Connect Claude and other AI assistants (MCP)

The Model Context Protocol (MCP) is a standard way for AI assistants to use external tools. NeoKivo exposes an MCP server backed by the same tools its in-app Copilot uses, so any MCP client can work your CRM once you connect it with an API key.

What it can do

• Read: search records, and pull up deals, contacts, companies, and reports.
• Act: create and update deals, contacts, and companies, log notes, and set or complete next actions.
• Archiving a record is a separate, explicit action a client must confirm.

Step 1 — Create an API key

1. 1Open Settings → Integrations in NeoKivo.
2. 2Under AI assistants (MCP), create an API key. Only the workspace owner can do this.
3. 3Copy the key. It starts with nk_live_ and is shown only once.

Step 2 — Connect your client

The server speaks MCP over Streamable HTTP at https://mcp.neokivo.com. Authenticate with your key as a bearer token. The setup dialog in the app fills your real server URL and key into the snippets below.

Claude Code

claude mcp add --transport http neokivo https://mcp.neokivo.com \
  --header "Authorization: Bearer nk_live_YOUR_KEY"

Claude Desktop, Cursor, or Windsurf

Add NeoKivo to your client's mcp.json:

{
  "mcpServers": {
    "neokivo": {
      "type": "http",
      "url": "https://mcp.neokivo.com",
      "headers": { "Authorization": "Bearer nk_live_YOUR_KEY" }
    }
  }
}

ChatGPT and other clients

Add a custom MCP connector pointed at the server URL, and set an Authorization header to Bearer followed by your key.

Connection details

Once connected, ask your assistant something like "what needs a follow-up today?" or "log a call with Northwind and set the next step for Tuesday", and it will use NeoKivo's tools to answer and act.