You can connect an AI assistant to your Cloziq workspace and then just talk to it. Ask it what your top offer looks like, have it draft a new one from your website, or have it build a sales agent and check whether the agent is ready to publish. It works on your real workspace, so what it builds is what you see in Cloziq.
This is for people who would rather describe what they want than click through a builder. Everything it can do, you can still do yourself in the app.
Connect it
The connection address is:
https://mcp.cloziq.com/mcp
In Claude, open Settings, go to Connectors, choose Add custom connector, and paste that address.
Other assistants that support custom connections work the same way. You add a connection, paste the address, and follow their prompts. ChatGPT exposes this under its developer settings, and editors like Cursor and VS Code have their own install flow.
The first time you connect, Cloziq asks you to sign in and approve the connection. Sign in with the same account you use for Cloziq, and approve. That is the whole setup.
If your account has more than one workspace, tell the assistant which one you mean and it will work there.
What it can do
Look things up. Your offers and their full details, your sales agents and how they are configured, your lead fields, your contacts, a specific conversation, your initiatives, and your dashboard and initiative metrics.
Build and change things. Create and update offers, create and update sales agents including the sales flow, guardrails, and automation settings, add or remove lead fields, and publish or unpublish an agent. It can also run a test conversation against an agent before you take it live.
Draft from your material. Give it your website, a document, a call transcript, or just good answers to its questions, and it can draft a complete offer, then draft a sales agent to sell it. This is the same drafting that powers Done for You Setup, so the same daily allowance applies. See Done for You Setup.
Before it publishes an agent, it can check the agent against the same publish rules the builder uses, so you find out what is missing before you go live rather than after.
Good things to ask it
- "Read my top offer and tell me what a buyer would still be unsure about."
- "Draft an offer from this page, then build an agent that books calls for it."
- "Show me the conversation with the contact who booked yesterday."
- "Is my new agent ready to publish? What is missing?"
Things worth knowing
- It only reaches the workspace you approved. It cannot see anyone else's.
- Some actions are permanent, like deleting an offer or a lead field. Unpublishing an agent also pauses the initiatives that were using it. Ask it to show you the change before it makes it if you want a look first.
- A published agent cannot be edited in place. If you ask for a change to a live agent, unpublish it first, make the change, then publish again. See Publish, pause, and edit agents.
- Drafting an offer or an agent uses your daily drafting allowance, the same pool as Done for You Setup.
Disconnect it
Remove the connection from the assistant's own settings, in the same place you added it. That cuts its access immediately. Nothing in your Cloziq workspace changes; anything it already built stays exactly as it is.