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Documentation Index

Fetch the complete documentation index at: https://docs.cora.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Cora MCP server brings Cora’s Customer Success capabilities into any MCP-compatible client—including Claude, Cursor, and Windsurf—so you can interact with your customer data and workflows directly through conversation, without switching between tools. MCP Server URL: https://mcp.cora.ai/mcp

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Features

  • Unified customer signals: Connect scattered customer data and surface what matters—health scores, risk signals, engagement trends, and account activity—all in one place.
  • Agents that do the work: Create and manage agents, track progress, and automate follow-ups across your customer portfolio without the busywork.
  • Proactive automation: Define signals, monitor agent health, and let automated workflows act on the right customer moments before risks escalate.
  • Deep integrations: Works across your existing tools, including Salesforce, BigQuery, Gong, Gainsight, Google Docs, Google Slides, and more—syncing updates and completing steps end-to-end.
  • Natural language discovery: Describe what you need and Cora finds the right capability across 50+ tools, no memorization required.

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Setup

Connect using any MCP-compatible client. Choose your client below to get started.
1

Open Connectors settings

In Claude, open Settings and navigate to Connectors.
2

Add a custom connector

Click Add custom connector and enter the following details:
  • Name: Cora AI
  • Remote MCP server URL: https://mcp.cora.ai/mcp
Click Add.
3

Authenticate with your Cora account

Click Connect next to the new Cora AI connector. Complete the OAuth flow using your Cora account credentials.
4

Confirm your connection

Start a conversation and ask “Who am I?” to verify your identity and organization are correctly recognized.

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Authentication

The Cora MCP server requires OAuth authentication. You need a valid Cora account with access to your organization. The OAuth flow is handled automatically when you connect—sign in with your existing Cora credentials and your client maintains the session going forward.

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Examples

Here are four common tasks you can perform through natural language once connected.

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Account health check

Prompt: “Show me account health and risks for Acme Corp.” What happens:
  • Resolves health scores and risk signals for the account.
  • Surfaces recent warning events and trends.
  • Returns a concise summary with recommended next steps.

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Customer deep dive

Prompt: “Pull a full overview of Acme Corp.” What happens:
  • Gathers health, engagement, and interaction data for the account.
  • Combines signals across connected systems into a single view.
  • Returns a comprehensive snapshot with key highlights.

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Interaction timeline

Prompt: “Show me recent interactions and activity for Acme Corp.” What happens:
  • Surfaces the latest customer interactions, calls, and emails.
  • Presents activity in chronological order with relevant context.
  • Highlights anything that may need follow-up.

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Executive briefing

Prompt: “Generate an exec-level account briefing for Acme Corp.” What happens:
  • Pulls health, engagement, risks, and recent activity into a single narrative.
  • Formats a concise, exec-ready briefing with recommended actions.
  • Designed to be shared directly with leadership.

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Support