Connect your AI

Use Relevate
from the AI you already use.

Connect your Relevate account to the AI app you already use. Ask it about your customers, notes and pages, and it looks things up and saves the results in Relevate for you.

Connect your AI See what you can ask
Works with
  • Claude
  • ChatGPT
  • Grok
  • Cursor
  • Gemini
You ask“Connect to my Relevate.”
  1. Signed in as you

What you can ask

Talk to it like a colleague who knows your workspace.

  • Who did I promise to follow up with this week?
  • What’s the latest with Acme before my call?
  • Note my call with Sanne and remind me on Friday.
  • What did we decide about pricing for small teams?
  • Add today’s answers to our FAQ page.
  • Turn this whiteboard into a plan.
  • Draft a welcome email in our voice.
  • Make the trial reminder shorter and friendlier.
  • Does our newsletter sound like us?

Connect your AI

Pick your app and follow the steps. Chat apps need no code.

Connect Claude

Your Relevate link

https://relevate.app/api/mcp
  1. In Claude, open Settings and then Connectors.
  2. Choose Add custom connector. Name it Relevate and paste the Relevate link.
  3. Choose Connect and sign in with your Relevate account.

Everything it can do

The actions your AI can take in Relevate, by product.

CRM

  • search_crm
  • get_crm_record
  • list_crm_follow_ups
  • create_crm_person
  • create_crm_company
  • update_crm_record
  • add_crm_note
  • create_crm_task
  • complete_crm_task

Pages

  • search_pages
  • list_pages
  • get_page
  • get_page_blocks
  • create_page
  • update_page
  • duplicate_page
  • move_page
  • update_page_settings
  • delete_page
  • list_page_trash
  • restore_page
  • create_database
  • query_database
  • create_database_row
  • update_database_row
  • list_page_comments
  • comment_on_page
  • reply_to_page_comment
  • resolve_page_comment

Whiteboards

  • list_whiteboards
  • create_whiteboard
  • get_whiteboard
  • update_whiteboard
  • join_whiteboard
  • leave_whiteboard
  • list_whiteboard_comments
  • list_whiteboard_comment_people
  • comment_on_whiteboard
  • reply_to_whiteboard_comment
  • resolve_whiteboard_comment

Email

  • list_email_templates
  • get_email_template
  • get_email_design_blocks
  • update_email_template

Brands

  • list_brands
  • get_brand_guidelines

Workspaces

  • list_workspaces
  • get_workspace

You stay in control

  • Only what you can see

    It works with your account, so it sees what you see in Relevate and nothing else.

  • Look only, if you prefer

    When you sign in, choose whether it may only look things up or also make changes.

  • Nothing gets deleted

    It can’t delete customers, notes or reminders. Emails it writes wait for you.

  • Disconnect any time

    Remove Relevate from your AI app, and it can’t reach your workspace any more.

Questions

Good to know

Which AI apps work with Relevate?

Claude, ChatGPT and Grok Bot, and any other AI app that lets you add a custom connector. Coding tools like Claude Code, Cursor and VS Code work too.

Do I need to be technical?

No. You paste one link into your AI app and sign in with your Relevate account.

Will my team see what it did?

Yes. Everything it saves shows up in Relevate under your name, like you did it yourself.

Can it email my customers?

Not yet. It can draft emails, and you decide what gets sent.

Ask Relevate from the app you already use.

One link, one sign-in, and it works as you.

Connect your AI