Ask your account a question from your own AI assistant

Your leads and traffic can now answer questions in plain language. Connect Claude, Cursor, Windsurf or any other MCP compatible client, then ask things like which source brought the best leads last month, or how many calls came in this week. The answer is built from your real data, not from a guess.

It is read only, and that is a property of what we built rather than a setting. A connected assistant can look at your leads, traffic, attribution and calls. It cannot change a lead, delete anything, send a message, or reach another account.

Call and chat transcripts stay out of it unless you switch them on for that connection, and call recordings are never available at all.

• Open Settings, then AI Access
• Create a connection and copy the token, which is shown once
• Follow the steps for the client you use

Each connection is separate, so you can disconnect one without touching the others.