Meet your AI broker assistant. Talk to your CRM in plain English and get proactive updates via Telegram, Slack or SMS 24/7.
Search customers, create deals, manage tasks — all in plain English. No menus, no clicks.
Auto-classify, validate, extract data from 40+ document types. 98% accuracy, zero manual review.
Send emails/SMS, check history, search conversations. All via natural language commands.
Get proactive notifications and interact with your CRM from anywhere. Telegram, Slack or SMS — your choice.
Built on the open MCP standard. Works with Claude, GPT, or any LLM. 30+ tools, secure token authentication, full audit logging.
Get instant alerts and manage your CRM via text message. Reply to notifications, check task status, and send client follow-ups — all from your phone.
Full AI agent experience in Telegram. Search customers, create deals, validate documents, and get proactive updates in real-time.
Bring your CRM into your team workspace. Get deal updates in channels, manage tasks, and collaborate with your team — without leaving Slack.
Chat directly with your AI agent inside the ClearPolicy dashboard. Full CRM context, document previews, and one-click actions built in.
Generate a token, connect your channel, start talking. That’s it.
Go to CRM Settings → API. Click “Generate Token”. Your stmcp_ token is ready in seconds.
Link your Telegram bot, Slack workspace, or SMS number. One-click integration setup.
Send your first message in plain English. “Show me my customers” — and the AI agent responds instantly.
Get notified about new submissions, document validation results, overdue tasks, and deal updates automatically.
Unique prefixed API tokens per user. Revoke anytime. No shared secrets.
1,000 requests per hour, 100 per minute. Prevents abuse automatically.
Every action logged with timestamp, user, tool, and parameters. Full compliance trail.
Delete or update operations require explicit confirmation through the AI agent.
All communication between channels and MCP server is encrypted in transit and at rest.
Open CRM, navigate, click through menus
Just ask: “Show me Sarah’s documents”
Manually check for new submissions
Proactive alerts on Telegram/Slack
Type out follow-up emails from scratch
Say: “Send follow-up to Sarah about her application”
Log in to check task status
Ask: “What tasks are overdue?”
Your CRM now understands plain English. Ask questions, give commands, get proactive updates — all from your favourite messaging app.
7-day free trial · No credit card · AI agent included with all plans