Getting a key
MCP keys are separate from your RESTX-API-Key (see Authentication) and carry their own scopes.
- Open Integrations from your profile menu.
- Go to MCP Server.
- Create a key and pick the scopes it needs — least privilege by default. A read-only key can be handed to an agent you don’t fully trust yet.
Connecting a client
Server URL:https://mcp.getnexor.ai/mcp
Claude Code
~/.cursor/mcp.json or Claude’s connector settings)
~/.codex/config.toml)
Scopes
A key can only call tools within its granted scopes.| Scope | Grants |
|---|---|
workflows:read | View agents, their structure, custom tools, and background jobs |
workflows:write | Create and edit agents, prompts, structure, custom tools, and background jobs |
leads:read | View leads, history, and WhatsApp templates |
leads:write | Create/update leads, tags, status, and automation state |
rules:read | View reminder, recontact, and status-timeout rules |
rules:write | Create/update those rules |
people:read | View team members and pending invitations |
invites:write | Invite or revoke people |
messages:send | Send a WhatsApp/email message or trigger a call |
meetings:write | Log meetings, notes, and conversions |
Tool catalog
Workflows (agents)
This is the full “create an agent that does A, then B, then C” toolset — it maps directly to the Workflows and Workflow Tools REST endpoints.| Tool | Scope | Description |
|---|---|---|
list_workflows | workflows:read | List the client’s agents |
get_workflow | workflows:read | Fetch one agent with statuses/fields/tools |
create_workflow | workflows:write | Create an agent (funnel) with statuses |
set_workflow_prompt | workflows:write | Replace an agent’s base (global) prompt |
set_workflow_active | workflows:write | Activate (unpause) or pause an agent |
update_workflow | workflows:write | Rename an agent or change its description |
set_channel_prompt | workflows:write | Set a per-channel prompt override (merged) |
get_workflow_prompt_history | workflows:read | Read an agent’s prompt version history |
update_workflow_structure | workflows:write | Add/edit funnel statuses + fields (upsert, no delete) |
Custom tools
| Tool | Scope | Description |
|---|---|---|
list_workflow_tools | workflows:read | List an agent’s custom HTTP tools |
create_workflow_tool | workflows:write | Add a custom HTTP tool the agent can call |
update_workflow_tool | workflows:write | Edit a custom tool’s config |
delete_workflow_tool | workflows:write | Remove a custom tool (soft/hard) |
set_tool_stage_gate | workflows:write | Gate a custom tool to funnel stages |
Background jobs
| Tool | Scope | Description |
|---|---|---|
list_background_jobs | workflows:read | List background jobs |
get_background_job | workflows:read | Get a background job + recent executions |
create_background_job | workflows:write | Create a scheduled/forced lead automation |
update_background_job | workflows:write | Update a background job config |
delete_background_job | workflows:write | Delete a background job |
run_background_job | workflows:write | Force-run a background job now |
list_background_job_executions | workflows:read | A job’s execution history |
Leads
| Tool | Scope | Description |
|---|---|---|
list_leads | leads:read | Page through leads with search/filter |
get_lead | leads:read | One lead with fields + engagement |
get_lead_history | leads:read | Unified lead timeline |
upsert_leads | leads:write | Create/update leads (idempotent), optional enroll |
update_lead | leads:write | Update lead fields/metadata |
sync_lead_tags | leads:write | Set the exact tag set for a lead |
assign_lead_to_workflow | leads:write | Move a lead into an agent, start cadence |
set_lead_status | leads:write | Force a lead’s funnel status (forward/back) |
stop_automation | leads:write | Human takeover on: pause cadence |
resume_automation | leads:write | Human takeover off; optionally resume cadence |
delete_lead | leads:write | Soft-delete (archive) a lead |
Rules
| Tool | Scope | Description |
|---|---|---|
list_reminder_rules | rules:read | List lead reminder rules |
set_reminder_rule | rules:write | Create/update a lead reminder rule |
list_host_reminder_rules | rules:read | List host notification rules |
set_host_reminder_rule | rules:write | Create/update a host rule (email only) |
list_recontact_rules | rules:read | List re-engage rules |
set_recontact_rule | rules:write | Create/update a re-engage rule |
list_status_timeout_rules | rules:read | List status auto-timeout configs |
set_status_timeout_rule | rules:write | Set/clear a status auto-timeout |
People
| Tool | Scope | Description |
|---|---|---|
list_team | people:read | List active team members |
list_pending_invitations | people:read | List outstanding invitations |
invite_user | invites:write | Invite a person (admin or human agent), idempotent |
revoke_invitation | invites:write | Cancel a pending invitation |
Messaging
| Tool | Scope | Description |
|---|---|---|
list_whatsapp_templates | leads:read | List approved WhatsApp templates |
send_message | messages:send | Send WhatsApp/email or trigger a call |
Account
| Tool | Scope | Description |
|---|---|---|
list_lead_meetings | leads:read | List a lead’s calendar events |
create_meeting | meetings:write | Log a booked meeting (idempotent) |
ingest_meeting_notes | meetings:write | Attach transcript/summary to a meeting |
list_conversion_types | leads:read | List active conversion types |
set_conversion_type | leads:write | Create or update a conversion type by name |
create_conversion | leads:write | Record a conversion event |
list_conversions | leads:read | List conversion events |
list_campaigns | leads:read | List campaigns |
Meta
| Tool | Scope | Description |
|---|---|---|
whoami | — | Authenticated client identity + granted scopes |