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Connecting Meta Muse

Meta Muse is Meta’s personal AI assistant. Because Meta Muse executes in Meta's cloud environment, it connects to GroupTrack via our remote Server-Sent Events (SSE) endpoint.


Prerequisites​

  1. An active GroupTrack CRM account.
  2. Your GroupTrack API Key (from app.grouptrackcrm.com/profile/team).
  3. Access to Meta Muse.

Step-by-Step Connection Guide​

Step 1: Obtain Your API Key​

  1. Go to https://app.grouptrackcrm.com/profile/team.
  2. Under the API section, copy your active API Key.

Step 2: Open Meta Muse Chat​

In your conversation with Meta Muse, type the following connector prompt:

"Create a custom connector for GroupTrack. It's an MCP server at https://mcp.grouptrackcrm.com/sse"

Step 3: Enter Your Credentials Securely​

  • Meta Muse will inspect the endpoint and present an interactive credential input modal.
  • Paste your GroupTrack API key into the secure dialog.
  • Security Notice: Do not paste your API key into normal chat messages; always use the secure credential popup.

Step 4: Verification & Tool Registration​

Meta Muse will invoke get_team_info over the SSE stream to verify credentials. Once validated, Muse will register all 17 GroupTrack CRM tools to your assistant's skill set.


Real-World Prompts to Try with Meta Muse​

1. Connection Verification & Team Status​

  • "Verify my GroupTrack connection and show me our team members."
  • "How many contacts do we currently have in GroupTrack?"

2. Searching & Finding Leads​

  • "Search GroupTrack for contacts named Nathan."
  • "Find any contacts tagged as 'VIP' or who have an email ending in '@company.com'."
  • "Use semantic search to find leads in GroupTrack who mentioned being interested in enterprise coaching."

3. Pipeline & Stage Management​

  • "Show me all the sales pipelines and stages in my GroupTrack account."
  • "Move contact John Doe to the 'Proposal Sent' stage in the Sales Pipeline."
  • "Enroll Jane Smith into the Onboarding pipeline."

4. Adding Notes & Logging Activities​

  • "Add a note to contact Sarah Connor: 'Discussed Q4 expansion and pricing options on Zoom today.' "
  • "Log a phone call with GTID 01JD8... discussing contract review."

5. Task Management​

  • "What tasks do I have scheduled for today in GroupTrack?"
  • "Create a task in GroupTrack: 'Send updated proposal to Mike' due tomorrow at 10 AM."