# Segui

> Segui is a calm inquiry CRM for small agencies and consultancies (Staub IT, Switzerland). Inquiries (leads) move through pipeline stages and have timeline steps, assigned advisors and a note thread. The next step (the first timeline step neither done nor skipped) carries a date, and that date is the reminder: the app opens on Today, which lists what is overdue, due today and new. Teams also share an internal task list, separate from the timeline. AI agents can do everything a team member can through a remote MCP server or a REST API.

- App: https://app.segui.app
- Human docs: https://segui.app/developers/ (German: https://segui.app/de/developers/)
- Each workspace admin creates an API key in Settings → API & AI agents. The app also shows the ready-made setup for each tool.

## Connect

- MCP endpoint: `https://api.segui.app/mcp` (Streamable HTTP, stateless; protocol 2026-07-28, also 2025-11-25/06-18/03-26 with `initialize`)
- Auth: `Authorization: Bearer sgi_...` on every request (MCP and REST)
- Claude Code: `claude mcp add --transport http segui https://api.segui.app/mcp --header "Authorization: Bearer sgi_..."`
- Codex (`~/.codex/config.toml`): `[mcp_servers.segui]` with `url = "https://api.segui.app/mcp"` and `bearer_token_env_var = "SEGUI_API_KEY"`
- REST base: `https://api.segui.app/api/v1`, OpenAPI 3.1 at `https://api.segui.app/api/v1/openapi.json`

## How to work with Segui

- Start with `get_pipeline` (stage ids, timeline step keys) and `list_team` (advisor ids for assigning and @mentions).
- `list_due_today` lists the inquiries whose next step is due, overdue first (the app's Today view); `search_inquiries` finds inquiries (paginate with `nextCursor`).
- `set_reminder` sets the date of the next step (the reminder), `clear_reminder` removes it; `reminderOn` on an inquiry is an alias of that date.
- `create_inquiry` refuses duplicates (same email or phone, error CONFLICT) and restores deleted ones; pass `idempotencyKey` when retrying.
- Dates are `YYYY-MM-DD`, timestamps ISO 8601. Every change is made as the team member who created the key (`get_workspace` shows who).
- Keys have a role (member or admin) and may be read-only. Errors: `{"error": {"code", "message"}}` with 400, 401, 402 (billing or plan), 403, 404, 409, 429 (120 requests per minute per key).

## Tools (each is also a REST endpoint)

- Inquiries: search_inquiries, list_due_today, get_inquiry, create_inquiry, update_inquiry, move_inquiry, update_inquiry_step, set_reminder, clear_reminder, assign_advisor, unassign_advisor, mark_inquiry_lost, mark_inquiry_invoiced, delete_inquiry, restore_inquiry
- Notes: list_notes, add_note, update_note, delete_note
- Tasks: list_tasks, get_task, create_task, update_task, complete_task, delete_task, restore_task
- Pipeline and team: get_pipeline, update_pipeline (admin), remove_stage (admin), list_team
- Notifications: list_notifications, archive_notification, archive_all_notifications
- Reports (Business plan): get_report, export_inquiries_csv
- Workspace: get_workspace, update_workspace (admin), list_form_links, create_form_link, revoke_form_link (admin)
- Resources: segui://workspace, segui://pipeline, segui://team, segui://due-today

## Optional

- Pricing and plans: https://segui.app/#pricing
- Terms and privacy: https://segui.app/legal/