Evergreen
Mac · Model Context Protocol

Connect your AI assistant to Evergreen

Evergreen bundles an MCP server inside the Mac app. Claude, Cursor, and other MCP clients can search your contacts, log interactions, track follow-ups, and reason about your network. It runs locally over stdio with no API key and no network hop, and every agent action is attributed and logged.

Setting up with an AI coding agent? Paste this page's URL into your agent and say: "Set up the Evergreen MCP server using the instructions at this URL." The steps below are written so an agent can follow them.

  1. Confirm Evergreen is installed: ls /Applications/EvergreenCRM.app. If it is missing, ask the user to install Evergreen from the App Store and open it once.
  2. Confirm the bundled server exists: ls "/Applications/EvergreenCRM.app/Contents/MacOS/evergreen-mcp.app/Contents/MacOS/evergreen-mcp". Do not continue until this file exists.
  3. Ask which MCP client the user runs: Claude Desktop, Claude Code, Cursor, or another stdio client. Default to Claude Desktop.
  4. Install the server definition below under the key evergreen-crm, using the client-specific steps on this page.
  5. Restart the client, then call search_contacts with an empty query to confirm the connection.

Server definition

Every client uses the same command with no arguments.

{
  "command": "/Applications/EvergreenCRM.app/Contents/MacOS/evergreen-mcp.app/Contents/MacOS/evergreen-mcp",
  "args": []
}

Client setup

Claude Desktop

Open Claude Desktop, go to Settings → Developer → Edit Config, and merge this into claude_desktop_config.json:

{
  "mcpServers": {
    "evergreen-crm": {
      "command": "/Applications/EvergreenCRM.app/Contents/MacOS/evergreen-mcp.app/Contents/MacOS/evergreen-mcp",
      "args": []
    }
  }
}

Save, quit Claude Desktop with ⌘Q, and reopen it. evergreen-crm should show as connected.

Claude Code

claude mcp add evergreen-crm -- /Applications/EvergreenCRM.app/Contents/MacOS/evergreen-mcp.app/Contents/MacOS/evergreen-mcp

Run /mcp inside Claude Code to confirm it is connected.

Cursor

Open Cursor Settings → MCP → Add new MCP server, or add the mcpServers block above to ~/.cursor/mcp.json.

Other MCP clients

Any client that supports the stdio transport works. Point it at the command above with empty arguments.

What your agent can do

The server exposes 32 tools. Here they are by area:

Contacts

search_contactsget_contactcreate_contactupdate_contact

Interactions

log_interactionget_contact_interactionsupdate_interactiondelete_interactionget_activity_log

Follow-ups

list_actionsget_actioncreate_actionupdate_actiondelete_actionmark_action_completedget_overdue_actionsget_actions_due_soon

Relationships

list_relationshipsget_relationshipcreate_relationshipupdate_relationshipdelete_relationshipget_contact_networkget_global_network

Introductions

record_introductionget_introducerget_introduction_chainget_people_introducedget_top_introducers

Relationship strength

get_relationship_strengthget_relationship_strengthsget_relationship_strength_statistics

Things to try once it is connected:

  • "Which of my investors haven't I talked to in the last 90 days?"
  • "Log that I had coffee with Priya today. She wants intros to two healthcare founders."
  • "What follow-ups are overdue? Draft a short note for each."
  • "Who introduced me to the most people this year?"

Claude skills

For ready-made workflows like meeting prep, follow-up drafts, warm introductions, and weekly reviews, install the open-source Evergreen skills for Claude. There are 18 skills, packaged in five bundles.

Troubleshooting

The server isn't found

Run ls /Applications/EvergreenCRM.app/Contents/MacOS/ and confirm evergreen-mcp.app is there. If you installed Evergreen somewhere other than /Applications, update the command path.

search_contacts returns nothing

Open Evergreen once so its data store is created. The MCP server reads the same store as the app.

Changes from your agent don't appear in the app

Press ⌘R in Evergreen to refresh.

The MCP server is part of the Mac app. The iPhone and iPad apps don't run one.