AI Agents (MCP)

ClearStaq runs a remote MCP server. Add it to Claude, ChatGPT, Claude Code, Codex, Gemini, Grok or any client that supports remote MCP servers, and the assistant can work in ClearStaq as you: read applications and analyses, submit documents, and answer questions about your deals.

Everything here lives under Settings → AI agents.

Connect an agent

1. In Settings → AI agents → Connect an agent, copy the server URL (https://app.clearstaq.com/mcp).
2. Pick your assistant's tab for its own steps. In Claude: open Settings → Connectors, choose Add custom connector, paste the URL and select Connect.
3. Sign in to ClearStaq when asked and choose what the agent may do.

What the agent can do

The agent acts as you. It sees only the businesses and applications you can open, and every action it takes is recorded as yours, via the agent.

Your connected agents

Your connected agents lists the agents you signed in with. Disconnect stops an agent at its next call. Switch between Mine and Whole organization to see your own agents or everyone's.

Personal keys

Some agents can't open a browser to sign in. For those, create a personal key under Your personal keys. A key acts as the person who created it, so treat it like a password.

Recent agent actions

Recent agent actions shows every tool an agent called in the last 30 days. It records which tool and when, never the values the agent sent.

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FAQ

Which plans include MCP? Every plan.

Can an agent see deals I can't? No. It has exactly your access.

Where is the API reference? See API & Webhooks and the API reference.