> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I connect Klipy to my assistant?

> Connect Claude, ChatGPT, or any MCP client to your Klipy CRM, inbox, and meetings over OAuth. The agent drafts, you approve, nothing sends on its own.

The Klipy MCP server lets an external AI agent — Claude, ChatGPT, or any [Model Context Protocol](https://modelcontextprotocol.io) 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.

<Note>
  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](/docs/guides/mcp/tools#the-gated-send-handshake).
</Note>

## 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](/docs/guides/billing/what-costs-tokens) for the full token model.

## Connect

Point your client at the Klipy MCP endpoint:

```text theme={null}
https://api.klipy.ai/mcp
```

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.

| Scope           | What it unlocks                                                                              |
| --------------- | -------------------------------------------------------------------------------------------- |
| `crm:read`      | Read people, companies, deals, notes, tasks, segments, pipelines, views, and the CRM schema. |
| `crm:write`     | Create, update, upsert, and delete CRM records, and link or unlink them.                     |
| `comms:read`    | Read message threads, interactions, and drafts.                                              |
| `comms:draft`   | Create, update, and discard message drafts. No sending.                                      |
| `messages:send` | Prepare and send an approved draft — the gated outbound capability.                          |
| `meetings:read` | Read meetings, transcripts, recordings, and calendar events.                                 |
| `agent:read`    | Read the Klipy agent's pending suggestions and run `ask_klipy`.                              |
| `agent:write`   | Accept or reject the Klipy agent's suggestions.                                              |
| `account:read`  | Read your identity, token usage, and booking links.                                          |

For the full list of tools under each scope, see the [tool reference](/docs/guides/mcp/tools).

## Next steps

<CardGroup cols={3}>
  <Card title="Claude Desktop" icon="monitor" href="/docs/guides/mcp/connect-claude-desktop">
    Add Klipy to Claude Desktop.
  </Card>

  <Card title="Claude Code" icon="terminal" href="/docs/guides/mcp/connect-claude-code">
    Add Klipy to the Claude Code CLI.
  </Card>

  <Card title="ChatGPT" icon="message-square" href="/docs/guides/mcp/connect-chatgpt">
    Add Klipy to ChatGPT.
  </Card>

  <Card title="Other clients" icon="plug" href="/docs/guides/mcp/connect-other-clients">
    Connect any MCP client over OAuth.
  </Card>

  <Card title="Tool reference" icon="wrench" href="/docs/guides/mcp/tools">
    All 38 tools, grouped by scope.
  </Card>

  <Card title="Use cases" icon="lightbulb" href="/docs/guides/mcp/use-cases">
    Real workflows you can run today.
  </Card>
</CardGroup>