Grinfi MCP – Complete Guide

Connect Claude AI to Grinfi and manage your entire outreach workflow using plain English.

With Grinfi MCP, you talk to Claude and Claude does the work inside Grinfi – finding contacts, launching automations, writing emails, managing tasks, and much more. No clicking through menus, no copy-pasting data between tabs.

How to Connect

There are three ways to use Grinfi MCP, depending on which Claude product you use.

Option 1 – Claude.ai/Claude Desktop (browser/desktop, no setup needed)

1. Open claude.ai or Claude Desktop → go to Settings → Connectors
2. Click Add Custom Connector and paste: https://mcp.grinfi.io
3. Claude will ask you to log in with your Grinfi email and password
4. Done – Claude now has full access to your Grinfi workspace

Option 2 – Claude Code (terminal)

Run this in your terminal:

claude mcp add grinfi --transport http https://mcp.grinfi.io

Claude Code will open a browser tab for OAuth login. After logging in, all MCP tools are available in your terminal session.

Option 3 – Claude Desktop (local install)

1. Download the Grinfi MCP repository (green “Code” → “Download ZIP”)
2. Get your API key from Grinfi → Settings → API Keys
3. Run the installer:
   • macOS/Linux: double-click install.sh or run ./install.sh in terminal
   • Windows: double-click install.bat
4. Paste your API key when prompted
5. Restart Claude Desktop

Multi-team setup: If you manage multiple Grinfi workspaces, set the GRINFI_TEAM_KEYS environment variable with comma-separated teamId:apiKey pairs. Use list_my_teams and switch_team to switch between workspaces mid-conversation.

What Claude Can Do in Grinfi

Grinfi MCP gives Claude 158 tools organized into 17 functional areas. Below is a practical guide to each one.

1. Contacts

Find, create, update, and manage your leads. Claude can look up a contact by LinkedIn URL, email, or name – and enrich the result with direct links to their Grinfi profile and LinkedIn page.

Tools:find_contact, get_contact, search_contacts, update_contact, delete_contact, upsert_contact, add_contact_to_automation, add_new_contact_to_automation, cancel_contact_from_automations, cancel_contact_from_all_automations, change_contact_pipeline_stage

Example prompts:

• “Find the contact with LinkedIn URL linkedin.com/in/john-smith and show me their details”
• “Add John to the Q2 Outreach automation”
• “Search for all contacts at Stripe who haven’t been contacted yet”
• “Update Maria Garcia’s job title to VP of Engineering”
• “Move all contacts tagged ‘hot-lead’ to the ‘Negotiation’ pipeline stage”

2. Companies

Manage your company CRM – create company records, look them up by LinkedIn or website, enrich data, and search for employees.

Tools:list_companies, get_company, create_companies, update_company, delete_company, lookup_companies, search_company_leads, enrich_companies

Example prompts:

• “Find the company Acme Corp on LinkedIn and add it to Grinfi”
• “Look up all employees at companies we have in our database that work in Finance”
• “Enrich the top 50 companies in our list with LinkedIn data”
• “Show me all contacts at Stripe”

3. Contact Lists

Organize contacts into lists for targeting specific segments in automations.

Tools:list_lists, get_list, create_list, update_list, delete_list, get_list_metrics

Example prompts:

• “Create a new list called ‘Series B Startups – Q2′”
• “How many contacts are in the ‘Enterprise Prospects’ list?”
• “Show me all my contact lists with their sizes”

4. Automations

Launch, stop, clone, and monitor your outreach sequences. Claude can check performance metrics, manage automation lifecycles, and even update settings.

Tools:list_automations, get_automation, start_automation, stop_automation, archive_automation, unarchive_automation, clone_automation, update_automation, delete_automation, get_automation_metrics

Example prompts:

• “Show me all active automations and their reply rates”
• “Clone the ‘Cold Outreach SaaS’ automation and rename it ‘Cold Outreach Fintech'”
• “Stop all automations that have been running for more than 30 days”
• “What’s the open rate on the ‘Q1 Campaign’ automation?”
• “Archive all automations from last year”

5. Automation Folders

Organize your automations into folders to keep your workspace clean.

Tools:list_automation_folders, create_automation_folder, update_automation_folder, delete_automation_folder

Example prompts:

• “Create a folder called ‘Q2 2026 Campaigns'”
• “List all my automation folders”
• “Rename the folder ‘Old Campaigns’ to ‘Archive 2025′”

6. Tasks (Manual Actions)

View, complete, skip, or bulk-process manual tasks that your automations generate – LinkedIn messages to review, connection requests to send, emails to approve.

Tools:list_tasks, get_task, create_task, complete_task, cancel_task, fail_task, mass_complete_tasks, mass_cancel_tasks, mass_retry_tasks, mass_skip_tasks, get_tasks_group_counts, get_tasks_schedule, continue_automation

Example prompts:

• “Show me all pending LinkedIn message tasks for today”
• “Complete all tasks that have been waiting for more than 3 days”
• “Schedule a LinkedIn message to Alex Johnson for tomorrow at 10am”
• “How many tasks do I have in each status?”
• “Skip all tasks for contacts from companies we’ve already closed”

7. LinkedIn Browsers

Manage the LinkedIn browser sessions that power your outreach – check status, start/stop sessions, configure proxies, and share browsers with teammates.

Tools:list_linkedin_browsers, get_linkedin_browser, create_linkedin_browser, delete_linkedin_browser, run_linkedin_browser, stop_linkedin_browser, set_linkedin_browser_proxy, share_linkedin_browser

Example prompts:

• “Show me all LinkedIn browser sessions and their current status”
• “Start the browser session for Anna’s sender profile”
• “Change the proxy country for browser #3 to Germany”
• “Share browser profile #5 with [email protected]”

8. Sender Profiles

Manage the LinkedIn and email accounts you send from. Enable/disable them, set working hours schedules, and configure smart limits.

Tools:list_sender_profiles, get_sender_profile, create_sender_profile, update_sender_profile, delete_sender_profile, enable_sender_profile, disable_sender_profile

Example prompts:

• “Show all sender profiles and which ones are currently active”
• “Set working hours for John’s profile to Monday–Friday 9am–6pm Berlin time”
• “Disable all sender profiles except the main one”
• “Enable smart limits for all profiles”

9. Email & LinkedIn Messaging

Read incoming messages, send replies, manage your unified inbox, and get conversation context.

Tools:list_emails, get_email, get_email_body, get_email_thread, get_email_llm_thread, send_email, delete_email, get_latest_emails_by_leads, list_email_bodies, get_unread_conversations, list_linkedin_messages, send_linkedin_message, delete_linkedin_message, retry_linkedin_message, mark_conversation_as_read

Example prompts:

• “Show me all unread conversations from today”
• “What did Sarah from Acme Corp reply to our last message?”
• “Draft and send a follow-up email to all leads who opened our email but didn’t reply”
• “Get the full conversation thread with [email protected]”
• “Send a LinkedIn message to the 5 contacts who replied to our campaign this week”

10. Mailboxes

Manage your email sending accounts – create, configure, activate, and diagnose issues.

Tools:list_mailboxes, get_mailbox, create_mailbox, update_mailbox, delete_mailbox, activate_mailbox, deactivate_mailbox, list_mailbox_errors

Example prompts:

• “Show me all mailboxes and their sending status”
• “Are there any errors with our mailboxes? List all recent issues”
• “Deactivate the [email protected] mailbox while we’re on vacation”

11. Data Sources

Manage LinkedIn import jobs – import contacts from Sales Navigator searches, LinkedIn lists, network connections, post engagements, and more.

Tools:list_data_sources, get_data_source, create_data_source, update_data_source, delete_data_source

Example prompts:

• “Show me all active LinkedIn import jobs”
• “Create an import from my LinkedIn network connections into the ‘Network 2026’ list”
• “What’s the status of the Sales Navigator import I started yesterday?”

12. Tags, Pipeline Stages & Custom Fields

Organize and segment your database with tags, custom pipeline stages, and custom fields.

Tools:list_tags, create_tag, update_tag, delete_tag, get_tag_metrics · list_pipeline_stages, create_pipeline_stage, update_pipeline_stage, delete_pipeline_stage · list_custom_fields, create_custom_field, upsert_custom_field_value

Example prompts:

• “Create a tag called ‘ICP – Enterprise’ with green color”
• “How many leads and companies have the ‘hot-lead’ tag?”
• “Add a new pipeline stage called ‘Demo Scheduled’ between Engaged and Replied”
• “Set the ‘deal_size’ custom field for Stripe to $50,000”

13. AI Features

Use Grinfi’s built-in AI agents and templates for automated message personalization, variable generation, and LLM integrations.

Tools:list_ai_agents, get_ai_agent, list_ai_templates, get_ai_template, create_ai_template, render_ai_template, list_ai_variables, ai_ask · list_llms, get_llm, create_llm, update_llm, delete_llm, generate_llm_response, get_llm_metrics, list_llm_logs, get_llm_log

Example prompts:

• “List all AI templates and show me which ones are most used”
• “Render the ‘Personalized Opening Line’ template for John Smith at Acme Corp”
• “Add our company’s OpenAI API key so Grinfi can use GPT-4 for message generation”
• “How many AI credits did we use this month?”

14. Webhooks, Notes, Activities & Attachments

Complete workflow management – track activities, add notes, set up event notifications, manage files.

Tools:list_webhooks, get_webhook, create_webhook, update_webhook, delete_webhook, test_webhook, get_webhook_metrics · list_notes, get_note, create_note, update_note, delete_note · list_activities, create_activity · list_attachments, get_attachment, upload_attachment, delete_attachment

Example prompts:

• “Create a webhook that fires when a contact replies to our LinkedIn message”
• “Test the CRM sync webhook and show me the response”
• “Add a note to John Smith’s profile: ‘Interested in the Enterprise plan, call back in 2 weeks'”
• “Show me all activities for leads we contacted this week”

15. Account & Team Management

Get current user info, list workspaces, and switch between teams.

Tools:get_current_user, list_teams, get_team, list_my_teams, switch_team

Example prompts:

• “Which Grinfi account am I connected to right now?”
• “Show me all my workspaces”
• “Switch to the European team workspace”

16. Mass Actions & Blacklists

Apply bulk operations across hundreds of contacts or companies at once.

Tools:leads_mass_action, companies_mass_action, list_leads_blacklist, add_to_leads_blacklist, list_companies_blacklist, add_to_companies_blacklist

Example prompts:

• “Add the tag ‘Q2-Follow-Up’ to all 300 contacts in the ‘Webinar Attendees’ list”
• “Move all contacts in the ‘Churned’ list to the ‘Lost’ pipeline stage”
• “Add competitor.com to the company blacklist so we never contact their employees”
• “Delete all contacts imported before January 2025 that never responded”

17. Enrichment & Tracking Domains

Monitor LinkedIn data enrichment progress and manage custom domains for email tracking.

Tools:list_enrichment_queue, get_enrichment_metrics · list_custom_tracking_domains, get_custom_tracking_domain, create_custom_tracking_domain

Real Workflow Examples

These are full multi-step workflows you can describe to Claude in one message:

Morning review:

“Check my unread conversations, list today’s pending tasks, and show me which automations had replies in the last 24 hours”

Launching a new campaign:

“Clone the ‘SaaS Cold Outreach’ automation, rename it ‘Fintech Q2 2026’, move it to the ‘Q2 Campaigns’ folder, then add all contacts from the ‘Series B Fintech’ list to it”

Researching a reply:

“Find the contact who replied to our campaign today, show me their full conversation history, their company info, what stage they’re in, and any notes on their profile”

Bulk cleanup:

“Find all contacts in the ‘Old Leads 2024’ list who were never contacted, add the tag ‘archive-2024’, move them to the ‘Archived’ pipeline stage, and remove them from all active automations”

Setting up a new sender:

“Create a sender profile for Anna Müller, set her working hours to Monday–Friday 8am–5pm Berlin time with smart limits enabled, then link it to a LinkedIn browser with a German proxy”

Tips for Best Results

• Be specific about names – if you have multiple automations with similar names, include keywords to help Claude identify the right one
• Claude remembers context – within a conversation, Claude knows what contacts, automations, or data you’ve already discussed
• Ask for confirmation on destructive actions – Claude will ask you before deleting contacts or stopping active automations
• Combine tools naturally – you can ask Claude to look something up and immediately act on it in the same message

Links

• MCP Server (GitHub):github.com/alex-rise/grinfi-mcp-server
• Cloud MCP URL:https://mcp.grinfi.io