CRM in your assistant

This page lists what your assistant can do in CRM once it’s connected. To connect, add https://crm.tyms.ai/mcp as a connector, sign in with your Tyms account and choose your workspace. In CRM, Connect AI assistant in the account menu shows the same address and steps.

Setup

• Claude
• ChatGPT

What your assistant can do

Tool	What it does
Search the CRM	Finds people, companies and deals by words, owner, tag or stage.
Show a record	Shows a person, company or deal with its details, related records, recent timeline and next step, as an interactive view where the assistant supports it.
Show a pipeline	Shows a pipeline’s stages and deals, as an interactive board where the assistant supports it.
My follow-ups	Lists your follow-ups: overdue, today and this week, and deals with no next step.
Pipeline report	Forecast, win rate, average deal, sales cycle and activity, by pipeline, owner and period.
Save a contact	Adds a person or company, or updates the one already there, matched by email, phone or website.
Create a deal	Adds a deal, with amount, close date, company and people.
Update a deal	Changes a deal’s stage, amount, close date, owner or people. Moving it to lost asks why.
Log a note, call or meeting	Logs what happened on one or more records, and can set a follow-up in the same step.
Set a follow-up	Sets, completes or moves a follow-up on a record.
Import contacts	Adds up to 200 people or companies from pasted text. More than 10 shows you the list first.
Merge two records	Merges two people or two companies into one, after asking you. Owners and admins only.

Ready-made prompts

In assistants that show prompts, CRM offers four: notes to CRM, prep for a meeting, pipeline review and who’s gone quiet.

Good to know

• It acts as you. It sees the records you can see and does what you can do in CRM, nothing more.
• Nothing is deleted. There’s no delete tool. Archiving and changing pipelines and fields are done in the browser.
• Your team can tell. Changes are recorded with your name and marked "via Claude" (or your assistant’s name).
• Tyms doesn’t keep your chats. CRM records which assistant called which tool and what changed, never the text of your conversations.

Full setup for every assistant is also at crm.tyms.ai/ai.