Connect your AI assistant to CareGlyph

How to connect

1. 01Paste the addressIn your AI client, add an MCP server and enter the address above.
2. 02Sign in with one clickThe client opens the CareGlyph login. You approve it, in your own account — no password ever passes through the assistant.
3. 03Choose what to allowThe screen lists every access requested, one by one. Whatever you leave unchecked does not exist for the assistant.

What you get to ask for

Everyday questions, answered from the data already in the CRM — you write it the way you'd say it to a teammate.

• ›Which leads came in this week, and what stage did each one stop at?
• ›What has been discussed with the construction client before I call?
• ›Which conversation is where we agreed on the December delivery date?
• ›Create a follow-up task for tomorrow morning on the three leads stuck at proposal.

What it gets to do

Four areas of the CRM, inside the conversation. The assistant looks things up and writes them down; the typing comes off your hands.

• Pipeline
  • Finds leads by name, company, or any text on the record
  • Opens the full record: contact, value, stage, tags, and your own fields
  • Registers new leads and moves stages when the deal moves
• Conversations
  • Catches you up on a customer's history before your call
  • Finds where something was agreed: an amount, a deadline, an order number
• Tasks
  • Shows what's due today and what slipped
  • Creates follow-ups tied to the right lead, on the date you say
  • Completes, reopens, changes due date, priority, or assignee
• Process
  • Knows your pipelines and every stage in them
  • Talks about stages by the names your team uses, not generic ones

You decide what it sees

When you connect, a screen lists exactly what the assistant is asking for — item by item. Whatever you leave unchecked simply doesn't exist for it, and access can be pulled at any time.

• See pipeline leads
• Read customer conversations
• See and handle tasks
• Register and update leads

And what it never does

• It never messages your customerSending is not something the assistant can even ask for. It isn't a switch left off by default: it doesn't exist, so nobody approves it by mistake or turns it on later by accident.
• It never deletes anythingNo action removes a lead, task, conversation, or attachment. The worst case from a confused assistant is one extra record to tidy up, never one to recover.
• It never sees more than youThe connection carries your identity. If a lead isn't visible to you in the CRM, it isn't visible to the assistant either — and the same holds for every person on the team.
• It never acts without a traceEvery change the assistant makes is recorded: who asked, which assistant, and what was done. Pulling access cuts the connection immediately.