> ## Documentation Index
> Fetch the complete documentation index at: https://docs.morphic.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Connect your AI agent to Morphic CRM in under 5 minutes.

## Step 1 — Generate an API key

<Steps>
  <Step title="Open Morphic">
    Go to [app.morphic.io](https://app.morphic.io) and sign in.
  </Step>

  <Step title="Navigate to Developer Settings">
    Go to `https://app.morphic.io/home/{workspace}/settings/developers` — replace `{workspace}` with your workspace name (visible in the URL when you're logged in).
  </Step>

  <Step title="Generate a key">
    Click **Generate new key**, give it a label (e.g. "Claude Code"), and copy it.
    Keys look like `sk_live_xxxxxxxxxxxxxxxx` and are shown **only once**.
  </Step>
</Steps>

<Warning>
  Store your API key in a password manager or environment variable. Never commit it to source control.
</Warning>

## Step 2 — Configure your client

<Tabs>
  <Tab title="Claude Code">
    ```bash theme={null}
    claude mcp add --transport http morphic \
      https://mcp.morphic.io/v1/mcp \
      --header "Authorization: Bearer YOUR_API_KEY"
    ```
  </Tab>

  <Tab title="Claude Desktop">
    Edit `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows):

    ```json theme={null}
    {
      "mcpServers": {
        "morphic": {
          "url": "https://mcp.morphic.io/v1/mcp",
          "headers": {
            "Authorization": "Bearer YOUR_API_KEY"
          }
        }
      }
    }
    ```

    Restart Claude Desktop after saving.
  </Tab>

  <Tab title="Claude.ai web">
    1. Go to **Customize → Connectors → Add custom connector**
    2. Enter URL: `https://mcp.morphic.io/v1/mcp` and click **Connect**
    3. You'll be redirected to a Morphic page — paste your API key and click **Connect**

    This is a one-time setup. Claude.ai stores the key for all future sessions.
  </Tab>

  <Tab title="Cursor">
    In Cursor: **Settings → MCP**

    ```json theme={null}
    {
      "mcpServers": {
        "morphic": {
          "url": "https://mcp.morphic.io/v1/mcp",
          "headers": {
            "Authorization": "Bearer YOUR_API_KEY"
          }
        }
      }
    }
    ```
  </Tab>
</Tabs>

## Step 3 — Verify the connection

Ask your agent:

> "Ping the Morphic MCP server and list my workspace entity types."

Expected response:

1. `ping` returns `pong — morphic-mcp v0.x.x`
2. `list_entity_types` returns your CRM schemas (person, company, deal, etc.)

## Recommended first session

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