About BiglySales
BiglySales is a hosted MCP server for configuring the AI sales assistant in a BiglySales workspace. It supports preview-and-confirm changes to assistant settings while excluding contacts, communications, billing, and phone numbers.
Key features
- 01Review and update AI settings
- 02Edit voice and SMS assistant content
- 03Configure follow-up sequences and hours
- 04Manage webhooks and web calling
- 05Preview call context without placing calls
Use cases
- 01Adjust an assistant's working hours
- 02Change voice prompts or SMS agent settings
- 03Review the context prepared for a web call
MCP support
Connects MCP clients to a BiglySales workspace through Streamable HTTP, using OAuth 2.1 or a workspace access token. Write operations show a preview and require confirmation before applying changes.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://app.biglysales.com/mcpclaude mcp add --transport http com-biglysales-biglysales https://app.biglysales.com/mcp{"mcpServers":{"com-biglysales-biglysales":{"type":"http","url":"https://app.biglysales.com/mcp"}}}Open in Cursor{"servers":{"com-biglysales-biglysales":{"type":"http","url":"https://app.biglysales.com/mcp"}}}Open in VS Code{"mcpServers":{"com-biglysales-biglysales":{"type":"http","url":"https://app.biglysales.com/mcp"}}}{"mcpServers":{"com-biglysales-biglysales":{"serverUrl":"https://app.biglysales.com/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project README
BiglySales MCP Server
Connect Claude, ChatGPT or any MCP client to your BiglySales workspace and configure the AI sales assistant that calls and texts your leads, by chatting instead of clicking through settings.
This is a hosted (remote) MCP server. There is nothing to install or run. This repository holds the public listing, connection details and registry metadata; the server itself runs at BiglySales.
| Server URL | https://app.biglysales.com/mcp |
| Transport | Streamable HTTP |
| Authentication | OAuth 2.1 (sign in with your BiglySales account), or a workspace access token |
| Documentation | docs.biglysales.com/mcp |
What you can do
- Review and change AI settings such as timezone, guard rails and whether AI is enabled.
- Edit the company variables, intros, opening messages and qualifying questions your assistant uses.
- Switch the voice assistant's LLM, voice or speech-to-text model and tune its prompt.
- Manage the SMS agents that answer inbound texts.
- Set up follow-up sequences, first-day follow-ups and working hours.
- Manage outbound webhooks, AI tool settings and Web Calling (embed snippet and allowed domains).
- Preview the exact context your assistant will use on a call, without placing one.
It does not read or edit contacts, lists, calls, messages, billing or phone numbers, and it never places calls or sends messages.
Safe by design
- Every change is shown to you as a preview first and is only applied after you confirm it.
- Credentials and API keys are entered in the BiglySales app, never in chat. Stored ones always come back masked.
- Credit data is never shown.
- Each connection is tied to you and to one workspace, and every change is audited.
Requirements
- A BiglySales workspace with MCP access enabled. If it isn't enabled for your account, contact support.
- A role that includes MCP access. Owners and admins have it by default.
Connect
Full step-by-step instructions are at docs.biglysales.com/mcp/connect.
Claude (web, desktop and mobile)
- In Claude, open Customize › Connectors › Add custom connector.
- Name:
BiglySales, Remote MCP server URL:https://app.biglysales.com/mcp. - Click Connect, sign in to BiglySales, pick a workspace and click Allow.
Claude Team and Enterprise Owners can add the connector for the whole organization.
ChatGPT
Add a custom MCP server with the URL https://app.biglysales.com/mcp and Authentication set to OAuth (leave client ID and secret empty), then sign in and allow access.
Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other clients
These clients connect with a workspace access token:
- In BiglySales, open the MCP setup screen and generate an access token. It is shown only once; treat it like a password.
- Copy your workspace's MCP URL from the same screen. It ends in
/api/v2/mcp. - Add the server to your client with the header
Authorization: Bearer <token>.
The setup screen generates the exact snippet for each client. For example, Claude Code:
claude mcp add biglysales --transport http <your-workspace-mcp-url> --header "Authorization: Bearer <token>"
Cursor (~/.cursor/mcp.json):
{
"mcpServers": {
"biglysales": {
"url": "<your-workspace-mcp-url>",
"headers": { "Authorization": "Bearer <token>" }
}
}
}
You can revoke a token, or disconnect an OAuth app, at any time from the BiglySales app.
Tools
Each area has a read tool and an update tool. Update tools work in two steps: preview_update shows the change, and apply_update saves it only after you confirm.
| Tool | Title | Type |
|---|---|---|
tenant_ai_onboarding_guide | Get onboarding guide | Read-only |
tenant_ai_settings | Read AI settings | Read-only |
tenant_ai_settings_update | Update AI settings | Write |
tenant_ai_company_variables | Read company variables | Read-only |
tenant_ai_company_variables_update | Update company variables | Write |
tenant_ai_intros | Read AI intros | Read-only |
tenant_ai_intros_update | Update AI intros | Write |
tenant_ai_voice_prompt | Read voice assistant | Read-only |
tenant_ai_voice_prompt_update | Update voice assistant | Write |
tenant_ai_sms_agents | Read SMS agents | Read-only |
tenant_ai_sms_agents_update | Update SMS agents | Write |
tenant_ai_followup | Read followup sequence | Read-only |
tenant_ai_followup_update | Update followup sequence | Write |
tenant_ai_first_day_followup | Read first-day followup | Read-only |
tenant_ai_first_day_followup_update | Update first-day followup | Write |
tenant_ai_webhooks | Read webhooks | Read-only |
tenant_ai_webhooks_update | Update webhooks | Write |
tenant_ai_tools_configuration | Read AI tool settings | Read-only |
tenant_ai_tools_configuration_update | Update AI tool settings | Write |
tenant_ai_web_call | Read web calling settings | Read-only |
tenant_ai_web_call_update | Update web calling settings | Write |
tenant_ai_call_context_preview | Preview AI call context | Read-only |
The server also provides guided prompts (onboarding, working hours, follow-up sequences, voice and model changes, SMS agents, diagnosing blocked calls) and reference resources (settings, placeholders, models, prompt-writing guide).
Example prompts
- "Show me my AI assistant's current settings."
- "Change my follow-up working hours to 9am–5pm Eastern, Monday to Friday."
- "Preview what my AI will say on a web call."
Support, privacy and terms
- Support: biglysales.com/contact or [email protected]
- Privacy policy: biglysales.com/privacy-policy
- Terms of use: biglysales.com/terms-of-use
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.