ToFlow — Claude Code MCP server: features and setup
ToFlow connects an AI agent to a toflow.ai workspace for prospecting, messaging, and CRM tasks. A toflow.ai account is required.
claude mcp add --transport http toflow https://mcp.toflow.ai/mcpWhat ToFlow does
The server lets an agent find prospects, enrich contact records, and work with CRM data. It can also help create multi-step campaigns for email, LinkedIn, and WhatsApp, then add contacts to those campaigns.
Agents can draft and send email, handle conversations, record tasks and notes, and produce CRM reports. Sign-in uses OAuth 2.0; on the first connection, the client redirects you to toflow.ai to authorize access. You need a toflow.ai account before connecting.
What it helps with
- find prospects using search filters
- add contacts to a messaging sequence
- enrich a list with email addresses and phone numbers
- update deal records in CRM
- build a report from CRM data
Example prompts for the agent
- Find prospects with LinkedIn filters and save them to a list.
- Enrich the contacts in my list with email addresses and phone numbers.
- Create an email and LinkedIn sequence, then enroll the selected contacts.
How to install ToFlow
Platform CLI: remote server
claude mcp add --transport http toflow https://mcp.toflow.ai/mcpPlatform CLI: remote server
codex mcp add toflow --url https://mcp.toflow.ai/mcpConfig file
{
"mcpServers": {
"toflow": {
"url": "https://mcp.toflow.ai/mcp"
}
}
}Config file
{
"servers": {
"toflow": {
"type": "http",
"url": "https://mcp.toflow.ai/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http toflow https://mcp.toflow.ai/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about ToFlow
How do I install ToFlow in Claude Code?
Run claude mcp add --transport http toflow https://mcp.toflow.ai/mcp. Authorize with toflow.ai when the client connects for the first time.
What does ToFlow do?
It connects an agent to toflow.ai for prospecting, messaging, and CRM work. Agents can also create outreach sequences and reports.
What do I need to use ToFlow?
You need a toflow.ai account. The first connection uses OAuth 2.0 and redirects you to the service to authorize access.
