Coherence

Talk to your CRM's AI agent from Claude, Cursor, and other MCP clients — read records, send email, create reminders, draft outreach, all gated by approvals.

GitHub

@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."

Available tools

ToolWhat it does
chat_with_agentSend 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_modulesList CRM modules in the workspace
list_module_fieldsList fields on a module — useful before creating/updating records
list_recordsList records in a module with search + pagination
get_recordGet a single record by ID
create_recordCreate a new record
update_recordUpdate a record's fields
delete_recordSoft-delete a record (recoverable from trash)
list_outreach_itemsList blog articles, LinkedIn posts, emails, etc.
get_outreach_itemGet a single outreach item, including its MDX content
create_outreach_itemCreate a new outreach item
update_outreach_bodyUpdate the MDX body of an outreach item
update_outreach_itemUpdate 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

VariableRequiredDefaultDescription
COHERENCE_API_TOKENYes—API key (sk_live_…) from your Coherence workspace
COHERENCE_API_URLNohttps://api.getcoherence.io/v1API 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.

Links

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