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streamable-httpupdated 3mo ago

Sales to-do list for agents β€” 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.

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What can you do with Omnier?

Omnier

Sales to-do list for agents β€” 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 β€” sign in when connecting)

Setup: Getting started

Tools

Tool Role
read_skill Loads Omnier skills (schemas, todo list workflows, documents). Call firstβ€”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).

The todo list app also uses get_todo_list and save_todo_list internally (app visibility).

Quick start in Claude

  1. Add custom connector β†’ https://mcp.getomnier.com/mcp β†’ complete OAuth.
  2. In instructions: run read_skill(["todo_list"]) at session start.
  3. Ask: Help me setup a todo list requirements document in Omnier, then Create a todo list for today.