Connect your AI agent

What it does

The Openlead MCP server lets an AI client, such as Cursor, Claude Code or an agent you build, work in one of your workspaces the way you do in the app. It searches companies from a description in plain words, lists the people at them, checks who your workspace has already contacted or exported, saves to lists, exports a list as a CSV file, and reads what is left to spend. It uses the workspace's own database and lists, and the same monthly companies and credits as the app.

The address is https://mcp.openlead.ai, over Streamable HTTP. There is no key to paste: your client signs in with your Openlead account the first time it connects.

The tools

These are the tools your agent sees, each with the description it reads before it calls one.

Search companies

search_companies

Use it when the member asks for new companies to sell to, from a description or a website. Find companies that match a description in plain words, the way a member searches in the Openlead app, each with a one-sentence reason, the page it was found on, and up to 3 Locked people (name, title, company). Optional filters (industry, company size, location, tech stack, other) narrow the search. A website, or "Find customers of example.com", finds companies like that site's customers. size sets how many companies: default 25, at most 500, and never more than the organization can still pay for (the search is made smaller and says so). Cost: each company new to this workspace uses one of this month's companies, then one credit; companies the workspace found before and people are free. Call it first without confirm to get an estimate (nothing is spent), ask the member, then call again with confirm=true to run it. Searches show in the member's Recent searches. A search still running after about 50 seconds hands back the companies found so far and a search_id: call again with only search_id to read its progress or result, free and without confirm.

Find people

find_people

Use it when the member wants the right people at companies this workspace has found, or wants a person's details. Find people at companies this workspace has found: up to 25 company ids a call, the domains search_companies returns. Without filters it returns the people the workspace already has at each company. With filters (title, seniority, department, location, other; each free text) it checks Openlead's lead database first and looks people up only where a company has fewer than 3 matches. At most 3 people per company. People come back as Locked people (name, title and company): free, no confirm needed. To see a person's profile URL, location and snippet, list their person ids in unlock. An unlock needs confirm=true: without it the call only says what unlocking would cost and unlocks nothing, so ask the member first. Unlocking costs nothing today, and each person is unlocked once per workspace, never charged again. Companies the workspace has not found are reported as unknown and never looked up.

Check contact status

check_contact_status

Check whether this workspace has already reached people or companies, so nobody contacts the same person twice. Pass person_ids (person ids from search_companies or find_people) and/or company_ids (company domains), up to 100 of each. Each person comes back as contacted (a member marked them), exported (they left Openlead in a CSV file) or none, with when and every event. Each company comes back with its own export marks and the status of each person the workspace knows there. Ids this workspace has never found are listed as unknown. Only what Openlead records, not the member's inbox or CRM. Use it before outreach or before exporting a list. Free: it spends nothing and needs no confirm.

Save or export a list

save_or_export_list

Use it when the member wants to keep companies or people in a list, or wants a list as a CSV file. Save companies or people this workspace has found to a list, or export a list as a CSV file for the member. action=save: pass list_id to add to an existing list, or new_list_name to make one, plus company_ids (domains) or person_ids (as search_companies and find_people return them). A list holds companies or people, not both. Ids this workspace has not found are skipped and listed in the result; nothing is looked up. action=export: pass list_id and you get a download link to give the member, valid for 15 minutes, for the same file the app's export gives. Downloading it records the people in the file as Exported. Free: it spends nothing and needs no confirm.

Credit balance

credit_balance

Read what this workspace can still spend: the plan, how many new companies searches can still find this month, the monthly limit, when it resets, and the credits on top, grouped by when they expire. A search uses this month's companies first, then credits. Use it before a large search_companies call or when the member asks what is left. Free: it spends nothing and needs no confirm. The balance belongs to the organization and is shared by all of its workspaces, so searches in another workspace lower it too.

Set it up

Cursor

Add to Cursor opens Cursor and adds the server. To add it by hand instead, put this in ~/.cursor/mcp.json:

{
  "mcpServers": {
    "openlead": { "url": "https://mcp.openlead.ai" }
  }
}

Claude Code

Run this in a terminal:

claude mcp add --transport http openlead https://mcp.openlead.ai

Then type /mcp in Claude Code and choose openlead to sign in.

Claude on the web and the desktop app

1. Open Customize, then Connectors.
2. Choose Add custom connector.
3. Paste https://mcp.openlead.ai and choose Add.

On a Team or Enterprise plan, an owner adds the connector under Organization settings first.

VS Code

Add to VS Code opens VS Code with the server's details to review before you install it.

Other clients

Any client that speaks Streamable HTTP can connect. Clients that read a JSON config take this one:

{
  "mcpServers": {
    "openlead": { "type": "http", "url": "https://mcp.openlead.ai" }
  }
}

Clients that ask for an address take https://mcp.openlead.ai, with Streamable HTTP as the transport.

Sign in

The first time your client calls Openlead, it opens a page in your browser:

1. Sign in with the six-digit code or the sign-in link we email you, as in the app. There is no password.
2. Pick the one workspace this agent may use. If you have only one, it is already picked.
3. Choose Allow access. Your client finishes connecting by itself.

The agent then works only in that workspace: its companies, people, lists and searches. To use another workspace, connect again and pick it.

Your client stays signed in while you use it. An agent left unused for 30 days asks you to sign in again.

Every member sees the workspace's agents under Connected agents in the workspace's sidebar: who connected each one, when, and when it was last used. You can revoke the agents you connected, and the workspace owner can revoke any of them. A revoked agent stops working on its next call, and so do the agents of anyone removed from the workspace.

What your agent can spend and see

• Before a paid search, the agent can read what is left with credit_balance. Reading it is free.
• A call that can spend answers with an estimate first and spends nothing. It spends only when the agent calls it again with confirm=true.
• Checking contact status, saving to a list, exporting a list and reading the balance are free.
• The agent works in the one workspace the member picked when connecting. It sees no other workspace.
• The member can revoke a connected agent at any time, under Connected agents in the workspace. A revoked agent stops on its next call.
• There are five tools and no API keys. Spending comes from the plan's monthly companies and credits, as in the app.

What it costs

Nothing on top of your plan. Your agent spends the same monthly companies and credits as the app, under the same rules:

• Searching uses this month's companies first, then credits: one credit is one more company. Only new companies count; companies your workspace has already found are free. A search finds 25 companies unless your agent asks for more, up to 500 or what your balance covers, whichever is less.
• Finding people is free: up to 3 per company, as in the app. Unlocking a person's details is free for now; it still asks for a confirm, and a person is unlocked once per workspace.
• Everything else is free: checking contact status, saving to a list, exporting a list and reading the balance.
• Every spend needs a confirm. A tool that can spend first answers with an estimate and spends nothing. It spends only when your agent calls it again with confirm=true, and your agent should ask you before it does.

The balance belongs to your organization and is shared by all of its workspaces, so a search in another workspace lowers it too. Each plan's companies a month:

Credit packs and yearly prices are on the pricing page.

Limits

Each connected agent can make 30 calls a minute, with one search or people lookup running at a time. A call over the limit is refused with a note saying when to try again.