Book a demoKeep the conversation going. Bring your deals, documents, and day-to-day work in Clai into an AI workflow through MCP.
Discuss access and your setup on a call with our team.
A conversation, connected.
Conceptual illustration · Setup confirmed by our team
The connection, explained
MCP stands for Model Context Protocol. It gives compatible AI clients a way to work with connected tools. Clai MCP brings your workspace into that conversation, so a request can become the next step in your deal.
Available now for paid Clai accounts. Client compatibility and account configuration determine your setup.From a request to a next step
Explore six ways Clai MCP can fit into your day. Select a workflow to see an illustrative conversation.
Create a deal package for Harbor House and keep the related documents together.
The example deal package brings the Harbor House documents into one place, ready for the next step.
Illustrative conversation only. Selecting an example does not connect an account, upload files, or perform actions. Actual steps depend on your client and account setup.
Not a live assistant. All names, requests, and responses above are examples.
One deal. A little less back-and-forth.
A document. A next step. A familiar starting point. Explore the pieces of an illustrative Harbor House workflow.
01 / Documents
In this example, the Harbor House deal package gives related documents a shared home. The material stays connected to the deal it belongs to.
“Keep the Harbor House documents together in a deal package.”
Illustrative workflow only, not a live product view. Exploring stages does not connect an account, create records, upload documents, or send messages. Actual steps depend on your client and account setup.
Your workspace, in reach
Work with deals and packages so the documents and work surrounding a transaction have a place in Clai.
Turn what needs doing into tasks in Clai. Keep the practical follow-through alongside the deal.
Upload documents to Clai Insights as part of your workflow, bringing the material you need into your workspace.
Use existing templates for familiar work, and create new templates for the work you want to repeat.
Send follow-ups through Clai MCP, connecting the conversation to the people and work that come next.
Bring these workflows into a compatible AI client, rather than starting the same request over in another place.
Your preferred AI context
Thinking about ChatGPT, Claude, or Grok? Tell us where you want to work. Our access team will confirm what setup is possible for your account.
Available now
Clai MCP is available for paid accounts. Talk with us about access, or see a workflow before deciding where to begin.
Book a call to discuss MCP access. Share your Clai account context, preferred AI client, and the work you want to connect.
Our team confirms compatibility and account configuration, then walks you through the appropriate next steps.
A few useful answers
Yes. Clai MCP is available now for paid accounts. Inquire about access to discuss your account and setup with our team.
Work with deals and packages, manage tasks, upload documents to Insights, use templates, create templates, and send follow-ups. The examples on this page illustrate those workflows; they do not perform live actions.
These are client contexts you can discuss with our team, not a guarantee of verified support. Compatibility depends on the client's MCP support and your account configuration. Our access team confirms the setup.
Choose “Inquire about access” to book a call with the team. We'll discuss access for your paid Clai account, your preferred client, and the next steps for your configuration.
Yes. Choose “Book a demo” and we can walk through Clai MCP, discuss the work you want to connect, and confirm the client and account requirements.
No. They are illustrative examples only. Switching between them does not connect to Clai, create records, upload documents, or send messages.
Clai MCP
Your deals, documents, and next steps, connected to the conversation. Let's talk about your setup.
Available now for paid accounts · Discuss access on a call