Find customer context
Search contacts, companies, deals, and tasks without copying identifiers between systems.
Private beta
Put your CRM context inside the AI assistant you already use.
Ask an approved assistant to find customer context, review pipeline, and maintain CRM records. No copied API tokens, no second database, and no permissions broader than your NoClutterCRM account.
Public marketplace installation is not available yet. Access is enabled workspace by workspace.
Example request
“Find Acme, show its open deal and create a follow-up for next Tuesday.”
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1
Find the right brand and company
The assistant searches only the brands and records available to you.
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2
Read before writing
It retrieves the current deal and task state instead of guessing an identifier.
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3
Confirm the intended change
The assistant summarizes the follow-up before calling the write tool.
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4
Report the saved result
You receive the actual CRM record ID and saved state, with an audit event in NoClutterCRM.
Useful, bounded tools
Work with CRM facts, not a parallel copy.
The connector exposes a small tool set around the records sales teams use every day.
Review complete records
Open the current CRM state before proposing an update or a next action.
Maintain CRM records
Create or update contacts, companies, deals, and tasks when your NoClutterCRM role permits it.
Keep work brand-scoped
Choose an available brand and carry that same brand through every related tool call.
Deliberately unavailable in the beta
The connector cannot send email or WhatsApp messages, place calls, delete CRM records, export customer data, or administer workspace settings. A CRM note or task description is never presented as a customer-visible message.
How connection works
Your login and permissions remain authoritative.
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01
Request beta access
NoClutterCRM enables the connector only for an approved workspace and reviewed client.
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02
Add the connection
Use the private plugin flow or add the NoClutterCRM Streamable HTTP endpoint in a supported client.
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03
Approve access
Sign in to NoClutterCRM, verify the client and redirect destination, then review the requested access.
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04
Ask naturally
The assistant discovers available tools and uses your live workspace, brand, and role permissions.
Client availability
One server, reviewed separately in each client.
A package or directory listing does not grant CRM access. Every connection still completes NoClutterCRM OAuth consent.
Codex desktop, CLI, and IDE
Direct remote MCP setup is available for approved interoperability testing.
ChatGPT
Private plugin and developer-mode connection testing is available; there is no public directory listing yet.
Other MCP clients
A client must pass transport, OAuth, permission, and revocation checks before it is approved.
Claude and Claude Code
Directory and direct-client support are not currently offered as a production connection.
Private beta
Bring an approved assistant into your sales workflow.
We will confirm workspace eligibility, the client you want to use, and the current beta limitations before enabling access.