MCP Connector

Base for your AI

Work your Base - leads, sales pipeline, meetings, workflow jobs, expenses, project boards & custom tables - and report across all of it, straight from an AI chat, using your own Base login. No API keys, no exports.

https://aiconnector.base.vn/mcp

Works in Claude, ChatGPT and any AI that supports remote MCP connectors: add a custom connector, paste a URL, sign in with Base.

1 · Add it to your AI

Pick your assistant - the steps differ slightly, the URL is the same either way.

  1. In Claude, open Settings → Connectors.
  2. Click Add custom connector.
  3. Paste your Base MCP URL - pick one in Get your MCP URL below - and continue.
  4. You'll be sent to the Base sign-in screen - enter your Base email & password.
  5. Done. The Base tools now appear in your chats.

Using a different assistant? Anything that supports remote MCP connectors works the same way - paste the URL, sign in with Base.

2 · Get your MCP URL

Connectors come in three levels - pick the one that matches how much of Base you use. All share one sign-in and the user directory; a smaller, focused tool set gives sharper results. What the connector covers and its tool list update with your choice.

Tip: mainly work in one app? An App connector (fewer tools) gives sharper results. Step up to a Solution or the Platform connector when you genuinely use several apps together. You can also add several App connectors side by side - one sign-in covers them all.

What you can do

Leads

List & filter lead pipelines, read leads with their custom fields, create / update leads, set fields, post research notes.

Sales (CRM)

Browse pipelines, deals, accounts & contacts; search; create / update; move deals and mark them won / lost.

Workflows & jobs

List workflows & stages, read / list jobs, create jobs, advance / archive them, post comments with {{@mention}}. Stand up a new workflow from a plain-English brief.

Finance

List & read expenses, advances, reimbursement reports, budget plans & payment outflows; create & submit them through the approval lifecycle.

Analytics Beta

Count, group & trend without exports. "Leads per stage this week", "deals by owner", "QC contacts not yet called". Now build & save dashboards too - describe the widgets and they're created in the app.

Meta Ads

Map campaigns → ad groups → ads, pull campaign performance (spend / leads / conversion), and tie ad spend to the leads it produced.

Meetings

List meetings & open one in full - attendees, agenda, and the shared / AI notes, including the notes on a meeting linked to a deal.

Projects

A Space → Project → Board → Task tracker: browse & create projects, boards, tasks, subtasks, checklists and comments.

Datasets

Custom tables & rows - query, search & roll up records; create tables & fields; write rows.

Prospectors

Your omni-channel messaging inbox - list services & channels (conversations), open a channel with its messages, page back through history & search messages. Assign a conversation to a user (owner) for lead-routing.

Requests

Approval requests - create an approval service (form), list the forms, submit a request, approve / reject / invalidate, and read or post comments along the way.

Automations Beta

Set up if-this-then-that automations: pick a trigger, add conditions, then run actions across your apps - e.g. new lead → assign an owner → create a deal, or deal won → open an approval request.

People Beta

An HR attendance view for admins - the staff roster, a per-person summary of check-in days & hours, the actual check-in / check-out times, scheduled shifts, and leave. Read-only; needs HR / manager access.

Work Rules Beta

Your company's policy documents - browse & search the work rules, then draft a new policy, edit it, announce it to the right teams, or archive it. Archiving is reversible; there's no permanent delete.

Sign-in & security

The tools

Resource-grouped names: rework_{resource}_{verb}. Only the tools on your selected connector are listed below.

ToolAccessWhat it does
Analytics
rework_analytics_queryreadAggregate - count / group / trend, no pagination
rework_analytics_fieldsreadDiscover groupable / measurable / filterable fields (live per service)
rework_analytics_itemsreadDrill into the records behind one slice
rework_analytics_dashboard_createwriteCreate a saved dashboard
rework_analytics_report_createwriteAdd a chart widget (saved report) to a dashboard - 10 chart types, optional per-widget filter
Leads
rework_leadservice_list / _get / _schemareadList lead pipelines; a service + its statuses & fields; describe field paths
rework_lead_listreadList & filter leads (server-side conditions)
rework_lead_getreadOne lead in detail
rework_lead_create / _update / _set_fieldwriteCreate / update a lead; set one custom field
rework_lead_create_note / _edit_notewritePost / edit a research note
rework_leadservice_create_fieldwriteAdd a custom field to a lead service
Meta Ads
rework_metaads_overview / _campaign_listreadFull ad hierarchy; list campaigns
rework_metaads_campaign_insightsreadCampaign performance (spend / leads / conversion)
rework_metaads_adgroup_get / _ad_get / _pixel_listreadAd group / ad detail; list pixels
Sales
rework_pipeline_list / _get_stagesreadList pipelines; ordered stages
rework_pipeline_get_fieldsreadA pipeline's deal custom fields - codes, types, options (use before setting a deal field)
rework_deal_list / _get / _searchreadDeals in a pipeline; one deal (+ meetings/emails/notes); search
rework_account_list / _get / _search · rework_accountservice_listreadAccounts (companies)
rework_contact_list / _get / _search · rework_contactservice_listreadContacts (people)
rework_deal_create / _update / _set_field / _move / _set_outcomewriteCreate / update / move a deal; win-lose-reopen
rework_deal_set_account / _add_contactswriteLink a deal to its company; attach people
rework_account_create / _update · rework_contact_create · rework_accountservice_createwriteCreate / update accounts & contacts; create a company list
rework_pipeline_create / _set_stages / _create_fieldwriteBuild / configure a pipeline
Meetings
rework_meeting_list / _getreadList meetings; one meeting in full (time, attendees, agenda, notes)
rework_meeting_get_notesreadA meeting's shared & AI notes - incl. the notes on a deal's linked meeting
Workflows & jobs
rework_workflow_list / _get_stagesreadList workflows; ordered stages
rework_workflow_get_fieldsreadA workflow's custom fields - names, types, required flags & options (use before creating a job)
rework_job_list / _getreadJobs in a workflow; one job
rework_job_create / _change_status / _post_commentwriteCreate a job; advance / archive; comment (@-mention)
rework_workflow_create / _create_stage / _create_fieldwriteBuild a workflow, stages & fields
Finance
rework_expense_list / _get · rework_expenseservice_listreadExpense vouchers & services
rework_advance_list · rework_report_list / _get · rework_plan_list · rework_outflow_list / _getreadAdvances, reimbursement reports, budget plans, payment outflows
rework_expense_create / _update / _removewriteManage expense vouchers
rework_advance_* · rework_report_* · rework_plan_createwriteCreate / submit / mark-paid through the approval lifecycle
Projects
rework_space_* / rework_project_* / rework_board_*read writeSpaces, projects & boards: list / get / create / update
rework_board_get_fieldsreadA board's task custom fields - codes, types, options (use before setting a task field)
rework_task_* / rework_subtask_* / rework_checklist_* / rework_comment_*read writeTasks, subtasks, checklists & comments
Datasets
rework_dataset_list / _get / _statsreadCustom tables, their fields & roll-ups
rework_datasetrecord_query / _search / _get / _listreadFind & read rows
rework_dataset_create / _create_field · rework_datasetrecord_create / _update / _set_fieldwriteCreate tables & fields; write rows
Prospectors (messaging inbox)
rework_prospect_service_list / _channel_listreadInbox services & channels (conversations)
rework_prospect_channel_get / _messages / _message_searchreadOpen a channel's messages, page history & search across channels
rework_prospect_channel_assignwriteAssign a conversation to a user (set its owner / assignee)
Requests (approval requests)
rework_request_service_list / _list / _get / _commentsreadApproval forms, your requests, one request in full & its comments
rework_request_service_create / _service_create_fieldwriteCreate a new approval service (the form/type) & add custom fields to it
rework_request_create / _action / _commentwriteSubmit a request; approve / reject / invalidate; comment
Automations (flow builder)
rework_automation_list_groups / _list_nodes / _node_getreadDiscover the node catalogue - groups, trigger/action node types, one node's parameters
rework_automation_get / _resource_search / _resource_mapper / _node_outputsreadLoad a flow; resolve a node's resource options, field-mapper & output variables (to reference an earlier record in a later action)
rework_automation_create / _set_flow / _revertwriteCreate an automation; save / publish the flow (blocks); discard the draft
rework_automation_serviceaccount_create / _editwriteCreate / edit a connector credential for action blocks
People (HR attendance)
rework_people_rosterreadThe staff roster + the schedule / check-in / leave ids for the other reads
rework_people_attendance_summary / _checkinsreadPer-staff attendance table (days / punches / hours) & the raw check-in / check-out times
rework_people_shifts / _leavereadScheduled shifts (the expected work-days) & leave / time-off records
Work Rules (company policies)
rework_workrule_list / _searchreadBrowse the rule catalog; search rules by name (returns each rule's space)
rework_workrule_get_log / _configreadA rule's activity log; the available doctypes & storages
rework_workrule_create / _editwriteDraft a new policy (in a space, sent by a group); replace a rule's main info
rework_workrule_announce / _archivewriteAnnounce a published rule to its teams; archive / trash / restore (reversible - no permanent delete)
Common  ·  on every connector
rework_user_me / _list / _getreadCurrent viewer; user directory (resolve owner ids → names)
rework_ui_services / rework_ui_objectsreadRender records as clickable cards in the chat
rework_feedback_submitwriteSend a feature request / issue to the Base team

Data & privacy

Privacy Policy: base.vn/about/privacy  ·  Terms of Service: base.vn/about/tos

Requirements

An active Base account. To disconnect, remove the connector in your AI's settings - your session token is dropped immediately.

📋 What's new - changelog · the tools added and changed in each release.