Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Official MCP server

Talk to your CRM from Claude, Cursor, and VS Code.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

The Coherence MCP server connects AI clients that run local MCP servers to your workspace. Read and update records, draft outreach, check your calendar, create tasks. Your agent (Nash) does the work, and your approval rules still apply.

Quickstart @coherenceos/mcp-server GitHub

Your AI clientcoherence connected

Ask my Coherence agent to draft a follow-up email to this week’s leads.coherence · chat_with_agentNash drafted 6 follow-ups. They’re waiting in your Coherence approvals before anything is sent.

List my open deals over $10k.coherence · list_records4 open deals over $10k: Tidewater analytics portal ($22k), Eastside patient portal ($14.5k), Harbor Vets clinic site ($12k), and Northside Physio rebrand ($11.2k).

Add a contact for Jane Doe at Acme Corp, then have Nash draft an intro.coherence · create_record · chat_with_agentJane Doe is in People, linked to Acme Corp. Nash drafted an intro for your review.

Have Nash check today’s calendar and which meeting to prepare first.coherence · chat_with_agentPrep the 10:00 kickoff with Alder & Pine first: there’s an open proposal and an unpaid invoice on the account.

SET UP

One config block. Five clients.

Add Coherence as an npx-based stdio server, with your sk_live_ key from Settings → API Keys. Each client has a per-tool quickstart in the docs.

MCP server

// Claude Desktop · claude_desktop_config.json
// Cursor · ~/.cursor/mcp.json
// Cline · MCP Servers panel
// Windsurf · ~/.codeium/windsurf/mcp_config.json
// VS Code · .vscode/mcp.json
{
  "mcpServers": {
    "coherence": {
      "command": "npx",
      "args": ["-y", "@coherenceos/mcp-server"],
      "env": { "COHERENCE_API_TOKEN": "…" }
    }
  }
}

What your AI tools can doList and read recordslist_recordsCreate and update recordscreate_recordDraft outreach contentcreate_outreach_itemAsk Nashchat_with_agentUses an API token you create and can revoke.

ANTHROPIC’S DESKTOP APPClaude Desktop

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) · %APPDATA%\Claude\claude_desktop_config.json (Windows)

AI CODE EDITORCursor~/.cursor/mcp.json

VS CODE AI EXTENSIONClineCline → MCP Servers panel

CODEIUM’S IDEWindsurf~/.codeium/windsurf/mcp_config.json

GITHUB COPILOT AGENT MODEVS Code.vscode/mcp.json

Create an API key Read the quickstart

WHAT IT EXPOSES

13 tools. Your whole workspace.

One headline tool to talk to your agent. The rest are fast paths for direct data access when you don’t need a full agent loop.

Talk to your agent1chat_with_agentSend a message to a Coherence agent; the agent runs its multi-step tool loop and returns its reply

Records7list_modulesList CRM modules in the workspacelist_module_fieldsList fields defined on a modulelist_recordsList records in a module with search and paginationget_recordGet a single record by IDcreate_recordCreate a new recordupdate_recordUpdate a record’s fieldsdelete_recordSoft-delete a record

Outreach content5list_outreach_itemsList blog articles, LinkedIn posts, emailsget_outreach_itemGet a single outreach item (with MDX content)create_outreach_itemDraft a new outreach itemupdate_outreach_bodyUpdate the body of an outreach itemupdate_outreach_itemUpdate outreach metadata (title, status)

For anything else (checking your calendar, posting to social, creating landing pages, approvals) use chat_with_agent. The agent has the full toolset. See the full tool list

TRY IT

Try these in your AI client.

Once Coherence is connected, these all work out of the box.

“Ask my Coherence agent to draft a follow-up email to the leads I created this week.”

“List my open deals over $50k.”

“Have Nash check what’s on my calendar today and tell me which meeting I should prepare for first.”

“Use Coherence to add a contact for Jane Doe at Acme Corp, then have Nash draft an intro email.”

SECURITY

Approval rules still apply.

When the agent invokes a tool that’s gated by your workspace’s approvals (posting to social, publishing a landing page), the approval flow fires the same way it does for human users.

An MCP client cannot bypass approval flows that exist for human usersAPI keys inherit the creating user’s permissionsKeys can be scoped at creation time to limit access furtherChatGPT isn’t supported yet: its connector needs a hosted MCP server

Bring your CRM into your AI workflow.

Start free

Free plan · No credit card