AI Plugins & MCP

Prerak connects to external AI assistants through the Model Context Protocol (MCP). Once connected, an assistant like Claude or ChatGPT can read and act on your CRM data on your behalf — answering questions, creating records, sending emails, and running tasks through Prerak's 100+ tools.

There are two ways to connect:

Remote connector (Claude, ChatGPT)#

Your Prerak deployment exposes an MCP endpoint at:

https://<your-prerak-domain>/mcp

No API key is needed — the assistant sends you through Prerak's secure OAuth sign-in the first time it connects.

Claude#

1. Open Settings → Connectors → Add custom connector (available on Pro, Max, Team, and Enterprise plans).
2. Enter the URL above and click Add, then Connect.
3. Your browser opens Prerak. Log in if needed, choose the workspace to grant access to, review the permissions, and click Allow.
4. In a chat, enable the connector from the tools menu and try: "How many deals do I have closing this month?"

ChatGPT#

1. Enable Developer mode (Settings → Apps & Connectors → Advanced).
2. Create a connector with the MCP server URL above; authentication is detected automatically (OAuth).
3. Complete the same Prerak login + workspace consent flow in your browser.

Managing connections#

Every connected assistant appears in Settings → Integrations → MCP with the client name, workspace, and connection date. Disconnect one at any time — its access stops immediately. Access is always limited to the single workspace you approved; connect again to grant a different workspace.

Local server with an API key (advanced)#

For clients that launch MCP servers locally over stdio, Prerak's MCP server can authenticate with a workspace API key instead of OAuth.

1. In Prerak, create an API key: Settings → Apps.

2. In Claude Desktop, open the MCP server configuration (Settings → Developer → Local MCP servers → edit config) and add:

   {
     "mcpServers": {
       "prerak-crm": {
         "command": "node",
         "args": ["/path/to/prerak-mcp-server/dist/index.js"],
         "env": {
           "CRM_MCP_API_KEY": "<your-api-key>",
           "CRM_MCP_API_BASE_URL": "https://<your-prerak-domain>"
         }
       }
     }
   }
   

3. Fully quit and reopen Claude Desktop (it reads the config only at launch).

4. Start a new conversation — Claude now has access to your CRM through Prerak's tools.

Configuration reference#

What the assistant can do#

Once connected, the assistant has tools covering contacts, companies, deals (including line items and revenue splits), tasks, activity and notes, lists and segments, forms, meetings, email and templates, sequences, marketing emails, playbooks, agents, Ask Prerak, notifications, billing usage, audit, and compliance. A few examples:

• "Find contacts at Acme with no activity in 30 days and add them to a list."
• "Create a follow-up task for Jane Chen tomorrow."
• "Draft and send a check-in email to my top three open deals' contacts."
• "How did last week's sequence perform?"

Write actions (creating, updating, sending) run with your permissions in the approved workspace — the assistant can't see or touch other workspaces.

Related#

• AI in Prerak
• Integrations
• AI Platform