Coherence MCP — chat with your CRM's AI agent from Claude, Cursor, and Cline.
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.
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.
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.
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."
| 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.
| 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 |
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 recordscollab:read, collab:write — Collab documentsagents:read, agents:write — agents and chat_with_agentworkspace:read — modules, fields, workspace metadataApproval gates (sendEmail, postToSocial, etc.) are enforced inside the Coherence platform regardless of which scopes a key holds — an API key cannot bypass them.
Source-derived launch command. Check the maintainer’s required arguments and credentials before running:
npx -y @coherenceos/mcp-serverMerge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.
{
"mcpServers": {
"io-getcoherence-mcp": {
"command": "npx",
"args": [
"-y",
"@coherenceos/mcp-server"
]
}
}
}Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.
Claude Desktop setup reference@coherenceos/mcp-servernpmio.getcoherence/mcp works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.
~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.~/.cursor/mcp.jsonRestart Cursor for changes to take effect..vscode/mcp.jsonReload VS Code window for changes to take effect.~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect..mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.