Documentation

Set up Pace MCP

Connect Claude, ChatGPT, Gemini, or any MCP-compatible client to your Pace workspace — usually in under a minute.

MCP endpoint
https://api.pacehq.ai/mcp-server/
OAuth 2.1 · Streamable HTTP · Compatible with any MCP client
↓ Jump to setup ↓ Available tools
What is it?

Real-time CRM context, exposed over MCP.

The Pace MCP server lets any spec-compliant AI client query your live pipeline, deal assessments, forecasts, calls, and emails. Tools are read-only by default and scoped per user to the organization in your Pace account — agents only see what the signed-in user is allowed to see.

Endpoint https://api.pacehq.ai/mcp-server/
Transport Streamable HTTP
Auth OAuth 2.1 with PKCE · Dynamic Client Registration
Tools 18 read-only · 1 write (forecast)
Rate limits Per-user, per-minute & per-hour
Use cases

What you can do with Pace MCP.

Give your AI agents live deal context so reps can prep faster, spot risk earlier, and run cleaner forecast calls — all from the chat surface they already use.

Top use cases
Bring deal context into copilots
Surface risks, momentum, and next steps from Pace inside Claude, ChatGPT, or your internal CRM assistant — reps can prep for any conversation in seconds.
Layer AI signals onto pipeline reviews
Pull win probability, suggested forecast category, and forecast stats into every account list — your team focuses on the deals most likely to move.
Trigger actions on deal signals
Flag at-risk deals, surface missing action items, and draft follow-ups the moment a deal's momentum shifts — without leaving the chat.
Example prompts
Prep for deal reviews & 1:1s
"Summarize my top 5 deals closing this quarter and their biggest risks."
"What's the latest on Acme Corp — recent calls, emails, todos, momentum?"
"Which of my team's deals look most likely to slip out of Q2?"
Spot risk & coach reps
"Which deals haven't had a customer touch in the last 14 days?"
"Show me deals where the AI's win probability dropped this week."
"What action items are open on Acme Corp and who owns each one?"
Forecast & pipeline analysis
"What's my commit vs. best case vs. closed-won this quarter?"
"Compare the EMEA and AMER teams' forecast attainment."
"Which deals does Pace think are misforecast right now?"
Setup

Choose your AI client.

Pace MCP is a remote server — there's nothing to install locally. You authenticate the first time you connect and your client takes care of the rest.

Claude.ai (web)

Pro, Team, and Enterprise plans · Connectors

Native
  1. In Claude.ai, open Settings → Connectors.
  2. Click Add custom connector at the bottom of the list.
  3. Name it Pace and paste the endpoint: https://api.pacehq.ai/mcp-server/
  4. Click Add, then Connect on the new Pace card. A popup opens for OAuth sign-in.
  5. Sign in to Pace, pick your organization if prompted, and approve the requested permissions.

Using it in a conversation: click the Search and tools button in the composer, enable Pace, then ask things like "summarize the top 5 deals closing this quarter".

Team & Enterprise admins: install once for your whole workspace from Admin settings → Connectors so users don't each have to add it.

Reference

Available tools.

All tools are read-only by default and scoped to the signed-in user's organization. The full description for each tool is fetched live by your MCP client when it connects.

Pipeline & deals
search_opportunities Fuzzy search opportunities by name or account name across open and closed deals.
list_opportunities List opportunities with optional filters and sorting (status: all, open, closed_won, closed_lost).
get_opportunity_details Fetch opportunity details (name, amount, stage, close date, forecast category, owner, links) for one or more IDs.
get_assessment Latest AI-generated assessment for a deal or account.
discover_custom_fields Discover filterable fields for opportunities and accounts — standard and custom CRM fields with API names, labels, and picklist options.
Forecasting
get_forecast_evaluation Latest AI forecast evaluation for an opportunity — win probability and suggested forecast category.
get_forecast_stats Forecast statistics for a user, team, or organization — closed won, commit, best case, pipeline, quota, attainment.
set_forecast Create or update the caller's forecast for the current fiscal quarter — commit, best case, and note. Gated behind a feature flag. Write
Accounts
search_accounts Fuzzy search accounts by name; returns external ID, name, website, domain, and owner.
list_accounts List accounts with optional filters and sorting (paginated, 50 per page).
get_account_details Fetch account details with optional contacts and opportunity summary.
People
search_users_by_name Fuzzy search CRM users by name; returns IDs, names, and emails.
search_teams_by_name Fuzzy search teams (AE groups) by name; an empty query returns all teams.
Conversation intelligence
get_recent_emails Recent emails for an opportunity or account, from the owner's mailbox.
search_emails Semantic search across emails, optionally scoped to an opportunity or account.
get_call_recordings AI-generated call recording summaries with the contacts at a specific account.
Work & context
get_open_todos_for_opportunities Open (pending) action items for one or more opportunities.
search_documents Semantic search across organization documents — policies, playbooks, pricing, competitive intel.
get_org_context Caller's organization context and current fiscal quarter dates — grounds the agent in your fiscal calendar.