Add an AI MCP for the CRM.
Dominic Bouchard
I want my AI to pull data easily from ClickFunnel CRM so I can qualify leads and extract into my other AI agent. Right now its only accessible thought browser and its janky at best. Zapier currently work somehow ok ....but could be better with all the AI tools out there.
Rich Steinmetz (ClickFunnels Engineering)
Hey Dominic Bouchard, Rich from the engineering team here. If I understand correctly, you are referring to the ClickFunnels "Opportunities" app/feature.
We have a ClickFunnels MCP server that you can use with Claude, ChatGPT and local setups that incorporates Opportunities and more tools:
https://support.myclickfunnels.com/docs/clickfunnels-mcp-server-beta-1
Depending on your setup and requirements, your setup could also use the ClickFunnels API.
May I ask what your current AI setup is and what concrete workflow you are trying to establish, to see whether I can help you pick the next steps?
Dominic Bouchard
Rich Steinmetz (ClickFunnels Engineering) Hey Rich, I'm trying to send all my new leads (email, name, etc) to an Airtable where I'll have my Claude Cowork do an analysis on all the leads. I want to learn who are my leads and what info I can obtain online. I then create a report with it. From there I use Meta MCP to improve my ads running there.
Right now I'm using a bunch of workaround but if Clickfunnel had a MCP that connects directly to the CRM data (not opportunity) that would be awesome.
Rich Steinmetz (ClickFunnels Engineering)
Dominic Bouchard thanks a lot for sharing. This looks like a great use of Claude Cowork. By default, our MCP Connector list contacts tool in Claude lists the latest contacts, so I think you can schedule a Cowork task to do what you need periodically.
Could you get the support article above for a spin and let me know if that works for you?
Dominic Bouchard
Rich Steinmetz (ClickFunnels Engineering)This looked fantastic and tried to install it but it says it requires a higher subscription? When I click on the button in the Labs, nothing happens.