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
- Open Bigmind and go to Personal integrations, then select Bigmind MCP.
- Configure any optional tool groups for the connection.
- Add Bigmind MCP to Cursor, Claude, ChatGPT, or another MCP client.
- 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 67 core tools. Advanced use cases can enable more tool groups from the Bigmind MCP integration page before authorizing or reconnecting an MCP client.
- Core — 67 tools, 56 read, 11 write. Default. Default tools for identity, CRM context, meetings, library search, pipeline review, teams, signals, skills, notes, todos, and documents.
- Lists — 28 tools, 15 read, 13 write. Opt-in. Work with Bigmind Lists and data tables, including rows, columns, cells, and outreach planning data.
- Campaigns — 16 tools, 9 read, 7 write. Opt-in. Configure campaign drafts, inspect bounded previews, supply sequences, edit unsent emails, or remove account sequences from active campaigns. Starting campaigns and full-audience generation remain UI-only.
- CRM — 31 tools, 26 read, 5 write. Opt-in. Read CRM context and inspect or update evidence-backed Deal and Account Framework assessments.
- CRM schema — 1 tool, 1 read, 0 write. Opt-in. Inspect connected CRM objects and fields, including types, identity fields, picklists, and references.
- 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 — 8 tools, 8 read, 0 write. Opt-in. Discover pipeline views and review opportunities, warnings, activity, configured CRM fields, and Deal or Account Framework assessments.
- Team — 4 tools, 4 read, 0 write. Opt-in. Look up organizations, teams, team members, and users visible to the connected account.
- Signals — 5 tools, 3 read, 2 write. Opt-in. Read account and contact signals, create signal events with CRM or custom identities, inspect signal details, and configure workspace signal definitions.
- Analysis — 8 tools, 8 read, 0 write. Opt-in. Read trackers, categories, and analysis metadata used to organize meeting insights.
- Library content — 16 tools, 0 read, 16 write. Opt-in. Create and update ICPs, playbooks, products, case studies, battlecards, 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 — 20 tools, 6 read, 14 write. Opt-in. List, create, edit, and delete coaching simulations; list, create, edit, and publish talking points, scorecards, scorecard questions, and playbooks.
- Analysis config — 14 tools, 6 read, 8 write. Opt-in. List, create, and edit trackers, categories, custom vocabulary, and Deal or Account Framework configurations.
- Development — 1 tool, 0 read, 1 write. Opt-in. Create, edit, build, and publish hosted mini apps and custom tools, and configure workspace signal definitions.
See Tools reference for the full generated list.
#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.