Skip to main content
Morphic MCP is a Model Context Protocol server that gives AI agents direct access to your workspace — CRM records, activities, notes, the knowledge base, the agent wiki, meetings, calendar, automations and revenue-intelligence analyses. Endpoint: https://mcp.morphic.io/v2/mcp — authenticated by signing in to Morphic, see Authentication

​
What you can do

  • Query and mutate CRM data — list, filter, create, update, link, archive and delete records of any object type
  • Log interactions — record emails, calls, meetings and tasks on any record’s timeline
  • Search semantically — find records, knowledge-base documents and meeting transcripts by meaning
  • Read and write knowledge — the human knowledge base, the agent wiki, and workspace memory
  • Work with meetings and calendar — transcripts, follow-ups, event CRUD, note-taker dispatch
  • Build automations — author, publish and run workflows from natural language
  • Run revenue-intelligence analyses — pre/post-meeting packs, deal-risk scans, pipeline narration, executive digests, CRM hygiene

​
Architecture

Transport: Streamable HTTP MCP. Tool calls are POST /v2/mcp with Content-Type: application/json. SSE streaming is available via GET /v2/mcp with Accept: text/event-stream.

​
Tools at a glance

Tools are organised into groups. A connection can advertise all of them or just the slice it needs — see Tool Groups. The live count is generated into Tools reference.

Schema (2)

Discover object types and their field schemas before reading or writing

Records (18)

Full CRUD plus filtering, semantic search, linking, pipeline rollups and bulk edits

Activities (12)

Log emails, calls and meetings; create, assign, complete and bulk-manage tasks

Notes (6)

Create, update and delete markdown notes on any record, individually or in bulk

Knowledge Base (6)

Browse, search, read and author KB documents; fetch workspace AI context

Wiki (5)

The agent-maintained wiki — search, list, write, append, edit a section

Memory (3)

Semantic recall over stored workspace knowledge and attachments, plus writing memories

Calendar (6)

Read and manage events on the connected calendar; check connection status

Meetings (7)

Transcripts, recaps, follow-ups, record linking and note-taker dispatch

Automations (11)

Author, publish, run and inspect workflows and their run history

Revenue Intelligence (17)

LLM-backed GTM analyses: meeting packs, deal risk, pipeline narration, digests, hygiene

Workspace & Tasks (5)

Current user, workspace members, configuration, and AI task suggestions

Web Search (1)

Search the public web for research beyond workspace data

Paid Add-ons (3)

Parallel Search, Flint, AgentMail — billed separately and opt-in per connection
The Paid Add-ons group is not advertised by default. Even entitled workspaces must opt in with ?tools=addons on the connection URL. See Tool Groups.

​
Next steps