Overview
This article is a setup guide for connecting your AI assistant to Clozd data. This article contains the following sections:
- What is the Clozd MCP server?
- Before you begin
- Clozd MCP server URL
- Claude desktop & web (Claude.ai)
- ChatGPT
- Cursor
- Microsoft Copilot
- Windsurf
- Antigravity
- Gemini CLI
- Generic setup: Any MCP-compatible client
- What data is available?
- What can you ask?
- Need help?
What is the Clozd MCP server?
MCP (Model Context Protocol) is an open standard that lets AI assistants (like Claude, ChatGPT, Cursor, Windsurf, and more) connect directly to external tools and data sources. Think of it as a secure bridge between your AI assistant and Clozd.
Once connected, you can enter prompts or questions for your AI assistant, such as:
- "Summarize the top reasons we lost deals to Competitor X last quarter."
- "What decision drivers came up in interviews with enterprise prospects?"
- "Pull the latest win-loss trends from my Clozd account."
Your AI assistant will query Clozd in real time and return insights grounded in your actual win-loss data.
Security & authentication
Clozd uses OAuth 2.0 (Authorization Code flow) to authenticate users. When you connect, your AI client will open a browser window where you sign in through your organization's identity provider (e.g., Okta, Google, Microsoft). No passwords or API keys are stored in any configuration file.
Before you begin
You will need:
- A Clozd account with MCP access enabled.
- Access to your organization's identity provider (e.g., Okta, Google, SAML, etc.) to complete the login flow.
- One of the supported AI clients listed in this guide.
Note: If your company is not currently using SSO with the Clozd Platform, you will simply need to enter your email address and password.
Don't have MCP access?
Contact your Clozd account admin or reach out to support@clozd.com to confirm MCP is enabled for your organization.
Clozd MCP server URL
Use the following URL when configuring any MCP-compatible client:
https://mcp.clozd.com/mcp
This is the only value you need. Authentication is handled automatically via OAuth. No API keys or tokens are required.
Claude desktop & web (Claude.ai)
Clozd is available as a connector in Claude's connector directory, so you can connect with the click of a button. You don't need to copy the server URL or set up a custom connector.
| Your Claude plan | Who adds the connector? |
|---|---|
| Free, Pro, or Max | You connect Clozd directly from the directory. |
| Team or Enterprise | A Claude Owner adds Clozd for your organization first. Then each member connects individually. |
Step-by-step instructions
1. Open the Clozd connector
In Claude, go to Customize → Connectors, or open the Clozd listing at https://claude.ai/directory/clozd.
2. Connect
Find Clozd and click Connect.
3. Sign in with your Clozd account
The login screen shows the method your organization uses (password, Google, Okta, or SAML).
4. Verify the connection
Start a new conversation and ask: "What tools do you have from Clozd?" Claude should list the available Clozd tools.
For full instructions, including the one-time owner setup for Team and Enterprise plans and how to turn Clozd on in a conversation, see Connecting Clozd to Claude.
Note: If you previously added Clozd to Claude as a custom connector, your connection has been moved to the directory connector automatically. You don't need to set it up again.
ChatGPT
The Clozd MCP is listed in ChatGPT's app directory, so you can install it and sign in without copying a server URL or turning on developer mode.
Step-by-step instructions
1. In ChatGPT, open Apps (or Plugins) from the sidebar.
2. Search for Clozd and select it.
3. Click Install plugin (or Connect), then sign in with your Clozd credentials.
Note: On ChatGPT Business, Enterprise, and Edu plans, a workspace admin must enable Clozd under Workspace settings → Apps (or Admin → Plugins) before members can connect. The Clozd app isn't available on the Free plan.
For full instructions, including admin setup and how to use Clozd in a conversation, see Connecting Clozd to ChatGPT.
Note: If you previously added Clozd to ChatGPT as a custom app, your connection has been moved to the Clozd app automatically. You don't need to set it up again.
Cursor
Cursor is a code editor with built-in AI capabilities. It supports OAuth-based MCP servers directly in its settings panel.
Step-by-step instructions
1. Open Settings
Click the Settings icon next to your name in the bottom-left corner.
2. Navigate to MCP settings
Click Tools & MCPs → Add Custom MCP.
3. Add the Clozd server
A window will open with your mcp.json file. Add the following configuration:
{
"mcpServers": {
"clozd-mcp": {
"type": "http",
"url": "https://mcp.clozd.com/mcp"
}
}
}
Click Connect.
4. Log in and authorize Clozd
A browser window will open. Enter your Clozd email address. The next screen will automatically show the login method your organization has configured (e.g., password, Google, Okta, or SAML).
5. Verify the connection
Open the Cursor AI chat and type: "What tools do you have from Clozd?" Cursor should list the available Clozd tools.
Note: For the MCP tools to activate, make sure you're in Agent mode in Cursor's chat panel. They won't appear in regular chat mode.
Microsoft Copilot
Microsoft Copilot is an AI-powered digital assistant integrated into Microsoft 365 apps. It supports OAuth-based MCP servers enabled through agents in Copilot Studio.
Step-by-step instructions
1. Open Microsoft Copilot Studio and create or edit an agent
Choose which agent you will connect to Clozd MCP.
2. Go to tools
Choose Add tool and choose model context protocol.
3. Enter the Clozd MCP server details
- Name
- Description
- MCP Server URL
https://mcp.clozd.com/mcp
- Select OAuth 2.0
- Select Dynamic discovery
4. Authenticate through your SSO provider
Connect the MCP to the agent by authenticating through your user account.
Windsurf
Windsurf (by Codeium) is a code editor with built-in AI capabilities. It supports OAuth-based MCP servers through its Cascade agent panel.
Step-by-step instructions
1. Open the agent panel
In the top-left corner, make sure you're on the Agent tab.
2. Open the MCP settings
Click the Preferences button in the bottom-left corner. This will open your mcp_config.json file.
3. Add the Clozd server
Paste the following configuration into the file:
{
"mcpServers": {
"clozd-mcp": {
"type": "http",
"url": "https://mcp.clozd.com/mcp"
}
}
}
4. Authorize access to Clozd
A browser window will open automatically. Enter your Clozd email address. The next screen will show the login method your organization has configured (e.g., password, Google, Okta, or SAML).
5. Verify the connection
Once connected, you'll see Clozd listed under MCP Servers in the bottom-left corner with the number of available tools. Click + New Session and type: "What tools do you have from Clozd?"
Antigravity
Antigravity is an AI-powered IDE that supports MCP servers through its built-in agent settings.
Step-by-step instructions
1. Open Antigravity settings
Click the Settings gear icon in the top-right corner → Open Antigravity User Settings. This will open a separate settings window.
2. Open the MCP config file
Click the Customizations tab → Open MCP Config. This will open mcp_config.json back in the IDE window.
3. Add the Clozd server
Paste the following configuration into the file:
{
"mcpServers": {
"clozd-mcp": {
"type": "http",
"serverUrl": "https://mcp.clozd.com/mcp"
}
}
}
Note: Antigravity requires serverUrl instead of url. Make sure to use the exact key shown above.
4. Refresh and authenticate
Go back to the settings window and click Refresh. Once the Clozd MCP appears, click Authenticate next to it.
5. Authorize access to Clozd
You'll be taken to an authorization page that generates a code. Click Copy to Clipboard, paste the code back into the settings window, and then click Submit.
6. Verify the connection
Start a new chat and type: "What tools do you have from Clozd?" Antigravity should list the available Clozd tools.
Gemini CLI
Google’s Gemini CLI supports OAuth-based MCP servers via a local configuration file. This is a terminal-based interface best suited for developers.
Step-by-step instructions
1. Install Gemini CLI
If you haven’t already:
npm install -g @google/gemini-cli
2. Create or edit your MCP config
Open or create ~/.gemini/settings.json and add:
{
"mcpServers": {
"clozd": {
"httpUrl": "https://mcp.clozd.com/mcp"
}
}
}
3. Run Gemini CLI
Start a new session:
gemini
4. Authorize via your identity provider
The CLI will open a browser window to complete OAuth login with your organization’s identity provider. Complete the login to activate the connection.
5. Test the connection
List the tools available from Clozd.
Generic setup: Any MCP-compatible client
If you’re using an MCP-compatible client not listed above, use the following instructions. Most clients follow one of two patterns:
Pattern A: URL-based configuration (most common)
Simply enter the server URL. The client will handle OAuth automatically:
Server URL: https://mcp.clozd.com/mcp
No authentication headers or tokens are needed. When you first use a Clozd tool, your client will prompt you to log in via your identity provider.
Pattern B: JSON config file
If your client uses a JSON config file:
{
"mcpServers": {
"clozd": {
"url": "https://mcp.clozd.com/mcp"
}
}
}
Refer to your specific client’s MCP documentation for any additional fields required. OAuth will be initiated automatically when the connection is first used.
What data is available?
Below is a list of tools and descriptions of data available through the Clozd MCP server, grouped by what they do. Your AI assistant picks the right tools automatically based on your question, so you don't need to call them by name.
All tools are read-only. Your AI assistant can view Clozd data but can't change anything in the Clozd Platform. Your Clozd role permissions also apply, so you only see the programs and deals you already have access to.
Getting started and filtering
| Tool Name | Description |
|---|---|
| get_organizations | Lists the Clozd organizations available to you. Used first to find the organization whose programs you want to query. |
| get_programs | Lists the programs within an organization that you have access to. Returns the program IDs that all other tools need. |
| list_filters | Lists the fields you can filter deals by, including standard Clozd fields (product, region, industry, segment, outcome, business type, lead source, and more) and your program's custom deal fields. |
| list_filter_values | Lists the valid or observed values for a filter field, such as every region or product name in your program. Used to make sure filters match your data exactly. |
Search
| Tool Name | Description |
|---|---|
| search | Searches your win-loss data in plain language across deals, feedback summaries, themes, competitors, and quotes. Use it to find relevant records when you don't know exactly where to look. |
| fetch | Retrieves the details of a specific record returned by search, such as a deal, response, quote, theme, or competitor. |
Deals, responses, and win rates
| Tool Name | Description |
|---|---|
| get_deals | Returns a paginated list of deals with fields like outcome, amount, business type, industry, closed date, product, sales rep, region, and segment. Supports filtering by your program's custom deal fields. |
| get_responses | Returns a paginated list of win-loss interview and survey responses, including the linked deal, outcome, respondent role, channel, and publish date. |
| get_response_summaries | Returns AI-generated summaries of published win-loss feedback. Faster than loading full transcripts when you need a quick read on a response. |
| get_transcripts | Returns full-text transcripts of win-loss interviews or surveys. Best used when the complete conversation is needed; summaries or quotes work better for most questions. |
| get_win_rates | Calculates win and loss rates, with an optional breakdown by one dimension such as industry, product, sales rep, lead source, deal amount, headcount, or date. |
Decision Drivers
| Tool Name | Description |
|---|---|
| get_decision_drivers | Lists individual decision drivers ranked by mention count, with a sentiment breakdown (strong negative, negative, positive, strong positive). Use to answer "What are the most common reasons we win or lose?" |
| get_decision_driver_categories | Lists high-level driver categories (e.g., Product, Pricing, Support) with aggregated sentiment. Use for broad questions like "Which category of feedback is most negative?" |
| get_decision_driver_category_counts | Returns the number of driver mentions in each category, ranked from most to least. |
| get_driver_quotes | Returns verbatim buyer quotes linked to a specific decision driver or theme, with the deal and respondent context (title, channel, publish date). Use for direct evidence, e.g., "Show me quotes about pricing." |
Competitors
| Tool Name | Description |
|---|---|
| get_competitors | Lists competitors encountered across deals, with encounter counts and win and loss counts for each. |
| get_competitor_sentiment_drivers | Returns the positive or negative decision drivers in deals involving a specific competitor. Use to answer "Why do we beat Competitor X?" or "Why do we lose to them?" |
Insight Gems and tags
| Tool Name | Description |
|---|---|
| get_insight_gems | Returns deals flagged with an Insight Gem: At-Risk, Win-Back, Expansion, Feature Request, Sales Coaching, or Case Study. Each gem includes the reason it was flagged, owners, supporting quotes, notes, and status. Open gems are returned by default; you can also ask for resolved gems. Replaces get_awe_deals. |
| get_tags | Lists the tags applied to deals with usage counts, and optionally the deals associated with each tag. |
Call recording insights (Gong, Chorus, and Salesloft)
These tools replace the get_gong_* tools and now cover Gong, Chorus, and Salesloft.
| Tool Name | Description |
|---|---|
| get_call_drivers | Lists decision drivers detected in sales call recordings, with sentiment. These are separate from the drivers identified in Clozd interviews. |
| get_call_driver_categories | Lists high-level categories of call drivers with aggregated sentiment. Use for broad questions about themes in your sales calls. |
| get_call_driver_counts | Ranks call drivers by how often they're mentioned. |
| get_call_driver_category_counts | Returns the number of call driver mentions in each category, ranked from most to least. |
| get_call_driver_overlap | Compares call drivers against Clozd interview drivers to show where the two sources agree and where they differ. |
Workflows
| Tool Name | Description |
|---|---|
| get_workflows | Lists the workflows in a program with their settings, deal and participant rules, outreach settings, and deal counts by stage. |
| get_workflow_deals | Returns the deals in a workflow with their stage (Needs Attention, Needs Approval, Ready for Distribution, In Progress, Completed), status, and participant count. |
| get_workflow_deal_participants | Returns the participants for a specific deal in a workflow, including approval status, outreach status, and who approved or rejected them. |
Note: Most tools only include deals with at least one published interview or survey. Insight Gems and workflow tools include all deals from your CRM, whether or not they have feedback yet. Because of this, deal counts from these two groups of tools may not match.
What can you ask?
Once connected, here are some example prompts to try:
- Summarize the top win-loss themes from the last 90 days.
- What are the most common reasons we lose to [Competitors]?
- Pull insights from our last 10 win interviews.
- What product gaps are showing up most often in loss interviews?
- Compare win rates by deal size over the past two quarters.
- Which accounts are flagged as at-risk right now?
- Where do our sales calls and buyer interviews disagree?
Need help?
If you run into issues connecting or using the Clozd MCP server:
- Email: support@clozd.com
- Clozd Help Center: https://help.clozd.com
- Contact your Clozd program manager directly