Your AI, our guardrails

Let your AI assistant work in your CRM, safely

Connect the assistant you already use to SmartContact. It can find records, log calls, add notes and tasks, and prepare you for meetings. It can't delete your data, export it, or change how your workspace is set up.

Start free Connect an assistant 

Claude for Sarah Mitchell
  Logged a call with Acme Ltd · Interested

Claude for Sarah Mitchell
  Task "Send pricing" due Friday

✗ Delete company "Acme Ltd"
  Agents cannot delete records

The rules every agent follows

These are enforced by SmartContact itself, not by the AI. An assistant can't talk its way past them.

It acts as you, never more

An assistant signed in with your account gets your permissions. An agent key gets the role you choose: read only, or read & write.

No deleting, no exporting

Agents can't delete, merge or restore records, make bulk changes, or export your data, whatever their role.

Hands off your set-up

Agents can't change billing or workspace settings, manage web forms or automations, create API keys, or install plugins.

Every change is labelled

Anything an agent writes shows on the record's timeline as, for example, "Claude for Sarah Mitchell", and in your audit log.

Consent stays human

An agent can record that someone asked to stop marketing, but it can never record consent on someone's behalf.

Switch it off any time

Revoke an agent's key in Settings and it stops working straight away. Keys can also be set to expire.

Bring your own AI. No AI credits.

  • Use the assistant you already pay for: Claude, or any assistant that supports MCP connectors
  • We never charge for AI usage or sell AI credits
  • We don't use your data to train AI models
  • Your data is hosted in London
  • Included on the free Basic plan

Ready-made prompts

Connected assistants can offer these straight away:

  • My day in SmartContact: Open tasks (overdue first), the pipeline at a glance, and three suggested next actions.
  • Prepare for a meeting: A one-page brief on a company: who is who, recent conversations, open tasks and talking points.
  • Log a call and follow up: Turn rough call notes into a logged call with an outcome, plus a follow-up task.
  • Add a lead from an email: Read an enquiry email or signature and add the company and contact, without duplicates.
  • Weekly pipeline review: Where leads sit in the pipeline, what looks stuck, and suggested next steps per lead.
  • Marketing ROI summary: Which campaigns brought leads and won business, with cost per lead and return on spend. Standard plan.

See the prompt templates

Connect in two minutes

  1. In your assistant, add a custom connector with the address https://app.smartcontact.online/mcp.
  2. Sign in with your SmartContact account when asked. The assistant now works as you.
  3. Or, for a shared or automated agent, create an AI agent key in Settings › API keys and choose read only or read & write.

Full set-up guide and tool list