MCP server

The Ocean.io MCP server exposes Ocean.io to any AI assistant that speaks the Model Context Protocol. Once connected, your assistant can search companies and people, check an account's timing and fit, reveal contact details, export to CSV, your CRM or a webhook, and build your workflows and check how their runs went, all from a chat.

MCP requests use the same credit balance as the platform and the REST API. See Credits for how credits work.

Prerequisites#

  • An Ocean.io account. MCP is built for plans with unified credits. Accounts on older plans can connect too, and the costs below show your plan's rates.
  • An AI assistant that supports remote MCP servers (Claude, ChatGPT, Claude Code, Cursor, and others).

Authentication#

The server URL is:

https://api.ocean.io/mcp/

There are two ways to authenticate:

  • Sign in with Ocean.io (OAuth). Any Ocean.io user can connect. The assistant opens an Ocean.io sign-in page, and you click Allow access. Use this in every assistant that supports it.
  • API token. For clients without sign-in support, send a token in the x-api-token header. Only managers can create tokens, at Settings → API tokens.

Claude (claude.ai, Desktop, mobile)#

  1. Open Settings → Connectors → Add custom connector.
  2. Paste https://api.ocean.io/mcp/, click Add, then Connect.
  3. Sign in to Ocean.io and click Allow access.

Custom connectors are tied to your Claude account, so a connector added on claude.ai also works in Claude Desktop and mobile.

ChatGPT#

ChatGPT connects to custom MCP servers on the web. Business and Enterprise/Edu workspaces get every tool; admins and owners add the server, and on Enterprise/Edu an admin can let other members add it. On Pro, a custom server gets read and fetch access only, so searches and lookups work but exports, reveals and other write actions don't.

  1. Go to Plugins, select the + button, then Add custom MCP server.
  2. Enter Ocean.io as the name and, under Connection, https://api.ocean.io/mcp/ as the URL.
  3. Choose OAuth as the authentication.
  4. Review the risk warning, select I understand and want to continue, then Create as a plugin.
  5. Install the plugin, sign in to Ocean.io, and click Allow access.
  6. In a new chat, type @ and select Ocean.io.

Workspaces still on the older Apps page add the server from Settings → Apps → Create instead.

Claude Code#

claude mcp add --transport http ocean https://api.ocean.io/mcp/

Then run /mcp in Claude Code and sign in to Ocean.io. To use an API token instead:

claude mcp add --transport http ocean https://api.ocean.io/mcp/ --header "x-api-token: YOUR_API_TOKEN"

Cursor#

Open Cursor Settings → MCP → Add new global MCP server and add:

{
  "mcpServers": {
    "ocean": {
      "url": "https://api.ocean.io/mcp/"
    }
  }
}

Cursor asks you to sign in to Ocean.io. To use an API token instead, add "headers": { "x-api-token": "YOUR_API_TOKEN" } to the ocean entry.

Other clients#

Point the client at https://api.ocean.io/mcp/ over Streamable HTTP. The server supports OAuth discovery and dynamic client registration, so clients that implement the MCP authorization spec can sign in without extra setup. Otherwise, send an API token in the x-api-token header.

Disconnect#

Open Settings → Connected apps and click Disconnect next to the app. Access stops within a minute, and managers can disconnect any app in their organization. Removing Ocean.io inside the assistant ends the connection only if the assistant notifies Ocean.io, so disconnect here to be sure. Sign-ins that go unused for 90 days expire.

Available tools#

Search and look up#

Tool What it does Cost
search_companies Filter or lookalike search, up to 10,000 results per call. 0.2 credits / result; lookalike searches 0.2 credits / result
search_people Search by job title, seniority, department, location, and company attributes, or find lookalikes of given people or companies. 0.2 credits / result; lookalike searches 0.2 credits / result
count_companies Number of companies matching a search, and the exact cost of fetching a given number of them. Free
count_people Number of people matching a search, and the exact cost of fetching a given number of them. Free
lookup_company One company's profile by domain. Free
lookup_person One person's profile by ID, LinkedIn URL, email, or name and company domain. Free

Signals and fit#

Tool What it does Cost
similar_customers Your closed-won customers that look like a given company. 0.2 credits / result
role_changes People who recently changed jobs or roles. 0.2 credits / result
why_now Timing signals for a company, such as hiring, funding, and role changes. 0.2 credits / result, charged on each of the several searches one call runs
account_brief One-call brief on a company: profile, timing, fit, CRM history, and decision-makers. 0.2 credits / result, charged on each of its timing and contact searches, plus 0.2 credits / result on its similar-customer search. The profile and CRM lookup are free, so a brief costs more than any single search.
get_recommendations New companies that look like your best customers, minus ones you already excluded, exported, or saved. 0.2 credits / result
exclude_from_recommendations Keep companies out of future recommendations. Free

Your account#

Tool What it does Cost
account_context Credit balance and plan, connected CRM, active segmentation, and webhooks. Free
get_deals Deals from your connected CRM. Free
get_active_segmentation The segments of your active segmentation, with win rate, average deal value, and time to close. Free
create_segmentation Build a segmentation from a list of domains. Free
get_segmentation Status and segments of a segmentation. Free
list_segmentations Every segmentation in your organization, with its status, scoring model, and which one is active. Free
update_segmentation Rename a segmentation or set its score balance. Free
set_active_segmentation Make a ready segmentation your organization's active one. Free
archive_segmentation Archive a ready or failed segmentation, or discard a draft. Free
list_scoring_models Your scoring models, whether each is locked, and the segmentations using them. Free
get_scoring_model A scoring model's signals and its highest scoring CRM companies. Free
list_signal_values The values a scoring model signal can take. Free
create_scoring_model Create a scoring model from signals, or from your CRM's deals. Free
edit_scoring_model Rename a scoring model or change its signals (a locked model is copied). Free
apply_scoring_model Attach a scoring model to a segmentation, which rescores its segments. Free
score_companies Score up to 100 companies against your segmentation: segment, score, tier, the signals behind it, and CRM status. Free
get_segment One segment as Discovery shows it: win rate, revenue, deals, tiers, similar companies, and its companies with scores. Free
get_buying_committee Your buying committees and their roles. Free
buying_committee_people People at a company who match a buying committee. 0.2 credits / result
create_buying_committee, update_buying_committee, set_primary_buying_committee, delete_buying_committee Manage buying committees. Free

Contacts and exports#

Tool What it does Cost
reveal_contacts Emails and phone numbers for up to 25 people per call. Contacts that aren't found, or that your organization already revealed, are free. 1 credit / email found (3 on older plans), 10 credits / phone found
export_companies CSV export, up to 10,000 companies per call. 0.2 credits / exported company
export_people CSV export, up to 10,000 people per call. 0.2 credits / exported person
export_companies_to_crm, export_people_to_crm Push records to your connected CRM, up to 1,000 per call. 0.2 credits / exported record
export_companies_to_webhook, export_people_to_webhook Send records to a configured webhook, up to 1,000 per call. 0.2 credits / exported record
list_crm_pipelines, list_crm_owners, list_webhooks Targets for CRM and webhook exports. Free

Workflows#

Tool What it does Cost
get_workflow_run Status and results of a run. Free
get_workflow_runs A workflow's recent runs and the credits each step spent. Free
list_workflows, describe_workflow, get_workflow_graph Read your workflows and their steps. Free
create_workflow, edit_workflow, publish_workflow Create and edit a workflow draft, then publish it. Free
list_workflow_node_types, get_workflow_node_docs The step types a workflow can use. Free

Reference and feedback#

Tool What it does Cost
list_company_fields, list_people_fields Every field you can filter on or request. Free
list_industries, list_linkedin_industries Industry taxonomies. Free
find_industries, find_linkedin_industries, find_technologies Turn a plain term like "fintech" or "Salesforce" into an exact filter value. Free
search_support_articles Search the Ocean.io help center. Free
submit_data_feedback Report an incorrect company or person record. Free

Export credit examples:

  • 5 companies exported = 1.0 credit
  • 25 companies exported = 5.0 credits
  • 1,000 companies exported = 200 credits

On some older plans, each export's total is rounded up to the next whole credit, so exporting one company costs 1 credit.

Ocean.io checks your balance before an export starts. If the balance doesn't cover the whole export, nothing is exported and nothing is charged. Records that fail to export aren't charged.

Behaviour notes#

  • Confirmations. Tools that spend credits on exports or reveals, or that change data, are annotated as destructive. Claude and ChatGPT ask you to confirm before they run. Other clients may run them without asking, depending on their settings.
  • Check the cost first. count_companies and count_people are free. They return the exact cost of fetching num_results matches, 100 by default and up to 10,000, so set it to the match count to price a whole large search.
  • Large searches. search_companies and search_people return a resultSetId that holds the rows of that call: num_results of them, 10 by default and up to 10,000. Export tools accept it as result_set_id in place of a list of domains or person IDs; CRM and webhook exports take up to 1,000 rows. A larger search continues on later pages, fetched by passing the response's searchAfter value as search_after, and each page has its own resultSetId. Result sets expire 30 days after the search. If one can't be saved, the rows still come back without it.
  • Not enough credits. Search, CRM export and webhook export errors state how many credits the request needs and how many are available. CSV export errors say only that credits are insufficient. A reveal reveals as many contacts as the balance covers and lists the rest as skipped for lack of credits. Ask for fewer results, or ask an organization manager about the balance.

Example flow#

Prompt: Find Chicago-headquartered companies similar to pandadoc.com and export them to CSV.

The assistant typically:

  1. Calls search_companies with lookalikeDomains: ["pandadoc.com"] and a Chicago primaryLocations filter.
  2. Returns the matches (for example OneSpan, Mediafly, Conga, Showpad, ActiveCampaign) with a one-line summary of each.
  3. States the export cost (5 × 0.2 = 1.0 credit) and asks you to confirm.
  4. On confirm, calls export_companies and returns the download URL.

CSV download links work for anyone who has the link, so share them only with people who are allowed to see the data.

Privacy#

Ocean.io receives the requests your assistant makes to its tools, not your full conversation. Section 14 of the Privacy Policy describes what Ocean.io stores for assistant connections and for how long.