Documentation

MCP Setup

MCP Setup

Connect Cursor, Claude, or other MCP clients to operate on your CRM with your signed-in organization and role.

MCP Setup with server URL and Cursor config

Connect Cursor

  1. Step 1: Copy the MCP URL

    Server URL: https://crm.developerlook.com/backend/api/v1/mcp

  2. Step 2: Add remote MCP in Cursor

    Cursor Settings → MCP → Add new MCP server. Paste the URL and sign in through the browser when prompted. OAuth locks organization and role at authorize time.

  3. Step 3: Optional bearer token

    Admins can mint a 30-day Manual Bearer token for the active workspace when a client does not support OAuth.

Example Cursor mcp.json entry uses mcpServers.developerlook-crm.url pointing at the MCP server URL above.

Tips

  • Prefer OAuth over long-lived tokens when possible.
  • Re-authorize after switching organizations so tools target the correct workspace.

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