Connect an AI assistant to your CRM

Koble til AI exposes your CRM to an external AI assistant over MCP, the standard connectors use. The assistant can then work with your records directly, in its own chat window, rather than you copying things back and forth.

Connecting Claude:

1. 1Open Koble til AI and start the Claude connection. Vi kopierte MCP-URL-en din til utklippstavlen.
2. 2I Claude klikker du "Legg til egendefinert kobling" og limer inn URL-en.
3. 3Godkjenn tilgang når du sendes tilbake hit — appen din vises da under Tilkoblede apper nedenfor.

Each connected app is then listed with Tilkoblet and Sist brukt {{time}}, and can be disconnected from there. Manuelt oppsett gives you the URL to paste into any other client that speaks MCP.

What it can do is decided by the permissions granted when the app was connected — the same scopes as an API key, so an assistant can be read-only if that is what you want: Denne nøkkelen ble opprettet da noen koblet til en ekstern app, og tillatelsene er de vedkommende godkjente den gangen. Endrer du dem her, endrer du hva appen kan gjøre, uten å spørre på nytt. See Create and manage API keys.

Start read-only. An assistant that can answer "which deals slipped this month" is immediately useful and cannot break anything. Grant write access once you trust what it does with the read access.

Everything it does is logged, and much of it can be undone: See what an external AI assistant did. Check that page in the first week — it is the fastest way to see what an assistant actually does versus what you assumed.

This is not Dealy. Dealy is built into DealJourney and answers inside the app: Dealy, the assistant. This connection is for using your CRM from an assistant you already work in.

Treat the connection like a key. Anyone who can drive that assistant can drive your CRM through it, within its scopes. Disconnect apps you no longer use, and check Sist brukt {{time}} occasionally.