Omnier

jessesorsa/omnier-mcp-server

Connects Claude to Omnier's sales task management system via streamable HTTP with OAuth. Exposes four core tools: read_skill loads workflow schemas and documents, query runs read-only SQL against your todo lists and documents with row-level security, action handles writes, and show_todo_list renders an interactive UI directly in chat for a specific date. The setup is straightforward: point Claude at the MCP endpoint, load the todo_list skill at session start, then ask it to create or manage your daily sales tasks. Useful when you want an AI agent to help prioritize and track sales activities pulled from your CRM, email, and calendar rather than just chatting about what you should do.

tools: 6
auth: Secret needed
transport: HTTP
last updated: May 27, 2026

View on GitHub

Tools

6 tools

Public tool metadata for what this MCP can expose to an agent.

queryRead-only SQL against the Omnier database for the signed-in user. Use for SELECTs on structured todo lists (`todo_lists`), documents (`documents`), and related reads needed to collaborate on tasks with the user. Prefer one efficient query (JOINs, CTEs, filters). No trailing se...1 params

Read-only SQL against the Omnier database for the signed-in user. Use for SELECTs on structured todo lists (`todo_lists`), documents (`documents`), and related reads needed to collaborate on tasks with the user. Prefer one efficient query (JOINs, CTEs, filters). No trailing se...

Parameters* required

sqlstring

Raw SQL SELECT (or read-only query)

actionMutating SQL for the signed-in user: freely INSERT, UPDATE, DELETE on tables needed for structured todo lists and documents — primarily `todo_lists` and `documents`. Combine steps in one statement with CTEs and RETURNING when useful. Follow schemas and workflow rules from `rea...1 params

Mutating SQL for the signed-in user: freely INSERT, UPDATE, DELETE on tables needed for structured todo lists and documents — primarily `todo_lists` and `documents`. Combine steps in one statement with CTEs and RETURNING when useful. Follow schemas and workflow rules from `rea...

Parameters* required

sqlstring

Raw SQL for inserts/updates/deletes

read_skillLoad Omnier skill files (schema, rules, workflows) before reading or changing data. Always call this first when working with todo lists or documents. Pass only the skills you need. Without this, SQL and task semantics will be wrong.1 params

Load Omnier skill files (schema, rules, workflows) before reading or changing data. Always call this first when working with todo lists or documents. Pass only the skills you need. Without this, SQL and task semantics will be wrong.

Parameters* required

skill_namesarray

show_todo_listOpens the user's interactive todo list in the host UI. Use when the user wants to view or edit their collaborative TipTap HTML task list. Returns the latest list HTML for the signed-in user.1 params

Opens the user's interactive todo list in the host UI. Use when the user wants to view or edit their collaborative TipTap HTML task list. Returns the latest list HTML for the signed-in user.

Parameters* required

datestring

Calendar day for the list (YYYY-MM-DD). Use today if the user did not specify.

get_todo_listReturns the latest todo list HTML for the Omnier todo list UI.1 params

Returns the latest todo list HTML for the Omnier todo list UI.

Parameters* required

datestring

save_todo_listSaves TipTap HTML to the user’s latest todo_lists row.2 params

Saves TipTap HTML to the user’s latest todo_lists row.

Parameters* required

contentstring

Full TipTap HTML for todo_lists.content

datestring

Readme

Omnier

Sales to-do list for agents — the system of action your agent uses to plan, run, and record sales tasks. Turn signals from email, CRM, and meetings into a prioritized daily list you run together in chat.

Connect via MCP


URL	`https://mcp.getomnier.com/mcp`
Transport	Streamable HTTP
Auth	Bearer token (Omnier OAuth — sign in when connecting)

Setup: Getting started

Tools

Tool	Role
`read_skill`	Loads Omnier skills (schemas, todo list workflows, documents). Call first—e.g. `todo_list`.
`query`	Read-only SQL on your workspace (`todo_lists`, `documents`). RLS scoped to you.
`action`	Write SQL (create, update, delete todo lists and documents). RLS scoped to you.
`show_todo_list`	Live interactive UI for a day's todo list in the agent chat (`date`: `YYYY-MM-DD`).

View the full README on GitHub

Details

Repository: github.com/jessesorsa/omnier-mcp-server
Website: getomnier.com/docs
Categories: Sales & Marketing, Communication & Messaging, Finance & Commerce
Transport: HTTP
Auth: Required
Registry: MCP registry, active

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