Set up your Ocliq MCP connection
Confirm availability and complete setup for your account.
Ocliq MCP documentation
Connect a compatible AI assistant to exposed Ocliq CRM operations. Start with account scope and read tools, then review any proposed writes separately. Connection details are provided for your account during activation.
A connection to CRM context and supported actions
MCP is a standard way for an AI application to discover tools and request their execution. Ocliq remains the CRM; a compatible assistant uses the available operations to retrieve records, reason about returned information or request an authorized change.
MCP overview — official protocol documentationThe connected tool flow
- 1Find records or discover operations
- 2Inspect the operation contract
- 3Prepare parameters and account scope
- 4Read or preview
- 5Authorize applicable writes
- 6Inspect the result
The reviewed connector exposes search, fetch, search_operations, describe_operation and execute_operation. Operation discovery is different from unrestricted data access; execution still depends on the connected account and applicable checks.
Choose your next step
Use Ocliq with ChatGPT
Confirm availability and complete setup for your account.
Use Ocliq with Claude
Confirm availability and complete setup for your account.
Ocliq MCP tools and operations
Reviewed operation IDs, fields and permission scopes.
MCP access, permissions and actions
Account access, previews, confirmation and execution boundaries.
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
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