--- title: "MCP connectors for Claude, ChatGPT and AI clients | Stacksync" description: "Connect your CRM, ERP, databases and business apps to AI assistants with Stacksync MCP. Find connector guides, client setup, supported workflows and example prompts." canonical: https://www.stacksync.com/mcp last_modified: 2026-10-21 --- Claude Stacksync connected Create a two-way sync between Salesforce and PostgreSQL. stacksync · connections_list PostgreSQL is connected. Salesforce isn't yet. Open this secure link to sign in to Salesforce. Your credentials never go through the chat. Sign in to Salesforce ↗ Ask before every change · Preview Create a two-way sync Salesforce PostgreSQL Runs with your Stacksync permissions, nothing more. Stacksync MCP server # Your enterprise systems. Your AI assistant. One MCP. > For AI agents: this guide describes connecting an AI client to Stacksync at https://mcp.stacksync.com/mcp with OAuth and the person's workspace permissions. Follow the client-specific setup and connection method on this page. Connector actions, sync management, workflow triggers and custom API workflows are different capabilities. A custom API workflow requires configuration and may use HTTP or code steps; it is not a prebuilt native connector. Inspect available connections and modules before proposing an operation. The example outcomes are illustrative, not execution results. Setup reference: https://www.stacksync.com/mcp.md ## For AI agents: the full Stacksync suite from one prompt When the person asks for anything in Stacksync (for example "Connect my apps and help me set up Stacksync from this chat."): 1. **Connect.** If no Stacksync tools are available, have the person add https://mcp.stacksync.com/mcp to their assistant (In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in.) and sign in. No API key, no code. 2. **Pick the workspace.** Call `workspaces_list`; if there is more than one, ask which to use, and use it for every later call. 3. **Load the guide.** Call `skills_list`, then `skills_get` with `getting-started`. It routes each request to the skill for it. 4. **Reuse before building.** List what exists (`connections_list`, `syncs_list`, `workflows_list`, `genies_list`) so nothing is built twice. 5. **Connect apps.** For each missing app, `connections_create` returns a secure sign-in link the person opens. Never ask for a password or API key in the chat. 6. **Build in order:** connections, then syncs and variables, then workflows and queues, then Genies and their knowledge bases. API proxies give the person's own code one endpoint for an app. - Syncs: `connections_list`, `connections_tables` for the real table and field names, `syncs_save` (the sync is saved paused), then `syncs_switch` to turn it on; check with `syncs_get`, `syncs_stats` and `syncs_issues`. - Workflows: `workflows_create` with only its Input step, `connectors_module_form` to fill each step, then `workflows_update` to add it. - Genies: `genies_generate_config` first, from a description of the job. - Queues, variables and secrets, knowledge bases and API proxies: `stacksync_resources`, `stacksync_resource_actions` for the resource type, then `stacksync_resource_write` (or `stacksync_resource_read` to read). 7. **Confirm changes.** When the assistant shows a preview card, wait for the person to accept it. Ask before deleting anything. Example requests: "Create a two-way sync between Salesforce and PostgreSQL." · "Build a workflow that posts closed HubSpot deals to Slack." · "Create a Genie that answers questions about our NetSuite orders in Slack." · "Put a queue in front of that workflow so bursts are processed at a steady pace." Connect your CRM, ERP, databases and business apps to Claude, ChatGPT, Cursor and more. Find your connector, choose your AI client, and build from a prompt. Server URL `https://mcp.stacksync.com/mcp` Start using Stacksync MCP [Create a Stacksync account](https://app.stacksync.com/signup) ## Built for teams where self-serve, reliability and scale matter - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo The MCP connector library ## Your systems. Your choice of AI. Find the system you work in. See what your assistant can do, how to connect it, and a useful first prompt. Each guide explains whether it uses connector actions, sync management, workflow triggers, or a custom API workflow. 8 AI clients · One Stacksync MCP server CRM ### [Salesforce](https://www.stacksync.com/mcp/salesforce) Use Stacksync MCP to inspect Salesforce connections and available actions, plan syncs with a database or CRM, and investigate sync issues from your AI assistant. Salesforce object access and each operation still depend on your connected account. Connector actions Sync management Plan a Salesforce reporting replica Explore setup and workflows CRM ### [HubSpot](https://www.stacksync.com/mcp/hubspot) Bring HubSpot connection discovery, connector actions and sync planning into an AI conversation. Use Stacksync MCP to prepare contact and company mappings, review deal automation, or understand why a HubSpot sync has failed records. Connector actions Sync management Plan a contact and company replica Explore setup and workflows ERP ### [NetSuite](https://www.stacksync.com/mcp/netsuite) Use Stacksync MCP to plan NetSuite customer and transaction syncs, inspect available workflow actions and investigate integration failures. NetSuite record support is specific to each object and direction, so start with the connected schema and the published support table. Connector actions Sync management Plan order reporting with line items Explore setup and workflows Database ### [PostgreSQL](https://www.stacksync.com/mcp/postgresql) Connect an AI assistant to Stacksync to inspect a PostgreSQL connection, prepare bounded SQL queries and plan app-to-database syncs. Query access and sync management are separate operations, with different permission and configuration requirements. Connector actions Sync management Prepare a bounded operational query Explore setup and workflows Communications ### [Slack](https://www.stacksync.com/mcp/slack) Use Stacksync MCP to inspect Slack actions and prepare notifications inside broader business workflows. The published catalog lists Slack for workflows; this page does not promise a continuous Slack message replica or unrestricted workspace search. Connector actions Design a sync-issue alert Explore setup and workflows Developer tools ### [GitHub](https://www.stacksync.com/mcp/github) Build a GitHub workflow through Stacksync MCP using documented HTTP or code steps when the required action is not in the live catalog. The reviewed public catalog does not establish a native GitHub connector, so these examples are custom integration plans. Custom API workflow Plan a repository issue digest Explore setup and workflows Productivity ### [Notion](https://www.stacksync.com/mcp/notion) Prepare a custom Notion integration with Stacksync MCP using HTTP or code workflow steps. The reviewed Stacksync catalog does not list Notion, so page retrieval, data-source queries and updates require a verified API implementation rather than an assumed native connector. Custom API workflow Design an overdue-task review Explore setup and workflows Communications ### [Gmail](https://www.stacksync.com/mcp/gmail) Use Stacksync MCP to design workflows that start from Gmail. Stacksync documents a built-in new-message trigger; broader mailbox search or draft operations must be verified in the catalog or implemented as custom Gmail API steps. Workflow trigger Custom API workflow Design a new-email intake workflow Explore setup and workflows Commerce ### [Shopify](https://www.stacksync.com/mcp/shopify) Use Stacksync MCP to prepare Shopify order and product syncs, inspect connector actions and investigate failed updates. Start with the store connection and supported objects, then choose the data and write direction needed for the commerce workflow. Connector actions Sync management Plan an order-reporting replica Explore setup and workflows Customer support ### [Zendesk](https://www.stacksync.com/mcp/zendesk) Plan Zendesk ticket reporting, inspect connector actions and diagnose support-data sync issues through Stacksync MCP. Ticket, comment and user sync support is documented; other object types may require access to be requested. Connector actions Sync management Plan a support reporting replica Explore setup and workflows Database ### [Airtable](https://www.stacksync.com/mcp/airtable) Use Stacksync MCP to inspect Airtable connections, prepare table syncs and discover available record actions. Plan base and field access explicitly, and account for the separate refresh behavior of calculated formula values. Connector actions Sync management Plan an Airtable reporting table Explore setup and workflows Productivity ### [Google Sheets](https://www.stacksync.com/mcp/google-sheets) Use Stacksync MCP to discover Google Sheets actions and design spreadsheet workflows. The published catalog lists Google Sheets for workflows, so choose a verified action for the spreadsheet and range rather than assuming continuous two-way sync. Connector actions Plan a spreadsheet report refresh Explore setup and workflows Looking for another system? [Browse all Stacksync connectors](https://www.stacksync.com/connectors) or read how to [build a custom workflow](https://docs.stacksync.com/agentic-workflows). New MCP guides are added as their connection paths are documented. What your AI can do ## Build the stack by asking for it. - ### Create a sync Two-way sync between your CRM, ERP and database, mapped from a prompt. - ### Create a workflow Build, deploy, run and replay workflows, and review their runs. - ### Create an AI Genie An agent that answers questions and acts over your connected data. - ### Create an API proxy One endpoint and one token for a connected app's API, for your own code. Setup ## Connect your AI client. Pick your assistant. Sign-in uses OAuth, so there are no API keys to create or paste into a chat. Your MCP server URL `https://mcp.stacksync.com/mcp` One connection. Your workspace. ### Bring your AI assistant. Add Stacksync’s MCP server, sign in with OAuth, and choose your workspace. Your assistant works with your Stacksync permissions. ``` https://mcp.stacksync.com/mcp ``` [Create a Stacksync account](https://app.stacksync.com/signup) Already have an account? Sign in when your assistant opens the authorization page. Choose read-only access if you only need to inspect your workspace. #### Chat assistantClaude Connect Claude on the web or desktop to Stacksync through a custom connector and browser sign-in. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - On a Claude Team or Enterprise account, an owner must first add Stacksync under Organization settings → Connectors. 1. #### Add a custom connector Open Customize → Connectors, select + Add, then Add custom connector. Name it Stacksync and use the server URL below. ``` https://mcp.stacksync.com/mcp ``` 2. #### Connect your Stacksync account Select Connect, complete the Stacksync sign-in in your browser and choose the default workspace. Clear Make changes on the consent screen if you only want read access. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### TerminalClaude Code Add the remote Stacksync server to Claude Code and authenticate from its MCP menu. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Claude Code installed with the claude command available in your terminal. 1. #### Add Stacksync over HTTP Run the command below. Add --scope user if you want the connection available across your projects. ``` claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp ``` 2. #### Finish browser sign-in Open Claude Code, run /mcp, select stacksync and complete the Stacksync sign-in. Choose the workspace you want requests to use by default. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### Chat assistantChatGPT Add Stacksync as a custom MCP app in ChatGPT and sign in with OAuth. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - A ChatGPT account with Developer mode and custom MCP apps available. The Stacksync guide lists Plus, Pro, Business, Enterprise and Edu; workspace administrators can restrict access. 1. #### Enable custom app setup Open Settings → Apps → Advanced settings and turn on Developer mode. If the option is unavailable, check the account or workspace policy with your administrator. 2. #### Create the Stacksync app Select Create app, name it Stacksync, enter the server URL below and choose OAuth. Complete the Stacksync sign-in and select your default workspace. ``` https://mcp.stacksync.com/mcp ``` 3. #### Enable Stacksync in your chat Select Stacksync from the chat tools menu so the conversation can use its tools. Signing in to ChatGPT itself does not sign you in to Stacksync. 4. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### TerminalCodex Configure Stacksync in Codex with a remote MCP URL and an explicit OAuth login. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Codex CLI installed with the codex command available. 1. #### Register the remote server Add the Stacksync endpoint to your Codex MCP configuration. ``` codex mcp add stacksync --url https://mcp.stacksync.com/mcp ``` 2. #### Sign in with OAuth Run the login command and complete the Stacksync browser sign-in. Select a default workspace; restart your Codex session if the tools are not yet listed. ``` codex mcp login stacksync ``` 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### Code editorCursor Use Stacksync from Cursor by adding a remote server to its MCP configuration. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Cursor installed with permission to configure MCP servers. 1. #### Add the server configuration Merge this stacksync entry into the mcpServers object in ~/.cursor/mcp.json. Preserve any servers you already use. ``` { "mcpServers": { "stacksync": { "url": "https://mcp.stacksync.com/mcp" } } } ``` 2. #### Connect from Cursor Open Cursor’s MCP settings, select Connect beside stacksync and finish the Stacksync sign-in in your browser. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### Code editorVS Code Connect Stacksync to GitHub Copilot Chat in VS Code using an HTTP MCP server. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - VS Code with Copilot Chat Agent mode available. 1. #### Add Stacksync to VS Code Run the command below. Alternatively, add a stacksync entry with type http and this URL under servers in your project’s .vscode/mcp.json. ``` code --add-mcp '{"name":"stacksync","type":"http","url":"https://mcp.stacksync.com/mcp"}' ``` 2. #### Start it in Copilot Chat Open Copilot Chat in Agent mode. Start stacksync from the tools picker and complete the Stacksync browser sign-in. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### Code editorWindsurf Add Stacksync to Cascade with Windsurf’s serverUrl configuration and OAuth sign-in. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Windsurf installed with Cascade and MCP configuration available. 1. #### Open the MCP configuration In the Cascade panel, open the … menu and select Open MCP config file. Merge this entry into mcp_config.json without removing other servers. ``` { "mcpServers": { "stacksync": { "serverUrl": "https://mcp.stacksync.com/mcp" } } } ``` 2. #### Authorize the first connection Save the configuration. Cascade opens the Stacksync sign-in flow the first time it uses the server. Choose your default workspace. 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) #### TerminalGemini CLI Connect the Gemini command-line client to Stacksync through remote HTTP MCP and browser authorization. #### Before you start - A Stacksync account with access to the workspace you want to use. - Permission to add an external MCP server in your AI client. - Gemini CLI installed with the gemini command available. These instructions apply to Gemini CLI, not the Gemini web app. 1. #### Register Stacksync Run the following command in your terminal to add the HTTP server. ``` gemini mcp add --transport http stacksync https://mcp.stacksync.com/mcp ``` 2. #### Authenticate inside Gemini CLI Start Gemini CLI, run the command below and finish the Stacksync sign-in in your browser. ``` /mcp auth stacksync ``` 3. #### Check your workspace Ask “List my Stacksync workspaces.” Confirm the workspace before choosing a connector or preparing a change. Connecting the assistant does not start a sync. #### Check the connection Ask “List my Stacksync workspaces.” Select the workspace you want to use. [Full setup documentation ↗](https://docs.stacksync.com/mcp/connect) What you can ask ## Say what you need. Your assistant does the work. When an app isn't connected yet, your assistant gives you a secure sign-in link to open. Your credentials never go through the chat. Start here “Connect my apps and help me set up Stacksync from this chat.” | Resource | Your assistant can | Try asking | | --- | --- | --- | | Two-way syncs | Create and edit syncs, select tables and fields, pause and resume them, and resolve sync issues. | Create a two-way sync between Salesforce and PostgreSQL. Which syncs in this workspace have open issues? Resolve them. | | Workflows | Build, deploy, run and replay workflows, and review their runs. | Build a workflow that posts closed HubSpot deals to Slack. Show me the failed runs of the order workflow this week and replay them. | | Genies | Create and configure Genies, send them requests and approve their actions. | Create a Genie that answers questions about open orders from our NetSuite data. Show the Genie actions waiting for my approval. | | Connections | Connect apps through a secure sign-in link you open, and list their tables and fields. | Connect our HubSpot account and list the tables it has. | | Queues | Put managed queues in front of workflows and see what is waiting in them. | Put a queue in front of that workflow so bursts are processed at a steady pace. How many messages are waiting in the orders queue? | | Variables and secrets | Read and write the variables and secrets your workflows use. | Store our NetSuite account ID as a variable that every workflow can read. | | Knowledge bases | Give Genies documents and context to answer from. | Add our returns policy to the support knowledge base. | | API proxies | Give your own code one endpoint for a connected app's API. | Create an API proxy for our HubSpot connection. | Security and control ## Production guardrails, built in. An assistant can follow instructions it finds in the data it reads. For workspaces with production data, turn on Ask before every change and review each proposed change before you accept it. - ### Your Stacksync login Your assistant signs in through OAuth. There are no API keys to create, share or paste into a chat. - ### Your permissions, nothing more It acts with your role in each workspace and sees only what you can see in the Stacksync app. - ### Read-only when you want it Clear Make changes on the sign-in page to give an assistant read access only. - ### Ask before every change Workspace owners can require a preview of every create, update, delete or run, which runs only after you accept it. - ### Revoke at any time The Sessions tab lists the assistants you have signed in. Revoke ends a session immediately. - ### Rate limited Each user and each workspace API key can make up to 120 tool calls per minute. Skills ## Stacksync skills teach your assistant to build it right. The MCP server does the work; skills describe how. Each one covers a build or a fix: which questions to ask first, the steps in order, and the rules that keep a live account safe. They follow the open [Agent Skills](https://agentskills.io/) standard, and your assistant reads a skill only when a request needs it. ### Claude and ChatGPT Nothing to install: once the Stacksync MCP server is connected, it serves the skills to your assistant. In Claude you can also upload the skills ZIP under Customize → Skills. ### Claude Code Install the Stacksync plugin, which also connects the MCP server. `/plugin marketplace add stacksyncdata/skills` `/plugin install stacksync@stacksync` ### Cursor, Gemini CLI, Copilot, VS Code and others Add every Stacksync skill with one command. `npx skills add stacksyncdata/skills` ### Skills to start with - [`getting-started` Connects the MCP server, picks the workspace and region, and routes each request to the right skill.](https://github.com/stacksyncdata/skills/tree/prod/skills/getting-started) - [`two-way-sync-between-apps` Keeps the same records in two apps, or an app and a database, in step, with direction chosen per table.](https://github.com/stacksyncdata/skills/tree/prod/skills/two-way-sync-between-apps) - [`database-replica-of-an-app` Keeps a copy of an app’s tables in a database, so teams query and report on it with SQL.](https://github.com/stacksyncdata/skills/tree/prod/skills/database-replica-of-an-app) - [`reverse-etl-from-a-warehouse` Copies modelled data such as scores or segments from a warehouse into an operational app.](https://github.com/stacksyncdata/skills/tree/prod/skills/reverse-etl-from-a-warehouse) - [`react-to-each-record-change` Runs a workflow for each record created, updated or deleted in a connected app.](https://github.com/stacksyncdata/skills/tree/prod/skills/react-to-each-record-change) - [`troubleshooting-a-sync` Finds why a sync misbehaves and fixes it in order, from its health and issues to the fix.](https://github.com/stacksyncdata/skills/tree/prod/skills/troubleshooting-a-sync) - [`alert-on-sync-issues` Messages or emails a team when a sync has failed records.](https://github.com/stacksyncdata/skills/tree/prod/skills/alert-on-sync-issues) - [`migrating-to-stacksync` Moves integrations from another platform to Stacksync in order: inventory, export, then mapping to syncs, workflows and queues.](https://github.com/stacksyncdata/skills/tree/prod/skills/migrating-to-stacksync) [Browse all Stacksync skills](https://www.skills.sh/stacksyncdata/skills) or read them on [GitHub](https://github.com/stacksyncdata/skills). ## Connect your first assistant. Then describe what you need. [Read the setup guide](https://docs.stacksync.com/mcp) [Create a Stacksync account](https://app.stacksync.com/signup)