MCP AI Integration Setup Troubleshooting

Get help setting up and connecting OnePageCRM with AI chats through MCP, including guidance on permissions and access levels.

The connection is not working

Disconnect and reconnect the OnePageCRM connector. Make sure the required connection details have been entered correctly.

Name - OnePageCRM

Server URL - https://app.onepagecrm.com/mcp

The AI cannot access or view my CRM data

Disconnect and reconnect the OnePageCRM connector. Make sure you grant the first two permissions when connecting OnePageCRM:

Allow AI access (MCP) (required)

View CRM data (required)

View and update CRM data (optional)

The AI cannot update my CRM data

If you want the AI to make changes to your CRM, disconnect and reconnect OnePageCRM, then select all three permissions:

Allow AI access (MCP)

View CRM data

View and update CRM data

The AI cannot access OnePageCRM in a new chat

Some AI chats require you to select or enable the OnePageCRM connector each time you start a new chat.

The AI cannot find a record you know exists

Try rephrasing your question and provide more specific details, such as the contact name, company, or recent activity. This can help the AI find the correct record.

I am using an AI chat that is not included in your guides

Try connecting OnePageCRM using the AI chat's custom connector option. See here for details.

💡 If the connection does not work, please contact Support for help.

I can’t find or add a custom connector

Make sure the AI chat supports MCP, OAuth 2.1, and Dynamic Client Registration.

You get an OAuth error when connecting

Make sure:

Your OnePageCRM account is active.

You are signed in as the Account owner, Admin or User.

Then try connecting again.

💡 The integration is not available to Focused users.

Contact us

If you are still experiencing trouble connecting OnePageCRM to the AI chat, contact our support team and include any error messages or screenshots.