SMARTe MCP
Overview
Bring SMARTe's B2B intelligence into the AI assistant you already use. Ask in natural language - a company's firmographics, a person's verified profile, a business email or direct dial, an account's tech stack or funding history, or the right contacts inside a target account and your assistant pulls the answer from SMARTe's database in real time.
SMARTe MCP is built on the Model Context Protocol (MCP), an open standard for connecting AI assistants to live data sources. Connect once with your SMARTe login; it works across Claude, ChatGPT, Microsoft Copilot, and any MCP-compatible host.
- Data coverage: 290M verified contacts across NAM, EMEA, APAC
- Security: OAuth 2.0 sign-in, SOC 2 Type II, GDPR-aligned, CCPA-compliant
- Pricing: Consumption-based; draws from your existing SMARTe credit balance. No additional MCP fees
- MCP URL: https://mcp.smarte.pro/mcp
Getting Started
Before you connect SMARTe MCP, confirm that you have:
- Active SMARTe account with available credits
- Access to the SMARTe features that you want AI to use
- An MCP-compatible AI assistant
Set up your AI Assistant
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For Claude Free, Pro or Max Plan
- Go to Customize → Connectors.
- Click the + icon next to Connectors → Add custom connector.
- Enter the server URL: https://mcp.smarte.pro/mcp
- Click Add → Connect. Your browser redirects to the SMARTe sign-in page.
- Enter your SMARTe credentials, then approve the consent screen.
- You're redirected back; the connector shows Connected.
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Only an Owner or Primary Owner can add SMARTe to your organization. Once added, each member connects their own account.For Claude Teams or Enterprise Plan- Part 1 - Owner: add SMARTe to your organization
- Go to Organization settings → Connectors.
- Click Add → Add custom connector.
- Enter the server URL: https://mcp.smarte.pro/mcp → Add.
- Part 2 - Each member: connect your SMARTe account
- Go to Settings → Connectors. SMARTe now appears in your list.
- Click Connect → sign in to SMARTe → approve consent.
- Connector shows Connected.
- Part 1 - Owner: add SMARTe to your organization
SMARTe MCP works on ChatGPT Pro, Business, Enterprise, and Edu plans on the web. On Free and Plus, custom MCP connectors are not supported at this time.
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Confirm Developer Mode is on: Settings → Apps → Advanced Settings → Developer Mode. Turn it on if it isn't.For ChatGPT Pro Plan- Go to Settings → Apps → Plugins.
- Click + New Plugin.
- Enter the Name of your choice and under Connection, select Server URL and enter: https://mcp.smarte.pro/mcp
- Under Authentication, select OAuth. Leave Advanced OAuth settings blank.
- Tick "I understand and want to continue" → click Create.
- Your browser redirects to the SMARTe sign-in page.
- Enter your SMARTe credentials, then approve the consent screen.
- You're redirected back; SMARTe shows Connected in your Plugins list.
- In a chat, open the tools menu → Connected apps → enable SMARTe.
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Only an Admin or Owner can add SMARTe to your workspace. Once added and published, each member enables it in their chats.For ChatGPT Business, Enterprise or Edu Plan- Part 1 - Admin: add SMARTe to your workspace
- Go to Workspace Settings → Permissions & Roles → Connected Data and confirm Developer Mode / Create custom MCP connectors is enabled.
- Go to Settings → Apps → Advanced Settings and toggle Developer Mode on for your account.
- Go to Workspace Settings → Apps → Create (or Settings → Apps → Plugins → + New Plugin).
- Enter Name: SMARTe. Select Server URL and enter: https://mcp.smarte.pro/mcp
- Select OAuth authentication. Leave Advanced OAuth settings blank.
- Tick "I understand and want to continue" → click Create.
- Sign in to SMARTe and approve consent.
- (Enterprise/Edu only) Use Configure Actions to control which SMARTe tools are allowed, and Configure Access to select which groups get access.
- Part 2 - Each member: enable SMARTe in your chats
- Open a chat → tools menu → Connected apps → select SMARTe.
- Sign in to SMARTe and approve consent.
- SMARTe is now available in your chats.
- Part 1 - Admin: add SMARTe to your workspace
- Open your agent in Copilot Studio → go to the Tools page.
- Select Add a tool → New tool → Model Context Protocol.
- Enter the server name of your choice and SMARTe MCP endpoint https://mcp.smarte.pro/mcp
- Select OAuth 2.0 as the authentication type.
- Create the connection → Create new connection → Create → sign in with your SMARTe credentials → approve consent.
- Publish the agent, then Share it with the users or groups who should have access.
Use this path if SMARTe is not listed in your host's marketplace, or you're setting up an internal tool or agent framework. For example: Cursor, Zapier, n8n, agent frameworks and other internal tools.
- In your MCP host, add a new MCP server.
- Enter the server URL: https://mcp.smarte.pro/mcp
- Initiate connection. SMARTe issues an OAuth 2.0 authorization challenge; your host redirects you to the SMARTe login page.
- Sign in and approve. Session is established.
Verify your connection. Start asking questions - the assistant will invoke SMARTe tools as needed.
What You Can Do
Ask in natural language. Your assistant picks the right SMARTe tool automatically.
Discover companies that fit your ICP
Build target account lists by industry, employee size, revenue range, and location.
- "Find SaaS companies in Germany with 200–1,000 employees and $50M+ revenue."
- "How many fintech companies with 100–500 employees and $10M+ revenue are there in APAC?"
Discover the right people across your market
Find prospects by title, seniority, and department, combined with company filters in a single ask.
- "Find VPs of Demand Gen at B2B software companies with 100–500 employees in the US."
- "Get me Director-level RevOps contacts at retail companies in the UK with 5,000+ employees."
Get complete person profiles
Everything about a prospect from a single identifier - title, seniority, department, verified email, direct dial, mobile, LinkedIn, and current employment status.
- "Get me the full profile for the CMO at Databricks."
- "Enrich linkedin.com/in/[profile] - is this person still at Stripe?"
- "I have [email protected] - who is he and what's his role?"
Find verified emails and phone numbers
The contact channels that actually connect - business email, direct dial, and mobile, with accuracy grading.
- "Find the business email for John Smith, VP of Sales at Zoho."
- "Get me a direct dial for the Head of Procurement at Siemens Energy."
- "I have this person's LinkedIn - get me their mobile number."
Research any company in depth
Full firmographics - industry, headcount, revenue range, HQ, NAICS/SIC codes, year founded, and the complete corporate family tree, plus tech stack and funding history.
- "Give me the company profile for gong.io."
- "What CRM and marketing automation does Wipro run?"
- "What's Rippling's funding history, and who led their latest round?"
Size before you spend
Every discovery supports a count-only mode - scope the market, check the fit, then pull records.
- "How many Director-and-above contacts in Marketing does SAP have in Germany?"
- "Count the companies matching: manufacturing, 200–2,000 employees, headquartered in the DACH region."
Example Prompts By Role
- "Find Sales Ops managers at software companies in Chicago with 200–1,000 employees and $50M+ revenue - then get emails for the top 5."
- "Enrich these five LinkedIn URLs with emails and direct dials - [LinkedIn URLs]."
- "Check if [prospect domain] uses Outreach.io. If yes, find me their Sales Operations contacts at Manager level and above."
- "Prep me for tomorrow's call with Gong - company profile, last funding round information, technology vendors and products."
- "I'm single-threaded at Figma. Find me Director+ contacts in RevOps and IT so I can multi-thread."
- "Find me Director+ contacts at Miro across Sales Operations, Finance, and Procurement"
- "How many companies match our ICP in EMEA - SaaS, 500+ employees, $100M+ revenue? Break it down by country."
- "Enrich these domains with headcount, revenue range, industry codes, and parent company."
- "Of these 20 target domains, which ones run Salesforce vs. HubSpot? I'm segmenting the displacement play by CRM."
- "Find companies with 200–2,000 employees that use Marketo - that's the target list for the migration campaign."
- "Get me Manager-and-above contacts in Marketing at Atlassian with 'Demand Generation' or 'Growth' in their title - building the ABM contact list."
- "What did Notion raise most recently?"
Available MCP Tools
Your assistant selects tools automatically. You don't need to call them directly, just ask your question and the AI picks the right tool.
Enrichment
| Tool | What It Returns | Pricing |
|---|---|---|
| Enrich Person | Get full person profile: title, seniority, department, business email, direct dial, mobile, LinkedIn URL, employment status + employer firmographics | Chargeable |
| Enrich Company | Get full company profile: industry, headcount, revenue range, HQ, NAICS/SIC, corporate hierarchy, legal status, year founded, LinkedIn URL | Chargeable |
| Enrich Mobile | Get Direct dial and mobile numbers | Chargeable |
| Enrich Technographics | Get tech stack by category (CRM, Marketing Automation, Cloud, Analytics, HR, Security, DevOps, …) with vendors | Chargeable |
| Enrich Company Funding | Pull total raised, all rounds (type, amount, date), lead + participating investors, IPO status | Chargeable |
Discovery
| Tool | What It Returns | Pricing |
|---|---|---|
| Search Companies | Discover companies matching your search criteria: industry, technographics, funding information, location and more. | Free |
| Search Contacts | Discover people matching your search criteria: title, function, seniority, work location and more. | Free |
Tips for Best Results
- Start broad, then narrow. Get a count of contacts matching filters before pulling the full list. It saves credits and helps you tune the query as per your requirement.
- Add context about your goal. "I'm prepping for a discovery call with their CRO" produces sharper output than "tell me about Acme."
- Be specific. "Enterprise," "senior," and "mid-market" mean different things to different people - and to the AI.
Instead of "senior marketing leaders" → say "Director-and-above contacts in Marketing", or instead of "enterprise retail companies" → say "retail companies with 5,000+ employees"- Give the assistant an identifier it can resolve. For people: email or LinkedIn URL, or name + company. For company: company domain or company name or LinkedIn URL.
Understanding Credits
- Credits are drawn from your existing SMARTe balance. No separate MCP metering.
- Credits are consumed only on successful data return. Any errors in underlying API calls consume zero credits.
- Check your balance and usage in your SMARTe admin console.
- If you run out mid-conversation, your assistant will surface a message asking you to contact your SMARTe admin to top up.
Data and Privacy
- Transport: All traffic is served over HTTPS.
- Authentication: OAuth 2.0 via SMARTe login.
- Permissions: Tool access honors your SMARTe role and org-level entitlements.
- No permanent storage in AI hosts: MCP hosts do not persist SMARTe data beyond the active conversation context.
- Audit: All tool invocations are logged in the SMARTe platform for administrator review.
- Compliance: SOC 2 Type II, GDPR-aligned, CCPA-compliant.
Troubleshooting
Did your connection fail?
- Verify your SMARTe credentials and your account is active.
- Confirm the server URL: https://mcp.smarte.pro/mcp
- Clear cookies and reconnect.
Did MCP not return results?
- Broaden filters. Overly restrictive location, seniority, or accuracy filters are the most common cause.
- Verify the company identifier is correct (domain preferred over name).
Did you encounter authentication errors?
- Disconnect the connector.
- Clear browser cache and cookies.
- Confirm if the SMARTe account is active.
- Reconnect the SMARTe connector from your AI assistant's settings.
Did you get limited fields in response?
- Some data attributes may not be enabled for your account or require higher subscription tiers.
- Contact your SMARTe admin to verify your access.
Connection was working, now it isn't?
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"Session expired" or credential errors mid-conversation
- This means your authentication token has lapsed.
- Your assistant will prompt you to reconnect.
- Complete the same sign-in flow you used at setup. Your conversation continues where it left off.
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Asked to log in again unexpectedly
- This may happen if you cleared browser cookies (or used incognito mode). Due to this, your SMARTe sign-in session may have expired.
- You'll go through the full login once; after that, tool calls run again until the next expiry.
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Sign-in loops or won't complete
- Disconnect the SMARTe connector in your assistant's settings
- Clear cookies for the SMARTe sign-in domain and reconnect from scratch.
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Signed into the wrong SMARTe account
- Credit usage and permissions follow the logged-in account.
- Disconnect, then reconnect and sign in with the correct credentials.
Need support? Contact your SMARTe administrator or reach out at [email protected].