Skip to main content
The OpenCX server connects your account to AI clients like Claude Desktop, Cursor, VS Code, and Claude Code. You can manage contacts, sessions, training, workflows, and analytics through natural language — no dashboard tab-switching required.
Head to the installation guide to connect your first AI client.

​
What You Can Do

Search and filter chat sessions by status, sentiment, tags, or team. View message history, reassign conversations, resolve tickets, and send messages — all from your AI client.
Create and edit training scenarios that shape how your AI agent responds. Search your knowledge base, organize training into directories, and crawl websites to keep content current.
Configure API actions your AI agent calls during conversations. Trigger workflows, manage outbound sequences, and set up phone agents for inbound and outbound calls.
Pull handoff analytics, CSAT scores, SLA compliance data, and customer insights. Review AI resolution rates and identify recurring support themes across channels.

​
Requirements

  • Node.js 18 or later — the server runs via npx @opencx/mcp
  • An OpenCX API key — generate one in your OpenCX dashboard under Settings > API Keys. Pass it as the OPENCX_API_KEY environment variable.

Installation

Connect the MCP server to your AI client

Tools & Capabilities

Full reference of available tools by category

Authentication

API key setup and configuration options

Troubleshooting

Common issues and how to resolve them