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The Klipy MCP server lets an external AI agent — Claude, ChatGPT, or any Model Context Protocol client — work directly with your Klipy CRM, inbox, and meetings. Ask your agent to pull up a deal, summarize a call, or draft a follow-up, and it reads and writes the same records you manage in the app.
Klipy MCP is supervised. Tools read your data and prepare drafts, but nothing reaches a prospect on its own. A human reviews and approves every outbound message before it sends. See how the send step is gated.

What you can do

  • Look up people, companies, and deals, and read the full timeline for any record.
  • Search your email, meetings, and social conversations by meaning, and ask grounded questions with citations back to the source.
  • Draft emails and messages for review, then approve and send them through Klipy’s gated handshake.
  • Read meeting transcripts and recaps, and check your calendar and booking links.
  • Review the Klipy agent’s pending suggestions and accept or reject them.

Availability

Klipy MCP is generally available to any Klipy account — no separate plan, no beta waitlist. All you need is a Klipy account and an MCP client that supports remote servers over OAuth. Tokens are consumed only when a user accepts an action — for example, sending a draft — not when the agent reads data or prepares a draft. See What costs tokens for the full token model.

Connect

Point your client at the Klipy MCP endpoint:
Authentication is OAuth. The first time your client connects, Klipy shows a consent screen with a checkbox for each capability scope you want to grant. Your agent can only use the tools whose scopes you approve — anything you leave unchecked stays unavailable to that connection.

Scopes

The nine scopes map capabilities to the tools they unlock. Grant the minimum your workflow needs. For the full list of tools under each scope, see the tool reference.

Next steps

Claude Desktop

Add Klipy to Claude Desktop.

Claude Code

Add Klipy to the Claude Code CLI.

ChatGPT

Add Klipy to ChatGPT.

Other clients

Connect any MCP client over OAuth.

Tool reference

All 38 tools, grouped by scope.

Use cases

Real workflows you can run today.
Last modified on July 30, 2026