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90 changes: 89 additions & 1 deletion mintlify/features/mcp-server.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -16,7 +16,7 @@ Think of it as giving your AI assistant a direct line to everything Endgame know

## Getting Started

We recommend connecting Endgame through either **Claude's custom connector** or the **ChatGPT app**. Both options give your AI assistant direct access to all Endgame tools.
We recommend connecting Endgame through **Claude's custom connector**, the **ChatGPT app**, or directly in a **Claude Code** or **Codex** terminal session. All options give your AI assistant direct access to all Endgame tools.

<Note>
If you previously installed the legacy Endgame MCP extension, you may need to
Expand Down Expand Up @@ -107,6 +107,94 @@ You can connect Endgame to ChatGPT by adding it as a custom app. An admin must p
</Step>
</Steps>

### Connect via Claude Code

Use the Claude Code CLI to add Endgame as a remote MCP server. This is a good option if you work in the terminal and want Endgame tools available in your Claude Code sessions.

<Steps>
<Step title="Add the Endgame MCP server">
In your terminal, run:

```bash
claude mcp add --transport http endgame https://app.endgame.io/api/v1/mcp
```

This uses the default `local` scope, which ties the server to the current project directory. If you want Endgame available across all your projects, use `--scope user` instead:

```bash
claude mcp add --transport http endgame --scope user https://app.endgame.io/api/v1/mcp
```

To share the config with your team, use `--scope project`. This writes the server to a `.mcp.json` file in your project root — commit that file to git and anyone who clones the repo will have it configured automatically:

```bash
claude mcp add --transport http endgame --scope project https://app.endgame.io/api/v1/mcp
```

</Step>
<Step title="Authenticate with Endgame">
Start a Claude Code session and verify the server is connected:

```bash
claude
```

In the session, run `/mcp`. This shows live connection status and confirms Endgame tools are loading. Select the Endgame server and follow the browser prompts to sign in with your Endgame account.

<Note>
You'll be prompted to authenticate the first time you connect. Claude Code will open a browser window to complete the OAuth flow with Endgame.
</Note>

</Step>
<Step title="Start asking questions">
Once connected, ask Claude anything about your accounts, pipeline, meetings, or conversations. Claude will automatically use the right Endgame tools to find your answer.
</Step>
</Steps>

### Connect via Codex

Use the Codex CLI to add Endgame as a remote MCP server. This is a good option if you work in Codex terminal sessions and want Endgame tools available there.

<Steps>
<Step title="Add the Endgame MCP server">
In your terminal, run:

```bash
codex mcp add endgame --url https://app.endgame.io/api/v1/mcp
```

Codex detects OAuth support and may start the login flow automatically. If it does not, authenticate separately:

```bash
codex mcp login endgame
```

<Note>
Running this command will open a browser window prompting you to sign in with your Endgame account. Complete the login there and Codex will store your credentials automatically.
</Note>

Verify the server was added:

```bash
codex mcp list
```

</Step>
<Step title="Start a Codex session">
Launch Codex in the directory where you want to work:

```bash
codex
```

Endgame tools are available once the MCP server is connected and authenticated.

</Step>
<Step title="Start asking questions">
Once connected, ask Codex anything about your accounts, pipeline, meetings, or conversations. Codex will automatically use the right Endgame tools to find your answer.
</Step>
</Steps>

## How to Use It

Once connected, simply ask your AI assistant questions about your business. You don't need to use any special syntax -- your assistant will automatically select the right Endgame tools based on your question.
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