The Spreadly MCP uses OAuth. You sign in with your existing Spreadly account and approve access – no API keys are created, and nothing is shared with anyone but the AI tool you connect yourself. Every request is scoped to your own permissions, so the MCP can never read leads you could not open in the app.

Spreadly Integrations MCP Integration

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Use Spreadly from your AI tool with Spreadly MCP

Q: Which AI tools can I connect?

Any tool that supports remote MCP servers. Claude and ChatGPT both do today, and tools like Copilot and Langdock are adding support. Because Spreadly uses the open MCP standard, new clients work as soon as they ship the feature – we do not need to build a separate integration for each one.

Q: Is my lead data shared with the AI provider?

Yes. To answer your questions, the leads, notes, and events the MCP reads are sent to the AI tool you connect and processed there. Choose the tool accordingly, especially if your notes contain sensitive information about customers.

Q: Can I disconnect the MCP again?

Yes, at any time. In your AI tool go to Settings → Connectors, select Spreadly, and disconnect. Access ends immediately and no data is transferred any more.

Q: What can the MCP actually do?

It can search and read your leads, create new ones, list and manage your events and lead forms, read your organisation's custom fields, show your digital business cards, and list leads that failed to sync to your CRM. Everything else stays in the Spreadly app.

Q: Do I need a specific plan?

The MCP is available for Spreadly accounts with lead capture. If you are not sure which plan fits your team, book a short demo and we will walk you through it.

Connect Spreadly to Claude, ChatGPT, or any other tool that speaks MCP. Ask about your leads, events, notes, and follow-ups in plain language – no exports, no copy and paste, no switching tabs.

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Possibilities

All your data, just one question away

"What were my last conversations about?"

Get insights on your leads' data and the latest notes not only by linear search, but also by summarizing and analyzing information that is hard to obtain in an Excel file.

"What event matches our ICP the best?"

Ask for detailed analytics and compare all your data across different events and evaluations to make fast, numbers-focused decisions in one run without getting lost in dashboards.

"Set up the next 10 events from the Excel file."

Spreadly MCP is not only about reading, but also about creating new data. It is easy to use for mass-creating new events from an Excel file or for copying over and updating events from last year into next year without any manual work.

Setup