Upfirst

What the Upfirst MCP server does

The Upfirst MCP server brings an Upfirst AI receptionist account into an MCP-compatible client. It covers four main areas: account and receptionist settings, business knowledge, call skills, and call history. These capabilities support both investigation and configuration, so an agent can identify an unanswered question in a call and then update the information the receptionist uses.

Account operations can capture an account snapshot and inspect or change a receptionist’s greeting, tone, speaking rate, and call-blocking settings. Knowledge operations manage the entries used to answer callers’ questions. Skills define actions the receptionist can take during a call, including texting the caller, sending a scheduling link by text, and transferring the call with fallback destinations.

How it works

The service is reached through the Streamable HTTP MCP endpoint at https://mcp.upfirst.ai. An AI client connects to that endpoint and signs in through OAuth 2.1. The connection does not require copying or storing an API key.

After authentication, the client can query call history with filters and searches. It can retrieve AI-generated summaries, captured call data, and complete transcripts organized turn by turn. The same connection can be used to read or change receptionist settings, knowledge entries, and call skills.

Changes made to the receptionist are retrained within minutes. This makes it possible to review a recent call, determine what information or behavior was missing, and apply a correction intended for subsequent calls.

Setup and configuration

Use an MCP client that supports Streamable HTTP and OAuth 2.1. Configure it to connect to:

https://mcp.upfirst.ai

Sign-in occurs through the OAuth flow, so no Upfirst API key is listed as a setup requirement. The provided material does not specify client-specific configuration files, command-line arguments, or environment variables.

The account must contain an Upfirst receptionist to configure. Once connected, you can adjust its greeting, tone, speech rate, and call-blocking behavior; maintain the knowledge it uses; and define call actions such as texting, scheduling-link delivery, and transfers.

Tools and capabilities

• Snapshot the Upfirst account and inspect receptionist configuration.
• Read and update greetings, tone, speech rate, and call blocking.
• Read, add, edit, and delete knowledge entries.
• Attach optional weekly schedules to knowledge entries.
• Create and manage texting, scheduling-link, and transfer skills.
• Set fallback destinations for transfer skills.
• Filter and search call history.
• Read call summaries, captured data, and full turn-by-turn transcripts.

The Upfirst MCP server is suited to workflows such as reviewing the previous week’s calls, finding questions the receptionist could not answer, and correcting the related knowledge. It can also help translate a description of business operations into a greeting, knowledge base, and transfer rules.

Limitations and notes

The supplied documentation describes the endpoint, authentication method, and supported account operations, but does not provide a list of named MCP clients. It also does not document environment variables, package installation commands, local execution, or an API-key authentication option.

Knowledge entries may use weekly schedules, but the available material does not describe the schedule format or how conflicts are handled. Similarly, transfer skills support fallback destinations, but the exact destination types and validation rules are not specified. Changes are retrained within minutes, so updates are not described as necessarily taking effect instantaneously.