SETUP GUIDE

Connect Familiar AI to KnowSales Context

Keep customer profiles, product knowledge, and communication history in KnowSales while choosing the AI workspace that fits the task

via MCP (Model Context Protocol)

Choose an AI workspace

Create a least-privilege API Key

Add a remote HTTP server, the KnowSales URL, and API-key request header in the MCP configuration for your current Codex environment.

MCP Server URL

https://knowsales.ai/api/mcp/knowsales

API Key request header

Authorization: Bearer YOUR_API_KEY

Replace YOUR_API_KEY with the key you just created. Never put a real key in screenshots, public documents, or a code repository.

✅ After connecting, validate read access first:

“List my KnowSales tools and search for a known product item”

When write access is needed, use an unambiguous account for one controlled write, then verify it with get_customer or get_activity.

Security

🔒Revoke API Keys anytime🔒Tools are limited by key and workspace role🔒HTTPS encryption in transit