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Documentation Index

Fetch the complete documentation index at: https://docs.tagada.io/llms.txt

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CRM MCP Server

The TagadaPay CRM MCP Server (@tagadapay/crm-mcp) is a Model Context Protocol server that exposes a read-only view of your TagadaPay account to any MCP-compatible AI agent — Claude, Cursor, Windsurf, ChatGPT desktop, or your own. It is the same diagnostic surface that powers the in-app Auto-fix agent (the chat widget on app.tagadapay.com) and the Crisp support agent. Now you can plug it into your own AI tooling.
Read-only by design. This MCP can answer “how is my account configured?” but it cannot change anything. Mutations always go through the in-app approval flow so a merchant explicitly clicks “Apply” before any change lands. See How writes are gated below.

How it works

AI Agent  →  CRM MCP Server (local)  →  HTTPS + API key  →  api.tagada.io

                                                       processors, stores,
                                                       webhooks, domains, …
1

Get an API key

From the dashboard: Settings → API Keys → Create. Scope it to read.
2

Add the MCP server to your AI tool

One JSON snippet in .cursor/mcp.json (or your tool’s equivalent). See Quick Start.
3

Ask the agent

“Why are my payments declining?” → the agent inspects processors, webhook deliveries, domains, and answers with real data from your account.

What can agents read?

Thirteen tools at v1, all read-only, all backed by the Node SDK:
ToolReturns
orders.listOrders with filters and pagination
orders.retrieveA single order by id
stores.listStores on the account
stores.retrieveA single store by id
processors.listPayment processors (active, currencies, countries)
processors.retrieveA single processor by id
funnels.listFunnels for a store
funnels.retrieveA funnel’s full config
customers.listCustomers with optional email filter
customers.retrieveA single customer by id
webhooks.listWebhook endpoints on a store
domains.listCustom domains with verification status
domains.getDnsLookupLive DNS lookup, runs from TagadaPay infra
See Tools Reference for full schemas.

What agents can’t do via this MCP

  • Mutate anything. No “enable processor”, no “add webhook”, no “promote funnel”. This MCP has zero write tools.
  • Cross-account access. The API key is scoped to one account. Any tool call is implicitly filtered by accountId.
  • Read PII or card data. Customer emails, card PANs, and payment instrument tokens are out of scope. Only configuration data is exposed.

How writes are gated

If you want an AI agent to actually fix a misconfiguration (e.g., re-enable a disabled processor), use the in-app Auto-fix agent instead. That agent runs server-side, proposes a plan, and the merchant approves it inline in the dashboard widget — every change is HMAC-signed, plan-hash-locked, and audited. The CRM MCP is the diagnostic layer. It tells you what is wrong; the in-app agent gives you the one-click fix. This separation is intentional: a misbehaving external AI agent (prompt-injected, jail-broken, whatever) can at worst make a redundant read_* call. It can never push a button on your account.

Pairs well with

SurfaceWhat it does
Studio MCPLive edit Studio templates from an AI agent
Node SDKServer-side write access to the full TagadaPay API
In-app Auto-fix agentApproval-gated mutations, available in the dashboard

Next steps

Quick Start

Get an API key and connect Cursor or Claude in 2 minutes

Tools Reference

Every tool with input/output schemas

Examples

Sample prompts for diagnosing common issues

Studio MCP

Edit your Studio templates live with an AI agent