Find the information you need
Ask about a contact, your open opportunities, upcoming appointments or recent conversations.
Manage your CRM from ChatGPT or Claude
Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Ask. Your CRM takes action.
Move your follow-ups forward
Ask your assistant to create a task, add a note or update a contact or sales opportunity.
Keep control
Choose your assistant’s access and review the changes you want it to make.
Connect once. Work in your own words.
MCP is the connection between your AI assistant and Ocliq. Once connected, you can ask questions and request CRM actions directly in ChatGPT or Claude.
We help you connect your account and choose which actions your assistant can take.
Connect my CRMThe same CRM context, different business questions
« Summarize opportunities in the pipeline I choose by stage, stating how many records were reviewed and whether more pages remain. »
Select a pipeline and handle pagination before claiming complete coverage.
« Summarize opportunities in the estimate-sent stage of my HVAC pipeline. Use the actual stage name in my account. »
An estimate stage must exist; its age alone does not prove no reply.
« List discovery calls from the selected coaching calendar for this week. Use only returned dates and statuses. »
Specify the calendar and date range.
« Show opportunities in the proposal stage of my consulting pipeline and summarize the next actions present. »
A proposal stage does not establish external document opens or signatures.
« If my custom fields contain real estate condition dates, identify deadlines within the next seven days. Cite the field used and flag records without a usable date. »
Dates must exist in exposed fields; no access to Centris or unexposed documents is presumed.
« Summarize agency opportunities by stage and owner, then suggest records to review, citing available data. »
Priority is an assistant suggestion, not a measured success score.
Frequently asked questions
Can I connect Ocliq to ChatGPT and Claude?
Yes. Ocliq connects to ChatGPT and Claude through MCP. We help you set up the connection for your account.
What can my assistant do in Ocliq?
It can look up contacts, review your pipeline and conversations, create tasks, add notes, update contacts and opportunities, and create appointments. Available actions depend on the access you grant.
Do I stay in control?
Yes. You choose the account and permissions. Review proposed changes before asking your assistant to apply them.
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
Plan a demo