Connect AI assistants to Zoie (MCP)
Zoie runs a Model Context Protocol (MCP) server that lets AI assistants — Claude, ChatGPT, Cursor, and any other MCP-compatible client — work directly with your Zoie data. Once connected, you can ask your assistant things like:
- "What new leads came in today, and which ones haven't been replied to?"
- "Book a consultation with Jordan for Thursday at 2pm."
- "Summarize my last conversation with this customer and draft a follow-up."
- "How is the spring promo campaign performing?"
The assistant reads and writes your real Zoie records on your behalf, within the permissions you approve.
What is MCP?
The Model Context Protocol is an open standard for connecting AI assistants to external tools and data. Zoie exposes its CRM as an MCP server, so any compliant assistant can discover and call Zoie's tools without a custom integration.
What an assistant can do
Through Zoie's MCP server, an assistant can work with:
| Area | What it can do |
|---|---|
| Leads & contacts | View, create, and update lead and contact records |
| Conversations | Read messages and call logs across channels |
| Appointments | Book, reschedule, and manage bookings |
| Campaigns | View campaign and pipeline performance |
| Notes & search | Add notes and search across your workspace |
Every action is limited by the scopes you approve when you connect (see Permissions & scopes) and is recorded in a per-connection activity log.
The connection endpoint
The Zoie MCP server is reached at a single URL — the bare origin, with no path and no trailing slash:
https://mcp.zoie.ai
This is exactly what you paste into your assistant's connector settings.
The endpoint follows your Zoie environment:
| Zoie you sign in to | MCP endpoint |
|---|---|
app.zoie.ai / zoie.ai (production) | https://mcp.zoie.ai |
beta.zoie.ai | https://beta-mcp.zoie.ai |
dev.zoie.ai | https://dev-mcp.zoie.ai |
Use the endpoint that matches where your data lives.
How authorization works
Connecting uses OAuth 2.1 — you never paste an API key or password into the assistant. The flow is always:
- In your assistant, add the Zoie MCP URL as a connector.
- The assistant sends you to a Zoie consent screen.
- You sign in (if needed), pick which business to expose, and approve the requested permissions.
- You're returned to the assistant, now connected.
Connections are scoped to a single business and can be revoked at any time from Zoie. See Security & data access.
Connect your assistant
Connect Claude
Anthropic Claude (claude.ai and desktop)
Connect ChatGPT
OpenAI ChatGPT custom connector
Connect other clients
Cursor, Notion, Continue, Goose, Windsurf, custom CLIs
Manage your connections
Inside Zoie, go to Settings and open Claude, ChatGPT, or Other MCP connectors. From there you can review connected accounts, inspect what each assistant has done, adjust nothing (permissions are set at consent time), and revoke access. See Managing connections.
Need help?
See Troubleshooting for common issues, or contact Zoie support.