# Actively documentation

Research date: 2026-09-07

Documentation coverage: partial.

Reference index, not a mirror of complete vendor documentation. Retrieved pages do not prove the MCP works.

## What it does

A sales platform that runs an always-on "per-account agent" for every account in a seller's book, synthesising CRM data, call transcripts and external signals into account research, risk flags and recommended next actions for the rep.

## Access and connection

MCP support: official

Access requirements: unknown - the vendor site publishes no pricing page and every path ends in "Request a demo"; the MCP docs name no plan condition. Recorded as unknown on purpose: the MCP is demonstrably real and the condition for getting an account is not published.

Authentication: oauth. The vendor docs state "MCP access uses OAuth 2.1 with WorkOS." Tools are read-only: "Public tools are read-only, non-destructive, idempotent, and closed-world." Tool list per the docs: lookup_accounts, get_recent_account_activity, get_agent_memory, get_agent_memory_sections, get_bulk_agent_memory, search_agent_memory, get_agent_decisions, get_agent_decisions_sections, get_bulk_agent_decisions, list_workflows, get_workflow_instructions.

Research checked: 2026-09-07

These details come from catalog research. Check vendor sources for current setup instructions; this is not proof of a tested connection.

## Sources

- https://app.actively.ai/docs/mcp
- https://claude.com/connectors/actively
- https://actively.ai
- https://app.actively.ai/mcp

## Retrieved pages

- https://app.actively.ai/docs/mcp (fetched)