MCP server · Backstory

backstory-mcp

Backstory MCP is the provider's hosted, remote Model Context Protocol server. It lets AI clients (Claude, ChatGPT, Microsoft Copilot, Google Gemini CLI, n8n AI Agent nodes, or any custom MCP client) query a customer's own Backstory revenue-intelligence data — accounts, opportunities, activity, engaged people, scorecards and SalesAI analysis — in natural language. Access is per-user: the server authorizes with the caller's own Backstory account and inherits exactly the record permissions that user already has in Backstory Engagement Dashboards. It grants no elevated access.

Open endpoint → Backstory provider profile

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Provider: Backstory Type: Hosted endpoint Transport: http Host: mcp.people.ai

Endpoint

https://mcp.people.ai/mcp

Hosted endpoint · transport http

Connect

This is a remote MCP server — point an MCP client at the endpoint URL. Clients with native remote support (Claude, Cursor, VS Code, …):

# mcp client config (e.g. .mcp.json / mcp settings) { "mcpServers": { "backstory": { "url": "https://mcp.people.ai/mcp" } } }

For stdio-only clients (older Claude Desktop, etc.), bridge with mcp-remote:

# Add to claude_desktop_config.json { "mcpServers": { "backstory": { "command": "npx", "args": ["-y", "mcp-remote", "https://mcp.people.ai/mcp"] } } }

If the server requires authentication, add the provider's token/header (e.g. an X-API-Key) per its docs. A quick reachability check:

curl -i -X POST https://mcp.people.ai/mcp \ -H "Content-Type: application/json" -H "Accept: application/json, text/event-stream" \ -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'

Tools

Find Account — Searches Backstory for an account and returns matching records, opportunities, and related CRM data.
Find Record by CRM ID — Resolves a CRM record ID directly to the corresponding account or opportunity.
Top Records — Returns the most relevant accounts and opportunities based on engagement, ranking, filters, or admin-defined prioritization.
Account Status — Generates a summary of risks, customer sentiment, key topics, and recommended next steps for an account.
Opportunity Status — Provides a deal-level summary including risks, momentum, and suggested actions.
Scorecard — Retrieves Closeplan or qualification Scorecards, including questions and answers.
Recent Account Activity — Returns recent emails and meetings related to the account.
Recent Opportunity Activity — Returns communications and meetings associated with a specific opportunity.
Engaged People — Identifies internal and external contacts involved in recent communications.
Account Company News — Pulls insights from earnings calls, SEC filings, and public company reporting.
Ask Sales AI About Account — Uses CRM data, activity history, engagement, and scorecards to answer account-level questions.
Ask Sales AI About Opportunity — Provides opportunity-specific analysis using the full deal context.
Situation Search — Takes a described issue or challenge, builds a situational profile from the deal's activity, and returns up to four of the most similar historical opportunities in the organization, ranked by similarity, with deal attributes, actions taken and the outcome.

About MCP

The Model Context Protocol (MCP) is an open protocol Anthropic introduced for connecting LLM-based agents to external tools and data sources. Providers publish MCP servers that expose their API surface as structured, discoverable tools — an MCP-compatible client (Claude Desktop, Cursor, Cline, Continue, etc.) can connect to the server and call its tools without any per-provider integration code.

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