: whoami Session

Identity & Workspace Context

Confirms the authenticated user, company name, assigned roles, and active Parrot CRM workspace identifier.

Returns: email, parrotId, roles
tool: now Time

Accurate Temporal Sync

Provides the LLM with exact ISO timestamps and timezones to schedule appointments, calculate reply SLAs, and track quote expiry dates.

Returns: ISO timestamp, timezone
core: CouchDB Isolation Security

Strict Tenant Boundaries

Every request is cryptographically scoped to your workspace identifier, guaranteeing that AI models cannot cross data boundaries.

HMAC-SHA256 Token Auth

Real-World Use Cases

What you can ask your AI starting today

See how high-velocity sales and support teams save hours every day using Parrot CRM via MCP.

WhatsApp Sales
💬 "Summarize my top 5 hottest WhatsApp leads from today and highlight their main objections before my team call."

Claude runs read_crm/timeline across connected channels, evaluates customer intent, and hands you an actionable briefing.

Deal Management
📝 "Add a note to Carlos Perez's profile and move him to the 'Proposal Sent' stage in our pipeline."

Without leaving your code editor or chat, the agent executes write_crm/add_note and update_pipeline_stage instantly.

Customer Support
🛡️ "Check our refund policy in the knowledge base and draft a friendly, compliant response for this client."

The AI queries parrot://knowledge/faqs directly, ensuring the drafted reply adheres strictly to your official company guidelines.

Smart Follow-ups
⏰ "Which quotes are expiring this week and which prospects haven't replied to our last message?"

Your assistant cross-references dates with now, filters silent conversation threads, and prepares a prioritized follow-up queue.

Security & Compliance

Absolute privacy and bank-grade architecture

Engineered from day one to protect your organization's most sensitive business conversations.

🏢

CouchDB Isolation

Every query is strictly confined to your workspace data partition through multi-tenant cryptographic verification.

🔒

OAuth 2.1 with PKCE

Revocable tokens with automated expiration and rotation. Zero static API keys that could leak in plaintext files.

👥

Granular Roles & Permissions

The assistant inherits the exact user permissions defined in Parrot CRM. If a sales rep cannot delete contacts, their AI cannot either.

🛡️

Zero Model Training

Your customer data and WhatsApp conversations belong 100% to you. They are never used to train public AI models.

Take Your Team's Artificial Intelligence to the Next Level

Connect Claude or Cursor to your CRM today in under 2 minutes. Start with a 15-day free trial or schedule a guided demo with our product team.

Try 15 Days Free Request a Demo →