Connect Coldvio to your AI agent

Before you start

A Coldvio customer account with access to the workspace you want to use.
Node.js 24 or newer and npm available in your terminal.
A browser on the same machine for the secure sign-in flow.

1. Sign in

The CLI opens Coldvio in your browser. Standard login requests read-only access. Review the exact scopes before approval; use --full-access only when CRM writes, generation, or approvals are needed. Coldvio returns a short-lived, one-time PKCE code to the CLI; your password is never entered in the terminal.

bash

npx -y @coldvio/[email protected] login
npx -y @coldvio/[email protected] status

# Optional after reviewing all four scopes
npx -y @coldvio/[email protected] login --full-access

These version pins are prepared examples and will be aligned with the published release before customer rollout. Until publication, use the Coldvio repository only in an approved development environment.

2. Add the MCP server

Choose your client below. The configuration starts a local stdio process and reads your credential from the local Coldvio config directory; never paste a token into a project file.

bash

# Claude Code
claude mcp add --transport stdio --scope user coldvio -- npx -y @coldvio/[email protected] mcp

# Codex CLI and IDE extension
codex mcp add coldvio -- npx -y @coldvio/[email protected] mcp

3. Verify with a read-only request

Ask your agent: “Use Coldvio to show my account summary, then list at most five running campaigns.” The agent should discover get_summary and list_campaigns without needing a token in the prompt.

bash

npx -y @coldvio/[email protected] contacts list --limit 5
npx -y @coldvio/[email protected] campaigns list --status running --limit 5

What to try next

Draft a reply in your voice without sending it.
Summarize pending campaign actions before deciding what to approve.
Find contacts that need follow-up and prepare a review list.
Read the security model before enabling write or approval tools in unattended agents.