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Bossa CRM
Bossa CRM MCP

Give access to the CRM.
Not to the database.

Connect AI agents to Bossa tools with workspace isolation, granular permissions, OAuth 2.1 and an audit trail on every call.

Streamable HTTP endpoint

https://bossacrm.com.br/api/mcp

ChatGPT

Remote connector with OAuth authorization

  1. 1Open Settings → Security and login and turn on Developer mode.
  2. 2Go to ChatGPT Plugins, click + and create a connection using the endpoint below.
  3. 3Review the discovered tools. When authenticating, pick the workspace and grant only CRM · read.

Claude

Custom connector with OAuth authorization

  1. 1On an individual account, open Customize → Connectors, click + and choose Add custom connector.
  2. 2Enter the remote MCP endpoint below and finish creating it without filling in Client ID or Client Secret.
  3. 3Click Connect. In Bossa, pick the workspace and grant only CRM · read.

Other MCP clients

Automatic OAuth discovery or manual Bearer

  1. 1Configure the Streamable HTTP transport with the endpoint below.
  2. 2Prefer automatic OAuth 2.1 discovery. The server publishes RFC 9728 metadata.
  3. 3If the client does not support OAuth, generate a key in Settings → MCP and send it in the Authorization: Bearer header.

Acceptance test

Confirm the connection in three questions

Open a new conversation, enable the Bossa CRM connector and send the prompts in order. With only crm.read, the first two should query the CRM and the third should stay blocked.

1. Direct read

“Show me the current summary of my pipeline in Bossa CRM.”

2. Context

“Now list the open deals in the highest-value stage.”

3. Permission boundary

“Create a new test deal in my pipeline.”

Least privilege

Read and write are separated by domain. The agent gets only what you approve.

Real isolation

Every authorization is bound to a single workspace and an identified user.

Revocable and auditable

Revoke a connection at any time and see when it was used.

Ready to connect your first agent?

Log in to Bossa CRM