Quickstart

Connect through Architect, the CLI, or MCP, then ask Dreamstate for the outcome you want.

Three ways to connect: the web app with Architect, the CLI, or an MCP client. Pick one and start asking for what you want.

All three reach the same workspace and credit balance.

From the web app

Open Architect in the web app and describe a useful first outcome. Start with work that can be inspected in the workspace, rather than a broad request to automate everything at once.

Read my workspace Context and tell me which pack owns a small first result. Do not make changes until you show me the matching capability contract.

Architect can route the job, find its capability, and link saved work back to its screen. Continue with Your first session when you want the Context and worksheet workflow.

From the CLI

The CLI requires Node.js 22 or later. Install the @trydreamstate/cli package, which provides the dreamstate command.

npm install -g @trydreamstate/cli
dreamstate login

dreamstate login opens browser sign-in. After successful login, it installs every hosted Dreamstate skill for each detected Claude Code, Codex, and Cursor installation. Use dreamstate login --no-skills to skip that installation. On a remote or SSH machine, create a session in the app and run dreamstate login --token <token>. Login still succeeds if no supported agent is detected or skills cannot install, and it prints Run dreamstate skills install to install Dreamstate skills.

Describe what you want, then read the exact contract before any run.

dreamstate tools search --goal "build a workbook" --toolset tables
dreamstate tools get tables.workbooks.create

CLI reference lists every command and option.

From an MCP client

Point your client at https://mcp.trydreamstate.com/mcp. Use OAuth first, so there is no key to copy. Sign in to Dreamstate and pick a workspace in the client's OAuth flow. A workspace machine key is only for CI and clients without OAuth, sent as Authorization: Bearer ds_live_your_key. Keep machine keys out of prompts and tool inputs.

{
  "mcpServers": {
    "dreamstate": {
      "url": "https://mcp.trydreamstate.com/mcp"
    }
  }
}

Start with whoami, then ask for the outcome. Read MCP server for connection and turn flow, or agent clients for supported client setup.

In Claude, open Customize > Connectors > Add custom connector, paste the URL, select Add, then select Connect. A Team or Enterprise Owner adds it from Organization settings > Connectors > Add > Custom > Web. In Advanced settings, select Use Claude's published identity or Register automatically.

In ChatGPT, open chatgpt.com/plugins, select +, then select Add custom MCP server. Enter Dreamstate and the URL, choose OAuth, review the warning, select I understand and want to continue, then select Create as a plugin and sign in. Older Enterprise and Edu workspaces use Settings > Apps > Advanced settings > Developer mode. Open the connection and select Refresh after new tools ship. ChatGPT confirms write actions.

claude mcp add --transport http dreamstate https://mcp.trydreamstate.com/mcp

The in-app CLI and MCP page is at /dashboard/settings/api. It has Claude, ChatGPT, and CLI tabs, each with a Copy first prompt button. Read tools do not need confirmation because MCP tools declare readOnlyHint.

When it goes wrong

If the connection or workspace is wrong, reconnect and call whoami. If a capability run returns capability_not_fetched, search again, retain that turn's token, fetch the contract, and retry. A mutating run without an explicit mode returns mode_required.

Start

What is Dreamstate - Dreamstate runs GTM work in one workspace across the web app, Architect, CLI, MCP, and REST.
Quickstart - Connect through Architect, the CLI, or MCP, then ask Dreamstate for the outcome you want.

Guides

Your first session - Build a first workbook from workspace context and a sourcing plan.
Warm network first - Turn post engagement into a worksheet and a sequence.
Run a 50-lead outbound pilot - Build a worksheet, validate a sequence, and prepare a small outbound pilot.
Build a founder posting system - Create a social drafting and scheduling system from workspace context.
Turn replies into meetings - Use Inbox context and CRM records to draft follow-up work.
Run a visibility sprint - Measure visibility evidence and save useful findings in Context.
Speed to lead - Build a workflow that connects worksheet, sequence, and trigger work.
Weekly review - Review runs, sequence activity, worksheets, and credit activity every week.
Set up cold email infrastructure - Prepare a separate sending domain, two mailboxes, DNS readiness, and warm-up checks before outbound.
Migrate one Clay table - Import one Clay table, rebuild columns, review ten pilot rows, and compare per-row cost.
Prioritize identified website visitors - Add identified visitors to CRM context and read a daily ranked contact queue.
30-day GTM review - Review monthly spend, campaign results, failed-run causes, and one verdict per live motion.
Launch a client workspace - Set up client context, review three plays, and quote first paid step.
Clean up a worksheet - Use worksheet state and provenance to clean up working rows.
Keep the CRM clean - Maintain saved records and their relationships in the workspace.
Find out why something failed - Inspect workflow, worksheet, and sequence evidence to diagnose a failed run.

Surfaces

Web app and deep links - Use web links in results to open exact Dreamstate objects in the app.
Architect - Architect works in the app with packs, skills, and the same controls used by other surfaces.
CLI - Use the dreamstate CLI to authenticate, select workspaces, and discover capabilities.
CLI reference - Review Dreamstate CLI commands and their documented syntax.
MCP server - Connect an MCP client to Dreamstate and use the canonical controls.
MCP reference - Review the controls exposed by the Dreamstate MCP server.
Connect Claude - Connect Claude to Dreamstate MCP with a browser OAuth sign-in.
Connect Claude Code - Connect Claude Code to Dreamstate MCP from the terminal.
Connect ChatGPT - Connect ChatGPT to Dreamstate MCP through a custom connector.
Connect Codex - Connect Codex to Dreamstate MCP with config.toml and OAuth.
Connect Cursor - Connect Cursor to Dreamstate MCP as a remote MCP server.
Other MCP clients - Connect another MCP client to Dreamstate with OAuth or an API key header.
REST API - Use the REST API to search tools, read schemas, run tools, and inspect runs.
Agent clients - Choose a Dreamstate MCP connection guide for Claude, ChatGPT, Codex, Cursor, or another client.

Workspace

Workspaces, members and roles - A workspace defines membership, permissions, billing, and the data boundary for work.
API keys and scopes - Use workspace API keys with explicit scopes and workspace boundaries.
Agency workspaces - Use Agency to manage client workspace work.
Tags, comments and saved views - Use workspace tags, comments, and saved views to organize shared work.

Knowledge

Context - Context stores revisioned Markdown documents attributed to the member and client that wrote them.
Skills - Skills teach practice and do not grant authority or bind tools.
Notes, inspiration and bookmarks - Use research screens for notes, inspiration, and bookmarks.
AI visibility and analytics - Use AI visibility analytics to measure business content evidence.

Data

Workbooks and worksheets - A workbook contains worksheets, each with one row source, columns, and optional score.
Row sources - A worksheet uses one row source to provide its working rows.
Columns - Columns enrich and judge rows in a worksheet.
Cells and provenance - Cells hold row values and their available run provenance.
CRM records - CRM stores canonical records already saved in the workspace.

Execution

Modes - Mutating calls name a mode and the server does not default to live work.
Runs - Runs record execution work and can expose links to exact app objects.
Sequences and enrollment - Sequences separate drafting, validation, publishing, enrollment, starting, delivery, and replies.
Workflows and triggers - Workflows organize automation graphs with scheduled and event triggers.
Social posts and publishing - Social work covers drafts, schedules, publish actions, accounts, and performance analytics.
Inbox - Inbox handles messages and replies inside existing conversations.
Tasks - Tasks manage assigned work, due dates, delegation, and review state.

Providers

Packs - Packs route work by domain and explain what each domain owns.
The tool catalog - Search the tool catalog, read an exact schema, then run a capability.
Integrations - Integrations manages third-party connections and connection diagnostics.
Senders and mailboxes - Senders manages suppression, mailbox health, sender identities, and sender policy.
Data providers and costs - Data providers can require a connection or your own key before they can run.

Plays and templates

Plays - A play is an advisory order of steps toward one outcome.
Blueprints and the marketplace - A blueprint installs a workspace system and supports saved snapshots.
Reply playbooks - Reply playbooks provide Inbox guidance for scenarios and sequence rules.

Safety and cost

Credits and billing - Credits and billing are managed at the workspace boundary.
Spend caps and budgets - Paid work can use a quote and a maximum credits ceiling.
Sending safety - Sequence work keeps publishing, enrolling, starting, delivery, and replies separate.
Do not contact - Do not contact rules suppress future outbound messages across channels.
Owner actions - Owner actions use signed-in sessions, fresh approval, and idempotency keys for sensitive workspace changes.

API reference

Capability ids and naming - Capability ids identify catalog operations across the Dreamstate surfaces.
Envelope and errors - The canonical envelope communicates success and failure information.
Pagination - Pagination uses cursors to traverse collections.
Rate limits - Rate limits describe request limits for API use.
Idempotency - Idempotency keys make owner action requests safe to retry.
Webhooks - Webhooks deliver signed workspace event callbacks.
OpenAPI explorer - OpenAPI shows generated request and response schemas for Dreamstate operations.