Instant search on traits on OpenFunnel Agent Primitives

OpenFunnel Agent Primitives: Instant search on traits. It runs on your own OpenFunnel Agent Primitives account: connect it once in the Relvo app and Relvo adds its credentials server-side. Relvo charges no usage fee; OpenFunnel Agent Primitives may bill that account under its own plan.

Connect OpenFunnel Agent PrimitivesAll OpenFunnel Agent Primitives toolsAPI docs

Try Instant search on traits now

Compose the request, copy the prompt, and run it in your agent. It runs on your connected OpenFunnel Agent Primitives account.

Prompt composerMarkdown
OpenFunnel Agent Primitivesopenfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52
Open Relvo
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More OpenFunnel Agent Primitives tools

The rest of the OpenFunnel Agent Primitives shelf. Every endpoint runs on the same OpenFunnel Agent Primitives connection.

36 tools
List Accountsopenfunnel_agent_primitives__list_accounts_api_v1_account_561f35OpenFunnel Agent Primitivesyour accountSearch Accounts By Name Or Domainopenfunnel_agent_primitives__search_accounts_by_name_or_d_285208OpenFunnel Agent Primitivesyour accountInstant search on traitsopenfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52You are hereyour accountGet Signalopenfunnel_agent_primitives__get_signal_get_api_v1_signal_getOpenFunnel Agent Primitivesyour accountList Signalsopenfunnel_agent_primitives__list_signals_api_v1_signal_g_d53dfaOpenFunnel Agent Primitivesyour accountGet Audienceopenfunnel_agent_primitives__get_audience_get_api_v1_audi_2b6161OpenFunnel Agent Primitivesyour accountCreate Account Audience Endpointopenfunnel_agent_primitives__create_account_audience_endp_aeb111OpenFunnel Agent Primitivesyour accountList Audiencesopenfunnel_agent_primitives__list_audiences_get_api_v1_au_77b268OpenFunnel Agent Primitivesyour accountGet Timelineopenfunnel_agent_primitives__get_timeline_api_v1_account_b3aea7OpenFunnel Agent Primitivesyour accountList Viewsopenfunnel_agent_primitives__list_views_api_v1_views_getOpenFunnel Agent Primitivesyour accountCreate Viewopenfunnel_agent_primitives__create_view_api_v1_views_postOpenFunnel Agent Primitivesyour accountGet View Configurationsopenfunnel_agent_primitives__view_options_api_v1_views_op_a720dcOpenFunnel Agent Primitivesyour accountGet Viewopenfunnel_agent_primitives__get_view_api_v1_views_view_id_getOpenFunnel Agent Primitivesyour accountUpdate Viewopenfunnel_agent_primitives__update_view_api_v1_views_vie_e80d50OpenFunnel Agent Primitivesyour accountDelete Viewopenfunnel_agent_primitives__delete_view_api_v1_views_vie_f3c9d8OpenFunnel Agent Primitivesyour accountGet View Alertsopenfunnel_agent_primitives__my_alerts_api_v1_insights_al_792b08OpenFunnel Agent Primitivesyour accountGet ICP optionsopenfunnel_agent_primitives__get_icp_options_api_v1_icp_o_89e292OpenFunnel Agent Primitivesyour accountList ICPsopenfunnel_agent_primitives__list_icps_api_v1_icp_list_getOpenFunnel Agent Primitivesyour accountCreate ICPopenfunnel_agent_primitives__create_icp_api_v1_icp_create_postOpenFunnel Agent Primitivesyour accountUpdate ICPopenfunnel_agent_primitives__update_icp_api_v1_icp_update_patchOpenFunnel Agent Primitivesyour accountEnrich Accountopenfunnel_agent_primitives__enrich_account_endpoint_api_a01e5dOpenFunnel Agent Primitivesyour accountBatch Enrich Accountsopenfunnel_agent_primitives__enrich_accounts_batch_endpoi_91391eOpenFunnel Agent Primitivesyour accountPoll Batch Account Enrichment Jobopenfunnel_agent_primitives__poll_batch_account_enrichmen_cd2290OpenFunnel Agent Primitivesyour accountEnrich Account with People Jobopenfunnel_agent_primitives__start_fast_people_enrichment_9811b5OpenFunnel Agent Primitivesyour accountPoll Enrich Account with People Jobopenfunnel_agent_primitives__poll_fast_people_enrichment_27783fOpenFunnel Agent Primitivesyour accountEnrich People with Contact Information Jobopenfunnel_agent_primitives__enrich_people_endpoint_api_v_ce365eOpenFunnel Agent Primitivesyour accountPoll Enrich People with Contact Information Jobopenfunnel_agent_primitives__poll_people_enrichment_api_v_dd79e8OpenFunnel Agent Primitivesyour accountVerify People Employmentopenfunnel_agent_primitives__start_verify_people_job_api_d90598OpenFunnel Agent Primitivesyour accountPoll Verify People Job Statusopenfunnel_agent_primitives__get_verify_people_job_status_483abcOpenFunnel Agent Primitivesyour accountDeep Enrichopenfunnel_agent_primitives__deep_enrich_proxy_api_v1_enr_48d11dOpenFunnel Agent Primitivesyour account

Set up Instant search on traits for your agent

Pick the client you use, then pick a route: Automatic is that client's own link, command or prompt, and Manual is the same install done by hand, or the tool opened in the Relvo app. Both end at the same OAuth sign-in, with nothing installed per tool.

Automatic way

Open the plugin page with the details ready.

ChatGPT takes custom MCP servers as plugins. The button opens the right page; copy the name and URL into the form and authorise once.

Open ChatGPT plugins

  1. Add a custom MCP server

    On the plugins page, click + and choose Add custom MCP server.

  2. Fill in the connection

    NameRelvo
    Connectionhttps://app.relvo.si/mcp

  3. Authorise and create

    Pick OAuth, tick the confirmation and click Create as a plugin. Approve Relvo in the browser window ChatGPT opens.

  4. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The client inspects this operation and runs it on your connected account.

Custom MCP servers are set up in ChatGPT on the web, not in the mobile app. Connect once and every chat can call Relvo.

Manual way

Set it up from ChatGPT's settings.

The same connector, reached through the settings menu instead of the plugin page.

  1. Open Apps & Connectors

    In ChatGPT, open Settings → Apps & Connectors and create a new custom connector.

  2. Name it Relvo

    NameRelvo

  3. Point it at Relvo

    Connectionhttps://app.relvo.si/mcp

  4. Authenticate

    Choose OAuth, continue, and approve Relvo in the browser. ChatGPT saves the connector to your account.

  5. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The agent checks this operation, runs it on your connection, then relays the provider's response verbatim.

  6. Open openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52 in the app

    URL
    https://app.relvo.si/catalog/openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52

    Connect OpenFunnel Agent Primitives under Connections in the Relvo app, then inspect this operation's input schema before running it.

This operation runs on your own OpenFunnel Agent Primitives account. Relvo charges no usage fee; OpenFunnel Agent Primitives may bill that account on its own plan.

Automatic way

One link fills in the dialog.

On a desktop browser this opens Claude's Add custom connector form with Relvo's name and MCP URL already in place. Click Add and sign in — there is nothing to type.

Add the Relvo connector

  1. Open the dialog

    Click the button above in the browser where you are signed in to Claude. Customize → Connectors opens with the custom-connector form ready.

  2. Add and authorise

    Click Add, then choose Sign in now under Authentication. Relvo signs you in over OAuth, so no token or API key is pasted into Claude.

  3. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The client inspects this operation and runs it on your connected account.

Manual way

The same connector, typed by hand.

Use this on a phone, in a locked-down workspace, or whenever you would rather add the connector through Claude's own menu.

  1. Open Connectors

    In Claude, go to Customize → Connectors and choose + Add → Add custom connector.

  2. Name the connector

    NameRelvo

  3. Paste the MCP URL

    Server URLhttps://app.relvo.si/mcp

  4. Sign in

    Click Add, choose Sign in now under Authentication, and approve Relvo in the OAuth window. The Relvo tools appear under the connector.

  5. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The agent checks this operation, runs it on your connection, then relays the provider's response verbatim.

  6. Open openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52 in the app

    URL
    https://app.relvo.si/catalog/openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52

    Connect OpenFunnel Agent Primitives under Connections in the Relvo app, then inspect this operation's input schema before running it.

This operation runs on your own OpenFunnel Agent Primitives account. Relvo charges no usage fee; OpenFunnel Agent Primitives may bill that account on its own plan.

Automatic way

One command, then one sign-in.

The CLI registers Relvo with HTTP transport and writes it into your Claude Code config; authentication happens in the browser.

  1. Run the command

    BASH
    claude mcp add --transport http relvo https://app.relvo.si/mcp

  2. Authenticate once

    Open a session and run /mcp. Choose Relvo → Authenticate; Claude Code opens Relvo's OAuth page and stores the token for the project.

  3. Check the list

    BASH
    claude mcp list

    Relvo shows as connected, with every catalog tool behind it.

  4. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The client inspects this operation and runs it on your connected account.

The command uses local scope by default. Add --scope user to make Relvo available in every project, or --scope project to share it through the repository.

Manual way

Write it into .mcp.json.

Project scope lives in a file, so the whole team gets Relvo without running a command.

  1. Add the server

    JSON · .mcp.json
    {
  "mcpServers": {
    "relvo": {
      "type": "http",
      "url": "https://app.relvo.si/mcp"
    }
  }
}

    Create .mcp.json in the project root and add relvo as an HTTP server.

  2. Reload and sign in

    Start a Claude Code session, run /mcp, choose Relvo → Authenticate, then reload. The tools are available in that project.

  3. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The agent checks this operation, runs it on your connection, then relays the provider's response verbatim.

  4. Open openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52 in the app

    URL
    https://app.relvo.si/catalog/openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52

    Connect OpenFunnel Agent Primitives under Connections in the Relvo app, then inspect this operation's input schema before running it.

The same entry works for every project when it is added at user scope instead of project scope. This operation runs on your own OpenFunnel Agent Primitives account. Relvo charges no usage fee; OpenFunnel Agent Primitives may bill that account on its own plan.

Automatic way

Hand the setup to Hermes.

Hermes can edit its own config, so one instruction is enough: it writes Relvo into mcp_servers, reloads, and reports the tools it can now call.

  1. Copy the setup prompt

    PROMPT
    Add Relvo as a remote MCP server named "relvo": url https://app.relvo.si/mcp, auth oauth. Follow https://app.relvo.si/SKILL.md, reload MCP, then list the Relvo tools.

  2. Paste it into a Hermes session

    Hermes adds the remote server to ~/.hermes/config.yaml and reloads its MCP connections.

  3. Approve the sign-in

    Open the OAuth link Hermes prints and approve Relvo once. The token is cached, so later sessions do not ask again.

  4. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The client inspects this operation and runs it on your connected account.

Manual way

Add it to ~/.hermes/config.yaml.

Two settings and one reload — the same entry Hermes would write itself.

  1. Open the config

    Edit ~/.hermes/config.yaml, the file Hermes reads at start-up.

  2. Add the server

    YAML
    mcp_servers:
  Relvo:
    url: https://app.relvo.si/mcp
    auth: oauth

  3. Reload and sign in

    In a session, run /reload-mcp, then approve the OAuth prompt Hermes shows. Tokens are cached under ~/.hermes/mcp-tokens/.

  4. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The agent checks this operation, runs it on your connection, then relays the provider's response verbatim.

  5. Open openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52 in the app

    URL
    https://app.relvo.si/catalog/openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52

    Connect OpenFunnel Agent Primitives under Connections in the Relvo app, then inspect this operation's input schema before running it.

This operation runs on your own OpenFunnel Agent Primitives account. Relvo charges no usage fee; OpenFunnel Agent Primitives may bill that account on its own plan.

Automatic way

Hand the install to Cursor.

The button opens Cursor's MCP install dialog with the server name and URL already attached.

Add Relvo to Cursor

  1. Open the install prompt

    Click the button on the machine where Cursor is installed. Cursor receives a server named relvo pointing at https://app.relvo.si/mcp.

  2. Install and authenticate

    Confirm the install, then click Authenticate. Cursor completes Relvo's OAuth in the browser.

  3. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The client inspects this operation and runs it on your connected account.

The install link opens Cursor directly, so it does nothing in a browser that has never installed the editor.

Manual way

Edit ~/.cursor/mcp.json.

Use the global or the project file when you want the entry under your own control.

  1. Open the MCP config

    Edit ~/.cursor/mcp.json for every project, or .cursor/mcp.json inside the repository for one.

  2. Add Relvo

    JSON
    {
  "mcpServers": {
    "relvo": {
      "url": "https://app.relvo.si/mcp"
    }
  }
}

  3. Reload Cursor

    Save the file and reload the window. Relvo appears in the MCP panel, and Authenticate finishes the sign-in.

  4. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The agent checks this operation, runs it on your connection, then relays the provider's response verbatim.

  5. Open openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52 in the app

    URL
    https://app.relvo.si/catalog/openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52

    Connect OpenFunnel Agent Primitives under Connections in the Relvo app, then inspect this operation's input schema before running it.

This operation runs on your own OpenFunnel Agent Primitives account. Relvo charges no usage fee; OpenFunnel Agent Primitives may bill that account on its own plan.

Automatic way

Ask the Bot to wire it up.

Grok Bot configures connections from the conversation, so the quickest route is a single instruction with Relvo's address.

  1. Copy the setup prompt

    PROMPT
    Add a custom MCP server called relvo at https://app.relvo.si/mcp with OAuth sign-in, then list the Relvo tools.

  2. Paste it into a Bot chat

    The Bot repeats the server name and URL and asks you to confirm. Check them and select Add it.

  3. Authorise

    Select Authorize on the card the Bot sends and approve Relvo in the browser once. The Bot can then call the catalog from any chat.

  4. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The client inspects this operation and runs it on your connected account.

Manual way

Name the server yourself in the chat.

Grok Bot's settings have no field for a server URL; custom MCP servers are added from the conversation.

  1. Describe the server

    NameRelvo
    Server URLhttps://app.relvo.si/mcp

    Ask the Bot to add a custom server with this name and URL. Say custom server, or it may offer a catalog plugin instead.

  2. Confirm

    The Bot repeats the name and URL. Check that the URL is https://app.relvo.si/mcp, then select Add it.

  3. Authorise

    Select Authorize on the card the Bot sends, sign in and allow access. The Relvo tools appear once you are signed in.

  4. Ask for Instant search on traits

    PROMPT
    Using Relvo, call `openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52` on my OpenFunnel Agent Primitives connection to instant search on traits. Return OpenFunnel Agent Primitives's response as it comes back.

    The agent checks this operation, runs it on your connection, then relays the provider's response verbatim.

  5. Open openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52 in the app

    URL
    https://app.relvo.si/catalog/openfunnel_agent_primitives__search_by_traits_get_api_v1_fe1f52

    Connect OpenFunnel Agent Primitives under Connections in the Relvo app, then inspect this operation's input schema before running it.

This operation runs on your own OpenFunnel Agent Primitives account. Relvo charges no usage fee; OpenFunnel Agent Primitives may bill that account on its own plan.

Use OpenFunnel Agent Primitives with any agent

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ChatGPTUse OpenFunnel Agent Primitives with ChatGPTClaudeUse OpenFunnel Agent Primitives with ClaudeClaude CodeUse OpenFunnel Agent Primitives with Claude CodeHermes AgentUse OpenFunnel Agent Primitives with Hermes AgentCursorUse OpenFunnel Agent Primitives with CursorGrok BotUse OpenFunnel Agent Primitives with Grok BotCodexUse OpenFunnel Agent Primitives with CodexOpenClawUse OpenFunnel Agent Primitives with OpenClawAny MCP ClientUse OpenFunnel Agent Primitives with Any MCP Client

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