Set up your Ocliq MCP connection
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.
Before connecting
- Identify the Ocliq account and business workspace to expose.
- Obtain the client-specific connection address from Ocliq. Complete OAuth sign-in, choose the intended business account and review the requested permissions.
- Confirm your assistant supports the required connection and that your workspace permits it.
- Select the minimum required read/write access. Keep secrets out of prompts.
Validate the first request
- Follow the connection and sign-in instructions provided for your deployment.
- Discover the available tools and select a limited read, such as pipeline definitions.
- Check that the result belongs to the intended account and that pagination and missing data are clear.
- Review a proposed write using the operation contract and a preview where available. A dry run is not proof that live execution is authorized.
- Enable real changes only after the target, fields, permissions and authorization are established.
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
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