Connect an AI assistant

Link Claude, ChatGPT, Cursor, or any MCP client to your SocialCRM workspace. Once connected, the assistant can read your analytics, draft posts in your voice, and schedule content, all on your account and within your plan limits.

Server URL

This is the address you paste into your assistant when it asks for a custom connector or MCP server.

https://api.socialcrm.org/mcp

How connecting works

You add the server URL above to your assistant.
The assistant opens a SocialCRM sign-in page in your browser.
You sign in and approve the permissions you want to grant.
The assistant is connected. No keys or passwords change hands.

You never paste a password or API key into the assistant. Sign-in happens on SocialCRM's own pages, and you can revoke access at any time.

Step by step

Claude

Open Settings > Connectors > Add custom connector, paste the server URL, and follow the sign-in prompt.

ChatGPT

Open Settings > Connectors > Add, paste the server URL, and approve the permissions when prompted.

Cursor and Claude Code

Add the server to your MCP config:

{
  "mcpServers": {
    "socialcrm": {
      "url": "https://api.socialcrm.org/mcp"
    }
  }
}

What you are approving

During sign-in you choose which permissions to grant. Each permission unlocks a set of tools the assistant can use on your behalf.

Permission	What it lets the assistant do	Tools
insights:read	Read analytics, accounts, persona, and trends	`get_persona` `list_social_accounts` `get_account_analytics` `get_post_analytics` `list_trending`
posts:read	Read your posts	`list_posts` `get_post`
posts:write	Draft and edit posts	`create_post` `update_post`
posts:publish	Schedule and publish posts	`schedule_post` `publish_post`
ai:generate	Generate and rewrite content in your voice	`generate_content` `rewrite_content` `generate_ideas`

Manage and disconnect

Revoke a connection any time from your account settings.
After you revoke, the assistant's access stops within 30 minutes.
Need help? Email [email protected].

Security

Connections use OAuth 2.1 with PKCE, the modern standard for delegated access.
Access tokens are short-lived and expire after 30 minutes.
The tokens for your connected social accounts are never shared with the assistant.
This connection is separate from your normal app sign-in and can be revoked on its own.

Troubleshooting

Not connected. Reconnect the server and sign in again.
Publishing or AI was refused. Those actions need a paid plan with remaining quota. Upgrade or top up, then retry.
Workspace not found. Set an active workspace in your account, or pass workspace_id when the assistant asks which workspace to use.