MCP Server for Claude, ChatGPT and AI agents
Connect your AI assistant to CRM Boost and ask questions about your pipeline in plain words. It answers with figures, never with patient data.
What your assistant can ask
- Pipeline by stage: how many patients are at each stage.
- Workload by coordinator: patients and open tasks for each team member.
- Patients waiting for an answer: how many conversations are waiting for your team.
- Follow-up preview: how many follow-up tasks would be created, before anything is created.
- Visual report: a summary page of your pipeline and your team.
Built for health data
- The assistant receives figures only: never names, phone numbers or messages.
- Access keys are limited to the rights you choose: reading, creating tasks or adding internal notes.
- Nothing is ever sent to a patient without a person’s approval.
- Your data stays in your CRM, hosted in the European Union.
Status
The MCP server is tested on a demonstration space with sample data. We open it to clients plan by plan: talk to us about early access. See also all integrations and plans and pricing.
