Quickstart - Morphic

Step 1 — Add the connect URL

There is no key to generate. Your client signs you in to Morphic the first time it needs it.

Claude Code
Claude Desktop
Claude.ai web
Cursor

claude mcp add --transport http morphic https://mcp.morphic.io/v2/mcp

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "morphic": {
      "url": "https://mcp.morphic.io/v2/mcp"
    }
  }
}

Restart Claude Desktop after saving.

Go to Customize → Connectors → Add custom connector
Enter URL: https://mcp.morphic.io/v2/mcp and click Connect
Sign in to Morphic and approve the connection

In Cursor: Settings → MCP

{
  "mcpServers": {
    "morphic": {
      "url": "https://mcp.morphic.io/v2/mcp"
    }
  }
}

The first time your client calls a Morphic tool it opens app.morphic.io. Sign in, choose which of your workspaces the client may reach, pick a permission level, and approve.

Approved more than one workspace? Every tool takes an optional workspace argument, so the assistant can switch between them without reconnecting — ask it to call list_workspaces for the slugs. To pin one as the default instead, add ?workspace=<slug> to the connect URL — for example https://mcp.morphic.io/v2/mcp?workspace=acme. With a single workspace it is chosen for you.

Approve the lowest permission level the client actually needs. Read only cannot change or delete anything. See Authentication.

Step 3 — Verify the connection

Ask your agent:

“Ping the Morphic MCP server and list my workspace entity types.”

Expected response:

ping returns pong — morphic-mcp v0.x.x
list_entity_types returns your CRM schemas — slugs are plural (people, companies, deals, plus any custom types)

Recommended first session

get_workspace_context    → loads workspace-specific AI context
list_entity_types        → discovers available CRM schemas
get_entity_type_schema   → learns field slugs for types you'll work with
list_entities / search_entities → start querying

Tools Guide — result shapes, the error envelope, slugs, bulk calls
Tool Groups — advertise only the tools you need (and opt into paid add-ons)
Tools Reference — all 103 tools

​Step 1 — Add the connect URL

​Step 2 — Sign in and approve

​Step 3 — Verify the connection

​Recommended first session

​Next

Step 1 — Add the connect URL

Step 2 — Sign in and approve

Step 3 — Verify the connection

Recommended first session

Next