MCP Integration - Outlit Docs

What is the Outlit MCP Server?

Outlit’s MCP server lets MCP-compatible clients query customer data, revenue metrics, timelines, facts, search results, and SQL analytics over a remote MCP connection. The Outlit CLI is not required for MCP setup. Use the workspace MCP URL directly in your MCP client.

Authentication Model

Outlit’s remote MCP endpoint uses OAuth-based authentication for customer-intelligence tools. In practice that means:

you add the workspace MCP URL to your client
you do not paste API keys or bearer headers into config files
the client opens an OAuth sign-in flow and stores the resulting session

Platform configuration tools use API-key authentication today. Use an API key with agents:read for read-only configuration tools and agents:write for write tools.

Connect Your MCP Client

Copy your workspace MCP URL

Open Settings > CLI & MCP and copy the workspace-specific MCP URL for the workspace you want to connect.It looks like:

https://mcp.outlit.ai/w/<workspace-slug>/mcp

Add the URL to your MCP client

Use your client’s remote MCP / connector / server settings and add the Outlit URL directly.For clients that accept raw JSON config, the shape is typically:

{
  "mcpServers": {
    "outlit": {
      "url": "https://mcp.outlit.ai/w/<workspace-slug>/mcp"
    }
  }
}

No Authorization header is needed for OAuth-based customer-intelligence tools.

Complete OAuth in the client

After you add the server, your client should prompt you to sign in to Outlit and authorize access for that workspace.

Verify the connection

Ask your client:

Show me the available Outlit analytics views.

Use Agent Skills for coding agents like Claude Code, Codex, and Gemini CLI. Use MCP when your primary surface is an MCP client such as Cursor, VS Code, or another remote-MCP connector.

Platform Configuration Over MCP

Platform configuration tools inspect and mutate agents, automations, signals, and destinations. These tools require API-key authentication because they execute scoped platform actions.

Create a scoped API key

Open Settings > CLI & MCP and create an API key for agent configuration. The key must include agents:read for read tools and agents:write for write tools.

Add the bearer header in supported clients

For MCP clients that support custom headers or headless bearer-token setup, configure the same workspace MCP URL with an Authorization header:

{
  "mcpServers": {
    "outlit": {
      "url": "https://mcp.outlit.ai/w/<workspace-slug>/mcp",
      "headers": {
        "Authorization": "Bearer ok_your_api_key"
      }
    }
  }
}

Verify platform tools

Ask your client:

List my Outlit agent templates.

Do not add API keys to OAuth-only client configs. If your MCP client cannot send bearer headers, use the CLI or REST API for platform configuration actions.

What Tools Are Available?

Tool	What it does	Example prompt
`outlit_list_customers`	Filter customers by billing status, activity recency, revenue, and exact trait values	”Show me paying enterprise customers with `segment=enterprise` who haven’t been active in 30 days”
`outlit_list_users`	Filter users by journey stage, activity, customer, and exact trait values	”Find all signed-up users at Acme Corp with `role=admin` who went inactive this week”
`outlit_list_workspace_users`	Browse internal workspace users such as CSMs, managers, account owners, and admins	”List workspace users who own customers in the enterprise segment”
`outlit_get_customer`	Get a complete customer profile with users, revenue, timeline, and metrics	”Get the full profile for acme.com including their users and revenue”
`outlit_get_timeline`	Get the activity timeline for a customer, filtered by channel and event type	”Show me Acme Corp’s email and Slack activity from the last 7 days”
`outlit_list_facts`	Retrieve structured customer facts with status, source type, customer-memory fact type, public category, occurrence time filters, pagination, and source provenance (`sourceMetadata` includes `sourceType`, `sourceId`, `sourceOccurredAt`, `sourceQuote`, and `permalink`)	“Show me active churn-risk facts for acme.com from calls last quarter”
`outlit_get_fact`	Retrieve one exact fact by ID, optionally expanding best-effort related data like evidence	”Get fact_123 with evidence”
`outlit_get_source`	Retrieve one exact source record by generic `sourceType` and `sourceId`	”Open the support ticket source for ticket_456”
`outlit_list_sources`	List concrete source records such as calls, emails, calendar events, support tickets, and opportunities	”List Acme’s support tickets and calls from January”
`outlit_search_customer_context`	Search across customer facts, emails, calls, calendar events, support tickets, and CRM opportunities using natural language. Returns grouped artifact-level matches for `source` and `fact` results, with `sourceTypes` and time-range filters	”What pricing concerns does Acme have?”
`outlit_query`	Run read-only SQL queries against your customer data	”Which channels lead to the most revenue?”
`outlit_schema`	Get view schemas to help write accurate SQL queries	”Show me the available analytics views”
`outlit_send_notification`	Send a notification through the organization’s configured notifier; Slack is the default notifier	”Post the renewal-risk summary to the default Slack notifier”

outlit_send_notification is an action tool for deliberate send, post, or notify workflows. It should not be used for passive analysis or previewing results.

Platform Configuration Tools

API-key authenticated MCP clients can also inspect and manage selected agent and automation configuration through platform action tools:

Tool	What it does
`outlit_agent_list_templates`	List agent templates that can be created
`outlit_agent_list_available_actions`	List available agent configuration actions
`outlit_agent_list`	List configured agents
`outlit_agent_get`	Get one configured agent
`outlit_agent_create`	Create an agent
`outlit_agent_update`	Update one configured agent
`outlit_agent_enable`	Enable one configured agent
`outlit_agent_disable`	Disable one configured agent
`outlit_agent_rename`	Rename one configured agent
`outlit_automation_list`	List configured automations
`outlit_automation_get`	Get one configured automation
`outlit_automation_create`	Create an agent automation from an `agentId`
`outlit_automation_update`	Update an agent automation from an `agentId`
`outlit_automation_enable`	Enable one configured automation
`outlit_automation_disable`	Disable one configured automation
`outlit_automation_archive`	Archive one configured automation
`outlit_signal_list`	List configured automation signals
`outlit_signal_get`	Get one configured automation signal
`outlit_signal_create`	Create one automation signal
`outlit_signal_update`	Update one automation signal
`outlit_signal_archive`	Archive one configured automation signal
`outlit_destination_list`	List configured automation destinations with masked configuration
`outlit_destination_get`	Get one configured automation destination with masked configuration
`outlit_destination_create`	Create one automation destination
`outlit_destination_update`	Update one automation destination
`outlit_destination_enable`	Enable one configured automation destination
`outlit_destination_disable`	Disable one configured automation destination
`outlit_destination_archive`	Archive one configured automation destination

Read tools require agents:read. Write tools require agents:write. Destination tools return masked configuration only. See Platform Actions for the shared API, CLI, and MCP model behind these tools.

​What is the Outlit MCP Server?

​Authentication Model

​Connect Your MCP Client

​Platform Configuration Over MCP

​What Tools Are Available?

​Platform Configuration Tools

What is the Outlit MCP Server?

Authentication Model

Connect Your MCP Client

Platform Configuration Over MCP

What Tools Are Available?

Platform Configuration Tools