Connect Claude, ChatGPT, and other MCP-compatible AI tools to Workspace. Ask about your leads, clients, tasks, calendar, deals, and reports—or create notes, tasks, and appointments—without leaving the AI assistant you
Available on every Workspace plan. Use your own Claude, ChatGPT, or other
Your connected AI assistant can work with the information already in Workspace—your contacts and history, tasks, calendar, pipeline, deals, documents, conversations, and reports. Ask “Who needs follow-up?” or “What deals need attention?” and get answers based on what’s actually happening
Once connected, Claude, ChatGPT, or another compatible AI tool can answer from your Workspace data—and help with everyday tasks without making you
Tell your AI assistant what happened, and Workspace can put the update where it belongs—add a note to the right contact, create a timed task, put an appointment on your calendar, or add a new lead and send it through your normal
Works with Claude, ChatGPT, Claude Code, and other AI tools that support MCP. Connect once, approve what the tool can access, and start working with your Workspace data from the AI assistant
Each person connects through their own Workspace account and reviews the permissions before anything is connected. The AI follows the same roles and sharing rules already in place, so it can’t see information that person wouldn’t normally
Reading information, adding to Workspace, and starting automations can be controlled separately, and connections can be removed
Your AI follows the same Workspace permissions you do. It can only see the information you’re allowed to see, and the actions it can take
Some higher-risk actions are intentionally unavailable. Connected AI tools can’t delete records, change contact stages, or modify your settings, billing,
Connect your own software to Workspace with a documented REST API, webhooks for real-time events, and OAuth for apps that need users to connect their own accounts. Leads created through your integration can still follow the same routing and automation rules you already
Workspace Free lets Claude, ChatGPT, and other MCP-compatible AI tools work with your Workspace data. Pro includes all of that, plus the Workspace AI assistant and its more advanced AI capabilities. See pricing
Use the AI account you already
Everything in Free, plus AI built
On Workspace Free, you use your own compatible AI account. Availability of MCP or custom connections may depend on the AI service and
MCP is a standard that lets compatible AI tools connect securely to other software. Broker & Agent’s MCP connection lets tools like Claude and ChatGPT work with the information in your Workspace—such as contacts, tasks, calendar, deals, and reports—and take approved actions like adding notes, tasks,
You decide what the connection is allowed to
Yes, if your ChatGPT plan supports custom MCP apps. Connect Broker & Agent, sign in to your account, and choose the access you want to allow. Once connected, ChatGPT can answer questions using your Workspace data and use the
Setup and available actions depend on your ChatGPT plan, so our setup guide always has
Yes. You can connect Broker & Agent to Claude and let it work with the Workspace information and actions you approve. Once connected, ask Claude about your leads, clients, calendar, deals, tasks, and reports—or use it to add notes, create tasks,
For team and enterprise accounts, your organization’s Claude settings may determine how the
Any Workspace plan works, including Workspace Free. Broker & Agent doesn’t charge extra to connect a
You bring your own Claude, ChatGPT, or other AI account. Whether that service supports custom MCP connections depends on the plan you
Not directly. Connected AI tools can read the conversations you already have in Workspace, but they can’t write or send texts or emails
If you explicitly allow it, they can start one of your existing follow-up automations. From there, the automation follows the same messaging and approval rules you’ve already
Only if you can. Connected AI tools follow the same Workspace permissions and sharing rules as your account, so they can’t see contacts, deals, or conversations that are private
If your team uses shared visibility, the AI can work with the records you normally have access to. If those records are private,
A connected AI tool only receives the Workspace information returned for the requests you make and the permissions you’ve approved. Your entire Workspace isn’t simply handed over to
How Claude, ChatGPT, or another AI service stores or uses that information—including whether it may be used for model training—depends on your account, plan, and privacy settings
Yes. You can remove a connection at any time, and the AI tool immediately loses access to Workspace. Owners and admins can also review connected tools across the organization and remove
The MCP connection lets Claude, ChatGPT, or another compatible AI tool work with your Workspace data from the AI you already use, and it’s available on
Workspace Pro adds an AI assistant built directly into the CRM, with deeper native features like drafting messages in your voice, answering from your documents, reviewing contracts and files, and adding AI
Think of it this way: MCP brings Workspace to your AI. Pro puts
No. The connection only takes a few steps: add Broker & Agent to your AI tool, sign in, and approve the access you want to allow. Most people can be up and running in just
Workspace is opening soon. Join the early-access list to be among the first
Workspace is in open beta. Join free and bring your
Start free. Bring your contacts with you, and add Pro
