Introduction
This feature is available to both Lofty AOS and Lofty Classic users.
As more people adopt AI into their daily work, they're not asking "can engineering build this?" anymore, they're asking "can I just tell my AI to go get it?" People want their tech stack pulled into one place they already trust, so they can ask questions and get things done without hopping between five different logins.
Lofty MCP allows any Lofty user to connect Lofty to their AI platform of choice (Claude, ChatGPT, Cursor, etc.) so they can chat with their AI and build workflows around data that comes from Lofty.
Documentation, how to install, and endpoints are available at: https://developer.lofty.com/mcp/overview
What Is the Lofty MCP Server?
The Lofty MCP server provides a secure connection between your Lofty account and AI applications that support MCP. After setup, you can interact with your Lofty data using conversational prompts rather than navigating through multiple screens.
Examples may include:
- Looking up lead information
- Reviewing transactions
- Updating contact records
- Accessing CRM information through supported AI tools
The exact capabilities available depend on the AI application and permissions granted during setup.
Before You Begin
Make sure that:
- You have an active Lofty account.
- You have access to a compatible AI application that supports MCP.
- You have the Lofty MCP server connection information from Lofty's developer documentation.
- You have created an API key so your AI application can connect to your Lofty account.
- See how here: API Key Management
How to Connect the Lofty MCP Server
- Open your MCP-compatible AI application.
- Connect Lofty MCP to your AI application of choice
- Chat with your AI
Lofty MCP supports a variety of read/write actions (screenshot below)
Security and Permissions
Access provided through the Lofty MCP server is governed by the permissions associated with your Lofty account. You should only connect trusted AI applications and follow your organization's security policies when granting access.
Questions?
If you have any questions regarding this topic or any others, please contact our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
Comments
0 comments
Please sign in to leave a comment.