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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.

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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, so 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.

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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.

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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.

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Available tools

Once connected, your AI client discovers 43 tools for searching and reading your firm’s data, running workflows, and (with the right permissions) authoring workflows. Tools return JSON in a text content block — see the tools reference for parameters, response shapes, and examples.
CategoryTools
Companiessearch_companies, list_companies, list_company_tags, get_company
Documentssearch_documents, get_document
Peoplesearch_people, get_person
Dealssearch_deals, get_deal
Users & teamsget_current_user, search_users, get_user, list_teams, get_team
Listslist_lists, get_list, get_list_entries
Activitiesget_activities, get_activity
Screenings & scoringsearch_screenings, get_screening, get_screening_scores, list_scoring_frameworks, get_scoring_framework
Workflows (read & run)list_workflows, get_workflow, get_workflow_step, list_workflow_runs, get_workflow_run, get_workflow_run_step, run_workflow, review_workflow_hitl_step
Workflows (authoring)create_workflow, update_workflow_details, configure_workflow_input, configure_workflow_trigger, configure_workflow_output, add_workflow_step, update_workflow_step, delete_workflow_step, move_workflow_step, list_workflow_authoring_options
The server also exposes resources (field definitions, document types) and prompts (guided research workflows). Details are in the tools reference.
The exact tools available to you depend on your OAuth scopes, organization settings, and app permissions.

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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.