> ## Documentation Index
> Fetch the complete documentation index at: https://guide.rolodexcrm.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Rolodex MCP server
> Connect AI assistants like Claude or ChatGPT directly to your Rolodex workspace.
The Rolodex MCP server lets AI assistants like Claude Desktop or ChatGPT talk directly to your Rolodex workspace. Instead of copy-pasting contact info or switching tabs, you can ask your assistant to look up contacts, create tasks, take notes, and more — all backed by your live Rolodex data.
## Connecting for the first time
| Field | Value |
| --------------------- | -------------------------------- |
| Name | Rolodex |
| Remote MCP server URL | `https://mcp.rolodexcrm.com/mcp` |
Claude will redirect you to Rolodex to sign in and pick a workspace.
| Field | Value |
| -------------- | -------------------------------- |
| Name | Rolodex |
| MCP Server URL | `https://mcp.rolodexcrm.com/mcp` |
ChatGPT will redirect you to Rolodex to sign in and pick a workspace.
For Claude Code and other MCP-compatible command line tools, run:
```bash theme={null}
npx add-mcp https://mcp.rolodexcrm.com/mcp
```
The CLI will open a browser window so you can sign in to Rolodex and pick the workspace this client should access.
Your credentials are stored securely as short-lived tokens (1-hour access, 30-day refresh). You won't need to log in again unless the refresh expires.
## What you can do
### Search across your workspace
Ask your assistant to find anything across your workspace in one shot:
* "Find anything related to Acme Corp"
* "Search for Sarah Chen"
* "Look up the note I wrote about the Series B meeting"
### Contacts
| What to ask | What happens |
| ------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| "Look up John Smith" | Fetches the contact with emails, phones, tags, companies, and lists |
| "Create a contact: Jane Doe, [jane@example.com](mailto:jane@example.com)" | Creates the contact |
| "Update Sarah's title to VP of Engineering" | Updates the field |
| "Add [jane@acme.com](mailto:jane@acme.com) as John Smith's primary email" | Adds the email to the contact, can mark it primary or replace existing ones |
| "Link Sarah Chen to Acme Corp" | Associates the contact with that company — finds it by name, or creates it if it doesn't exist |
| "Delete the duplicate contact for Bob" | Permanently deletes it |
| "List all contacts, sorted by most recently updated" | Returns a paginated list |
### Companies
| What to ask | What happens |
| ----------------------------------------- | ------------------------------------------------- |
| "Look up Acme Corp" | Fetches the company with linked contacts and tags |
| "Create a company called Initech" | Creates it |
| "Update Initech's website to initech.com" | Updates the field |
| "List all companies" | Returns a paginated list |
### Notes
| What to ask | What happens |
| ---------------------------------------------------------- | ------------------------------------- |
| "Add a note to Sarah Chen: discussed renewal, she's happy" | Creates a note linked to that contact |
| "Show me the last 5 notes for John Smith" | Lists notes, newest first |
| "Delete that note" | Permanently deletes it |
Notes support Markdown formatting, so your assistant can write structured notes with headers, bullet points, and more.
### Tasks
| What to ask | What happens |
| ---------------------------------------------- | ---------------------------------------------- |
| "Create a task: follow up with Acme by Friday" | Creates a task, optionally linked to a contact |
| "Show me my open tasks" | Lists your pending tasks |
| "Mark the Acme follow-up task as done" | Completes it |
### Lists and tags
Lists and tags are how Rolodex organizes contacts and companies into groups.
| What to ask | What happens |
| --------------------------------------------------- | ------------------------------------------- |
| "What lists do we have?" | Shows all lists in your workspace |
| "Add Sarah Chen to the 'Enterprise Prospects' list" | Adds her — safe to repeat, won't duplicate |
| "What tags exist?" | Shows all tags, optionally filtered by name |
| "Tag John Smith as 'investor'" | Adds the tag |
### Custom fields
Your assistant can manage both custom field **values** on records and the custom field **schema** itself.
| What to ask | What happens |
| ------------------------------------------------------------------------------------------------------- | ---------------------------------------------- |
| "Set Sarah Chen's 'Deal Stage' to Negotiation" | Sets the custom field value on the contact |
| "Clear the 'Priority' field on John Smith" | Removes the value |
| "Create a single-select custom field called 'Deal Stage' with options Prospecting, Negotiation, Closed" | Creates the field definition |
| "Archive the 'Old Pipeline' custom field" | Archives it so it no longer appears on records |
| "Remove the 'Test Field' custom field" | Deletes the field |
Because Boards are grouped by a single-select custom field, updating a contact's field value through your assistant will move its card on the board automatically.
### Workspace
| What to ask | What happens |
| --------------------------------- | ------------------------------------------ |
| "Who am I logged in as?" | Returns your user ID and workspace |
| "What workspaces do I belong to?" | Lists all workspaces and your role in each |
## Tips for getting the most out of it
* **Be specific with names.** The assistant searches your live data, so "Sarah" might match multiple contacts. Adding a last name or company helps it find the right one.
* **Chain requests naturally.** You can say "Find Acme Corp and add a note that we spoke today about the contract renewal" in one go.
* **Bulk workflows work.** You can ask things like "Create tasks to follow up with each contact in the 'Hot Leads' list by next Monday" and the assistant will handle the looping.
* **Search before creating.** If you're not sure whether a contact exists, ask the assistant to search first to avoid duplicates.
* **Linking creates companies automatically.** Asking to link a contact to a company that doesn't exist yet will create that company for you.
## What it can't do (yet)
* Upload files or attachments
* Send emails or create calendar events
* Manage API keys, billing, or workspace settings
## Privacy and security
The assistant only has access to the workspace you authenticated with. Every action runs as you, with the same permissions you have in the Rolodex web app.
Deletions are permanent — there's no undo. Confirm before asking the assistant to delete anything.