---
name: klipy-crm
description: Manage CRM records and draft sales follow-ups through Klipy's MCP server, with a human-approval gate on every outbound message.
---

# Klipy CRM

Klipy is an AI CRO that runs a sales operation: it logs conversations, keeps
the CRM current, and drafts follow-ups for review.

## Connect

Point an MCP client at the Klipy Streamable HTTP endpoint:

    https://api.klipy.ai/mcp

The server uses JSON-RPC 2.0 and authenticates every request via OAuth, so a
connected Klipy account is required. Setup guides:
https://klipy.ai/docs/guides/mcp/overview

## Core tools

- `ask_klipy` — answer natural-language questions across CRM, interactions,
  and meetings.
- `search_crm_records`, `get_crm_record`, `list_crm_records` — read people,
  companies, and deals.
- `create_crm_record`, `update_crm_record`, `upsert_crm_record`,
  `link_crm_records` — write records and relationships.
- `draft_email_message`, `draft_social_message` — draft outreach.

## Sending is gated

Outbound messages are always drafted first and never auto-sent. To send:

1. Draft with `draft_email_message` or `draft_social_message`.
2. Call `prepare_message_send` to get a final preview and a
   `confirmation_token`.
3. Show the preview to the user and get explicit approval.
4. Only then call `send_message_draft` with the token.

Confirm irreversible CRM deletes with the user before calling
`delete_crm_record`.