MCP (Model Context Protocol)

Sybill provides an MCP server that allows AI assistants to interact with your Sybill data using natural language.

Server URL

https://mcp.sybill.ai/mcp

Property	Value
Transport	Streamable HTTP
Auth	OAuth — your MCP client will prompt you to sign in with your Sybill account

Available tools

Tool overview

The MCP server exposes the following tools. Each tool can be invoked by any compatible MCP client such as Claude Desktop, Cursor, or VS Code Copilot.

`ask_sybill`

Ask Sybill AI about your sales calls, deals, people, companies, emails, and more.

Parameter	Type	Required	Description
`message`	string	yes	The question to ask Sybill

Returns: A string containing the AI-generated response.

Example questions:

"What were the key action items from my last call with Acme Corp?"
"Summarize the pain points mentioned across all calls this week."
"What deals are at risk in our pipeline?"

`list_conversations`

List sales conversations/meetings for the organization. Supports filtering by date range, meeting type, title, attendees, and CRM deal name. Returns paginated results; pass the returned cursor to fetch the next page.

Parameter	Type	Default	Description
`limit`	integer	20	Maximum number of results per page (1-50)
`started_after`	string	—	Lower bound for meeting start time (ISO 8601)
`started_before`	string	—	Upper bound for meeting start time (ISO 8601)
`meeting_type`	string	—	Filter by meeting type (e.g. EXTERNAL, INTERNAL)
`title`	string	—	Filter by meeting title (case-insensitive partial match)
`attendees`	string	—	Filter by attendee name or email (case-insensitive partial match)
`crm_name`	string	—	Filter by associated CRM deal name
`cursor`	string	—	Opaque pagination cursor from a previous response

Returns: A JSON object with a conversations array and pagination info.

`get_conversation`

Get the full details of a single conversation/meeting, including summary, transcript, recording URLs, participants, and CRM info.

Parameter	Type	Required	Description
`conversation_id`	string	yes	The unique identifier of the conversation

Returns: A JSON object with the full conversation detail.

`list_deals`

List CRM deals for the organization. Supports filtering by name, stage, closed status, owner, close date range, amount range, and last activity date range. Returns paginated results; pass the returned cursor to fetch the next page.

Parameter	Type	Default	Description
`name`	string	—	Filter deals by name (case-insensitive partial match)
`stage`	string	—	Filter by pipeline stage name
`closed`	boolean	—	Filter by closed status: true for won/lost deals, false for open
`owner`	string	—	Filter by deal owner name (case-insensitive partial match)
`close_date_before`	string	—	Upper bound for close date (ISO 8601, e.g. 2025-06-30T00:00:00Z)
`close_date_after`	string	—	Lower bound for close date (ISO 8601)
`amount_min`	number	—	Minimum deal amount
`amount_max`	number	—	Maximum deal amount
`last_activity_before`	string	—	Upper bound for last activity date (ISO 8601)
`last_activity_after`	string	—	Lower bound for last activity date (ISO 8601)
`limit`	integer	20	Maximum number of results per page (1-50)
`cursor`	string	—	Opaque pagination cursor from a previous response

Returns: A JSON object with a deals array and pagination info.

`get_deal`

Get the full details of a single CRM deal, including summary, contacts, owner, pipeline, and stage information.

Parameter	Type	Required	Description
`deal_id`	string	yes	The CRM remote identifier of the deal

Returns: A JSON object with the full deal detail.

`list_accounts`

List CRM accounts for the organization. Supports filtering by name, website, owner, created date range, and last activity date range. Returns paginated results; pass the returned cursor to fetch the next page.

Parameter	Type	Default	Description
`name`	string	—	Filter accounts by name (case-insensitive partial match)
`website`	string	—	Filter by website URL (case-insensitive partial match)
`owner`	string	—	Filter by owner name or email (case-insensitive partial match)
`created_before`	string	—	Upper bound for created date (ISO 8601, e.g. 2025-06-30T00:00:00Z)
`created_after`	string	—	Lower bound for created date (ISO 8601)
`last_activity_before`	string	—	Upper bound for last activity date (ISO 8601)
`last_activity_after`	string	—	Lower bound for last activity date (ISO 8601)
`limit`	integer	20	Maximum number of results per page (1-50)
`cursor`	string	—	Opaque pagination cursor from a previous response

Returns: A JSON object with an accounts array and pagination info.

`get_account`

Get the full details of a single CRM account, including contacts, owner, synced CRM fields, and latest deal information.

Parameter	Type	Required	Description
`account_id`	string	yes	The CRM identifier of the account

Returns: A JSON object with the full account detail.

Client configuration

Claude Desktop

Add the following to your Claude Desktop configuration file (claude_desktop_config.json):

{
  "mcpServers": {
    "sybill": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.sybill.ai/mcp"
      ]
    }
  }
}

First-time setup

When you first use the Sybill MCP server, Claude Desktop will open a browser window for you to sign in with your Sybill account.

Rate limiting

The MCP server shares the same rate limiting as REST API endpoints. See Rate Limiting for details.

Error handling

Status	Cause
`401 Unauthorized`	Authentication failed or session expired
`429 Too Many Requests`	Rate limit exceeded
`500 Internal Server Error`	Internal processing error