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The Metal MCP server lets MCP-compatible AI tools — like Cursor, Claude, and ChatGPT — securely access your firm’s Metal data. Once connected, your assistant can search companies, deals, people, and documents, and run workflows, grounded in your organization’s knowledge. Model Context Protocol (MCP) is an open standard for connecting AI applications to external tools and data.

Server URL

Connect your AI tool to the hosted Metal MCP server:
https://mcp.metal.ai/mcp
The server speaks streamable HTTP and authenticates with OAuth — there’s no API key to manage. When you connect, your tool opens a browser window to sign in with your Metal account. If you belong to more than one organization, you choose which one to connect.
Access is scoped to your Metal user and organization, and respects the same permissions you have in the app.

Prerequisites

1

Ask an admin to enable MCP

An organization admin must turn on the MCP server first: in the Metal app, go to Settings → Organization → API & MCP Access and enable Allow access to the Metal MCP server.
2

Use an MCP-compatible tool

You need a client that supports remote MCP servers, such as Cursor, Claude, or ChatGPT. See other clients for everything else.

Connect your tool

Cursor

Add Metal as a remote MCP server in Cursor.

Claude

Add Metal as a connector in Claude.

ChatGPT

Add Metal as a connector in ChatGPT.
Using a different client? See other MCP clients.

Available tools

Once connected, your AI tool can use these Metal tools:
ToolDescription
search_companiesSearch companies by name, sector, location, or description.
get_companyGet a detailed company profile by ID.
search_documentsSemantic and keyword search across documents.
search_peopleSearch contacts by name, title, company, or email.
get_personGet a detailed contact profile by ID.
search_dealsSearch deals by name, company, or description.
get_dealGet a detailed deal by ID.
list_listsList the resource lists in your organization.
get_listGet a list with its column schema and entries.
get_activitiesGet activities for a company.
get_activityGet a single activity by ID.
list_workflowsDiscover workflows you can inspect or run.
get_workflowGet a workflow’s schema and accepted inputs.
get_workflow_stepGet a single workflow step definition.
list_workflow_runsList workflow runs, with optional filters.
get_workflow_runGet a run’s status, outputs, and citations.
get_workflow_run_stepGet a run step’s evidence, tool calls, artifacts, and errors.
run_workflowStart a run of a published workflow.
review_workflow_hitl_stepApprove or reject a workflow human-in-the-loop step.
The exact tools available to you depend on your organization’s settings and your permissions.

Troubleshooting

Confirm an admin has enabled Allow access to the Metal MCP server under Settings → Organization → API & MCP Access. Then clear your tool’s saved Metal connection and reconnect so it can complete a fresh OAuth sign-in.
Disconnect and reconnect. During sign-in, Metal prompts you to choose an organization when your account belongs to more than one.
Use a bridge like mcp-remote. See other MCP clients.