ai & mcp

AI that answers. And gets work done.

The AI agent handles the first reply on your channels. Over MCP, ChatGPT, Claude or another compatible assistant does in the CRM what you would do on screen.

Talk to the team
the problem

The AI answers.
It doesn't act.

A chatbot that only answers questions and an assistant that only reads exported spreadsheets don't help much. The work is still opening screen after screen and clicking.

01
what you do

Everything the UI does, by chat.

An agent on the first reply

Answers from your operation's knowledge, spots the right queue and hands off to a person with a summary of the conversation.

Transcripts, summaries and suggestions

Voice notes become text, and your team asks for a summary and suggested replies without leaving the conversation.

An MCP server with full parity

Whatever the UI does, MCP does too: inbox, contacts, accounts, opportunities, tasks, calendar, campaigns, reports and workflows.

The same permissions

The assistant acts on behalf of whoever connected it and goes through the same role rules and validations as the screen.

OAuth sign-in

Paste the MCP address into your assistant, sign in with your account and approve. The assistant never stores your password.

Connected apps

See which assistants have access, who connected them and when they were last used. Revoking cuts access immediately.

WebMCP in the browser

In browsers that support WebMCP, agents running in the browser use agents2.me tools in your open session, with your role's permissions.

how it works

Connect, then ask.

  1. 01
    Turn on the agent for a channel

    Set the knowledge it draws on and when a conversation goes to a person.

  2. 02
    Connect your assistant

    Add the agents2.me MCP address as a connector in ChatGPT, Claude or another MCP-compatible assistant.

  3. 03
    Approve with your account

    Sign in and confirm access. The assistant sees what your role sees, nothing more.

  4. 04
    Ask like you'd ask a colleague

    “Create a task for tomorrow”, “which opportunities are stuck in proposal?”. It does the work and you check it on screen.

questions

Before you connect.

Does MCP respect permissions?

Yes. The assistant acts as the user who connected it, with that user's role permissions. Anything that person can't do on screen, the assistant can't do either.

Which assistants work?

ChatGPT, Claude, Grok, Dots, OpenBot and other MCP-compatible tools: any that support remote MCP connectors. Paste the server address and approve with your account.

How do I cut off an assistant?

Connected apps lists every connection, and you can revoke any of them. Access stops immediately.

Is the AI billed separately?

Using the agents2.me AI (first-line agent, summaries, suggested replies and CX Score) is charged per use. Using the platform over MCP from your own assistant carries no AI charge from agents2.me.

Does the AI agent handle everything on its own?

It takes the first reply and hands off to a person when needed, with a summary and the queue the customer wants. You choose which channels it works in.

next step

Put AI to work.

Talk to the team