# 7 things you can do when AI can see your CRM

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Category: newsletter

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## Email content

Ontraport

September 1, 2026

01 Upcoming Webinar

You can now work with your CRM data from inside Claude or ChatGPT. An MCP server connects the two, so you can look things up or make changes without exporting anything or logging in by hand.

On September 17, Product Expert Sam Flegal will walk through seven things you can do with it today, with example prompts.

Live Webinar

7 things you can do with MCP and your CRM

September 17, 2026 at 10 A.M. PT

You’ll SEE HOW TO:

→

Ask for what you need: a contact's full history, how this month's emails performed, what's still open on your team's task list

→

Change things without logging in: move a deal to a new stage, tag a group, pause an automation, charge a card on file, retry a declined payment

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Hand off the bigger jobs: filling a dynamic page from copy you drafted, auditing your list health, finding the duplicate fields and tags cluttering your account

We'll also cover how to decide when to use MCP versus another approach, plus what's coming next for AI inside marketing and CRM platforms.

Register now →

Can't make it? Register anyway to get the replay.

02 Customer love

“

What I LOVE about this is the possibility of having AI analyse your account to look for duplication and redundancy … You can now set up an AI agent to be the "architectural brain" of your account — monitor field additions, write processes, review relevance. In the past you had to do this manually.

RM

Rob Malicki

Founder, Choosing Your Uni

Get started

See if Ontraport is right for you

Ontraport is a unified CRM platform designed for growing teams. It connects your marketing, sales and support operations in one place so you can scale.

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Ontraport Inc., 440 N Barranca Ave #6884, Covina, California91723

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