How do I connect my AI to Clickmax with OAuth?

Add the MCP URL to your AI client, sign in to Clickmax in the browser window, and approve access. Then install the Skills to guide the AI in operating the platform.

For your AI to operate Clickmax, it needs two pieces that work together:

MCP (Model Context Protocol): gives the AI real-time access to your account's tools and data (leads, transactions, funnels, members…).
Skills: teach the AI to use Clickmax: the rules, concepts and flows of each area.

Install both: one without the other does not work

MCP without Skills: the AI has the tools but does not understand Clickmax — and builds the wrong funnels, flows and segments.
Skills without MCP: the AI knows what to do but has nowhere to do it.

The setup below connects the two. Follow the 4 steps in order.

Prerequisites

a client that supports remote MCP over Streamable HTTP, OAuth and public Dynamic Client Registration (DCR);
browser access to your Clickmax account;
a terminal with npx available (step 3).

Step 1 - Add MCP

In your AI client:

Open the MCP server settings.
Add a remote MCP server using Streamable HTTP.
Name it clickmax and enter only this URL:

https://mcp.clickmax.io/mcp

Opening this address directly in a browser brings you to this guide. MCP clients use the same address to start authentication.

Save and start the connection.

Prefer to copy instead of typing? Under Settings > Connections, on the MCP tab, you'll find the same URL ready to copy.

When the connection starts, the client opens Clickmax authorization in your browser:

Sign in to your Clickmax account if you are not already signed in.
Check which client is requesting access and what it will be able to do.
Select Permitir acesso (Allow access).
Return to the AI client to finish connecting.

Check before approving

Authorization lets the client use the available MCP tools to read and change data in your Clickmax account. Cancel if you did not start the connection or do not recognize the client.

Step 3 — Install the Skills

The public Agent Skills teach the AI to operate each area of the platform. Install them all with one command:

npx skills add https://docs.clickmax.io

The command discovers and installs the skills from the docs discovery index (/.well-known/agent-skills/index.json).

The base URL on its own, to paste into the command:

https://docs.clickmax.io

Prefer to install manually? Download the package with every skill already organised into folders (<skill>/SKILL.md + reference files):

Download clickmax-skills.zip

Step 4 — Test

With MCP connected and the skills installed, ask for a real task:

Am I connected to Clickmax? Which account am I?

Identify the hot leads with no contact in the last 7 days.

If everything is right, the AI returns your identity, reads real data from the account and calls the skill that matches the task. If the client does not load the skill on its own, ask for it by name (e.g. Use the clickmax-pipelines skill…).

Skills catalogue

There are 17 public skills, grouped by area. The phrase "Use when" is the trigger the AI uses to load the skill — describe your task in those terms to call it up.

CRM

Skill	Use when you want to…
`clickmax-leads`	find, inspect, filter or compare CRM leads and their commercial context
`clickmax-leads-activity-analysis`	analyse activity streams, event timelines and activity metrics for leads and opportunities
`clickmax-list-segments`	create, inspect, update, refresh or use manual lists and dynamic segments to group leads
`clickmax-pipelines`	work with pipelines, stages, opportunity cards, attendants or pipeline analytics
`clickmax-tags`	inspect, create, update, delete, clone or apply CRM tags to leads

Payments and offers

Skill	Use when you want to…
`clickmax-payments-dashboard-analysis`	see payments dashboard KPIs, paginated views, "my sales" or filters for revenue analysis
`clickmax-transaction-operations`	inspect transactions and sales, read transaction charts or refund one or more transactions
`clickmax-seller-subscriptions`	inspect, chart, cancel, renew or change the card on customer subscriptions sold through Clickmax
`clickmax-offers`	inspect, create, clone, update, approve, archive or delete product offers and checkout variants
`clickmax-wallet-receivables`	check the wallet, receiving account approval, balances, "receivables", statements, withdrawals or readiness to sell
`clickmax-workspace-plans`	inspect, compare, predict cancellation of or cancel your own workspace's SaaS subscription

Members

Skill	Use when you want to…
`clickmax-members`	inspect, create, update, enable, disable, enrol or remove members and their access/progress
`clickmax-classrooms`	list, inspect, create, update, link content, copy members between or delete classrooms
`clickmax-modules`	list, inspect, create, update, reorder or delete modules and the lesson ordering of a course
`clickmax-portal-enrollments`	list, add, bulk add or remove enrolments at portal level

Automations and funnels

Skill	Use when you want to…
`clickmax-flows`	create, inspect, change, validate or activate/archive an automation flow and its step graph
`clickmax-funnels`	create, inspect, change, publish, deactivate, delete or analyse a funnel graph

Always-current catalogue

The list above is a readable summary. The source of truth, with full descriptions and hashes, lives at /.well-known/agent-skills/index.json.

For agents — programmatic discovery

Endpoints served by the docs for clients compatible with Agent Skills:

Resource	URL
MCP endpoint (Streamable HTTP)	`https://mcp.clickmax.io/mcp`
Skills discovery index (schema `0.2.0`)	`https://docs.clickmax.io/.well-known/agent-skills/index.json`
`SKILL.md` per skill	`https://docs.clickmax.io/.well-known/agent-skills/<skill>/SKILL.md`
Skill archive (with references)	`https://docs.clickmax.io/.well-known/agent-skills/<skill>.tar.gz`
Complete package (all the skills)	`https://docs.clickmax.io/.well-known/skills/clickmax-skills.zip`

Each index entry carries name, description, type (skill-md or archive), url and digest (sha256) for integrity checking.

Troubleshooting

Symptom	Likely cause	What to do
The login window does not open	the browser blocked the popup	allow popups for Clickmax authorization and start the connection again
Sign-in was canceled	authorization was not completed	start the connection again and complete sign-in in your browser
The time to complete sign-in expired	sign-in was not completed within 10 minutes	start the connection again and complete sign-in in your browser
Access was denied or consent was canceled	the client was not authorized	start the connection again and approve only if you recognize the client
The client asks for manual credentials or does not start sign-in	the client does not support OAuth with public Dynamic Client Registration (DCR) for remote MCP	use a client compatible with remote MCP over Streamable HTTP, OAuth and public DCR
The client does not list the Clickmax tools	the server was not added, or the configuration did not reload	reopen the client and confirm the URL `https://mcp.clickmax.io/mcp`
It connects but returns no data	the account has no permission for the resource requested	check that your account has access to the resource in Clickmax
It returns `429 rate limit exceeded`	AI connections for the same user exceeded 100 requests in 10 seconds	wait a few seconds and try again; configure the clients to reduce concurrent requests if the error continues
The AI is connected but gets the flows wrong	skills not installed	run step 3 (`npx skills add https://docs.clickmax.io`)
Timeout or transport failure	the client does not support Streamable HTTP	use a client compatible with remote MCP over Streamable HTTP

Before approving access

Confirm that you started the connection and recognize the client shown in the browser.
Read the consent request before allowing access to your account data and tools.
Cancel authorization if you do not want to complete the connection.

#How do I connect my AI to Clickmax with OAuth?

#Prerequisites

#Step 1 - Add MCP

#Step 2 - Sign in and approve access in your browser

#Step 3 — Install the Skills

#Step 4 — Test

#Skills catalogue

#CRM

#Payments and offers

#Members

#Automations and funnels

#For agents — programmatic discovery

#Troubleshooting

#Before approving access