MCP Server Overview
Connect AI assistants like Claude Desktop to your Kasar CRM via the Model Context Protocol.
What is MCP?
The Model Context Protocol (MCP) is an open standard created by Anthropic that lets AI assistants interact with external tools and data sources. Instead of copying data into prompts manually, MCP enables a structured, secure connection between your AI assistant and the systems it needs to work with.
Kasar ships a built-in MCP server that exposes your CRM data and actions to any MCP-compatible client — Claude Desktop, Cursor, or any custom integration.
Capabilities
The Kasar MCP server provides:
| Category | Count | Description |
|---|---|---|
| Tools | 25 | Search, create, update, import/export and delete CRM records; manage tasks, notes, lists and dashboards; read the inbox and send messages; analyze & chart data; merge duplicates; build the data model (objects, fields, lists) |
| Resources | 7 | Read-only data sources for schema, pipelines, users, and more |
| Prompts | 3 | Pre-built templates for contact summaries, pipeline reviews, and weekly reports |
Every tool runs as the workspace member whose API token is used — Kasar re-resolves that identity and applies the same role-based permissions and record visibility the person has in the app. The MCP server sees exactly what the user sees, never more.
Connection Details
| Property | Value |
|---|---|
| Endpoint | https://kasar.app/api/mcp |
| SSE Endpoint | https://kasar.app/api/mcp/sse |
| Transport | Streamable HTTP (stateless, backed by Redis session store) |
| Authentication | Bearer token (ksr_*) — same token as the REST API |
Documentation
Setup & Configuration
Connect Claude Desktop, Cursor, or any MCP client to your Kasar CRM.
Resources
7 read-only data sources that give AI context about your CRM schema, pipelines, and users.
Tools — Records
Core tools: find, create, update, and merge CRM records, plus global search.
Tools — Tasks & Notes
Manage tasks, notes, and activity linked to any CRM record.
Tools — Data
Aggregations, pipeline moves, lists, import/export, and calendar events.
Tools — Data model
Create custom objects, fields, lists, and enum options. Admin only — no deletion over MCP.
Tools — Inbox
Read your connected inbox, send email/LinkedIn/WhatsApp messages, and mark emails.
Prompts
3 pre-built prompt templates for contact summaries, pipeline reviews, and weekly reports.