> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# What can I ask Klipy over MCP?

> Real workflows you can run with Claude connected to Klipy over MCP: follow-ups, recaps, deal revival, pre-call research, forecasting, CRM updates, and Q&A.

Once Claude is connected to Klipy over MCP, it works with the same records you manage in the app — your CRM, inbox, meetings, and calendar. Each workflow below is a real task you can run today with a single plain-language request.

## The supervised model

Every workflow here follows the same rule: **Claude drafts, you review, you send.**

> [!NOTE]
>
> Nothing reaches a prospect on its own. When Claude prepares an email or message, it lands as a draft. You read it, edit it if you want, and send it through Klipy's gated handshake — Claude cannot dispatch an outbound message without your explicit approval. See [how the send step is gated](https://klipy.ai/docs/guides/mcp/tools.md#the-gated-send-handshake).

Reading your data and preparing a draft costs nothing. **Tokens are consumed only when you accept an action** — for example, sending a draft. See [What costs tokens](https://klipy.ai/docs/guides/billing/what-costs-tokens.md) for the full model.

## Pick a workflow

> [card] [Follow-up emails](https://klipy.ai/docs/guides/mcp/use-cases/follow-up-emails.md)
>
> Draft a follow-up from a call or meeting, grounded in what was actually said.

> [card] [Meeting recaps](https://klipy.ai/docs/guides/mcp/use-cases/meeting-recaps.md)
>
> Turn a recorded meeting into a recap and surface its next steps.

> [card] [Cold deal outreach](https://klipy.ai/docs/guides/mcp/use-cases/cold-deal-outreach.md)
>
> Find stalled deals and draft a personal re-engagement note for each.

> [card] [Pre-call research](https://klipy.ai/docs/guides/mcp/use-cases/pre-call-research.md)
>
> Get a caught-up brief on an account before you join the call.

> [card] [Pipeline forecast](https://klipy.ai/docs/guides/mcp/use-cases/pipeline-forecast.md)
>
> Read your open deals and build a weighted best/likely/worst forecast.

> [card] [CRM updates](https://klipy.ai/docs/guides/mcp/use-cases/crm-updates.md)
>
> Let your CRM update itself from conversations — you accept each change.

> [card] [Deal relationships](https://klipy.ai/docs/guides/mcp/use-cases/deal-relationships.md)
>
> Attach a deal contact, record qualification, or log why a deal closed.

> [card] [Ask your data](https://klipy.ai/docs/guides/mcp/use-cases/ask-your-data.md)
>
> Ask natural-language questions about your deals and conversations.

## Next steps

> [card] [Tool reference](https://klipy.ai/docs/guides/mcp/tools.md)
>
> Every tool Claude can call, grouped by scope.

> [card] [Overview](https://klipy.ai/docs/guides/mcp/overview.md)
>
> How the Klipy MCP server works, and the scopes you grant on connect.


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