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MCP Feature · AI assistant · open standard

Let your AI assistant work inside your CRM.

vemix ships an MCP server: connect it once via OAuth — with Claude, ChatGPT or any other MCP client. Then research, draft and create. Companies, contacts, leads, tasks, documents and presentations land straight in vemix — ready to act on.

Start free Open vemix
Works with Claude ChatGPT + more MCP clients
OAuth 2.1 / PKCE role- & tenant-bound every call permission-checked
Claude MCP client · example
„Research Atlas Cloud GmbH, create the company & contact in the CRM and prepare a first email."
vemix.createCompany()▍
vemix · CRM written live
Atlas Cloud GmbH
Company · Munich
Dr. Lena Behrens
Contact · CTO
Lead · First contact
Pipeline · New
MCP · OAuth
Workflow 1

Research, create, prepare

Your AI assistant researches a prospect and writes the result straight into vemix — and prepares the next step so your team can start right away.

one prompt → four steps
01

Research

Market, people and context on the prospect — gathered by the assistant.

Research note
02

Create in the CRM

Company, contacts and a lead in the right pipeline — written via MCP.

Company
Lead
03

Prepare the task

A follow-up task with a ready-to-send email draft on the contact.

First email · draft
due tomorrow
04

Generate the deck

A tailored presentation or document — filed in vemix.

.docx
.pptx
Workflow 2

Draft, send — and auto-file

Prepare the documents in your AI assistant, send from your own mailbox and BCC your vemix archive address. vemix creates the contact and company and links the email automatically.

01

Draft in the assistant

Offer, memo or letter in the chat.

02

Send via M365 / Google

From Outlook or Gmail — BCC the CRM.

Recipient

Receives the mail from your mailbox.

BCC · archive
04

Auto-filed

vemix creates contact & company and links the email.

What the AI can do in vemix

The MCP toolset

Every action runs in your name, bound to one tenant, and respects your roles and permissions — the assistant only sees and does what you may.

Companies & contacts

Read + write

Create and update companies, contacts, emails and phone numbers straight from the chat.

Leads & pipelines

Read + write

Read pipelines, create leads in the right stage and move them as the deal progresses.

Tasks with drafts

Read + write

Create follow-up tasks and prepare the matching email draft so the work is ready to go.

Documents & decks

Generate

Generate Word documents and PowerPoint presentations and file them on the record.

Contracts & signatures

with the module on

Draft contracts and kick off signature requests by tool.

Role- & tenant-bound

Every tool respects roles, ownership and module access — bound to one tenant.

How access works

Connected once, governed always

The MCP server uses OAuth 2.1 / PKCE with a tenant picker on consent. Every tool call is permission-checked — and removing a user revokes it instantly.

AI assistant
connects once
OAuth 2.1 / PKCE
tenant picker on consent
vemix MCP server
app.vemix.io/api/mcp
Part of API & MCP access every call permission-checked removing revokes instantly
Unattended automation?

For server-to-server use (for example an n8n chatbot that creates a contact on a callback request) vemix offers a scoped public API with self-managed keys — separate from the interactive MCP connector.

FAQ

Frequently asked questions

Which AI assistants work with vemix?
Any MCP-capable client. Claude and ChatGPT are among the tested ones; through the open MCP standard you can connect further assistants and agent frameworks just as well. The actions are the same — only the client differs.
How does an AI assistant connect to vemix?
Through the MCP server at app.vemix.io/api/mcp. You connect it once via OAuth 2.1 / PKCE and pick the tenant; from then on the assistant works in your name with your data. Access is part of API & MCP access.
Can the AI only read, or also create data?
Both — within your permissions. A viewer sees only read tools; with create rights the assistant can add companies, contacts, leads, tasks, documents and more. Every tool call is permission-checked, exactly like the app.
How do email drafts and presentations reach the user?
The assistant creates the task, writes the prepared email draft onto the contact and generates documents or PowerPoint decks that are filed on the record — so the user just reviews, adjusts and sends.
What about unattended automation?
For server-to-server use (for example an n8n chatbot that creates a contact on a callback request) vemix offers a scoped public API with self-managed keys — separate from the interactive MCP connector.

Put your AI assistant to work in vemix.

Start free and connect the MCP server with API & MCP access.

Start free Open vemix