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

# Install the AmDital MCP server

> Connect your AI client to AmDital in minutes.

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](/mcp/auth) for how to obtain one.

<Tabs>
  <Tab title="Claude Desktop">
    <Steps>
      <Step title="Install Claude Desktop">
        Download and install Claude Desktop from claude.ai/download for your operating system.
      </Step>

      <Step title="Open the config file">
        ```bash theme={null}
        # macOS
        ~/Library/Application Support/Claude/claude_desktop_config.json

        # Windows
        %APPDATA%\Claude\claude_desktop_config.json
        ```
      </Step>

      <Step title="Add the AmDital server">
        Paste the following into your config file (merge with existing `mcpServers` if any):

        ```json theme={null}
        {
          "mcpServers": {
            "amdital": {
              "url": "https://api.amdital.com/api/v1/mcp",
              "headers": { "Authorization": "Bearer YOUR_WORKSPACE_TOKEN" }
            }
          }
        }
        ```
      </Step>

      <Step title="Replace YOUR_WORKSPACE_TOKEN">
        See [Authentication](/mcp/auth) — 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.
      </Step>

      <Step title="Restart Claude Desktop">
        Quit and reopen Claude Desktop. You should see "amdital" in the tools panel with 6 CRM tools.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Cursor">
    <Steps>
      <Step title="Open Cursor Settings">
        Press Cmd+Shift+P (Mac) or Ctrl+Shift+P (Windows/Linux) and search for "Open MCP Settings".
      </Step>

      <Step title="Add the server">
        ```json theme={null}
        {
          "mcpServers": {
            "amdital": {
              "url": "https://api.amdital.com/api/v1/mcp",
              "headers": { "Authorization": "Bearer YOUR_WORKSPACE_TOKEN" }
            }
          }
        }
        ```
      </Step>

      <Step title="Replace YOUR_WORKSPACE_TOKEN">
        See [Authentication](/mcp/auth) for how to obtain your workspace bearer token.
      </Step>

      <Step title="Reload Cursor">
        Press Cmd+Shift+P → "Developer: Reload Window". The AmDital CRM tools will appear in the Composer.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Windsurf">
    <Steps>
      <Step title="Open MCP config">
        ```bash theme={null}
        # macOS / Linux
        ~/.codeium/windsurf/mcp_config.json

        # Windows
        %APPDATA%\.codeium\windsurf\mcp_config.json
        ```
      </Step>

      <Step title="Add the AmDital server">
        ```json theme={null}
        {
          "mcpServers": {
            "amdital": {
              "url": "https://api.amdital.com/api/v1/mcp",
              "headers": { "Authorization": "Bearer YOUR_WORKSPACE_TOKEN" }
            }
          }
        }
        ```
      </Step>

      <Step title="Replace YOUR_WORKSPACE_TOKEN">
        See [Authentication](/mcp/auth) for how to obtain your workspace bearer token.
      </Step>

      <Step title="Reload Windsurf">
        Close and reopen Windsurf. AmDital CRM tools will be available in the Cascade AI panel.
      </Step>
    </Steps>
  </Tab>

  <Tab title="VS Code">
    <Steps>
      <Step title="Install the Copilot MCP extension">
        Install "GitHub Copilot" (v1.200+) from the VS Code marketplace, or any MCP-compatible extension such as "MCP Client".
      </Step>

      <Step title="Open VS Code settings">
        Press Cmd+, (Mac) or Ctrl+, (Windows/Linux), then search for "mcp" and click "Edit in settings.json".
      </Step>

      <Step title="Add the server config">
        ```json theme={null}
        {
          "mcp.servers": {
            "amdital": {
              "url": "https://api.amdital.com/api/v1/mcp",
              "headers": { "Authorization": "Bearer YOUR_WORKSPACE_TOKEN" }
            }
          }
        }
        ```
      </Step>

      <Step title="Replace YOUR_WORKSPACE_TOKEN">
        See [Authentication](/mcp/auth) for how to obtain your workspace bearer token.
      </Step>

      <Step title="Reload the window">
        Press Cmd+Shift+P → "Developer: Reload Window". AmDital's CRM tools are now available in the Copilot Chat panel.
      </Step>
    </Steps>
  </Tab>

  <Tab title="OpenAI Agents">
    <Steps>
      <Step title="Install the Agents SDK">
        ```bash theme={null}
        pip install openai-agents
        ```
      </Step>

      <Step title="Connect to the AmDital MCP server">
        ```python theme={null}
        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())
        ```
      </Step>

      <Step title="Replace YOUR_WORKSPACE_TOKEN">
        See [Authentication](/mcp/auth) for how to obtain your workspace bearer token.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Custom Client">
    <Steps>
      <Step title="Choose an MCP SDK">
        ```bash theme={null}
        # Python
        pip install mcp

        # TypeScript / Node.js
        npm install @modelcontextprotocol/sdk
        ```
      </Step>

      <Step title="Connect using the SDK (TypeScript)">
        ```ts theme={null}
        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' }
        })
        ```
      </Step>

      <Step title="Connect using the SDK (Python)">
        ```python theme={null}
        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"}
            )
        ```
      </Step>

      <Step title="Replace YOUR_WORKSPACE_TOKEN">
        See [Authentication](/mcp/auth) 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.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Card title="Need a token?" icon="key" href="/mcp/auth">
  See the Authentication guide for how to obtain and refresh your workspace bearer token.
</Card>


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