Install the AmDital MCP server

Connect your AI client to AmDital in minutes. Every client below connects to https://api.amdital.com/api/v1/mcp with your workspace bearer token — see Authentication for how to obtain one.

Install Claude Desktop

Download and install Claude Desktop from claude.ai/download for your operating system.

Open the config file

# macOS
~/Library/Application Support/Claude/claude_desktop_config.json

# Windows
%APPDATA%\Claude\claude_desktop_config.json

Add the AmDital server

Paste the following into your config file (merge with existing mcpServers if any):

{
  "mcpServers": {
    "amdital": {
      "url": "https://api.amdital.com/api/v1/mcp",
      "headers": { "Authorization": "Bearer YOUR_WORKSPACE_TOKEN" }
    }
  }
}

Replace YOUR_WORKSPACE_TOKEN

See Authentication — this is your AmDital session bearer token, not a separate API key. It expires after 15 minutes; refresh and update your config for long-running setups.

Restart Claude Desktop

Quit and reopen Claude Desktop. You should see “amdital” in the tools panel with 6 CRM tools.

Open Cursor Settings

Press Cmd+Shift+P (Mac) or Ctrl+Shift+P (Windows/Linux) and search for “Open MCP Settings”.

Add the server

{
  "mcpServers": {
    "amdital": {
      "url": "https://api.amdital.com/api/v1/mcp",
      "headers": { "Authorization": "Bearer YOUR_WORKSPACE_TOKEN" }
    }
  }
}

Replace YOUR_WORKSPACE_TOKEN

See Authentication for how to obtain your workspace bearer token.

Reload Cursor

Press Cmd+Shift+P → “Developer: Reload Window”. The AmDital CRM tools will appear in the Composer.

Open MCP config

# macOS / Linux
~/.codeium/windsurf/mcp_config.json

# Windows
%APPDATA%\.codeium\windsurf\mcp_config.json

Add the AmDital server

{
  "mcpServers": {
    "amdital": {
      "url": "https://api.amdital.com/api/v1/mcp",
      "headers": { "Authorization": "Bearer YOUR_WORKSPACE_TOKEN" }
    }
  }
}

Replace YOUR_WORKSPACE_TOKEN

See Authentication for how to obtain your workspace bearer token.

Reload Windsurf

Close and reopen Windsurf. AmDital CRM tools will be available in the Cascade AI panel.

Install the Copilot MCP extension

Install “GitHub Copilot” (v1.200+) from the VS Code marketplace, or any MCP-compatible extension such as “MCP Client”.

Open VS Code settings

Press Cmd+, (Mac) or Ctrl+, (Windows/Linux), then search for “mcp” and click “Edit in settings.json”.

Add the server config

{
  "mcp.servers": {
    "amdital": {
      "url": "https://api.amdital.com/api/v1/mcp",
      "headers": { "Authorization": "Bearer YOUR_WORKSPACE_TOKEN" }
    }
  }
}

Replace YOUR_WORKSPACE_TOKEN

See Authentication for how to obtain your workspace bearer token.

Reload the window

Press Cmd+Shift+P → “Developer: Reload Window”. AmDital’s CRM tools are now available in the Copilot Chat panel.

Install the Agents SDK

pip install openai-agents

Connect to the AmDital MCP server

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerHTTP

async def main():
    async with MCPServerHTTP(
        url="https://api.amdital.com/api/v1/mcp",
        headers={"Authorization": "Bearer YOUR_WORKSPACE_TOKEN"},
    ) as mcp:
        agent = Agent(
            name="AmDital Assistant",
            instructions="You can look up and manage AmDital CRM leads, contacts, deals, and companies.",
            mcp_servers=[mcp],
        )
        result = await Runner.run(agent, "List my open leads")
        print(result.final_output)

asyncio.run(main())

Replace YOUR_WORKSPACE_TOKEN

See Authentication for how to obtain your workspace bearer token.

Choose an MCP SDK

# Python
pip install mcp

# TypeScript / Node.js
npm install @modelcontextprotocol/sdk

Connect using the SDK (TypeScript)

import { Client } from '@modelcontextprotocol/sdk/client/index.js'
import { StreamableHTTPClientTransport } from '@modelcontextprotocol/sdk/client/streamableHttp.js'

const client = new Client({ name: 'my-app', version: '1.0.0' })

await client.connect(
  new StreamableHTTPClientTransport(
    new URL("https://api.amdital.com/api/v1/mcp"),
    { headers: { Authorization: "Bearer YOUR_WORKSPACE_TOKEN" } }
  )
)

const { tools } = await client.listTools()
console.log(tools.map(t => t.name))
// -> ['crm.leads.list', 'crm.leads.create', 'crm.leads.update',
//     'crm.contacts.list', 'crm.deals.list', 'crm.companies.list']

const result = await client.callTool({
  name: 'crm.leads.list',
  arguments: { stage: 'new' }
})

Connect using the SDK (Python)

from mcp import Client

async with Client(
    "https://api.amdital.com/api/v1/mcp",
    headers={"Authorization": "Bearer YOUR_WORKSPACE_TOKEN"}
) as client:
    tools = await client.list_tools()
    result = await client.call_tool(
        "crm.leads.list",
        {"stage": "new"}
    )

Replace YOUR_WORKSPACE_TOKEN

See Authentication for how to obtain your workspace bearer token. Your workspace is already encoded in the token — there is no separate workspace ID argument to pass.

Need a token?

See the Authentication guide for how to obtain and refresh your workspace bearer token.

Getting Started

Guides

MCP (AI Agents)

Product Modules

Help Center

Product Docs

API Reference

API Endpoints

Need a token?