Coherence MCP — chat with your CRM's AI agent from Claude, Cursor, and Cline.
Quick Install
Automated & IDE SetupCopy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
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Manual Client & Custom JSON ConfigExpand JSON ▾
Client Config & Setup
Choose your client or environment
Target File:
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Capabilities & Tool Schemas (13)
Inspect callable tools, capabilities, and parameters exposed to AI agents by Getcoherence MCP.
chat_with_agentSend a message to a Coherence agent; the agent uses its own toolset (email, reminders, calendar, social, landing pages, approvals, etc.) and returns its response
list_modulesList CRM modules in the workspace
list_module_fieldsList fields on a module — useful before creating/updating records
list_recordsList records in a module with search + pagination
get_recordGet a single record by ID
create_recordCreate a new record
Documentation Overview
@coherenceos/mcp-server
MCP (Model Context Protocol) server that exposes Coherence as tools for Claude, Cursor, Cline, and other MCP-compatible clients.
The headline: chat_with_agent — send a message to your Coherence agent (Nash) from Claude Desktop and it can draft emails, create reminders, update records, post to social, create landing pages, and more, all under your workspace's approval rules.
Quickstart
1. Create an API key
In Coherence, go to Settings → API Keys → Create new key. Copy the sk_live_… value — it's only shown once. The Coherence UI will hand you a ready-to-paste JSON snippet that you can drop straight into your MCP client config.
2. Add to your MCP client
Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%\Claude\claude_desktop_config.json on Windows):
Cursor / Cline / Continue / Windsurf: same JSON, dropped into each tool's MCP settings file.
3. Talk to your workspace
Restart your MCP client, then try:
"Ask my Coherence agent to draft a follow-up email to the leads I created this week."
"List my open deals over $50k."
"Create a contact for Jane Doe at Acme Corp, then remind me to follow up next Tuesday."
Available tools
| Tool | What it does |
|---|---|
chat_with_agent | Send a message to a Coherence agent; the agent uses its own toolset (email, reminders, calendar, social, landing pages, approvals, etc.) and returns its response |
list_modules | List CRM modules in the workspace |
list_module_fields | List fields on a module — useful before creating/updating records |
list_records | List records in a module with search + pagination |
get_record | Get a single record by ID |
create_record | Create a new record |
update_record | Update a record's fields |
delete_record | Soft-delete a record (recoverable from trash) |
list_outreach_items | List blog articles, LinkedIn posts, emails, etc. |
get_outreach_item | Get a single outreach item, including its MDX content |
create_outreach_item | Create a new outreach item |
update_outreach_body | Update the MDX body of an outreach item |
update_outreach_item | Update outreach metadata (title, status, etc.) |
For everything else — calendar events, sending email, posting to social, creating landing pages, managing approvals — use chat_with_agent. The agent has the full toolset.
Environment variables
| Variable | Required | Default | Description |
|---|---|---|---|
COHERENCE_API_TOKEN | Yes | — | API key (sk_live_…) from your Coherence workspace |
COHERENCE_API_URL | No | https://api.getcoherence.io/v1 | API base URL |
Scopes
When you create an API key in Coherence you can pick scopes. If you tick none, the key inherits your full user permissions (the default). If you tick some, the key is restricted to those:
records:read,records:write— module recordscollab:read,collab:write— Collab documentsagents:read,agents:write— agents andchat_with_agentworkspace:read— modules, fields, workspace metadata
Approval gates (sendEmail, postToSocial, etc.) are enforced inside the Coherence platform regardless of which scopes a key holds — an API key cannot bypass them.
Links
- Coherence: https://getcoherence.io
- MCP landing page: https://getcoherence.io/mcp
- Docs & quickstart: https://getcoherence.io/docs/mcp/quickstart
- API docs (OpenAPI): https://api.getcoherence.io/v1/openapi.json
- Issues: https://github.com/getcoherence/mcp-server/issues
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Last commit
1mo ago
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Tools exposed
13
Callable tools this server registers over MCP.
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