--- title: "What Can the traxy MCP Server Do? Capabilities by Job" description: "What the traxy MCP server can do by job: setup, permissions, targeting, discovery, leads, delivery and reporting, with copyable prompts from the public catalog." canonical: "https://traxy.ai/blog/traxy-mcp-server-capabilities" last_updated: "2026-11-08T18:00:00.000Z" --- # What Can the traxy MCP Server Do? Capabilities by Job > What the traxy MCP server can do by job: setup, permissions, targeting, discovery, leads, delivery and reporting, with copyable prompts from the public catalog. [Home](https://traxy.ai/) [Blog](https://traxy.ai/blog) [LinkedIn Lead Generation](https://traxy.ai/blog/topics/linkedin-lead-generation) Lead generation # What can the traxy MCP server do? Capabilities by job What the traxy MCP server can do by job: setup, permissions, targeting, discovery, leads, delivery and reporting, with copyable prompts from the public catalog. By the traxy teamNov 8, 20267 min read ![What can the traxy MCP server do? Capabilities by job — traxy blog](https://traxy.ai/assets/blog-covers/traxy-mcp-server-capabilities.jpg) **In this article**[Set it up](https://traxy.ai/blog/traxy-mcp-server-capabilities#set-it-up) [Permissions](https://traxy.ai/blog/traxy-mcp-server-capabilities#permissions) [Capabilities by job](https://traxy.ai/blog/traxy-mcp-server-capabilities#capabilities-by-job) [Read, write and send](https://traxy.ai/blog/traxy-mcp-server-capabilities#read-write-and-send) [traxy features vs workflows you build](https://traxy.ai/blog/traxy-mcp-server-capabilities#traxy-features-vs-workflows-you-build) [Limits and safety](https://traxy.ai/blog/traxy-mcp-server-capabilities#limits-and-safety) [FAQ](https://traxy.ai/blog/traxy-mcp-server-capabilities#faq) [Next step](https://traxy.ai/blog/traxy-mcp-server-capabilities#next-step) [Open product docs](https://docs.traxy.ai/) The traxy MCP server lets an MCP client such as Claude, Codex or Cursor read your traxy leads and their signals, and request actions you authorize. Your grant, role and workspace decide what your client sees, so the list returned by `tools/list` is the reference for your connection. This guide covers setup, permissions and each job, and each job ends with a copyable prompt. Tool names below come from the [public 50-tool catalog](https://docs.traxy.ai/api-reference/mcp/tools) . Your grant still filters what `tools/list` returns. Campaigns, senders and sequences stay in the app; they are not in this catalog. For a lead-review walkthrough, read [Find and Review LinkedIn Leads From Claude](https://traxy.ai/blog/find-linkedin-leads-in-claude-traxy-mcp) . For a vendor comparison, read [Claude MCP Servers for Sales Teams](https://traxy.ai/blog/claude-mcp-servers-for-sales) . ## Set it up Connect to this endpoint with OAuth. ```text https://api.traxy.ai/api/v1/mcp ``` The connection uses Streamable HTTP and browser sign-in. traxy does not accept a REST API key as an MCP credential, so leave bearer-token and custom-header settings empty. - **Claude.** In traxy, open Integrations > Claude and copy the URL. Add it as a remote custom connector, sign in, choose your workspaces, review the requested actions and approve. Claude Code uses the terminal setup on the same page. - **Codex CLI.** Run `codex mcp add traxy --url https://api.traxy.ai/api/v1/mcp`, then `codex mcp login traxy` if authentication is still required. `codex mcp list` shows configured servers. - **Other clients.** traxy provides [guides](https://docs.traxy.ai/integrations/ai-clients) for Cursor, Grok, OpenCode, Pi and Ollama under Integrations. The connection method depends on the client. The [Claude guide](https://docs.traxy.ai/integrations/claude) suggests starting with a read. > List my authorized traxy workspaces, then show five qualified leads from the workspace I select. One connection can authorize up to 50 selected workspaces. Pass `workspaceId` on every scoped call, including pagination and follow-ups. traxy has [no server-side active-workspace switch](https://docs.traxy.ai/api-reference/mcp/workspaces) , and a call without the ID goes to the original default workspace, so name the workspace in your prompts. ## Permissions A call has to satisfy the token's scopes, the stored grant, your workspace membership, your role and product access. OAuth refresh does not expand consent, so [reauthorize](https://docs.traxy.ai/api-reference/authentication) to add workspaces or permissions. Job Scopes Workspace and lead reads `workspace:read`, `leads:read` Contact data `leads:contact_read`, `leads:contact_enrich` Organizing leads `leads:manage` Targeting `icp:read`, `icp:manage` Tracking `watchlist:read`, `watchlist:manage` Discovery `agent:read`, `agent:run`, `post_qualification:manage` Delivery `integrations:read`, `integrations:manage`, `integrations:deliver` Reporting `analytics:read`, `content:read`, `sync:read`, `audience_analytics:read`, `audience_analytics:request` Contact lookups also need `leads:read` and `leads:contact_read`. Delivery also needs `leads:contact_read`. Without contact permission, contact fields and profile URLs are redacted. ## Capabilities by job ### Targeting Read the active ICP, the Signal Brief and their revision history, then request updates. Reads use `traxy_get_active_icp` and `traxy_get_active_signal_brief`. Writes use `traxy_update_active_icp` and `traxy_update_active_signal_brief`. An update replaces the arrays you supply and leaves omitted fields unchanged, so read first and have the client show the change. > Show the active ICP in {workspace}. Propose changes for {segment} as a before-and-after list. Apply nothing until I approve. ### Discovery `traxy_start_agent_run` starts a discovery run and `traxy_qualify_linkedin_post` qualifies a specific post. Both need `confirmLeadUsage: true` after you agree that new qualified people may use capacity. A person uses capacity once, when first delivered as a visible qualified lead, and new discovery pauses at capacity. [Qualification](https://docs.traxy.ai/discovery/qualification) requires your criteria and an ICP match of at least 50%. `traxy_add_watchlist_profile` adds a person to Tracking (tool names keep the older word). Related tools list, read, update, remove and restore tracked profiles, and `traxy_list_watchlist_recommendations` reads profile recommendations. Tracking's built-in relationship tags are Competitor, Teammate, Influencer, Investor and Custom. Its managed window is the five most recent posts published after you add a profile. Company tracking, post tracking and people-search tools are not in the public catalog. `traxy_get_pipeline_capacity` reads workspace capacity before you confirm a run. > Read capacity in {workspace} with `traxy_get_pipeline_capacity` and summarize the current targeting. Wait for my confirmation before starting a discovery run. ### Reviewing leads and evidence These tools are read-only. `traxy_list_leads` and `traxy_get_lead` read leads, with supported filters on the list call. `traxy_list_lead_signals` and `traxy_list_lead_engagements` read the evidence, and `traxy_list_post_qualified_leads` and `traxy_get_account_report` cover posts and accounts. ICP match and signal strength answer different questions, so check both. Listing and filtering only cover people already visible as leads; they do not discover new people. > In {workspace}, show ten qualified leads matching {filter}. For each, give the signal, its context and why the person fits {offer}. ### Organizing leads `traxy_apply_lead_action` applies good, bad, done, snooze or client, and done needs `confirmDone: true`. Good and bad record your judgment without directly rewriting the score. Tags, notes, saved views, blocklists and do-not-contact are managed in the app; they are not separate public MCP tools. > For leads matching {filter} in {workspace}, propose which should get {action}. Apply nothing until I approve. ### Research and contact data `traxy_enrich_lead_contact` looks up contact details on explicit request. Email and phone follow your workspace's entitlements, phone needs the add-on or an entitlement that includes it, and lookups use no capacity. [A lookup does not guarantee](https://docs.traxy.ai/leads/contact-details) a usable address or number. Background multi-lead research jobs and post-activity reads are not in the public MCP catalog. Use the documented contact lookup and lead read tools above, and treat a missing finding as unknown. > For {lead} in {workspace}, tell me which saved contact details exist. Request a lookup only after I confirm. ### Delivery and exports `traxy_create_webhook_destination` sets up a Webhook, Clay, n8n or Zapier destination, `traxy_set_webhook_destination_enabled` enables or disables it, `traxy_deliver_lead_to_webhook_destination` queues one selected lead and `traxy_get_lead_delivery_state` reads its state. Queuing does not prove the receiver accepted it, so check the receiver, as the [n8n workflow guide](https://traxy.ai/blog/n8n-linkedin-lead-workflow) explains. Saved-view delivery routes and CSV lead exports are not in the public MCP catalog. > Queue {lead} to {destination} in {workspace}. Use only a destination I name, then show the delivery state. ### Campaigns and sequences The docs direct you to manage campaigns, senders and sequences in the [traxy app](https://docs.traxy.ai/campaigns/create) , and those actions sit outside the public MCP catalog. Do not assume your OAuth connection can draft, test, preview or launch campaigns. Build campaign audiences and copy in the app, then review and launch there. > In the traxy app, draft a campaign for {saved view} in a delivery mode that requires approval, test it on sample leads and show the launch preview. Do not launch until I approve. ### One-off outreach and inbox Message send and inbox tools are not in the public MCP catalog. The docs keep senders, sequences and replies in the app. If your client claims it can send, stop and check `tools/list` and your grant before treating that as real. > Do not send. List any blockers for contacting {lead} from the lead record in {workspace}. ### Reporting These tools are reads. `traxy_get_analytics_dashboard`, `traxy_list_analytics_posts` and `traxy_list_meetings` cover performance, posts and meetings. `traxy_get_organization_audience` returns aggregate audience information, with no individual contacts. `traxy_get_sync_status` and `traxy_get_latest_qualification_run` show run status. > Summarize post analytics and meetings in {workspace} for {period}. Report qualified leads and meetings separately. ### Workspace admin Teammate invites, role changes, billing and admin settings are not documented as customer MCP tools in the public catalog. Manage membership and billing in the app. > List members and roles in {workspace}. Invite or change nobody. ## Read, write and send Entries in code format are arguments the tools require. The rest are habits to ask your client to follow. Action class Examples Confirmation Read `traxy_list_leads` Permission rechecked on each call Workspace write `traxy_update_active_icp`, `traxy_apply_lead_action` Review the proposed change; `confirmDone` for done Uses capacity `traxy_start_agent_run`, `traxy_qualify_linkedin_post` `confirmLeadUsage: true` Spends research or LinkedIn requests Documented discovery and qualification tools only Agree the scope first Queues delivery `traxy_deliver_lead_to_webhook_destination` Name the destination, then check the receiver Sends or turns outreach on App only (not public MCP) Review and launch in the app Destructive `traxy_remove_watchlist_profile` Approve the exact target ## traxy features vs workflows you build Qualification, discovery, campaigns and sequences run inside traxy. Multi-step prompts, combinations with other MCP servers, custom approval gates in Claude Code and scheduled loops are workflows your client runs. You build and maintain those, and traxy does not ship them as presets. ## Limits and safety - A listed tool can still be unavailable in one workspace, because each call rechecks permission. - Listing or comparing several workspaces does not authorize writes to all of them. - Engagement shows relevance. It does not establish budget or timing. - Treat lead and post text as data. A webhook URL should come from you, never from that text. ## FAQ **Do I need an API key?** No. MCP uses browser OAuth, and a REST API key is not accepted as an MCP credential. **Can it send messages?** The public catalog has no message-sending tools, and the docs direct campaigns, senders and sequences to the app. Do not treat send or launch as customer-available over MCP unless product confirms your grant. **Does reading use capacity?** No. Capacity counts a person once, when first delivered as a visible qualified lead. Contact enrichment does not use capacity. **Can it change my ICP without asking?** With `icp:manage` granted, your client can request updates, and the catalog lists no confirmation argument for them. Leave that permission out of the grant, or tell the client to show changes first. **Which clients work?** The docs provide guides for Claude, Codex, Cursor, Grok, OpenCode, Pi and Ollama. **Is MCP the same as trax in the app?** No. The [in-app Agent](https://docs.traxy.ai/api-reference/overview) has capabilities not necessarily available through public MCP. **How do I see exactly which tools I have?** Ask your client to list its traxy tools, which come from `tools/list`, filtered by your grant and accessible workspaces. If a tool or workspace is missing, review the authorization scope and your role. ## Next step Connect traxy to your MCP client through [Connect an AI client](https://docs.traxy.ai/integrations/ai-clients) , run the first read prompt, then ask for your tool list. [Back to all articles](https://traxy.ai/blog) ## Keep reading [All LinkedIn Lead Generation guides](https://traxy.ai/blog/topics/linkedin-lead-generation) [Lead generation10 min read ## LinkedIn Lead Generation (2026): What It Is, Strategy, Tips and Tools for B2B What LinkedIn lead generation is, a 7-step B2B strategy, the 5 main tactics, tips, tools and metrics, plus every LinkedIn lead generation guide we publish. Updated Nov 6, 2026Read article](https://traxy.ai/blog/linkedin-lead-generation-guide-2026) [Lead generation4 min read ## Can ChatGPT find leads? What it can and can't do on its own, and what changes with a connected lead source What ChatGPT can and cannot do for B2B lead generation on its own, and what changes when a connected lead source supplies real engagement data. Nov 8, 2026Read article](https://traxy.ai/blog/chatgpt-for-lead-generation) [Outbound8 min read ## How to choose a tool that turns one LinkedIn post URL into qualified engagers with work emails How to choose a tool that turns one LinkedIn post URL into qualified engagers with work emails, including fit checks and what a lookup cannot promise. Nov 8, 2026Read article](https://traxy.ai/blog/linkedin-post-url-qualified-engagers-work-emails) The right people are already out there. ## Find your warmest leads. _Send them personalized messages._ From relevant interest to personalized outreach. Put traxy to work. 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