> ## Documentation Index
> Fetch the complete documentation index at: https://docs.open.cx/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP overview

> Connect AI coding tools to your OpenCX account — manage sessions, train your agent, trigger workflows, and review analytics through natural language.

The OpenCX <Tooltip tip="An open standard that lets AI assistants interact with external tools and data sources.">MCP</Tooltip> server connects your account to AI clients like [Cursor](/mcp/clients/cursor), [Claude Desktop](/mcp/clients/claude-desktop), [Claude Code](/mcp/clients/claude-code), [Visual Studio Code](/mcp/clients/vscode), [Windsurf](/mcp/clients/windsurf), and [Zed](/mcp/clients/zed). Manage contacts, sessions, training, workflows, and analytics through natural language — without switching to the dashboard.

<Tip>
  New here? Head to **[Get Started](/mcp/install)** to connect your first AI
  client.
</Tip>

## What You Can Do

<AccordionGroup>
  <Accordion title="Support inbox" icon="inbox">
    Pull session history, reassign conversations, resolve tickets, and reply — without leaving your editor. Filter by status, sentiment, tags, or team.
  </Accordion>

  <Accordion title="Train your AI agent" icon="brain">
    Create and edit training scenarios, search the knowledge base, organize
    training into directories, and crawl websites to keep content current.
  </Accordion>

  <Accordion title="Workflows and actions" icon="bolt">
    Configure API actions your AI agent calls during conversations. Trigger
    workflows, manage outbound sequences, and set up phone agents.
  </Accordion>

  <Accordion title="Analytics and insights" icon="chart-line">
    Review handoff reasons, CSAT scores, SLA compliance, and recurring support themes. Pull impact reports and customer insights by category.
  </Accordion>
</AccordionGroup>

## Two ways to connect

* **Remote (no install)** — connect straight to `https://api.open.cx/mcp` over Streamable HTTP with your API key as a bearer token. Nothing to install or update. See [Remote server](/mcp/install#remote-server-no-install).
* **Local** — run the server yourself via `npx @opencx/mcp` (stdio). Works with every MCP client and self-hosted deployments.

Both expose the same tools.

## Requirements

* **An OpenCX API key** — generate one in your [OpenCX dashboard](https://platform.open.cx/settings/access) under **Settings > API Keys**
* **Node.js 18 or later** — only for the local `npx @opencx/mcp` setup; the remote endpoint needs nothing installed

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Get Started" icon="download" href="/mcp/install">
    Connect the MCP server to your AI client
  </Card>

  <Card title="Prompt Library" icon="message" href="/mcp/prompts">
    Ready-to-use prompts by domain
  </Card>

  <Card title="Tools Reference" icon="toolbox" href="/mcp/tools">
    All available tools organized by domain
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/mcp/troubleshooting">
    Common issues and how to resolve them
  </Card>
</CardGroup>