Atomic CRM FAQs

Question 1

How does Atomic CRM MCP Server ensure data security?

Accepted Answer

Security is paramount, featuring OAuth 2.1 authentication with Supabase, automatic Row Level Security (RLS) enforcement on all SQL queries, JWT validation, and secure session management to protect your CRM data.

Question 2

What data interaction capabilities does it offer to AI agents?

Accepted Answer

AI agents gain two powerful tools: a 'query' tool for executing SQL directly against the CRM database with RLS applied, and a 'get_schema' tool to discover the database structure, aiding in the construction of precise and effective queries.

Question 3

What is the Atomic CRM MCP Server?

Accepted Answer

The Atomic CRM MCP (Model Context Protocol) Server enables AI agents, such as ChatGPT and Claude, to securely read and write data to your Atomic CRM instance, acting as a robust intermediary for intelligent data interaction.

Question 4

What is Row Level Security (RLS) and how does it benefit users?

Accepted Answer

Row Level Security (RLS) automatically filters data based on the authenticated user's permissions, ensuring that AI agents can only access or modify data they are authorized for. This enhances data privacy and compliance without extra application logic.

Question 5

Which AI clients are compatible with Atomic CRM MCP Server?

Accepted Answer

It is designed for broad compatibility, supporting major AI clients including ChatGPT, Claude.ai, Visual Studio Code, Claude Desktop, Claude Code, Cursor, Goose, Codex CLI, and Gemini CLI, allowing seamless integration into your preferred AI workflow.

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