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Admin Guide

Admin Guide / Developer Tools

MCP

Connect your AI assistant to Rox to use enrichment, prospecting, and sequence tools in simple terms.

The Rox Model Context Protocol (MCP) server lets compatible AI tools access supported Rox capabilities. You sign in with your Rox account through OAuth, and actions run with your Rox permissions.

Public alpha: Available tools, the server URL, and setup instructions may change during the alpha. Most Rox application capabilities are not yet exposed through MCP.

What you can do

Use Rox from a compatible AI tool to:

  • Enrich companies and people.

  • Find and validate prospects.

  • Work with sequences, including looking up sequences, reviewing steps and prospects, and adding prospects.

The tools available in your connected client determine which actions you can perform.

Before you start

You need:

  • A Rox account.

  • An AI client that supports remote MCP connections and OAuth.

  • Permission to add a custom MCP connection in that client or workspace.

Rox has announced support for Claude, ChatGPT, and Cursor. Setup varies by client.

Connection details

Setting

Value

Name

Rox

MCP server URL

https://mcp.aws.roxai.dev/data-mcp

Authentication

OAuth

Use the URL exactly as shown, without a trailing slash.

MCP uses your Rox sign-in. You do not need to create an API key for this connection.

Connect your AI tool

  1. Open your AI tool’s settings for custom MCP servers or apps.

  2. Create a connection using the name and server URL above.

  3. Select OAuth authentication. Leave OAuth client ID and client secret fields blank if shown.

  4. Review and accept the connection prompt.

  5. Sign in with your Rox account and approve the access request.

  6. Check that the client displays the available Rox tools.

For ChatGPT, follow OpenAI’s current custom MCP server setup instructions. Workspace permissions may determine who can create and publish connections.

Try your first request

Enable Rox in a new conversation and start with a request that reads existing data:

Using Rox, show me my sequences.

Then ask:

Show me the steps and prospects in “[sequence name].”

For a request that changes data, identify the intended sequence and prospects clearly:

Add [prospect email] to “[sequence name].”

Review the requested action and any approval prompts before proceeding. Adding prospects changes the sequence. Check its sending settings before adding contacts.

Access and permissions

Rox tools run as the signed-in user and respect that user’s Rox permissions.

If your AI workspace supports sharing a custom connection, each team member should authenticate with their own Rox account. Sharing the connection does not grant additional Rox permissions.

Troubleshooting

Issue

What to check

You cannot create a custom connection

Check your AI client’s plan and workspace permissions. Ask your workspace administrator if access is restricted.

Connection creation fails or returns a 404

Confirm the server URL matches the connection details exactly, with no trailing slash.

Sign-in succeeds, but tools return a 401

Disconnect and reconnect Rox to authenticate again.

The tool list is empty or outdated

Refresh the connection’s tools where supported.

An action is unavailable

Check the exposed tool list. The alpha supports only a subset of Rox functionality.

For alpha feedback, contact taeuk@rox.com.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.