---
updatedAt: 2026-09-11T21:15:46.000Z
agentTools:
projectIndex: https://docs.upside.tech/llms.txt
---
# Upside MCP Setup
Connect your favorite AI tools to Upside's data and insights using the Model Context Protocol (MCP).
## What is Upside?
Upside is an analytics platform designed to help GTM leaders get an accurate understanding of whatβs happening in accounts and deals. We sync data from GTM systems such as CRM, marketing automation, and call recording platforms and unify them into a dataset that can be queried to understand the performance of channels, programs, webpages, etc.
## What is the Upside MCP?
The *Upside MCP* enables AI assistants direct access to the data in your existing Upside instance. This can be used to query data, prepare reports, or build custom mini-apps/dashboards via natural language prompting.
## What is required to set it up?
In some cases, depending on the platform, an administrator will need to perform the initial set up based on the instructions below. Afterwards, each Upside user can follow the steps in [Upside MCP Usage Documentation](https://docs.upside.tech/docs/mcp-usage) to leverage the MCP.
***
## General Setup Instructions
* **MCP Server URL:** [`https://app.upside.tech/mcp`](https://app.upside.tech/mcp)
* **Authentication method:** `OAuth`
In some MCP clients (Cursor, Claude Desktop), you can now only set up each MCP URL once. If that happens, set up the second instance with any random URL parameter at the end.
## Setup Instructions by Platform
Requires Admin-level access to **ChatGPT Pro, Team, Enterprise, or Edu**.
1. Open [ChatGPT.com](http://ChatGPT.com) β click your profile icon in the bottom left β **Settings**
2. Click the Plugins tab
3. Scroll to the bottom of the app list and find "Developer mode." This will redirect you to the Security and Login tab.
4. Make sure Developer mode is **enabled**.
1. If you do not see an option for Developer Mode, you do not have sufficient privileges. Reach out to your administrator for help.
5. Return to the Plugins tab, and find "Browse Plugins." This will open the full Plugin library page.
6. Select the "+" button to the _right_ of the search bar in the header of the page. This will open a modal to add Upside as a custom plugin.
5. Fill in the app details:
- **Name:** `Upside`
- **Description:** `Query Upside for GTM Insights and Metrics`
- **MCP Server URL:** `https://app.upside.tech/mcp`
- Authentication: OAuth (no need to add Client ID or Client Secret)
- Check the box "I understand and want to continue"
- Click **Create**
- You will be redirected to log in to Upside (you do not need to do this at this stage and you can simply click back on your browser window)
Is Upside safe?
Since OpenAI hasn't yet reviewed this MCP configuration, you will encounter several warnings. Rest assured, Upside has been approved for use at your organization and has already passed relevant compliance/security measures. If you have any questions about this, please ask your Upside admin or the team at Upside.
6. Click back to **Workplace Settings **β **Apps** β **Drafts**. You will see your new Upside app here.
7. Select **Publish** to approve this app for your team.
1. Note: You will see additional warnings about potential risks such as unauthorized data access and malicious apps.
8. Check the acknowledgment boxes, then click **Publish**.
9. Navigate to **Settings** (not Workspace Settings) β **Plugins** β **Upside** β **Connect** to authenticate the app. This is a person-level auth, so each Upside user must take this step.
10. Navigate to **Workplace Settings **β **Apps** β **Enabled **and search for Upside. The published app should appear.
11. Select the ellipsis menu, then "Manage app."
11. Select "Configure actions." First, hit refresh. Toggle all read and write actions to on. Under the selection for future new actions, ensure "Enable all new actions" is ticked. Return back and click "Save."
12. Assign the app to the appropriate users or groups (only for ChatGPT Enterprise or Edu orgs):
- Navigate to **Workspace Settings** β **Settings & Permissions** β **Custom Roles**
- Select or create a role, and enable access to the **Upside** app for that role
- Go to the **Groups** tab and assign the role to the relevant group(s), or assign it directly to individual users
- Users will inherit access to the Upside app through their assigned role
13. You're done! Upside is now an app that can be used by the users and groups you assigned it to.
_This covers Claude Chat, Claude Cowork, and Claude Code in the Desktop app. For Claude Code in CLI instructions, see the separate section below\._
Requires Admin or Owner-level access to Claude.
1. Open **Claude** at [https://claude.ai](https://claude.ai) or open Claude Desktop
2. Click Customize in the right sidebar.
1. In Claude Desktop, you may need to expand the sidebar first
3. Click Connectors
4. Click the + button and select **Add Custom Connector**
5. Enter **Upside** as the name and set the Remote MCP server URL to:
```jsx
https://app.upside.tech/mcp
```
6. Click **Add** to finalize setup.
1. Note: this will also enable the connector in Claude Desktop.
1. Run this command in your terminal:
```bash
claude mcp add upside --transport http https://app.upside.tech/mcp
```
2. Run `claude` in your terminal to launch Claude Code
3. Type `/mcp` to view MCP servers and authenticate Upside
Your team must be opted-in to Clayβs Beta program to add Upside as a custom connector.
1. Open [https://app.clay.com/](https://app.clay.com/ "https://app.clay.com/") β click into the **Settings** page in the bottom left navbar
2. Click the Connections tab
3. In the top right of the Connections page, next to the search bar, click the Create button. This will open a modal that allows you to add connections.
4. Search for and select **Custom MCP Server**
5) Fill in the app details:
- **Name:** `Upside`
- **MCP Server URL:** `https://app.upside.tech/mcp`
- **MCP API key:** Generate one at `https://app.upside.tech/settings/api-keys`
- If you do not see this page in your Upside dashboard, reach out to your Upside rep for API enablement.
5) Select **Save** to approve
6) Your Upside connection within Clay is ready! Upon use, toggle the connector on in the tools list for it to be visible to your agents.
As of early 2026, Gemini Chat ([gemini.google.com](http://gemini.google.com/)) does not yet support MCP connectors. If available, you may try Gemini CLI as an alternative).
1. Run this command in your terminal:
```bash
gemini mcp add --transport http upside https://app.upside.tech/mcp
```
2. Run `gemini` in your terminal to launch Gemini CLI
3. Type `/mcp` to view MCP servers and authenticate Upside
1. [Click this link to configure Cursor in one click](https://cursor.com/en-US/install-mcp?name=Upside\&config=eyJ0cmFuc3BvcnQiOiJodHRwIiwidXJsIjoiaHR0cHM6Ly9hcHAudXBzaWRlLnRlY2gvbWNwIiwiYXV0aFR5cGUiOiJvYXV0aCIsImhlYWRlcnMiOnt9fQ%3D%3D)
2. Click **Install** in Cursor when prompted.
3. In the MCP settings, click **Connect** and log in with your Upside credentials
- Alternatively, if you'd like to set it up manually, you can add this to your `.cursor/mcp.json`:
```json
{
"mcpServers": {
"upside": {
"url": "https://app.upside.tech/mcp"
}
}
}
```
4. Ensure the MCP toggle is **enabled**.
1. Open VS Code and press `Cmd+Shift+P` (macOS) or `Ctrl+Shift+P` (Windows/Linux) to open the Command Palette
2. Type and select `MCP: Add Server`
3. Select **HTTP** as the server type
4. Enter the MCP server URL when prompted:
```
https://app.upside.tech/mcp
```
5. Enter `upside` as the server name. This adds the following to your `.vscode/mcp.json`:
```json
{
"servers": {
"upside": {
"url": "https://app.upside.tech/mcp",
"type": "http"
}
}
}
```
6. VS Code will trigger an **OAuth flow** β log in with your Upside credentials in the browser window that opens
7. Once authenticated, Upside tools will be available in VS Code's Copilot Chat
1. Open **Craft Agents** β **Sources / MCPs**
2. Click **Add Source**
3. Paste the URL:
```jsx
https://app.upside.tech/mcp
```
4. Craft will detect the OAuth requirement and ask you to log in one time to complete authentication
5. Upside tools will now be available across all your sessions.
Requires **Codex CLI** or **Codex Desktop** with an active OpenAI plan.
#### Codex CLI
1. Run the following command to add the Upside MCP server and configure the required User-Agent header:
macOS
```
codex mcp add upside --url https://app.upside.tech/mcp && printf '\n[mcp_servers.upside.http_headers]\nUser-Agent = "codex-mcp/1.0"\n' >> ~/.codex/config.toml
```
Windows
```
codex mcp add upside --url https://app.upside.tech/mcp; Add-Content "$HOME\.codex\config.toml" "`n[mcp_servers.upside.http_headers]`nUser-Agent = `"codex-mcp/1.0`"`n"
```
The User-Agent header is required. Without it, the connection will be blocked with a 403 error β this is currently a known Codex bug.
2. Authenticate by running:
```
codex mcp login upside
```
3. Complete the OAuth flow in the browser window that opens, then return to your terminal.
4. Start a **new chat thread** to begin using Upside. Note that new MCP connections are not available in existing threads.
#### Codex Desktop
You can also add the MCP server in Codex Desktop via the settings menu. Enter `https://app.upside.tech/mcp` as the server URL and select 'Streamable HTTP'. OAuth is used by default, even though the UI does not explicitly show it as an option.
After adding the MCP server in Desktop, you must **fully restart** Codex for the changes to take effect. You will also need to start a **new chat thread** to use Upside.
Codex CLI and Desktop share the same configuration (`~/.codex/config.toml`), so setting it up in one works for both.
1. Follow steps in documentation: [https://docs.dust.tt/docs/remote-mcp-server](https://docs.dust.tt/docs/remote-mcp-server)
2. Use `https://app.upside.tech/mcp` as the remote MCP server when prompted.
1. Follow steps in documentation: [https://www.notion.com/help/mcp-connections-for-custom-agents](https://www.notion.com/help/mcp-connections-for-custom-agents)
2. Use `https://app.upside.tech/mcp` as the remote MCP server when prompted.
1. Follow steps in documentation: [https://docs.glean.com/administration/actions/connect-remote-mcp-servers-to-glean](https://docs.glean.com/administration/actions/connect-remote-mcp-servers-to-glean)
2. Use `https://app.upside.tech/mcp` as the remote MCP server when prompted.
1. Follow steps in documentation: [https://docs.lovable.dev/integrations/mcp-servers#how-to-connect-a-custom-mcp-server](https://docs.lovable.dev/integrations/mcp-servers#how-to-connect-a-custom-mcp-server)
2. Use `https://app.upside.tech/mcp` as the remote MCP server when prompted.
1. Follow steps in documentation: [https://docs.devin.ai/work-with-devin/mcp#setting-up-a-custom-mcp-server](https://docs.devin.ai/work-with-devin/mcp#setting-up-a-custom-mcp-server)
2. Use the following configuration
- Server name: Upside
- Icon: [https://upside.tech/logo.svg](https://upside.tech/logo.svg)
- Short Description: Access the Upside MCP
- Connection:Transport Type: HTTP
- Server URL: [https://app.upside.tech/mcp](https://app.upside.tech/mcp)
- Authentication: OAuth
- Access: Organization
- Add custom header: "User-Agent" set to "devin"
3. Click Install and Enable.
4. Click Complete OAuth to authenticate
## Need Help?
If you run into any issues or have questions, reach out to the Upside team in Slack.