Setup
1
Copy the MCP server URL
Copy the MCP server URL shown in FirstTouch.
2
Add a remote server connection
Open your MCP client and add a remote server connection.
3
Paste the URL
Paste the MCP server URL into your client.
4
Complete sign-in
Complete FirstTouch sign-in and approve the team workspace in your browser when prompted.
5
Start using FirstTouch
Return to your client and start using FirstTouch.
Use the exact URL shown in your FirstTouch workspace. MCP access is authorized for the team workspace you approve during sign-in.
One-Prompt Setup By Client
The fastest path: paste one prompt and your assistant walks itself through connecting the MCP, asks you to pick a role pack (RevOps, Founder, AE, or BDR), loads the plays, and recommends three to start with.- Claude
- ChatGPT
- Cursor
- Claude Code
- Codex
Paste into any Claude.ai chat (or use Settings → Connectors to add the URL manually):
Multiple Workspaces
If you manage more than one FirstTouch team workspace, add one MCP connection per team. Give each connection a clear name, such asfirsttouch-main and firsttouch-client-a, and approve the right team during sign-in.
Then include the connection name in your prompt:
Use firsttouch-client-a and show pending approval tasks.
If you switch teams in FirstTouch, reconnect or add another MCP connection for that team before asking your assistant to work there.
Verify The Connection
After setup, ask your assistant one of these:- “Show my current FirstTouch user.”
- “List my FirstTouch audiences.”
- “List my recent Flow Plans.”
- “Show my FirstTouch credit balance.”
- “Show active LinkedIn outreach waiting to run.”
- “Show team metrics for the last 30 days.”
- “Show my pending FirstTouch tasks.”
Agent References
If your assistant needs more context, point it tollms.txt for a docs map or skill.md for MCP workflow guidance.
