AI Agents

Put ChatGPT and Claude to work in your system

AI Agents connects your own system to the CRM Connector MCP server. The assistant reads and searches your records, and with AI Agent changes them when you ask, with your approval for risky changes. Tell us which system you use, which access you want and what the assistant should do.

  • We quote the one-off setup and enable your system for your account. Then you sign in to it in CRM Connector.
  • A one-off setup fee, quoted after your request, plus AI Analyst $29.99 or AI Agent $79.99 a month per connected system, ChatGPT and Claude both included.
  • Every change is shown first, and risky changes are written only after you approve them. Nothing is ever deleted.
  • Any system can be asked for, also one CRM Connector has no connector for yet.
  • Works with or without a sync plan.
Tell us which system you useAdd to ChatGPTAdd to Claude
Access
Which assistant do you use?
What should the assistant do?

The setup depends on your system, so we quote it after your request. The monthly fee per system comes on top.

Your request goes to support@crm-connector.com. No newsletter, no spam.

AI Agents

What the assistant can do in your system

AI Agents connects your own system to ChatGPT and Claude. The assistant reads your records and, when you ask, changes them.

Reads

AI Analyst

Ask anything about your customers, deals and invoices.

  • Reads and searches your records
  • Notes, activities, pipelines and tags
  • Questions across your synced systems

Ask it

  • Which won deals have no invoice yet?
  • Show the open deals of this customer and the notes on them.
  • Which customers have a quote waiting for an answer?
Reads and changes

AI Agent

Also gets the work done: changes records once you approve.

  • Everything in AI Analyst
  • Changes and creates records
  • Adds notes and tags, creates tasks, moves deals

Ask it

  • Add the tag VIP to these five customers.
  • Create a follow up task for every quote sent last week.
  • Move this deal to the next stage and add a note.

Approval, change log and undo

Nothing changes until you approve it

The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.

  1. Every change is proposed first

    You see a before and after list. Nothing is written until you approve.

  2. Risky changes need your click

    Messages to your customers, status changes and big batches need your own click.

  3. Newer work is never overwritten

    Each record is read again right before the change. Changed since? Refused.

  4. A change log with undo

    Every change is kept, with undo where the system allows it.

Your switches

You choose what it may do

Per record type: off, read, or read and write. Pause it any time.

  • ContactsOffReadRead and write
  • DealsOffReadRead and write
  • InvoicesOffReadRead and write
Never

Nothing is deleted, no payments

Never a deleted record. Never a payment.

Delete a record
Record a payment

What the assistant reaches

  • Only the system and record types you switched on
  • Never passwords or sign ins
  • Answers go to OpenAI or Anthropic under your own agreement
  • The change log is kept for 90 days

AI Agents pricing

A one-off setup, then a monthly fee per system

We quote the setup after your request, because it depends on your system. The monthly fee is below: ChatGPT and Claude included, with or without a sync plan.

AI Agents, a separate product

The monthly fee per connected system

Connect your own system to ChatGPT and Claude, through MCP.
A one-off setup, quoted after your request, then a monthly fee per connected system.

Tell us which system you use
ChatGPT includedClaude included
Connected systemsEach gets its own package
1

Each system has its own package: your CRM on AI Agent, your books on AI Analyst.

AI Analyst

Ask anything about your customers, deals and invoices.

$29.99per month

One system at $29.99 each

Plus a one-off setup fee, quoted after your request.

  • Reads and searches one system
  • Notes, activities, pipelines and tags
  • You choose what it may see
  • ChatGPT and Claude included
Request AI Analyst
Reads and changes

AI Agent

Also gets the work done: changes records once you approve.

$79.99per month

One system at $79.99 each

Plus a one-off setup fee, quoted after your request.

  • Everything in AI Analyst
  • Changes and creates records
  • Every change shown first, risky ones approved by you
  • A change log, with undo
Request AI Agent

Set up for your system, on request

Tell us which system you use. We quote the one-off setup, arrange it with you and enable your system for your account. A system we have no connector for yet can be added too.

Tell us which system you useAdd to ChatGPTAdd to Claude
  1. Step 1

    Tell us which system you use

    Your system, AI Analyst or AI Agent, and what the assistant should do. Use the form or ask in the chat.

  2. Step 2

    We quote and set it up

    We quote the one-off setup, arrange it with you and enable your system for your account.

  3. Step 3

    Sign in and choose your package

    Sign in to your system in CRM Connector and pick AI Analyst or AI Agent. The monthly fee joins your subscription.

FAQ

Questions about AI Agents?

Which systems, what it costs, what the assistant sees and how approval works, in plain words.

How AI Agents works in the MCP serverStill not sure? Contact us