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The Thoughtly MCP server lets you connect your favorite AI tools, including Claude, ChatGPT, and Claude Code, directly to your Thoughtly data using the Model Context Protocol (MCP). Once connected, you can ask questions about your conversations in plain language: review call transcripts, search recent interactions, and summarize outcomes without opening the dashboard.
The MCP server is in limited availability. Contact your Thoughtly account team to request access. The server URL is provided when access is enabled for your team.

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What you can do

The MCP server exposes read-only tools for exploring your conversation history:
  • List your teams with the list_teams tool, including your role on each team.
  • Search and filter conversations with the get_conversations tool. Browse recent calls, SMS, and email interactions with contact info, status, duration, and a short summary. Filter by team, agent, conversation type, status, date range, or a free-text search.
  • Read full conversation details with the get_conversation tool, including the complete transcript, contact information, metadata, and tags.
All tools are read-only. An AI client connected through MCP can view your data but can never modify agents, contacts, or settings.

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Connect your AI client

Setup takes about a minute and happens entirely in your MCP client. There is nothing to configure in the Thoughtly dashboard.
1

Get the server URL

Request access from your Thoughtly account team. You will receive the MCP server URL once limited availability is enabled for you.
2

Add the MCP server to your client

In your AI client’s settings, add a new MCP server or connector using the provided URL. The Thoughtly MCP server uses streamable HTTP and works with Claude, ChatGPT, Claude Code, and other MCP-compatible clients.
3

Sign in with your Thoughtly account

The first time you connect, your client opens a browser window prompting you to sign in with your Thoughtly credentials. The server uses OAuth 2.1 with PKCE, so no API keys or tokens need to be copied or stored.
4

Start asking questions

Once signed in, ask things like “Summarize my calls from last week” or “Show me the transcript of the most recent conversation with Jane.”

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Working with multiple teams

If you belong to more than one team, conversation queries default to your primary team. To query a different team, ask the AI to list your teams first, then reference the team you want. The AI passes the appropriate team_id behind the scenes. You can only access teams you belong to. Thoughtly platform admins can query across teams.

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Example prompts

  • “What conversations did we have yesterday? Give me a one-line summary of each.”
  • “Find conversations with +1 555 numbers this month and list their outcomes.”
  • “Show me the full transcript of the latest call handled by my scheduling agent.”
  • “Which conversations this week were marked as failed, and what happened?”

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Permissions and security

  • You sign in with your existing Thoughtly account over OAuth 2.1. No separate credentials are issued.
  • You only see data for teams you are a member of, matching your dashboard access.
  • Every tool is read-only. Nothing an AI client does through MCP can change your Thoughtly data.
  • Access can be revoked by signing out of the connector in your AI client, or by contacting your account team.

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Troubleshooting

“You do not have access to this team.” The conversation or team you referenced belongs to a team you are not a member of. Ask the AI to run list_teams and pick from the teams shown. The client keeps asking me to sign in. OAuth sessions expire periodically for security. Sign in again when prompted; no data is lost. The server is not responding. Confirm you are using the exact URL provided for limited availability, and that your client supports streamable HTTP transport. If problems persist, contact your account team.