Conveliq MCP gives a trusted AI client a controlled, workspace-scoped set of tools. Ask questions about your CRM, review conversations, maintain knowledge, and perform approved actions without building a custom integration.
Conveliq Workspace
Remote MCP server online
Your AI client
ChatGPT, Codex, Claude, or another MCP host
OAuth 2.1 access
Sign in and approve; no copied secrets
Useful actions
CRM, inbox, pipeline, knowledge
What MCP changes
MCP is a standard connection between an AI client and a set of tools. The model does not receive your password. Conveliq uses the standard MCP OAuth 2.1 flow, limits every token to one workspace, and exposes clearly labeled read and write actions.
Ask for qualified leads, stale conversations, or contacts with high scores and turn the result into a prioritized call list.
Summarize a long WhatsApp history, update internal notes, and prepare or send the next response after you approve it.
Turn product notes, service details, prices, policies, and FAQs into structured knowledge the sales AI can use.
Review new orders, bookings, and escalations together, then identify anything blocked or missing an owner.
Read the current prompt and escalation rules, propose a focused change, and apply it only after review.
Find unqualified or misclassified contacts, normalize notes, and keep AI enabled only where it makes sense.
One standard connection
Every supported client uses the same remote MCP endpoint and OAuth login. You do not need to create an API key, paste a bearer header, or expose a secret through an environment variable.
Use https://app.conveliq.com/api/mcp in ChatGPT, Codex, Claude, or another remote MCP client.
The client discovers Conveliq OAuth automatically and opens the normal Conveliq login.
Review read and write access, choose Authorize, and return to the client with a revocable connection.
Guide 1
~/.codex/config.toml, save, and restart Codex.codex mcp login conveliq.[mcp_servers.conveliq]
url = "https://app.conveliq.com/api/mcp"
auth = "oauth"
default_tools_approval_mode = "writes"The writes approval mode keeps read-only research convenient while asking before tools that modify contacts, send messages, change the agent, or add knowledge.
Guide 2
/mcp, and choose Authenticate.claude mcp add --transport http --scope user conveliq \
https://app.conveliq.com/api/mcpClaude stores and refreshes the OAuth credentials for you. Clear authentication from /mcp to disconnect.
Guide 3
https://app.conveliq.com/api/mcp.Universal guide
https://app.conveliq.com/api/mcp.Available tools
Read tools inspect the workspace. Write tools can change data or contact a customer and should stay approval-gated in your AI client.
Channels, CRM totals, open escalations, orders, bookings, and AI status.
Search contacts and filter lead stages, with scores, sources, intent, and recent activity.
Read one contact's CRM details, human-only labels, and recent conversation messages.
Change a contact name, lead stage, notes, or whether the sales AI is enabled.
Find recent conversations and their latest message.
Send a WhatsApp text inside an existing contact conversation.
Inspect recent orders, bookings, and human escalations.
Review the advanced prompt, escalation rules, and configured GET tools.
Change the advanced prompt or natural-language escalation rules.
Read active products, services, FAQs, policies, promotions, and locations.
Add a product, service, FAQ, policy, promotion, location, or other entry.
“Connect to Conveliq, show me a workspace overview, and list the five most recent conversations. Read only. Do not send messages or change any data.”