generated: '2026-07-21'
method: searched
status: published
source: https://docs.vitally.io/en/articles/15862100-vitally-mcp-server-beta
description: Vitally operates an official remote MCP (Model Context Protocol) server (Beta) that connects
  any MCP-compatible AI client (Claude, ChatGPT, Cursor) to a Vitally workspace. Authentication is a standard
  OAuth consent flow with dynamic client registration — there is no API key to paste. The server respects
  the connecting user's existing Vitally permissions and Access Groups, and records created by the AI
  are attributed to that user. Tools cover read-only search / retrieval across the Customer Success object
  model plus a small set of write actions. Tool names adapt to each workspace's terminology. Tool list
  captured verbatim from the Vitally MCP documentation.
server:
  name: vitally
  transport: http
  url: https://mcp.vitally.io/mcp/v0
  auth: oauth2
  auth_notes: OAuth authorization-code consent flow initiated by the client on first connect; dynamic
    client registration (no manual credential entry). Access is tied to the connecting Vitally user account
    and honors Access Groups.
tools:
- name: retrieve_content
  description: Retrieve the full content of a record.
  access: read
- name: search_accounts
  description: Search accounts (name or external ID; scoped to an account/organization).
  access: read
- name: search_conversations
  description: Search conversations.
  access: read
- name: search_custom_objects
  description: Search custom object instances by name.
  access: read
- name: search_docs
  description: Search docs.
  access: read
- name: search_goals
  description: Search goals.
  access: read
- name: search_indicators
  description: Search indicators.
  access: read
- name: search_meetings
  description: Search meetings.
  access: read
- name: search_note
  description: Search notes.
  access: read
- name: search_nps_responses
  description: Search NPS responses.
  access: read
- name: search_object_properties
  description: Search object properties.
  access: read
- name: search_projects
  description: Search projects.
  access: read
- name: search_segments
  description: Search segments.
  access: read
- name: search_tasks
  description: Search tasks.
  access: read
- name: search_team_members
  description: Search team members (admins).
  access: read
- name: search_users
  description: Search users.
  access: read
- name: create_custom_object
  description: Create a custom object record (requires an account or organization to attach to).
  access: write
- name: create_note
  description: Create a note (requires an account or organization to attach to).
  access: write
- name: create_task
  description: Create a task (requires an account or organization to attach to).
  access: write
notes: Beta — the tool set will continue to grow and some behavior may change. Write actions run directly
  without a separate confirmation step in the tool, so the connecting user should review AI-proposed records
  before proceeding. Clients connect by adding the connector URL and completing the browser OAuth flow.
deployment:
  mode: remote
  endpoint: https://mcp.vitally.io/mcp/v0
  verified: probed
  probe: gated
  checked: '2026-08-12'
  source: catalog MCP census