Your morning report.
Calls, new leads, visits and follow-ups, before your first coffee.
get_todaylist_callsAsk in plain words. Your agent picks the tools.
Your numbers, any period.
Invoiced, collected and owed, and leads by source.
money_summarystatsA lead and an estimate in one ask.
The customer is found by phone or created, the estimate stays a draft.
create_leadcreate_estimateAn AI call, after your OK.
The agent prepares it; you press Call now, Schedule or Cancel.
prepare_ai_callSend the estimate.
By SMS, email or both, with a link to review, sign and approve.
prepare_send_estimateNever forget a callback.
Follow-ups land on the lead and in your team's list.
find_customerscreate_follow_upConnect your agent in a minute. One address and a sign-in. No API key.
Connect Claude to QuickVOC
- 1Add QuickVOC as a custom connector.
In Claude, open Customize → Connectors → Add custom connector. Name it QuickVOC and paste https://quickvoc.com/mcp.
- 2Sign in and press Allow.
QuickVOC shows what Claude may do in your company. Only an owner or admin can allow it.
- 3Ask your first question.
Try "What came in yesterday?" Claude on the web, desktop and phone share the connector.
On a Team or Enterprise plan, an Owner adds the connector under Organization settings → Connectors.
Or let your agent do it:
Set up the QuickVOC MCP server for me: https://quickvoc.com/mcp.md33 tools in 3 groups. Your agent picks them from a plain request.
See your CRM
18Calls, leads, customers, estimates, invoices, money, the schedule and the inbox.
get_todayToday so far: calls, new leads, visits, follow-ups, money collectedget_companyYour trade, pipeline steps, hours, phone lines and what is set uplist_callsThe call log for any period: who answered, how it endedget_callOne call with its AI summary and transcriptget_ai_callWhere an AI call is now, and its resultlist_leadsLeads for a period with their step on the boardget_leadOne lead in full: job, visit, notes, estimate, messagesfind_customersFind a customer by name, phone, email, VIN or plateget_customerOne customer: contacts, work, what they owelist_estimatesEstimates for a period: draft, sent, approved, declinedget_estimateOne estimate with every line, tax and signaturelist_invoicesUnpaid, paid or all invoicesmoney_summaryInvoiced, collected and owed for any periodstatsLeads by source and calls by outcome, against the period beforelist_follow_upsOverdue and due follow-upslist_visitsBooked visits and appointmentslist_conversationsInbox threads waiting for an answerget_conversationOne person's calls, SMS, emails and chats in order
Work in the CRM
9Leads, notes, follow-ups, visits, estimates and invoices. Nothing here reaches a customer.
create_leadAdd a lead; finds the customer by phone or creates oneupdate_leadMove a lead to a step, set its priority or owneradd_noteA note for the team (customers never see it)create_follow_upA to-do on a lead with a due timecomplete_follow_upMark a follow-up donebook_visitBook a visit at an exact time (the customer is not messaged)create_estimateA draft estimate from lines or one amountupdate_estimateAdd or change lines on a draft estimatecreate_invoiceThe invoice from the approved estimate
Reach a customer, after your OK
6Each one shows a card with who gets what. Nothing goes out until a person presses the button.
prepare_ai_callAn AI phone call with your task in plain wordsprepare_textAn SMS from your company numberprepare_emailAn email from your companyprepare_send_estimateSend an estimate to review, sign and approveprepare_send_invoiceSend an invoice to see and payprepare_record_paymentRecord money already paid; nothing is charged
Your agent drafts. A person presses OK.
- Owner or admin only. And only for their own company.
- A card before anything reaches a customer. AI calls, SMS, emails, sending estimates and invoices, recording payments.
- No deleting, refunds or settings. Settings, team and plan stay in QuickVOC, done by hand.
- Customer words stay data. Messages from customers reach the agent marked as customer words, not instructions.
- Every action is logged. Marked with the assistant's name on the lead. Disconnect any time in Settings → AI assistants.
For agents: this page as text, quickvoc.com/mcp.md
Limits, for safety
- Tool calls
- 60 a minute per connection
- AI calls
- 30 a day per company
- SMS
- 100 a day
- Emails
- 100 a day
- Estimates
- 100 a day
- Payments recorded
- 50 a day
Questions about the MCP server
Something else on your mind? Talk to us.
What is a CRM MCP server?
MCP (Model Context Protocol) is the open standard AI agents use to call outside tools. QuickVOC's MCP server gives your agent tools to read your calls, leads and money, work in your CRM, and prepare calls, SMS and emails to customers. You ask in plain words, and the work lands in QuickVOC.
Which AI agents work with it?
Claude, ChatGPT, Claude Code and other MCP clients that support remote servers with OAuth sign-in.
Can Claude or ChatGPT call my customers?
Only after a person says yes. The agent prepares the AI call, SMS or email, QuickVOC shows a card with who gets what, and nothing goes out until someone presses Call now, Schedule or Send now in that card.
Do I need an API key?
No. Claude, ChatGPT and other MCP clients sign in with OAuth in your browser, and an owner or admin presses Allow.
What can't the agent do?
Delete data, refund money, or change your settings, team or plan. Those stay in QuickVOC, done by hand.
Is it safe to connect?
Only an owner or admin can connect, and only to their own company. Customer messages reach the agent marked as customer words, not instructions. Every action is logged and marked with the assistant's name, and you can disconnect it any time in Settings → AI assistants.
Are there usage limits?
Yes, for safety: 60 tool calls a minute per connection, and per company a day 30 AI calls, 100 SMS, 100 emails, 100 estimates and 50 recorded payments.
Which plans include it?
Every paid QuickVOC plan, from Starter at $149 a month. It is not part of the free trial: during the trial you see it in Settings → AI assistants with a button to choose a plan.
What data does the agent see?
What it reads to answer you: your company's calls and transcripts, leads, customers, estimates, invoices and payments. That information goes to the assistant's provider under its own terms; our Privacy Policy explains it.