MCP

Overview

Connect Cursor, Claude, ChatGPT, and other MCP clients to your Bigmind workspace.

Bigmind MCP connects compatible AI clients to Bigmind through OAuth. The client acts as the signed-in user inside one selected workspace, so Bigmind applies the same permissions, visibility rules, and write checks used by the app.

Compliance note: Consult your legal and compliance team before connecting Bigmind MCP to external platforms.

#Quick start

  1. Open Bigmind and go to Personal integrations, then select Bigmind MCP.
  2. Copy the remote MCP server URL.
  3. Add that URL to Cursor, Claude, ChatGPT, or another MCP client.
  4. Complete OAuth, choose the Bigmind workspace, and approve the requested scopes.

For step-by-step setup, see Quick start, Cursor, Claude, or ChatGPT.

#What's available

The default connection exposes 51 core tools. Advanced use cases can opt into more tool groups by adding tools query parameters to the MCP URL.

  • Core — 51 tools, 47 read, 4 write. Default. Default tools for identity, CRM context, meetings, library search, pipeline review, teams, signals, skills, notes, todos, and documents.
  • Lists — 24 tools, 12 read, 12 write. Opt-in. Work with Bigmind Lists and data tables, including rows, columns, cells, and outreach planning data.
  • CRM — 21 tools, 19 read, 2 write. Opt-in. Read account, contact, deal, activity, note, and task context from connected CRM data.
  • Library — 7 tools, 6 read, 1 write. Opt-in. Search and read documents, templates, case studies, and company library knowledge.
  • Meetings — 13 tools, 13 read, 0 write. Opt-in. Access meeting records, transcripts, notes, summaries, scorecards, and meeting-linked CRM context.
  • Pipeline — 5 tools, 5 read, 0 write. Opt-in. Read pipeline opportunities, deal warnings, stages, ownership, and related account context.
  • Team — 4 tools, 4 read, 0 write. Opt-in. Look up organizations, teams, team members, and users visible to the connected account.
  • Signals — 2 tools, 2 read, 0 write. Opt-in. Read account signals and inspect signal details used by Bigmind.
  • Analysis — 7 tools, 7 read, 0 write. Opt-in. Read trackers, categories, and analysis metadata used to organize meeting insights.
  • Library content — 12 tools, 0 read, 12 write. Opt-in. Create and update ICPs, playbooks, products, case studies, and library documents.
  • Document templates — 2 tools, 0 read, 2 write. Opt-in. Create and update document templates with Bigmind editor tokens and AI instructions.
  • Coaching — 15 tools, 4 read, 11 write. Opt-in. List, create, edit, and publish talking points, scorecards, scorecard questions, and playbooks.
  • Analysis config — 13 tools, 5 read, 8 write. Opt-in. List, create, edit, and publish trackers, categories, custom vocabulary, and frameworks.

See Tools reference for the full generated list.

#Advanced URL examples

https://api.bigmind.ai/mcp
https://api.bigmind.ai/mcp?tools=lists.read
https://api.bigmind.ai/mcp?tools=lists.write
https://api.bigmind.ai/mcp?tools=library_content.write&tools=library_templates.write&tools=coaching.write&tools=analysis_config.write

#Example prompts

  • What changed in my active opportunities this week?
  • Summarize recent meetings for this account and list follow-up actions.
  • Create a discovery scorecard for enterprise expansion calls.
  • Find prospects in this list that mention Salesforce and draft next steps.

See Example prompts for more starting points.

Updated 6/17/2026