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Once Claude is connected to Klipy over MCP, it works with the same records you manage in the app — your CRM, inbox, meetings, and calendar. Each workflow below is a real task you can run today with a single plain-language request.

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The supervised model

Every workflow here follows the same rule: Claude drafts, you review, you send.
Nothing reaches a prospect on its own. When Claude prepares an email or message, it lands as a draft. You read it, edit it if you want, and send it through Klipy’s gated handshake — Claude cannot dispatch an outbound message without your explicit approval. See how the send step is gated.
Reading your data and preparing a draft costs nothing. Tokens are consumed only when you accept an action — for example, sending a draft. See What costs tokens for the full model.

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Pick a workflow

Follow-up emails

Draft a follow-up from a call or meeting, grounded in what was actually said.

Meeting recaps

Turn a recorded meeting into a recap and surface its next steps.

Cold deal outreach

Find stalled deals and draft a personal re-engagement note for each.

Pre-call research

Get a caught-up brief on an account before you join the call.

Pipeline forecast

Read your open deals and build a weighted best/likely/worst forecast.

CRM updates

Let your CRM update itself from conversations — you accept each change.

Ask your data

Ask natural-language questions about your deals and conversations.

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Next steps

Tool reference

Every tool Claude can call, grouped by scope.

Overview

How the Klipy MCP server works, and the scopes you grant on connect.
Last modified on July 30, 2026