Clkly
Connect your AI

Your CRM, now
an AI tool call away.

Clkly ships a built-in MCP server. Connect Claude, ChatGPT or any agent with a per-workspace key and let it read deals, log notes, draft emails and update contacts - in plain English, scoped to exactly what you allow.

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app.clkly.xyz
Clkly MCP serverconnected
Endpoint
https://c.clkly.xyz/v1/mcp
Key
clkly_mcp_••••••••••••••••
Exposed tools
search_contacts
get_pipeline
create_deal
log_activity
draft_email
update_contact
What you get

Built on the Model Context Protocol.

One-click connect

Generate a workspace key, paste the MCP URL into Claude Desktop or your agent, done. No middleware, no custom glue code.

Per-workspace keys

Every key is clkly_mcp_ prefixed and SHA-256 hashed at rest. Scoped to one workspace, revocable any time.

A real tool set

Search contacts, read pipelines, create deals, log activity, draft and queue emails. The agent gets typed tools, not a raw SQL prompt.

Read your whole CRM

"Which deals slipped this month?" "Who at Acme have we emailed?" The model answers from live data, not a stale export.

Write back safely

Updates run through the same permission layer as the UI. The agent can only do what the key is allowed to do.

Audited + rate-limited

Every tool call is logged and throttled. You see exactly what the model touched, and abuse gets capped automatically.

Why it matters

Stop copy-pasting between your CRM and your chatbot.

The AI you already use becomes a front door to your pipeline. Ask it to summarise an account, draft a follow-up from the last three notes, or flag deals with no activity in two weeks - it works the data directly.

  • Natural language
    No query syntax. Ask the way you would ask a teammate.
  • Live, not exported
    Answers come from your real workspace, the moment you ask.
  • You stay in control
    Scoped keys, permission checks and a full audit trail on every call.
Which deals at Acme have no activity this week?
Two: "Q3 renewal" (£12k) and "Add-on seats" (£3k). Want me to draft a nudge?
Yes, from the last note on each.
Drafted 2 follow-ups and queued them. Logged a task on each deal.
FAQ

Connect your AI FAQs

What does connecting your AI do?

It lets an AI assistant like Claude work with your CRM data through a secure connection.

  • Ask questions about your pipeline in plain English
  • Let AI draft updates and summaries
  • Built on the Model Context Protocol (MCP)

Clkly exposes a controlled MCP connection, so your AI can act on real CRM data safely.

Related: Custom dashboards · Workflows

Is it secure to connect an AI to my CRM?

Yes - access is scoped and permissioned, so the AI only sees what you allow.

  • Granular control over what is exposed
  • Respects your existing permissions
  • Revoke access at any time

You stay in control of exactly what an AI can read and do.

Related: Permissions

What can I do once connected?

Query data, generate reports and trigger actions without clicking through the UI.

  • Summarise deals and accounts
  • Pull metrics on demand
  • Kick off tasks and follow-ups

Connecting your AI turns the CRM into something you can simply talk to.

Related: Tasks

Give your AI the keys to your pipeline.

MCP server included. Generate a key in settings and connect in seconds.

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