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getcoherence

Coherence XRM

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by getcoherence

@coherenceos/mcp-server

MCP (Model Context Protocol) server that exposes Coherence as tools for Claude, Cursor, Cline, and other MCP-compatible clients.

The headline: chat_with_agent — send a message to your Coherence agent (Nash) from Claude Desktop and it can draft emails, create reminders, update records, post to social, create landing pages, and more, all under your workspace's approval rules.

Quickstart

1. Create an API key

In Coherence, go to Settings → API Keys → Create new key. Copy the sk_live_… value — it's only shown once. The Coherence UI will hand you a ready-to-paste JSON snippet that you can drop straight into your MCP client config.

2. Add to your MCP client

Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "coherence": {
      "command": "npx",
      "args": ["-y", "@coherenceos/mcp-server"],
      "env": {
        "COHERENCE_API_URL": "https://api.getcoherence.io/v1",
        "COHERENCE_API_TOKEN": "sk_live_..."
      }
    }
  }
}

Cursor / Cline / Continue / Windsurf: same JSON, dropped into each tool's MCP settings file.

3. Talk to your workspace

Restart your MCP client, then try:

"Ask my Coherence agent to draft a follow-up email to the leads I created this week."

"List my open deals over $50k."

"Create a contact for Jane Doe at Acme Corp, then remind me to follow up next Tuesday."

Related MCP server: OpenAI Agents MCP Server

Available tools

Tool

What it does

chat_with_agent

Send a message to a Coherence agent; the agent uses its own toolset (email, reminders, calendar, social, landing pages, approvals, etc.) and returns its response

list_modules

List CRM modules in the workspace

list_module_fields

List fields on a module — useful before creating/updating records

list_records

List records in a module with search + pagination

get_record

Get a single record by ID

create_record

Create a new record

update_record

Update a record's fields

delete_record

Soft-delete a record (recoverable from trash)

list_outreach_items

List blog articles, LinkedIn posts, emails, etc.

get_outreach_item

Get a single outreach item, including its MDX content

create_outreach_item

Create a new outreach item

update_outreach_body

Update the MDX body of an outreach item

update_outreach_item

Update outreach metadata (title, status, etc.)

For everything else — calendar events, sending email, posting to social, creating landing pages, managing approvals — use chat_with_agent. The agent has the full toolset.

Environment variables

Variable

Required

Default

Description

COHERENCE_API_TOKEN

Yes

API key (sk_live_…) from your Coherence workspace

COHERENCE_API_URL

No

https://api.getcoherence.io/v1

API base URL

Scopes

When you create an API key in Coherence you can pick scopes. If you tick none, the key inherits your full user permissions (the default). If you tick some, the key is restricted to those:

  • records:read, records:write — module records

  • collab:read, collab:write — Collab documents

  • agents:read, agents:write — agents and chat_with_agent

  • workspace:read — modules, fields, workspace metadata

Approval gates (sendEmail, postToSocial, etc.) are enforced inside the Coherence platform regardless of which scopes a key holds — an API key cannot bypass them.

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