Connect Claude, ChatGPT or Cursor to Advanzo. Ask about your pipeline, get a briefing before a call, let the assistant propose the next step and confirm it with one click.
In Advanzo under Settings, Integrations, AI Assistants.
Claude, ChatGPT, Claude Desktop, Cursor, VS Code or Windsurf. Sign in with your Advanzo login, pick the workspace, done.
The assistant works with your permissions in that workspace.
Search contacts, companies, deals, activities, calls, notes and documents. Read the full history of a record. Summarize the pipeline by stage and owner.
Create or update contacts, companies, deals, activities and notes. You see every change field by field before it is written. Or it waits in your team's approval inbox. There is no delete.
With the AI add-on or your own API key. Summarize a record, score a deal, draft a reply from the history, turn call notes into tasks. Nothing is sent, you send it yourself.
Same permissions as in the web app, one workspace per connection.
Every change is shown first or waits for approval.
The assistant can create and update records, never delete them.
Every call is logged, every change appears in the history marked “via MCP”.
Open standard: Model Context Protocol. Any assistant that supports MCP can connect.
The Free plan includes 200 calls per day and workspace. The AI features summarize, score and draft need the AI add-on or your own Anthropic or OpenAI key.
“What is MCP?”
Model Context Protocol is an open standard that lets AI assistants use tools such as a CRM.
“Which data leaves Advanzo?”
Only what the assistant fetches for your question goes to the assistant you chose yourself. For the AI features the context goes to the AI provider your workspace already uses.
“Can the assistant send emails?”
No. It drafts, you send.
“How do I disconnect?”
In Advanzo under Settings, Integrations, AI Assistants with one click. The assistant loses access immediately.
“Do I need a paid Claude or ChatGPT plan?”
Custom connectors usually need a paid plan on the assistant's side. Advanzo charges nothing extra for it.
Connect Claude, ChatGPT or Cursor to Advanzo. Ask about your pipeline, get a briefing before a call, let the assistant propose the next step and confirm it with one click.
No credit card. The free plan does not expire.
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