Ask Claude or ChatGPT about your clients.
CurrentClient runs a Model Context Protocol (MCP) server so an AI assistant such as Claude or ChatGPT can look up your conversations, calls and contacts, and take a few actions, on your behalf.
- Server URL
https://mcp.api.currentclient.com/mcp
Connect your assistant
Pick your client and follow the steps. Your client opens a CurrentClient sign-in page; sign in and approve the connection.
- 1
Open Settings > Connectors and choose Add custom connector.
- 2
Paste the MCP server URL and save.
- 3
Click Connect and sign in with your CurrentClient login.
- 1
Ask us for the OAuth client id for your environment. Claude Code needs a pre-registered client id and a fixed callback port. Email sales@currentclient.com.
- 2
Run the command below in your terminal, with your client id in place of <MCP_CLIENT_ID>.
- 3
Type /mcp inside Claude Code, pick currentclient, and sign in. Use callback port 8080; other loopback ports are not registered.
claude mcp add --transport http \
--client-id <MCP_CLIENT_ID> --callback-port 8080 \
currentclient https://mcp.api.currentclient.com/mcpReplace <MCP_CLIENT_ID> before you run it.
Prefer a static token header? The technical guide covers it. Read the technical guide
- 1
Enable Developer mode in ChatGPT settings.
- 2
Add a new connector (app) and enter the MCP server URL.
- 3
Choose OAuth, then sign in with your CurrentClient login.
Your assistant works as you
You sign in with your own CurrentClient login. Every call runs with your access.
- 1
Your assistant opens sign-in
Your client opens a CurrentClient sign-in page in the browser.
- 2
You approve the connection
Sign in with your own CurrentClient login and approve.
- 3
It runs as you
The server passes your token straight through to the API. The assistant can do only what your login can do, and gets no access of its own.
Review texts before you approve them
send_message sends a real text message to a real customer, and it cannot be unsent; schedule_message sends one later unless you cancel it. Review what the assistant is about to send before you approve it, and keep tool-approval prompts turned on in your client.
Things to ask
Plain questions work. Your assistant picks the tools; you see each one it calls. Names here are illustrative.
Look things up
Read-only. Nothing changes.
Which voicemails came in today?
Uses
list_callsSummarize my last call with Dana Whitfield.
Uses
get_callFind Marcus Lee and show his notes.
Uses
search_contactsWhat texts do I have scheduled to go out?
Uses
list_scheduled_messages
Take an action
You approve each one.
- Changes a contact
Add a note to Jordan Ellis: asked about rolling over his 401(k).
Uses
add_contact_note - Can't be unsent
Draft a text to Dana Whitfield confirming Thursday at 2pm, and send it once I approve.
Uses
send_message
All 19 tools
The full set the server offers today. Your client shows the same list after it connects.
Writing · 6
Review before you approve
send_messageCan't be unsentSends a real text message to a customer. Needs the sending inbox's phone number and the recipient's number.
schedule_messageSends laterSchedules a real text message to a customer; it is sent automatically unless cancelled first. Needs the sending inbox's phone number, the recipient's number, the text and a future send time (ISO 8601; with no offset it is read in the inbox's timezone).
cancel_scheduled_messageCancels (deletes) one scheduled message so it is never sent. It cannot be undone; schedule it again to send it later. Get the id from list_scheduled_messages.
create_contactCreates one contact (phone, first and last name required; email optional).
update_contactChanges fields on an existing contact; only the fields passed change.
add_contact_noteAdds a note to a contact.
Reading · 13
Never change anything
list_conversationsConversations, most recent first. Filter by inbox, status, unread, or search text.
get_conversationOne conversation by id: status, assignee, contact, last activity.
list_conversation_messagesThe messages in one conversation, newest first, optionally narrowed by search text.
list_callsPhone calls, newest first. Filter by inbox, voicemail-only, time window, or contact number.
get_callOne call by id, including transcript and summary when the inbox has those turned on.
search_contactsFind contacts by name, phone or email, or with a structured filter.
get_profileYour profile: name, workspace and account settings.
list_inboxesYour inboxes (phone numbers that send and receive). Inboxes are identified by phone number.
list_team_membersPeople on your team, optionally only active or only inactive.
get_contactOne contact by id with all its fields (phones, tags, custom fields).
list_contact_notesThe notes written on one contact.
list_scheduled_messagesText messages scheduled for later, with send time (epoch seconds, UTC) and status. Optionally only those still waiting to send.
list_tagsThe tags defined in your workspace that can be put on contacts.
Meet your clients where they are
The compliant communication platform built for financial advisors. Start in minutes, no contracts required.