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.
These prompts describe supported operation combinations, not guaranteed answers from incomplete data. Replace the scope with your own account, calendar, pipeline and date range. The library does not connect to your CRM or execute actions.
22 examples.
« 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.
get-pipelinessearch-opportunities-advanced« Find the contact whose name I provide, then summarize only the information accessible in their record. »
Ask me to choose if multiple contacts match.
search-contacts-advancedget-contact« Show unread conversations whose latest message is inbound. Do not label them all unanswered without checking their history. »
Use read-state and direction filters, then inspect relevant messages.
search-conversationget-messages« Summarize this conversation and draft a follow-up response. Do not send it. »
Drafting in the assistant only; no CRM send action is needed.
get-messages« List my accessible incomplete tasks and show due dates present in the results. Do not infer missing dates. »
Specify the owner and pagination; use returned dates only.
task-search« Prepare a follow-up task for the contact I select, with title, due date and owner. Show the intended change and wait for my authorization before creating it. »
Selected contact, title, ISO due date and completed state are required; write access is needed.
create-task« Prepare a note from the meeting summary I provide on the selected contact. Have me review it before adding it. »
A note does not send a message; verify the target contact before writing.
create-note« 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.
get-pipelinessearch-opportunities-advanced« From the HVAC opportunities reviewed, identify those whose available last-update timestamp is older than seven days. Report missing data. »
Update date only; it is not proof of the last customer contact.
search-opportunities-advanced« Show today’s appointments for the HVAC calendar I select and state the timezone used. »
Explicit calendar/owner and time range; this is not technician dispatch.
get-calendar-events« List discovery calls from the selected coaching calendar for this week. Use only returned dates and statuses. »
Specify the calendar and date range.
get-calendar-eventsget-appointment« Summarize my coaching pipeline by stage and suggest records to review without inventing conversion probabilities. »
Use actual stages and populated fields.
get-pipelinessearch-opportunities-advanced« For the appointment I select, inspect its returned status. If it is marked no-show, draft a reconnect message without sending it. »
The status must explicitly indicate a no-show; do not infer one from date alone.
get-appointment« 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.
get-pipelinessearch-opportunities-advanced« Summarize accessible conversations with this consulting prospect and prepare questions for the next meeting. »
Specify the contact and analyze accessible messages only.
search-conversationget-messages« Prepare a proposal follow-up task for the selected contact. Ask me for the due date and get approval of the summary before creating it. »
Do not infer the contact, due date or owner.
create-task« Summarize my active buyer pipeline by stage using accessible opportunities. »
Select the actual buyer pipeline; disclose coverage limits.
get-pipelinessearch-opportunities-advanced« Show accessible opportunities in the selected seller pipeline and populated next actions. »
Pipeline names and actions must come from the account.
get-pipelinessearch-opportunities-advanced« 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.
get-custom-fieldssearch-opportunities-advanced« 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.
get-pipelinessearch-opportunities-advanced« Prepare to move the selected opportunity to an existing stage. Verify identifiers, show the change and wait for my authorization. »
Verify pipeline and target stage; this action may trigger configured automations.
get-pipelinesupdate-opportunity« List accessible email campaigns, then summarize available statistics for the campaign I choose. Do not invent missing metrics. »
Needs campaign/statistics permissions and returned source identifiers.
list-email-campaignsget-campaign-statsBring your lead sources, stages and tools. We define the configuration and scope before implementation.
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