One address, your login
Add https://app.talalevel.com/mcp as a custom connector in Claude, ChatGPT or Cursor and sign in. You choose what it may do: read, change or send.
Connector for Claude and ChatGPT
Your sales floor, inside Claude and ChatGPT.
Connect TalaLevel to the AI app you already use, with one address. Ask who to call back, prep a call, add the tasks, draft the follow-ups. Nothing reaches a lead until you say yes.
No seat minimum · No demo call · Cancel anytime
Connect
https://app.talalevel.com/mcp- 1Add a custom connector
In Claude, ChatGPT or Cursor, add a connector and paste the address.
- 2Sign in to TalaLevel
Use your own login. No key to copy, nothing to install.
- 3Choose what it may do
Read, change or send. Change it or cut it off any time in Settings.
Then ask
- Who do I need to call back today, and what did we last say to each?
- Prep me for my 3pm with Rivera Plumbing.
- Find everyone who replied to a text this week and has no task. Add one for tomorrow.
- Draft a follow-up to the leads I spoke to on Friday. Show me before anything goes.
Anything that would reach a lead is shown to you first and waits for your yes.
What it does
It reads and it does the admin. You press send.
Reads everything on a lead
Every call with its transcript, every text and every email, plus your tasks and calendar. Ask it to prep you for the three o'clock.
Does the follow-up admin
Notes, statuses, tasks and lists, made as you and named in the app's activity log, so you can see what it did.
Sends only on your yes
A text, an email or a batch is shown to you first and waits. Without send permission it can only leave a draft for you.
Refusals stay refusals
An opt-out, quiet hours, a landline or the day's limit blocks a send, and the AI app is told why and not to work around it.
A command line and a plugin
The same tools for scripts with npx talalevel, and a plugin for Claude Code. Both are open source on GitHub.
Questions
Connector questions. Straight answers.
What is an MCP server for a CRM?
MCP, the Model Context Protocol, is the standard way an AI app such as Claude or ChatGPT connects to another product. A CRM's MCP server lets the AI app read and work your leads. TalaLevel's is at https://app.talalevel.com/mcp.
How do I connect TalaLevel to Claude or ChatGPT?
Add a custom connector in the AI app with the address https://app.talalevel.com/mcp, then sign in with your TalaLevel login. When you sign in you choose what the app may do: read, change or send.
What can the AI app do once it is connected?
Find a lead, read every call, text and email with them, prep your next call, plan your day, add notes and tasks, change a status, and draft texts and emails. With send permission it can send them, after showing you each one.
Can it text my leads without asking me?
No. Every text, email, batch and AI caller run is previewed and waits for your yes. Without send permission the AI app can only leave a draft in your own text box for you to send.
Can it get around opt-outs or quiet hours?
No. A STOP, quiet hours where the lead is, a landline or the day's limit blocks a send whoever asked for it. The AI app is told the reason and told not to work around it.
What if a lead writes something meant to trick the AI?
A lead's words are treated as data. Texts, emails and call transcripts are fenced off, so nothing a lead writes is read as an instruction to your AI app.
Is there a command line?
Yes. npx talalevel gives scripts the same tools by the same names, signed in with a key from Settings. There is also a plugin for Claude Code. Both are open source under the MIT licence at github.com/bcssewl/talalevel.
Can I turn it off?
Yes. You can change what a connected app may do, or cut it off, at any time in TalaLevel under Settings, AI apps.
Does it work with Cursor and Claude Code?
Yes. Any AI app that supports MCP connectors can use the address. For Claude Code there is also a plugin that adds the connector and a skill for working a sales floor.
What tools does the connector give an AI app?
Reading tools such as search_leads, get_lead, get_lead_timeline, get_texts, get_call, list_tasks and list_events, ready-made commands such as prep_for_call, my_day and follow_ups, tools that change notes, statuses, tasks and lists, and send_text and send_email.
Do I need an API key?
Not for an AI app: you sign in with your TalaLevel login. The command line uses a key from Settings.
Can I make it read-only?
Yes. When you sign in you choose read, change or send, and with read alone the AI app can look but not touch.
Is what the AI app does logged?
Yes. A change is made as you and named in TalaLevel's activity log, so you can see what was done and when.
Can an AI agent run my follow-up on a schedule?
Yes. The command line gives scripts and loops the same tools, so an agent can check for callbacks every morning and leave drafts for you to send.
Does TalaLevel have its own AI too?
Yes. Tala, inside the app, answers leads by text and email and does the follow-up. The connector is for teams who also want to work from Claude, ChatGPT or their own agents.
Is this a CRM integration for ChatGPT?
Yes. With the connector, ChatGPT can look up a lead, read your calls and texts with them, add tasks and draft messages in TalaLevel.