Which surface do I want?
MCP server
For AI agents and sellers’ AI tools. Claude, ChatGPT, Cursor, or your own agent connects over MCP with OAuth per user. Tools are self-describing, so the agent discovers what it can do.
REST API
For dashboards, ETL, and internal tools. Versioned endpoints under
/api/v1, an organization API key, and predictable request and response shapes.
Both surfaces read the same underlying data. An agent over MCP and a nightly job over REST see the same deals.
MCP is not an administration surface. Organization membership, teams, integrations, provider mappings, API keys, and organization settings stay in the web app.
Connect over MCP
Open Settings → Connections in Tempo and pick the card for your client. The setup dialog gives you the server URL:
Turn on Include Skills and Build tools in that dialog to get
?toolset=seller_default,build instead. See MCP toolsets for what each toolset contains and MCP setup for client-specific instructions.
What the MCP surface exposes
Tools are grouped into five toolsets:
Build tools are permission-gated. A caller sees only the actions their account can take, so do not infer that data is missing from an unavailable action.
Design notes worth knowing
Tools report their own readiness. Configuration tools return allowed actions and named blockers rather than failing opaquely. Read those before retrying. Mutations are revision-checked. Playbook sources and Skills carry arevision. Pass the revision you read; a concurrent edit rejects the write instead of silently overwriting it. On conflict, list again and reapply.
Organization-wide field changes need an admin. Only the deal owner or an organization admin can approve, reject, or create CRM update proposals on a deal. Creating or changing organization-wide Tempo-managed field definitions requires organization admin access.
Where to go next
MCP toolsets
Choose which tool groups a connection exposes.
MCP tool reference
Browse every tool available to connected agents and assistants.
REST API reference
API keys, endpoints, and the query API.

