Optional

AI tools

Claude, ChatGPT, an ElevenLabs voice agent, n8n and other AI tools can look things up in your CRM and take notes, through one address. Each one signs in as a person or with a key you make, and sees only what that login may see.

What it is
An MCP server: the standard way AI tools connect to other software. It is part of your CRM; nothing else to install.
Cost
Nothing from us. The AI tool charges what it charges.
Time
5 minutes per tool.
Good to know
What the AI tool reads goes to that company, under your own agreement with them. It never takes payments, messages a client, deletes anything or changes settings.

Part A: turn it on

  1. In the CRM, open Settings, System, Connections, AI, then More under the AI card.
  2. On the AI connections card, switch on Allow AI tools to connect. Only an admin can.
  3. Copy the MCP server address. It ends in /functions/v1/mcp.

Part B: Claude or ChatGPT (signs in as you)

  1. Claude: Settings, Connectors, Add custom connector. Name it after your company and paste the address. ChatGPT: Settings, Connectors, add a custom connector the same way.
  2. Press Connect. Your CRM's sign-in page opens. Sign in if asked, read what the tool may do, and press Allow.
  3. Ask it something: "Which orders this weekend still owe a balance?" It answers from your CRM, as you.
  4. To stop it: press Disconnect beside it on the AI connections card, or remove the connector in the tool.

Part C: an ElevenLabs voice agent (a key)

  1. On the AI connections card, press Key for an AI agent. Name it (for example Phone agent) and keep the role Voice agent: it looks up callers, orders and stock, takes a message and books a callback, and nothing more.
  2. Copy the secret token. It is shown once.
  3. In ElevenLabs, open your agent: Tools, Add tool, MCP server. Server type Streamable HTTP, the address from Part A as the URL, the token as the Secret token. Save.
  4. Pick the tools the agent may use. A good start: find_client_by_phone, order_status, check_availability, company_info, create_lead, request_callback and log_call.
  5. n8n and other tools work the same way: the address, plus the header Authorization: Bearer and the token.

Done when: the tool answers a question with your own records, and the AI connections card lists it with its last call.

Back to the setup guide