Ocliq · CRM · Automation · IA

Use Ocliq with ChatGPT

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.

Connect the assistant, then validate Ocliq access

ChatGPT documents custom MCP connections. Availability and workspace controls depend on the client. Use the official client instructions linked below, together with the connection and authentication details supplied for your Ocliq account.

  1. Have the workspace administrator authorize the connection when required.
  2. Add the supplied MCP connection for this assistant. Complete OAuth sign-in, select the intended account and approve only the necessary permissions.
  3. Review exposed tools; test a narrow read before enabling writes.
  4. Inspect proposed changes and apply the client’s confirmation controls.
Official client setup instructions

Ocliq setup checklist · Try an example prompt

Start with your real workflow

Bring your lead sources, stages and tools. We define the configuration and scope before implementation.

Plan a demo