AI MCP

Claude integration: ask Claude about your brokerage

Majlis CRM connects to Claude through MCP, the open standard for linking AI assistants to business apps. Add Majlis as a connector in Claude, sign in with your Majlis login, and ask about your live leads, deals, meetings and agents in plain language. The connector is read-only and sees only what you can see.

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Category
AI MCP
Connects through
MCP connector
Access
Read-only, your own permissions
You need
A Claude account; a paid plan works best
Plans
Every Majlis CRM plan

Questions you can ask Claude

  • How many leads did Sarah close this month?
  • Which invoices are still pending?
  • Which leads with a budget over AED 5M have gone quiet?
  • Summarise this week’s new leads by source.
  • Which meetings are booked for tomorrow?
  • Who needs coaching this quarter, and why?

How to connect Claude

  1. 1

    Copy the connector URL

    A founder opens Settings > Connected apps in Majlis CRM and copies the connector URL.

  2. 2

    Add it to Claude

    In Claude, go to Settings > Connectors > Add custom connector and paste the URL.

  3. 3

    Sign in with Majlis

    Claude opens a Majlis sign-in page. Sign in with your Majlis email and password.

  4. 4

    Start asking

    Ask Claude about your leads, deals, meetings and agents. Each colleague connects with their own login.

What it can look up

The connector reads your live workspace, within what your own Majlis login allows:

  • Leads and contacts, found by name, stage, source or agent
  • Lead numbers by stage and source, and lost leads with their reasons
  • Leads that need attention
  • Deals and invoices, paid and pending
  • Agent performance and recent activity
  • Upcoming meetings
  • WhatsApp usage

Read-only, scoped and revocable

The connector can read your CRM but cannot change it: no assistant can edit a lead, send a message or delete a record through it. Each person connects with their own Majlis login and sees only what their role allows, so an agent who sees only their own leads gets answers about only their own leads.

Every connection is listed in Settings > Connected apps with when it was last used. Revoke it there and access stops at once. Founders can see and revoke everyone’s connections.

What it powers in Majlis CRM

  • MCP connectors

    Ask Claude, ChatGPT or Higgsfield about your live CRM data.

  • Agent performance

    Win rates, SLA misses and cold leads for every agent, live.

  • AI assistant

    Summaries, next steps, reply drafts, translation and voice-note transcripts.

Included in every plan

Included in every Majlis CRM plan. From AED 199 per agent per month, AED 139 at 21+ agents. No setup fee, no minimum seats, 14-day free trial.

See Majlis CRM pricing

What brokers say

Brokerages running on Majlis

With my previous CRM, I had no clear visibility into what my agents were doing. With Majlis, every agent has their WhatsApp connected, I get detailed analytics on all their activity, and our speed to lead has gone up.

Rashid Saeed Al Musallam

Rashid Saeed Al Musallam

Founder, One Phone Call Real Estate

One Phone Call Real Estate

We guide investors between Dubai and Amsterdam, so follow-up is everything, and I hate setting up follow-ups and reminders. Majlis takes care of all of that for me. Every time I add a new property, it tells me exactly which investor to reach out to.

Khadija Temssamani

Khadija Temssamani

Co-Founder, Demanis Real Estate

Demanis Real Estate

Claude integration questions

Can Claude change anything in my CRM?

No. The connector is read-only.

Can an agent see other agents’ leads through Claude?

No. Each person signs in with their own Majlis login and sees only what their role allows.

Which Claude plan do I need?

Custom connectors are available in Claude’s own apps; a paid Claude plan is recommended for the best experience.

How do I disconnect Claude?

Revoke the connection in Settings > Connected apps. Access stops immediately.

Does it cost extra?

No. The connector is included in every Majlis CRM plan.

Ask Claude about your CRM

Start free trialBook a demo

14-day free trial · No card required · Cancel any time

More integrations

See all integrations

  • ChatGPT

    Get live answers about leads, deals and agents inside ChatGPT, read-only.

  • Higgsfield

    Use live CRM data in Higgsfield, through the same read-only connector.

  • WhatsApp

    The official WhatsApp Cloud API, with a number for every agent and AI in every chat.

Claude is a trademark of Anthropic, used here to describe how Majlis CRM connects to it.

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