What is MCP and why does it matter for agencies?

The Model Context Protocol is an open standard that lets AI applications talk directly to external tools and data sources. For agencies, it means your AI assistant can read your ticket queue, draft replies, triage new requests, and move cards on your Kanban board, with no manual copy-pasting or custom integrations.

Which AI clients work with Sagely's MCP server?

Claude Desktop (Anthropic), Cursor, Windsurf, Continue, and any client built on the open MCP spec. If it supports MCP, it connects to Sagely.

Do I need to write any code to connect my AI to Sagely?

No. Add one JSON config block to your AI client pointing at your Sagely instance and you're connected. No custom code, no webhooks, no integrations to maintain.

AI Agents

AI-native agency helpdesk,
now talks to your favorite LLM.

Sagely ships a native MCP server. One API key gives Claude, Cursor, or any MCP-compatible client direct read and write access to your ticket queue.

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sagely:~/mcp

TechFlow Inc

Backlog2

In-Flight1

S-00142

Bug in checkout

Critical

S-00139

Portal access issue

High

S-0011Z

Reporting feature

High

What Your AI Agent Can Do with Sagely MCP

get_ticket read

list_tickets read

search read

get_ticket_comments read

get_ticket_history read

get_client read

list_clients read

list_team_members read

list_ticket_types read

list_kanban_columns read

get_kanban_board read

create_ticket write

update_ticket write

update_ticket_status write

update_ticket_priority write

assign_ticket write

add_comment write

move_ticket_to_column kanban

move_tickets_to_column kanban

+ 2 prompt workflow tools

21 tools, no configuration

Create, update, assign, move, and triage tickets from any MCP-compatible AI. Read tools for querying. Write tools for acting. Kanban tools for board management.

MCP API Key

sk-live-••••••••••••

Agency-scoped — no cross-tenant access

bcrypt-hashed at rest

Owner-only key regeneration

Secure by default

Every MCP call is authenticated with your API key and scoped to your agency. Other agencies' data is architecturally unreachable. Keys are bcrypt-hashed at rest.

Triage inbox

Draft reply

Queue summary

Sprint planning

Pre-built workflows included

Four prompt workflows (triage, reply draft, queue summary, sprint planning) load your full helpdesk context before the AI starts working. No extra tool calls needed.

Full Helpdesk Access for Your AI Agent

Sagely's MCP server exposes 21 tools across three categories: 11 read tools for querying your ticket queue, board, and team roster; 6 write tools for creating and updating tickets; and 2 Kanban tools for moving tickets between columns.

Query anything in your queue

List and filter tickets by status, priority, assignee, or client. Full-text search across titles, descriptions, and comment history. Pull the complete audit trail for any ticket.

Act on tickets directly

Create new tickets, update status, change priority, reassign, add threaded comments, and bulk-move tickets on the Kanban board. AI-generated comments are flagged automatically.

Live context at session start

Ticket statuses, priority levels, your team roster, and your client list load as MCP resources when the session starts. Your AI has full context before it asks a single question.

claude_desktop_config.json

{
  "mcpServers": {
    "sagely": {
      "command": "npx",
      "args": ["-y", "@sagely/mcp-server"],
      "env": {
        "SAGELY_API_KEY": "sk-live-••••••••"
      }
    }
  }
}

Paste into your Claude Desktop or Cursor config. That's the entire setup.

Connect Your AI in Three Steps

Generate an API key

Go to Settings > API Keys and create a new MCP key. The plaintext is shown once. Copy it.

Add the config block

Point your AI client at Sagely with a single JSON snippet. Works with Claude Desktop, Cursor, Windsurf, and any MCP-compatible tool.

Start asking

"List all critical tickets", "Triage S-00142", "Draft a reply for the portal access ticket." Your AI reads the context and acts.

Works with Any MCP-Compatible AI

Sagely MCP is built on the open Model Context Protocol spec. If your AI client supports MCP, it connects to Sagely.

Claude Desktop Cursor Windsurf Continue Custom MCP clients

More Sagely Features

Unified Inbox

Email and Slack in one place. No more context switching between apps.

Dashboard

Real-time visibility into every client, project, and conversation, all in one place.

Client Management

One branded workspace per client. Separate, clean, and professional.

AI Agent Integration: Common Questions

What is MCP and why does it matter for agencies?: The Model Context Protocol is an open standard that lets AI applications talk directly to external tools and data sources. For agencies, it means your AI assistant can read your ticket queue, draft replies, triage new requests, and move cards on your Kanban board, with no manual copy-pasting or custom integrations.
Which AI clients work with Sagely's MCP server?: Claude Desktop (Anthropic), Cursor, Windsurf, Continue, and any client built on the open MCP spec. If it supports MCP, it connects to Sagely.
Is it safe to give an AI agent access to my helpdesk?: Every MCP call is authenticated with your API key and scoped to your agency. Other agencies' data is architecturally unreachable. Keys are bcrypt-hashed at rest, and only agency owners can regenerate them.
Do I need to write any code to connect my AI to Sagely?: No. Add one JSON config block to your AI client pointing at your Sagely instance and you're connected. No custom code, no webhooks, no integrations to maintain.

Let Your AI Handle the Queue

Connect Claude, Cursor, or any MCP client to Sagely in under 5 minutes. No code required.

Start free trial

AI-native agency helpdesk, now talks to your favorite LLM.