Companies and contacts
Seescards, phones, emails, company details, contact persons
Doescreates them without duplicates, changes status and owner, adds phones, emails and company details
WorkZeal MCP
Find clients, assign tasks, move deals and track money in a plain conversation with AI in Claude, ChatGPT, Cursor and other AI tools. The AI works with your WorkZeal data within your permissions.
No account? Try WorkZeal free for 14 days
Add connector
Connect your AI tool to your data.
The address where the server accepts MCP requests.
Sign in to WorkZeal
Claude is requesting access to your account
WorkZeal connected
$40,000 came in today, two payments:
| Bluebell Consulting | $25,000 |
| Pinecrest Supply | $15,000 |
Settings → Connectors → Add custom connector. Paste the address and sign in with your WorkZeal login.
https://mcp.workzeal.com/mcp No WorkZeal account? Try it free for 14 days
A secure interface between WorkZeal and an external AI tool. It gives AI “hands” in your CRM: instead of just giving advice, it does the work itself, within the permissions of the connected user.
42 CRM actions in all, and the list keeps growing. The AI can’t delete records.
Before and now
A sales rep is getting ready to call a client.
Before
Now
Show Acme’s open deals and assign Michael a task to contact the client tomorrow
Two open deals worth $43,000. Michael’s task is set for tomorrow.
A human stays in control: the task was created after you approved it.
By task
Everything stays within the permissions of the user who connected. If the role can’t see finance, neither can the AI.
Seescards, phones, emails, company details, contact persons
Doescreates them without duplicates, changes status and owner, adds phones, emails and company details
Seesstages, amounts, owners, products
Doescreates deals, moves them through stages, changes amounts and dates, adds products
Seesyour tasks for the day, overdue tasks, tasks by client
Doessets tasks with reminders, closes them with a result
Seesinvoices and other documents by client and for a period
Doescreates them with a number, changes amount, status and dates, adds products
Seesincome and expenses across all accounts and categories
Doesrecords income or an expense, fixes the amount and category
Seescatalog, prices, stock
Doesadds products and services, changes price and stock
Seesyour mailboxes and messages
Doessends email from your mailbox
Seesday and period results, your KPI, colleagues’ KPI if you have access to reports
Doesread only
Emails and phone numbers from the company’s own website when the card doesn’t have them, with the page each one came from.
Deleting records. Changing users, roles and settings. Seeing more than your role allows.
The set of actions keeps growing. See the full list in the Help Center.
Sample prompts
Write to the AI the way you’d give a task to a colleague. Click a prompt to see what the AI does and where it asks for your permission.
| Category | Sample prompt | Action type |
|---|---|---|
| Deals | “Show sales rep Kate’s deals for August” | Reads |
| Tasks | “Create a task for Michael to call Acme tomorrow at 3:00 PM” | Creates |
| Clients | “Find companies with no email and show the first ten” | Reads |
| Deals | “Move the Acme deal to the next stage” | Edits |
| Finance | “What money came in today?” | Reads |
| Finance | “Which clients haven’t paid their invoices?” | Reads |
| Contacts | “Find Acme’s email on their website” | Edits |
| “Email Acme a payment reminder” | Sends | |
| Metrics | “How was my KPI last month?” | Reads |
Show sales rep Kate’s deals for August
Kate Smith has 7 deals for August:
| In progress: 4 | $81,200 |
| Won: 2 | $39,200 |
| Lost: 1 | $8,000 |
The largest is Vector Inc., $42,000, at the Negotiation stage.
How it works
Claude, ChatGPT, Cursor, VS Code or any other tool that supports MCP.
Paste the address mcp.workzeal.com/mcp into the tool’s settings.
With your login in the browser, or with an API token from Settings → API.
The model picks the right CRM actions on its own.
Browser sign-in opens a WorkZeal page, no token needed. API token: get it in WorkZeal under Settings → API. Step-by-step instructions for each tool are in the Help Center.
Technology
MCP (Model Context Protocol) is an open standard for connecting AI to external systems. The model in your AI tool does the thinking. The WorkZeal server passes its requests to the CRM and checks permissions. Nothing happens without your message.
Every request
You write → the model picks actions → the AI tool asks permission for a change → WorkZeal checks permissions and runs it → your colleagues see the result in the CRM right away.
What not to expect
Close the chat, and the model stops. Scheduled work is done by WorkZeal’s Insider AI agent and triggers.
MCP has no such actions. Only reading, creating and editing.
Users, roles and settings can’t be changed through MCP.
The model may misunderstand a request. Name the client and amount precisely.
Security
MCP doesn’t open your CRM to “every AI.” Access goes to the one AI tool you connected, and only with one user’s permissions. CRM data is stored on servers in Dallas, Texas, USA. Some protection is built into WorkZeal, and some is in your hands.
User permissions
Create a user for AI with the right set of permissions. If the role can’t see finance, neither can the model.
Any AI client
Claude, ChatGPT, Cursor, VS Code and other clients that support MCP. Your team doesn’t have to change the tools they already use.
Who it’s for
Money, deals and team KPIs without building reports.
“Which clients haven’t paid their invoices?”
Tasks, stages and emails without switching between windows.
“Remind me to call Acme back on Friday”
Emails and phone numbers from company websites, with no manual copying.
“Find emails for new companies that don’t have one”
Income, expenses and client debts in one question.
“How much came in and went out this week?”
Cursor, VS Code and Claude Code work with the CRM without writing API code.
“Reconcile the accounting export with payments in the CRM”
The Insider AI agent finds clients and writes emails on a schedule, no chat needed.
AI agentsMCP (Model Context Protocol) is an open standard for connecting AI tools to external systems. The WorkZeal MCP server is a secure interface between the CRM and your AI tool. The model does the thinking, and the server passes its requests to the CRM.
Claude, Claude Code, ChatGPT, ChatGPT Codex, Cursor, VS Code and any other client that supports MCP. There’s one server address: mcp.workzeal.com/mcp.
A regular integration connects apps along a preset scenario. With MCP, the AI picks the right actions for your question on its own, so you don’t have to set up each task. MCP gives AI “hands,” while the WorkZeal API does the same for your software: your website, online store or accounting system.
Yes. In claude.ai, open Settings → Connectors → Add custom connector, paste the address mcp.workzeal.com/mcp and sign in with your WorkZeal login. In ChatGPT, it works the same way, through a connector in the settings. No token needed.
Yes. For clients without browser sign-in, use a token from Settings → API. It’s the same token as for the WorkZeal API. Keep it as safe as a password.
Companies and contacts, deals, tasks, documents, finance, products, email and metrics. Exactly within the permissions of the user who connected.
Yes, it can create and edit records. It can’t delete them: MCP has no such actions. Before making a change, the AI tool usually asks for your permission.
The AI works with the connected user’s permissions and can’t delete records. You can turn off access with one click in Settings → API. WorkZeal data is stored on servers in Dallas, Texas, USA, see
No. The model accesses WorkZeal only in response to your message. No open chat, no actions.
The MCP server is included in the WorkZeal plan, from $10 per user per month billed annually. There’s no limit on the number of requests. The AI tool is billed at its own rates.
Open Settings → API. Each connection is a separate row there. Turn off the row, and access stops immediately.
In the WorkZeal Help Center, with step-by-step instructions for Claude, Claude Code, ChatGPT Codex, Cursor, VS Code and other clients.
Updated October 14, 2026
14 days of a full WorkZeal subscription. Connect Claude or Cursor and ask about your deals.
Need technical instructions? See the WorkZeal Help Center for details on connecting MCP to Claude, Cursor, VS Code and other AI tools. Open the Help Center