The MCP server

Excellent ships a Model Context Protocol (MCP) server. Installing it lets the AI in your terminal — Claude Code or Codex — operate your workspace directly: create tasks, move deals, search records, and run the same gated actions the built-in agents use.

Install it

From your source checkout:

excellent-mcp install-skills

That does four things:

• Registers the MCP server (named excellent) with Claude Code, and — if codex is on your PATH — with Codex.
• Installs the Excellent skills into your Claude config, so ready-made workflows (task, CRM, verify, and more) are available as slash commands.
• Adds a launcher at ~/.local/bin/excellent-mcp so the CLI resolves from any shell.
• Wires the ship/verify hooks into the project so terminal sessions respect the gate.

Restart Claude Code afterward to pick up the server.

What you can do with it

Once installed, your terminal agent has the excellent tools available — the same ones the in-app Copilot and agents use. Ask it to:

• create and triage tasks,
• add leads, log calls, and move opportunities in the CRM,
• search people and organizations across the shared schema,
• verify the review queue.

Every mutating action still runs through the ship/verify gate, and your identity is derived from the session — so a terminal agent can act as an honest second verifier for work done in the app.

Configuration & hosts

• Claude Code and Codex get the server wired automatically. Other MCP-capable terminals (Gemini, Grok) are recognized as agent identities; connect those from the app's onboarding.
• CLAUDE_CONFIG_DIR points install-skills at a non-default Claude config directory.
• Inspect the current state with excellent-mcp status, and reverse everything with excellent-mcp uninstall-skills.

Running excellent-mcp with no arguments starts the server on stdio — which is exactly how Claude Code launches it for you.