About Omnier
Omnier is a sales to-do service for agents, turning signals from email, CRM, and meetings into a prioritized daily list to work through in chat. It also provides workspace data access and list and document management.
Key features
- 01Collect sales-related signals
- 02Create prioritized daily to-do lists
- 03Read workspace data with SQL
- 04Create, update, and delete lists and documents
- 05Show daily lists in chat
Use cases
- 01Plan daily sales tasks from email and meetings
- 02Query workspace to-do lists and documents
- 03Review and work through a daily list in chat
MCP support
Omnier offers a Streamable HTTP MCP server using OAuth bearer-token authentication, with tools for loading skills, querying and changing workspace data, and displaying to-do lists.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://mcp.getomnier.com/mcpclaude mcp add --transport http jessesorsa-omnier https://mcp.getomnier.com/mcp{"mcpServers":{"jessesorsa-omnier":{"type":"http","url":"https://mcp.getomnier.com/mcp"}}}Open in Cursor{"servers":{"jessesorsa-omnier":{"type":"http","url":"https://mcp.getomnier.com/mcp"}}}Open in VS Code{"mcpServers":{"jessesorsa-omnier":{"type":"http","url":"https://mcp.getomnier.com/mcp"}}}{"mcpServers":{"jessesorsa-omnier":{"serverUrl":"https://mcp.getomnier.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.
https://mcp.getomnier.com/mcpAuth requiredTools
Details
From the project READMEOmnier
Sales to-do list for agents — the system of action your agent uses to plan, run, and record sales tasks. Turn signals from email, CRM, and meetings into a prioritized daily list you run together in chat.
- Website: getomnier.com
- Docs: getomnier.com/docs
- App: app.getomnier.com
Connect via MCP
| URL | https://mcp.getomnier.com/mcp |
| Transport | Streamable HTTP |
| Auth | Bearer token (Omnier OAuth — sign in when connecting) |
Setup: Getting started
Tools
| Tool | Role |
|---|---|
read_skill | Loads Omnier skills (schemas, todo list workflows, documents). Call first—e.g. todo_list. |
query | Read-only SQL on your workspace (todo_lists, documents). RLS scoped to you. |
action | Write SQL (create, update, delete todo lists and documents). RLS scoped to you. |
show_todo_list | Live interactive UI for a day's todo list in the agent chat (date: YYYY-MM-DD). |
The todo list app also uses get_todo_list and save_todo_list internally (app visibility).
Quick start in Claude
- Add custom connector →
https://mcp.getomnier.com/mcp→ complete OAuth. - In instructions: run
read_skill(["todo_list"])at session start. - Ask: Help me setup a todo list requirements document in Omnier, then Create a todo list for today.
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.