Odie MCP brings your Odie Customer Knowledge Graph into the AI agent you already use, so you can get answers about your customers right where you're working. Say you have a renewal call with Acme tomorrow. You can ask your AI agent what's changed on the Account, and it pulls recent calls, support tickets, and renewal timing straight from Odie, then helps you turn it into a meeting prep brief.
Explore what your AI agent can do
Once you're connected, ask your AI agent questions in plain language. It picks the right Odie Tool for each request, so you don't need to name one.
| Tool | What it helps with | Try asking |
|---|---|---|
| Find Account | Finds the right Account, even by nickname | "Find our Account for Acme Corp." |
| Get Account context | Health, contacts, risks, opportunities, and renewal timing | "What should I know about Acme before Thursday?" |
| Get Touchpoints | Recent calls, meetings, emails, and tickets | "Summarize Acme's support tickets from last month." |
| Search Accounts | Several Accounts at once | "Compare Acme, Globex, and Initech." |
| Get Segment | The Accounts in a Segment | "Show me my Renewals at Risk Segment." |
| Get brief | Finds a brief or creates a new one | "Write a meeting prep brief for Acme." |
Your AI agent sees the same Accounts and details you can see in Odie, based on your role and access.
Get ready to connect
- Make sure you can sign in to Odie in your browser.
- Check that your AI agent can connect to other apps. Different AI agents call this connectors, integrations, or MCP servers.
- Check that your company allows customer information to be used in your AI agent.
Connect with help from your AI agent
This is the quickest way to get set up. Odie gives you a set of instructions, and your AI agent walks you through the rest.
- In Odie, go to Settings > MCP.
- Click Copy Setup Instructions.
- Paste the instructions into a new chat with your AI agent, and ask it to connect to Odie.
- To share a file instead, click Download llms.txt and attach it to the chat.
- Follow the steps your AI agent gives you. Some AI agents finish the setup on their own, and others show you where to click.
- When Odie opens in your browser, sign in with your Odie account.
- Choose your organization if Odie asks, then review and approve the connection.
- Return to your AI agent and ask it to list its Odie Tools. When you see the list, you're ready to go.
Connect manually
If your AI agent asks for a server address instead, you can add Odie yourself.
- In Odie, go to Settings > MCP and copy the Endpoint.
- In your AI agent, open the settings for connectors or MCP servers.
- Add a new connection and name it
odie. - Paste the Endpoint into the URL field. It ends in
/api/mcp/odie. - If your AI agent asks for a connection type, choose Streamable HTTP.
- If it asks how to sign in, choose OAuth.
- Start the connection, then sign in to Odie in the browser window that opens.
Connect Claude Code or Codex
Settings > MCP includes a command you can copy for each of these.
- In Settings > MCP, open the Manual Setup tab.
- Copy the command for Claude Code or Codex and run it in your terminal.
- Sign in to Odie:
- Claude Code: type
/mcp, choose odie, and sign in. - Codex: run
codex mcp login odie, then sign in.
- Claude Code: type
Add extra connection details
Most AI agents find everything they need from the Endpoint. If yours asks for more addresses, expand Advanced Connection Details in Settings > MCP and copy each value exactly as shown.
Understand usage and limits
- Finding and summarizing information that's already in Odie doesn't use your Odie AI allowance.
- Creating something new, like a brief, uses your Odie AI allowance, just as it would inside Odie.
- Your AI agent's provider may have its own plans and charges.
- If a lot of requests arrive at once, Odie may ask your AI agent to pause briefly before trying again.
Your Odie representative can walk you through what your plan includes.
Troubleshoot your connection
| If this happens | Try this |
|---|---|
| You can't sign in | Sign in to Odie in your browser, then start the connection again from your AI agent. |
| Odie says your request has expired | Start a new connection from your AI agent instead of reusing the old browser tab. |
| You see a success page, but your AI agent isn't connected | Start the connection from inside your AI agent. |
| Your AI agent can't reach Odie | Use the Endpoint from Settings > MCP, not the address in your browser bar. |
| Some Accounts or details are missing | Check which organization you chose, then ask your Odie admin about your access. |
| Your AI agent says to slow down | Wait a few minutes, then try again. |
| It worked before but stopped | Reconnect from your AI agent. |
FAQs
What is MCP?
MCP (Model Context Protocol) is a common standard that lets AI agents connect to other apps. Odie MCP uses it so your AI agent can work with your Odie information.
Do I need an API key?
No. You connect with your Odie sign-in, the same way you sign in to Odie every day.
Will my AI agent change my data in Odie?
Odie MCP is designed to help you find, understand, and summarize your customer information, and to create briefs. Updates to your Accounts and other records still happen in Odie, so your team stays in control of your data.
Can I see information across my whole organization?
Your AI agent sees what you can see in Odie. If your role lets you view every Account in your organization, your AI agent can too.
Which AI agents can I use?
You can use any AI agent that connects to other apps and lets you sign in through your browser. Settings > MCP includes steps for Claude Code and Codex, and the manual steps work for many others.
Can I connect an agent I built myself?
Yes, as long as it supports the same kind of connection. You sign in and approve the connection the first time you set it up.
Can I export data in bulk?
Odie MCP works best for asking questions and getting answers. For bulk exports or a custom integration, your Odie representative can help you find the right option.
Is this the same as the Odie API?
No. Odie MCP is for connecting AI agents. Your Odie representative can answer questions about the Odie API.
Does the setup file include my account details?
No. The llms.txt file contains setup steps and your Endpoint. It doesn't include your password, customer data, or access to your account.