Coherence XRM

MCP (Model Context Protocol) server that exposes Coherence as tools for Claude, Cursor, Cline, and other MCP-compatible clients.

The headline: chat_with_agent — send a message to your Coherence agent (Nash) from Claude Desktop and it can draft emails, create reminders, update records, post to social, create landing pages, and more, all under your workspace's approval rules.

Quickstart

1. Create an API key

In Coherence, go to Settings → API Keys → Create new key. Copy the sk_live_… value — it's only shown once. The Coherence UI will hand you a ready-to-paste JSON snippet that you can drop straight into your MCP client config.

2. Add to your MCP client

Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "coherence": {
      "command": "npx",
      "args": ["-y", "@coherenceos/mcp-server"],
      "env": {
        "COHERENCE_API_URL": "https://api.getcoherence.io/v1",
        "COHERENCE_API_TOKEN": "sk_live_..."
      }
    }
  }
}

Cursor / Cline / Continue / Windsurf: same JSON, dropped into each tool's MCP settings file.

3. Talk to your workspace

Restart your MCP client, then try:

"Ask my Coherence agent to draft a follow-up email to the leads I created this week."

"List my open deals over $50k."

"Create a contact for Jane Doe at Acme Corp, then remind me to follow up next Tuesday."

Available tools

Tool	What it does
chat_with_agent	Send a message to a Coherence agent; the agent uses its own toolset (email, reminders, calendar, social, landing pages, approvals, etc.) and returns its response
list_modules	List CRM modules in the workspace
list_module_fields	List fields on a module — useful before creating/updating records
list_records	List records in a module with search + pagination
get_record	Get a single record by ID
create_record	Create a new record
update_record	Update a record's fields
delete_record	Soft-delete a record (recoverable from trash)
list_outreach_items	List blog articles, LinkedIn posts, emails, etc.
get_outreach_item	Get a single outreach item, including its MDX content
create_outreach_item	Create a new outreach item
update_outreach_body	Update the MDX body of an outreach item
update_outreach_item	Update outreach metadata (title, status, etc.)

For everything else — calendar events, sending email, posting to social, creating landing pages, managing approvals — use chat_with_agent. The agent has the full toolset.

Environment variables

Variable	Required	Default	Description
COHERENCE_API_TOKEN	Yes	—	API key (sk_live_…) from your Coherence workspace
COHERENCE_API_URL	No	https://api.getcoherence.io/v1	API base URL

Scopes

When you create an API key in Coherence you can pick scopes. If you tick none, the key inherits your full user permissions (the default). If you tick some, the key is restricted to those:

• records:read, records:write — module records
• collab:read, collab:write — Collab documents
• agents:read, agents:write — agents and chat_with_agent
• workspace:read — modules, fields, workspace metadata

Approval gates (sendEmail, postToSocial, etc.) are enforced inside the Coherence platform regardless of which scopes a key holds — an API key cannot bypass them.

Links

• Coherence: https://getcoherence.io
• MCP landing page: https://getcoherence.io/mcp
• Docs & quickstart: https://getcoherence.io/docs/mcp/quickstart
• API docs (OpenAPI): https://api.getcoherence.io/v1/openapi.json
• Issues: https://github.com/getcoherence/mcp-server/issues