MCP Overview - Morphic

Morphic MCP is a Model Context Protocol server that gives AI agents direct access to your CRM — entities, activities, notes, knowledge base, and AI task suggestions. Endpoint: https://mcp.morphic.io/v1/mcp

What you can do

Query and mutate CRM data — list, create, update, archive, and delete entities
Log interactions — record emails, calls, meetings, and tasks against any entity
Semantic search — find entities by concept using natural language
Knowledge base — read and search workspace documents
AI task suggestions — surface and accept AI-generated next actions

Architecture

AI Agent (Claude Code / Cursor / Claude.ai / Hermes)
    │  Authorization: Bearer sk_live_xxx
    ▼
mcp.morphic.io  (Streamable HTTP MCP server)
    ├─ API key validation  →  Morphic backend (2-min cache)
    └─ 28 MCP tools
          │
          ▼
    api.morphic.io  (Morphic CRM backend)

Transport: Streamable HTTP MCP. Tool calls are POST /v1/mcp with Content-Type: application/json. SSE streaming is available via GET /v1/mcp with Accept: text/event-stream.

Tools at a glance

Schema Discovery

list_entity_types, get_entity_type_schema — discover CRM schemas before querying

Entities (10 tools)

Full CRUD: list, get, create, update, set field, link, unlink, search, archive, delete

Activities & Tasks (5 tools)

Log emails, calls, meetings — create and manage tasks with due dates

Notes (4 tools)

Create, update, delete markdown notes attached to any entity

Knowledge Base (4 tools)

Browse folders, search documents, fetch content, get workspace AI context

Task Suggestions (2 tools)

AI-generated next-action suggestions — list and accept them as real tasks

Quickstart

​What you can do

​Architecture

​Tools at a glance