- Server URL:
https://mcp.topo.io/mcp(streamable HTTP) - Requirement: a Topo account. The connector only sees the workspace your Topo user belongs to.
Connect and sign in
1
Add the connector
In Claude, open Customize → Connectors, click Add custom connector,
and paste
https://mcp.topo.io/mcp. The same URL works in any MCP client
that supports OAuth.2
Sign in and consent
The first tool call opens a Topo sign-in (OAuth 2.0 with PKCE). The consent
screen names the application asking for access and the permissions below.
Nothing is shared until you accept.
3
Revoke access
Remove the connector from your MCP client to revoke it. A consent is
remembered for 90 days at most, after which you are asked again.
Permissions
Every tool declares the scope it needs, and a tool the credential does not
cover returns an error instead of running.
Tools
The connector publishes about 170 tools. Every tool carries MCP annotations:readOnlyHint on reads, destructiveHint on anything that sends a message,
starts or stops outreach, spends credits, overwrites a value without keeping
the previous one, or cannot be undone in one step, and openWorldHint when
it reaches a third party (an email recipient, an enrichment, lead-data
or signal provider, a web search, a webhook endpoint), directly or
through the outreach or automation it turns on.
The complete, machine-readable list with every input schema is served by the
server itself (
tools/list).
Safeguards
Some decisions stay with a person in the Topo app, whatever the assistant is asked to do:- Opt-outs cannot be undone from the connector. An exclusion whose reason
is
UNSUBSCRIBEDorCONTACT_REFUSEDcannot be removed, have its expiry date changed, or be relabeled over MCP. Lifting one is done by a person in Settings → Organization → Exclusions. - Unsubscribe rules cannot be overridden per sequence. The per-sequence reply-exclusion override never changes how unsubscribe replies are handled.
- Account exclusions cannot be bypassed. Letting a sequence contact companies on the account exclusion list is only possible in the app.
- Nobody is contacted without approval. Sequences created or cloned over
MCP hold every new lead until someone approves it (
COPILOT), and the connector cannot switch a sequence to automatic approval (AUTOPILOT).approve_leadstakes the explicit list of leads a person chose. - Enrollment keeps its protections.
enrollskips anyone already in a running sequence, and re-enrolls people with past sequences only after a cooldown of at least 90 days. Exclusions are checked before enrollment and again before every step. - Spending credits is confirmed. Running a lead search requires an explicit
confirmation of the volume (see below). Running an AI variable on the rows of
the Accounts or Contacts table, or of one list or sequence, requires
confirmed_by_user=trueafter you have seen theestimate_ai_variable_runquote; a failed value is never charged. - Playbooks are tested before they go live.
publish_playbookrefuses a definition without a passing test run unless you explicitly ask to publish it untested. Publishing, turning a playbook on, rolling back and deleting ask for your confirmation. Authoring requires a signed-in user: an API key can read playbooks but not change them. - Playbooks only run connector tools. Over MCP, a playbook can only be run or tested when every step uses an action that is also a tool of the connector. A playbook that calls an HTTP endpoint, notifies a teammate, or runs a free-form AI step runs from the Topo app.
- Secrets never pass through the connector.
set_playbook_parameterstores plain values only. Secrets and credentials are entered by a person on the playbooks Vault page, which the tool links to.
Lead search flow
Lead search finds new prospects in Topo’s lead database and never spends credits before the user confirms the volume.1
Draft
create_lead_search turns a description (“VPs of Sales at French SaaS
companies over 50 employees”) into filters and returns a summary for the
user to review. Nothing is fetched yet.2
Refine
refine_lead_search applies one change at a time (“remove France”, “only
over 100 employees”) and returns the updated summary.3
Preview (optional)
preview_lead_search samples up to 25 matching leads cheaply, to check the
filters before a full run.4
Run
run_lead_search sources up to the requested number of leads and spends
credits. It only starts when called with confirmed_by_user=true, which
the assistant sets once the user agreed to that volume. It returns at once;
get_lead_search reports progress.5
Review and import
list_lead_search_results pages through what was found, and
import_lead_search_results adds the chosen leads, or a number of them the
user picked, to a contact list. The volume is capped by your workspace’s
per-import limit.Where lead data comes from
- Lead database. Lead search and the first enrichment step query Topo’s lead database: business profiles of professionals (name, headline, current and past job titles and employers, location, education, skills, languages, public profile URL, and follower count) and company records, compiled from third-party B2B data providers. It contains no special categories of personal data (GDPR Article 9) and no consumer data.
- Enrichment.
enrich_contact,get_and_enrich_contact, and phone enrichment on import fill missing emails, phone numbers, and job details through FullEnrich, a third-party enrichment provider. Email addresses are verified before outreach. - Company research.
enrich_accountand signals can read a company’s public website and public company signals (funding, hiring, technologies). - Signals. A signal checks one source once a day: public company facts (hiring, funding, news, technology adoption), people’s job changes and public social media activity read through third-party data providers, or the workspace’s own product events and CRM lists. It only imports into the list it owns, within the caps you set, and you can pause or archive it at any time.
- AI variables with web search. When an AI variable has web search on, computing a row searches the public web about that row’s company or person through a web search provider.
- Your own data. Contacts you import, sync from your CRM, or add by hand stay in your workspace.
- A person who replies to stop receiving messages is detected and added to the
workspace’s exclusion list as
UNSUBSCRIBED, which stops every running sequence to them and blocks new ones for the duration set in the workspace’s reply-exclusion settings (one year by default). Only a person in the Topo app can change that duration or lift the opt-out; the connector cannot. - Anyone can ask Topo to access, correct, or delete the data held about them, or to be removed from Topo’s lead database, by emailing security@topo.io. Requests are handled within 30 days, as described in the privacy policy.