upstream-twenty/packages/twenty-agent-skills/skills/use-twenty-mcp/SKILL.md

name, description

name	description
use-twenty-mcp	Use when the user wants the agent to connect to an existing Twenty workspace through MCP, retrieve or inspect workspace records and metadata, or present Twenty CRM data as readable Markdown with formatted dates, values, record links, and compact tables instead of raw API output.

When To Use

Pick this skill when the user wants to read from or inspect a running Twenty workspace — not change app code. Representative triggers:

• "list all my companies / people / opportunities in Twenty"
• "show me the records I created this week"
• "what's in my Twenty workspace"
• "connect my agent to my Twenty workspace"
• "set up Twenty MCP for myworkspace.twenty.com"
• "query the CRM for X"
• "summarize my pipeline from Twenty"
• "show me the fields on the company object"

Do not use this skill to scaffold an app (use create-app), to add or modify app entities (use develop-app), to operate an app (use manage-app), or to prepare marketplace assets (use publish-app).

What It Is

Twenty MCP connects the agent to an existing Twenty workspace so it can inspect workspace data and metadata: records, objects, fields, schema, configuration, and related CRM context.

This is different from a Twenty app. Use $create-app when the user wants to scaffold a new app codebase, and $develop-app when the user wants to add app-defined features such as objects, fields, logic, layouts, or components.

Use $use-twenty-mcp when the user wants to connect the agent to an already running workspace, retrieve or inspect workspace data, inspect metadata, or troubleshoot MCP access.

Do not use MCP as the default way to customize a workspace. For example, prefer creating a new object through a Twenty app rather than directly through MCP. Use MCP for workspace customization only when the user explicitly asks to do it through MCP.

Setup

Use ../../references/use-twenty-mcp/setup.md for workspace URL normalization, MCP server configuration, OAuth guardrails, and setup troubleshooting.

Retrieval

Before retrieving, listing, searching, summarizing, or presenting workspace records, read ../../references/use-twenty-mcp/result-formatting.md.

Apply that reference when selecting the right Twenty MCP workspace, querying records, building record links, formatting dates and values, and presenting readable Markdown instead of raw API output.

Output Contract

Before the final answer for retrieved workspace records:

• If the tool output includes recordReferences, the first record-name column or record heading MUST link each display name back to Twenty.
• Build links as {workspaceOrigin}/object/{objectNameSingular}/{recordId} using the selected workspace origin and the returned recordReferences.
• If the workspace origin is not known, resolve it from the selected MCP server URL when possible. If it still cannot be resolved, state that direct record links need the workspace URL instead of inventing a host.
• Never show unlinked record names in a record table when recordReferences and the workspace origin are available.