What the heck is an MCP?
Normally, Claude or ChatGPT can tell you how to do something. Once connected to Votel’s MCP, it can use approved Votel tools to inspect your account, create drafts, update records, build assets, and report back—while you stay in the conversation.
The AI gives you instructions
It tells you which menus to open. You still click through Votel and build everything yourself.
The AI can do the work
You describe the result. The assistant chooses approved tools and Votel performs each authorized action.
What does MCP stand for?
Model Context Protocol. It is an open standard that lets an AI application discover tools and data offered by another system. Your AI app is the client, Votel supplies the MCP server, and each named Votel tool is an action the assistant can request.
Why is this so powerful?
You do not need to learn 318 tool names. You explain the business outcome in ordinary language. Your assistant works out which tools it needs, asks for missing information, and can complete a multi-step job across several parts of Votel.
Describe the result
“Build a lead-capture system for my roofing client.”
Review the plan
The assistant identifies the form, fields, pipeline, workflow, calendar, and dashboard it needs.
Approve the work
Votel creates the drafts and the assistant verifies what was actually saved.
MCP tool vs. API endpoint
A developer calls a REST API endpoint directly in code. An MCP
tool has a name, description, and structured inputs that an AI
assistant can understand and select. Votel offers both: its REST
API lives at https://app.votel.ai/api, while its
remote MCP server lives at
https://app.votel.ai/mcp.
What happens after you paste a prompt?
Imagine you are onboarding a roofing company. You want every website lead captured, organized, followed up with, and offered a booking link. Here is what one MCP-assisted conversation could look like.
Set up a draft lead-capture journey for Summit Roofing. Create the fields needed for service type and property ZIP code, a “Request a roof inspection” form, a New Lead pipeline stage, an inactive follow-up workflow, a roof-inspection calendar, and a dashboard showing new leads and booked inspections. Show me the plan first. Do not publish, activate, send messages, or buy anything without my approval.Set up a draft lead-capture journey for Summit Roofing. Create the fields needed for service type and property ZIP code, a “Request a roof inspection” form, a New Lead pipeline stage, an inactive follow-up workflow, a roof-inspection calendar, and a dashboard showing new leads and booked inspections. Show me the plan first. Do not publish, activate, send messages, or buy anything without my approval.
It checks the workspace
It looks for existing fields, pipelines, forms, calendars, and naming conventions so it does not create unnecessary duplicates.
list_custom_fields · list_pipelines · get_form_context ·
get_scheduling_context
It creates connected drafts
After approval, it creates the missing CRM structure, form, booking resource, inactive workflow, and dashboard.
create_custom_field · create_form_from_plan ·
create_bookable · create_dashboard
It verifies the saved result
It confirms IDs, field mappings, inactive status, launch blockers, and anything that still requires a human decision.
preview_form_visibility · get_dashboard ·
verify_artifact
The exact tools may differ. The important idea is that you ask for the business outcome, review the plan, approve the work, and receive a verified result—not a list of endpoints to decipher.
Connect the AI tool you already use
For most beginners, remote OAuth is the cleanest option: paste one server URL, sign in to Votel, and approve access. Local API-key setup is useful for developer environments or clients that connect through a local command.
Connect with remote OAuth
The wording varies by AI client, but the basic process is the same. You will not need to copy or expose an API key.
-
01
Open your AI tool’s connection settings.
Look for a menu named MCP, Connectors, Integrations, or Developer settings.
-
02
Add a remote MCP server.
Choose the option to add a custom or remote server. Name it Votel when your client asks for a name.
-
03
Paste Votel’s MCP server address.
https://app.votel.ai/mcphttps://app.votel.ai/mcp -
04
Sign in to Votel and approve access.
Your browser opens Votel’s authorization screen. Confirm the correct Votel account and complete the connection.
-
05
Test the connection without changing anything.
Ask: “List my Votel websites. Do not create, edit, or publish anything.” If the assistant returns information from your workspace, you are connected.
| Client | Remote OAuth | Local API key | Good fit |
|---|---|---|---|
| Claude.ai | Yes, paid plans | — | Beginners who want a familiar chat interface |
| ChatGPT | Yes, supported paid accounts | — | Everyday planning, building, and workspace management |
| Claude Code | Yes | Yes | Terminal-based, multi-step implementation work |
| Claude Desktop | Yes, paid plans | Yes | Desktop chat with either connection style |
| Cursor / Windsurf | Yes | Yes | Website and app work tied to a codebase |
| VS Code / Cline | VS Code supports both; Cline supports local | Yes | Developer workflows and project-scoped setup |
What can it actually do?
The value is not “having 318 endpoints.” The value is giving your assistant enough approved capabilities to complete a useful outcome across several parts of the workspace.
Audit a workspace
Inspect agents, workflows, forms, channels, integrations, domains, teams, and missing setup without editing anything.
Audit this workspace. Make no changes. Give me a prioritized
plan and cite the exact configuration behind each
finding.
Create connected assets
Draft a contact field, form, pipeline, AI agent, workflow, calendar, and dashboard around one business outcome.
Plan a lead-to-booking journey. Show me the assets and
dependencies before creating drafts.
Work the CRM and inbox
Find contacts, update fields, add notes, assign conversations, create tasks, move pipeline stages, and schedule follow-up.
Find new leads without a next task. Propose the task list
first, then wait for approval.
Launch marketing assets
Build websites, funnels, forms, email designs, social posts, images, branded tracking links, and dashboards.
Create a draft campaign package using our brand kit. Do not
publish or spend money.
Analyze performance
Query calls, messages, form submissions, workflow runs, bookings, clicks, ad results, activities, and custom dashboards.
Summarize the last 30 days by lead source, booked
appointment, call outcome, and revenue.
Set up client workspaces
Create sub-accounts, configure white-label settings and SaaS plans, invite teammates, and apply repeatable operating patterns.
Review our packages and propose a new client workspace plan.
Do not create the account until approved.
Schedule assistants and workers
Create scheduled tasks, specialist subagents, contact workers, messaging channels, and connected external MCP servers.
Draft a weekly account-health task that saves its report to
the Library. Keep it disabled.
Use docs and the web
Search Votel help articles, read changelog entries, research the live web, and extract pages before acting.
Check current Votel documentation for this feature, then
explain the safest implementation path.
Want to understand the underlying process first? Read the self-service account documentation guide →
All 23 tool categories
These counts come from Votel’s live MCP Tools screen on September 17, 2026. Search by outcome, category, or example tool name.
23 of 23 categories shown
CRM
64Contacts, custom fields, pipelines, tasks, projects, conversations, notes, tags, users, layouts, opt-outs, and activity.
create_contact · list_contacts · move_lead_stage ·
create_task · update_contact_layout
Agents
19Create, configure, audit, template, activate, and troubleshoot AI agents, knowledge, inline tools, widgets, and workflows.
create_ai_agent · audit_ai_agent_config ·
configure_agent_knowledge · create_agent_workflow
Social
10Connect accounts, read platform rules and brand voice, then draft, schedule, publish, retry, or delete posts.
connect_social_account · create_social_post ·
get_social_posting_context
Images
6Generate on-brand images, inspect models and aspect ratios, create links, and organize results in the Media Library.
generate_images · get_image_generation_context ·
organize_images
Branding
4Create a brand kit from a website or supplied guidelines, then read, update, or retire it.
create_ai_brand_kit · get_branding_context ·
update_brand_kit
Forms
12Plan complete forms, add and edit elements, preview conditions, connect resources, check readiness, and publish.
create_form_from_plan · preview_form_visibility ·
publish_form · update_form_element
Scheduling
20Manage booking links, services, staff, availability, bookings, outcomes, rescheduling, cancellations, counts, and context.
create_bookable · create_booking · find_bookings ·
update_scheduling_staff
Calls
7Place an AI phone call, check progress, search history, read outcomes and transcripts, obtain recordings, and report stats.
make_ai_phone_call · get_call_transcript · get_call_stats ·
search_calls
Messaging
5Inspect senders and rules, send or schedule email and SMS, review the queue, and cancel pending messages.
get_messaging_context · send_email · send_sms ·
cancel_scheduled_message
Build and edit email designs, inspect layouts and variables, find stock photography, and import selected images.
create_email_design · update_email_design ·
search_stock_images
Click Tracking & Ads
28Create tracking links and domains, measure ROI, inspect ad accounts, build audiences and ads, validate specs, and control spend state.
create_tracking_campaign · query_clicktrack_stats ·
validate_ad_spec · set_ad_status
Affiliates
14Manage affiliates, applications, terms, commissions, balances, tiers, payout batches, approvals, and paid status.
create_affiliate · review_commission · create_payout_batch ·
list_affiliate_payouts
Analytics
2Discover available metrics and filters, then answer totals, averages, grouped, and time-series questions with real workspace data.
get_analytics_context · query_analytics
Activity
3Inspect available activity logs, query their rows, and open the full details behind a call, message, submission, or run.
get_activity_log_context · query_activity_logs ·
get_activity_detail
Dashboards
4Discover widget types and grid rules, build a dashboard, read its layout, and update widgets or placement.
get_dashboard_builder_context · create_dashboard ·
update_dashboard
Websites
23Create and publish CDN websites, read and patch files, manage versions, domains, DNS, cache, storage, status, and traffic analytics.
create_website · publish_site · patch_website_file ·
verify_domain · restore_website_file
Funnels
5Read the design blueprint, build complete funnels, inspect launch blockers, connect Stripe, and update pages, offers, and automations.
create_funnel · get_funnel_status · update_funnel ·
list_stripe_integrations
Web
3Search current outside information, research across sources, and extract the full text of specific pages.
web_search · web_research · web_extract
Sub-Accounts
2List available packages and provision a new client sub-account on the approved package.
list_packages · create_sub_account
Settings
36Manage teams, roles, invitations, integrations, domains, numbers, global variables, SaaS branding, plans, routing, and tests.
get_team_context · connect_integration · update_saas_branding
· buy_phone_numbers
Assistant
34Configure Votel’s own assistant with messaging channels, external MCP connectors, scheduled tasks, subagents, workers, audits, and verification.
run_account_audit · create_scheduled_task · create_subagent ·
create_worker · verify_artifact
Library
6Read and save workspace files, inspect snapshots, and browse scheduled-task outputs and run history.
list_library_files · save_library_file · list_snapshots ·
get_scheduled_task_runs
Help & Docs
4Search Votel help documentation, read a source article, and inspect product changelog entries instead of relying on memory.
search_help_docs · read_help_article · list_changelog ·
get_changelog_entry
Beginner-safe prompts to copy
Good MCP requests define the outcome, the scope, what the assistant must not do, and where approval is required.
Audit this Votel workspace. List what exists for CRM, agents, workflows, forms, websites, scheduling, email, phone, integrations, branding, dashboards, and sub-accounts. Do not create, edit, send, publish, purchase, invite, activate, or delete anything. Give me a prioritized plan.
I want to build [OUTCOME] for [BUSINESS]. First inspect the relevant workspace context and documentation. Show me the proposed assets, dependencies, fields, channels, and test plan. Wait for approval before creating drafts, and keep everything unpublished and inactive.
Review my contacts, fields, pipelines, tags, views, and open tasks. Identify duplicates, unused structure, missing follow-up, and risky changes. Do not delete, merge, opt out, or overwrite records. Return a cleanup plan with counts and examples.
Verify the artifact we just built against its saved configuration and intended customer journey. Check prerequisites, inactive or unpublished state, field mappings, routes, permissions, and likely failure points. Do not activate or publish it.
Use powerful tools with clear guardrails
A connected assistant can do real work. Treat it like a capable operator: give it a defined job, limited authority, and explicit approval points.
Start with context tools
Ask for get_*_context, list_*,
audits, status checks, and previews before write actions.
Keep first builds inactive
Draft forms, agents, workflows, ads, websites, and scheduled tasks before publishing or activation.
Require approval for consequences
Sending messages, placing calls, inviting users, publishing, spending money, buying numbers, and creating payouts need an explicit checkpoint.
Be careful with destructive tools
Deletion, domain removal, number release, key changes, and permanent publishing actions can be difficult or impossible to undo.
Protect credentials
Prefer OAuth where supported. Never paste a secret API key into a public chat, screenshot, website, or repository.
Verify after every build
Use audits, status tools, previews, test records, and
verify_artifact before a customer sees the
result.
Use the current documentation
The live Votel account showed 318 tools across 23 categories. Votel’s public setup guide still describes “290+” tools, which shows why a live inventory link matters more than a permanently copied list.
- Votel MCP Setup Guide — current client compatibility, OAuth, local setup, and troubleshooting.
- Votel MCP Tools — the always-current tool names and descriptions inside your account.
- Votel API documentation — for developers who need direct REST endpoints rather than model-selected MCP tools.
- Official Model Context Protocol specification — the standard’s definition of tools, resources, and prompts.
All Things Votel is independent and not operated by or affiliated with Votel.ai. Tool availability, client compatibility, and permissions can change. Confirm consequential actions in your own workspace before approving them.