Introduction
Lofty provides its own MCP (Model Context Protocol) server, allowing users to connect their Lofty account to compatible AI tools such as Claude and other MCP-enabled applications. Once connected, the AI can access authorized Lofty data and perform supported actions using natural language. Detailed information on the Lofty MCP is available here: https://developer.lofty.com/mcp/overview
This feature is available to both Lofty AOS and Lofty Classic users.
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.
How to Connect the Lofty MCP Server
- Open your MCP-compatible AI application.
- Navigate to the application's MCP or Connector settings.
- Choose to add a new MCP server.
- Enter the Lofty MCP server information provided in the Lofty developer documentation.
- Complete any required authentication steps.
- Verify the connection and begin interacting with your Lofty account through the AI application.
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.
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