Warmly API Patterns

Warmly MCP Tools & API Patterns

Overview

Warmly hosts a remote MCP server at https://opps-api.getwarmly.com/api/mcp that exposes three read-only tools backed by Warmly's visitor identification platform. Authentication is OAuth 2.0 with PKCE, delegated to a WorkOS AuthKit tenant. Transport is MCP Streamable HTTP and the server is stateful — it issues an Mcp-Session-Id on initialize that must accompany subsequent requests.

Official docs: docs.getwarmly.com/mcp

Anti-triggers

• Which of the three tools to call, and what to do with the result — use warmly-visitor-intelligence.
• A different hosted OAuth MCP server — HubSpot and PandaDoc have their own tenants, scopes, and session models; use hubspot-api-patterns or pandadoc-api-patterns.

Connection & Authentication

MCP Server Endpoint

POST https://opps-api.getwarmly.com/api/mcp
Accept: application/json, text/event-stream

OAuth 2.0 via WorkOS AuthKit

Warmly publishes RFC 9728 protected-resource metadata; the authorization server is a WorkOS AuthKit tenant:

GET https://opps-api.getwarmly.com/.well-known/oauth-protected-resource
→ authorization_servers: ["https://vigorous-paper-03.authkit.app"]

AuthKit's .well-known/oauth-authorization-server exposes:

• authorization_endpoint: https://vigorous-paper-03.authkit.app/oauth2/authorize
• token_endpoint: https://vigorous-paper-03.authkit.app/oauth2/token
• registration_endpoint: https://vigorous-paper-03.authkit.app/oauth2/register (Dynamic Client Registration supported)
• code_challenge_methods_supported: ["S256"]
• grant_types_supported: ["authorization_code", "refresh_token"]
• token_endpoint_auth_methods_supported: ["none", "client_secret_post", "client_secret_basic"] — public PKCE clients are supported, so client_secret may be empty

Scopes used at the IdP: openid profile email offline_access. The MCP resource itself has scopes_supported: [] — no resource-specific scopes are required, only a valid bearer token.

Multi-Organization Scoping

For accounts with multiple Warmly organizations, every call must pin org context. Two equivalent transports:

• Header (preferred): X-Warmly-Organization-Id: <uuid>
• Query: ?organization_id=<uuid> appended to the MCP URL

The WYRE MCP Gateway uses the header form so the org never leaks into proxy access logs. Single-organization tokens resolve their org server-side; the header is optional.

Available Tools

All three tools are read-only synchronous calls and do not consume identification credits (a list call returns the same visitors that have already been identified — Warmly bills on identification, not retrieval).

list_warm_visitors

Returns identified site visitors with full enrichment.

Per-visitor fields include:

• Visitor identifier and session(s)
• Company profile (name, domain, industry, employee count)
• Contact profile when available (name, title, email, LinkedIn)
• Pageviews and session timing
• CRM intersection (whether the visitor matches a CRM contact or account)

list_warm_accounts

Visitor activity rolled up to the account/company level.

Per-account fields include:

• Company profile
• Aggregate visit/visitor counts
• First-seen / last-seen timestamps
• Engagement summary (page categories, depth)
• Top contacts identified at that account

get_credits_remaining

Current month's identification credit balance. Useful for catching credit exhaustion before scaling outreach off Warmly data.

Best Practices

• Filter before iterating. Both list_warm_* tools return all currently identified visitors/accounts for the period. For large workspaces, narrow by company domain, date window, or engagement threshold in your downstream code rather than asking the model to scan the full payload.
• Pair with CRM tools. Warmly's intersection signals tell you whether a visitor is already a known contact/account in your CRM. Combine with the HubSpot or PSA plugins to enrich identified accounts in-place rather than maintaining a separate Warmly list.
• Watch credits before bulk workflows. Call get_credits_remaining first if a workflow plans to drive prospecting volume off Warmly identifications — credit exhaustion silently stops new visitor enrichment but leaves previously identified visitors visible.
• Treat as warm, not closed. Visitor identification is probabilistic at the contact level. Treat list_warm_visitors contact data as the highest-likelihood identification for an account, not as a confirmed individual buyer signal.

Error Handling

The WYRE MCP Gateway handles the initialize handshake, session id, and token refresh automatically — these are concerns only when connecting to Warmly's MCP directly.

Rate Limits

Warmly has not published explicit MCP rate limits. The three tools are list reads, not write operations; sustained polling is unnecessary because identifications are batched server-side. A safe pattern is to call list_warm_visitors / list_warm_accounts no more than once per minute per workspace.