Pro

Connect your AI to Exreach

Connect any MCP client to your Exreach workspace with one URL and an API key.

One URL, one API key, done. Works with Claude, Claude Code, Cursor, Windsurf, ChatGPT custom connectors, and any MCP client that can send a Bearer header.

Agents is a Pro add-on. Exreach must enable it for the workspace first. Contact hello@exreach.app if you need it. Create the key on Integrations.

The 60-second version

Have an Exreach workspace on Pro or Pro+ with Agents enabled.
Open Settings → Integrations. Create an API key. Copy the exr_ secret once.
Paste this URL wherever your AI client adds MCP servers or connectors:

https://app.exreach.app/api/mcp

Set the Authorization header to Bearer plus your secret.
Ask your AI to call whoami and confirm the workspace name.

That is the whole setup. Exact clicks per client below. Revoke the key anytime on Integrations.

One-line prompt

Paste this into your agent. Replace exr_YOUR_SECRET with your key.

Connect Exreach MCP: https://app.exreach.app/api/mcp with Authorization Bearer exr_YOUR_SECRET. Follow https://exreach.app/docs/settings/mcp/ for your client. Verify with whoami. Do not invent a different URL or auth.

Setup by client

Claude (web or Desktop)

Custom connector

Create an API key on Integrations.
Add a custom MCP connector.
Paste https://app.exreach.app/api/mcp.
Send Authorization: Bearer exr_… on each request.

Claude Code

One command

claude mcp add --transport http exreach https://app.exreach.app/api/mcp \
  --header "Authorization: Bearer exr_YOUR_SECRET"

Replace the secret. Then ask Claude to call whoami.

Cursor / Windsurf

Config file

Add to .cursor/mcp.json (or Windsurf's MCP config):

{
  "mcpServers": {
    "exreach": {
      "url": "https://app.exreach.app/api/mcp",
      "headers": {
        "Authorization": "Bearer exr_YOUR_SECRET"
      }
    }
  }
}

Enable the server under Tools & MCP (or the Windsurf equivalent). Ask for whoami.

ChatGPT and other custom connectors

URL + Bearer

Create a custom connector / app that accepts a remote MCP URL.
Paste https://app.exreach.app/api/mcp.
Auth: Bearer token. Paste your exr_ key (or Bearer exr_… if the field wants the full header value).

Menus move between products. The constant part is: remote MCP URL above, Bearer auth, then whoami.

Any other MCP client


Endpoint	`https://app.exreach.app/api/mcp`
Transport	Streamable HTTP
Auth	`Authorization: Bearer exr_…`

stdio-only client? Bridge it with mcp-remote:

{
  "mcpServers": {
    "exreach": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://app.exreach.app/api/mcp",
        "--header",
        "Authorization: Bearer exr_YOUR_SECRET"
      ]
    }
  }
}

API keys

Exreach MCP uses an API key today. OAuth is later work.

Owner or admin opens Settings → Integrations.
Create a key. The secret starts with exr_ and shows once.
Send it as Authorization: Bearer exr_….
Revoke on the same page if it leaks.

A viewer key can read. It cannot write. Scripts can use the same key on POST /api/agent/invoke.

Example prompts

Once connected, talk normally. Try:

Who am I connected as in Exreach?
Find Mike in Turkey.
List open invoices (money still due). List active invoices (status sent).
What action items are waiting on the dashboard?
I copied this factory website. Create the company, the contact, and an opportunity. Show me the preview first.
Draft a quotation for company_id … with these sourcing lines …
Add this product with the HS code you researched. Preview before save.
Record this bank expense. Warn me that it posts to the ledger.

Write tools return a preview first. Approve it, then the client calls again with confirm=true. Prefer drafts. Review in the app before you mark sent or record payment. Set write tools to Ask in Cursor.

Exreach does not fetch websites. Your AI reads the page, maps the fields, then calls Exreach.

Tool reference

Your AI discovers these tools automatically.

Tool	Access	What it does
`whoami`	read	Organization id, name, role, and key prefix
`search_companies`	read	Search companies (name, country, type, lead)
`search_contacts`	read	Search people (name, country, company)
`search_products`	read	Search products (name, HS code, unit)
`list_companies`	read	Same filters as search companies
`list_contacts`	read	Same filters as search contacts
`list_opportunities`	read	Opportunities (default open)
`find_clients`	read	Companies and contacts together
`get_company`	read	One company by id
`get_contact`	read	One contact by id
`get_opportunity`	read	One opportunity by id
`get_product`	read	One product by id
`list_open_invoices`	read	Unpaid AR (open or partial)
`list_invoices`	read	Invoices. `open` = unpaid AR; `active` = sent
`list_quotations`	read	Quotations. `open` = draft+sent; `active` = sent
`get_document`	read	One quotation or invoice by id, with lines
`list_organization_banks`	read	Bank accounts for payment tools
`list_action_items`	read	Dashboard action items
`list_conversion_gaps`	read	Quotation→invoice and invoice→project gaps
`create_crm_intake`	write	Company + contact + optional opportunity in one preview
`create_company`	write	Create a company
`create_contact`	write	Create a contact (personal company if needed)
`create_opportunity`	write	Create an opportunity
`create_quotation_from_brief`	write	Draft quotation from a brief
`create_invoice_from_brief`	write	Draft invoice with no parent quotation
`create_invoice_from_quotation`	write	Draft invoice from an accepted quotation
`set_quotation_status`	write	`draft` → `sent` → `accepted` or `rejected`
`create_product`	write	Catalog product (no photo yet)
`record_invoice_payment`	write	Books income on a sent or accepted invoice
`create_expense`	write	New Books expense (cannot edit or reverse)
`create_income`	write	New Books income (prefer invoice_id)

Write tools need editor, admin, or owner. They cannot mark a quotation paid, close a project, or change team members. Created quotations and invoices stay draft until you change status in a later step.

Ready to connect?

Create a key on Integrations. Paste the URL, add Bearer auth, call whoami.