An AI assistant is only as useful as the context it can reach. Ask a chatbot about your pipeline and it guesses; paste your data in and it is stale the moment you hit enter. Klipy's new MCP server closes that gap by putting your real CRM directly in your assistant.
What it is
MCP - the Model Context Protocol - is the standard that lets assistants like Claude and ChatGPT securely use outside tools. Klipy now runs an MCP server, so a compatible assistant can connect to your account and work your CRM directly. No copy-paste, no brittle scripts.
38 tools, grounded in your data
Once connected, your assistant can:
- Find and read - search your contacts, pull a deal's full history, read a meeting transcript, look up past interactions.
- Draft - write a follow-up email or a LinkedIn message from your real context, not a generic template.
- Update - create and edit contacts, companies, deals, and notes, link records together, and act on Klipy's own suggestions.
- Ask - get a grounded, cited answer about your accounts, drawn from your own history.
You stay in control
Connecting runs through a consent screen where you choose what the assistant can do, grouped into Read, Write, and Send - and Send is off unless you deliberately turn it on. Even then, nothing goes out on its own: the assistant drafts the message, and it only sends after you explicitly approve that exact draft. You can review and revoke any connected assistant anytime in Settings → Integrations.
Your AI becomes a real sales co-pilot - one that knows your actual deals and never sends anything you did not sign off on.