Connect an AI agent

Last updated on 25 Sep 2026

What an agent can do

An AI agent such as Claude connects to Klovis over MCP, the standard way agents use tools. Once connected it can read your people, conversations, campaigns, tasks and deals, write notes and tags, build campaigns and workflows, and reply or start conversations on your behalf.

Every message it sends goes through the same queue as your campaigns. It waits a few minutes before replying, spaces its actions out, respects each account's daily limits, and never contacts anyone on your suppression list. Nothing is sent the moment the agent asks.

Create an agent key

Go to Settings > AI.
Under Agent keys, click New key.
Give it a name, and choose who it acts as: one person in the workspace, or the whole workspace. A key scoped to a person sees and does only what that person can.
Set a level for each area: Off, Read, Draft or Write. Draft means the agent prepares messages, campaigns or workflows and a person sends or publishes them.
Click Create. The key is shown once. Copy it now.

You can pause or delete a key at any time from the same page. A paused key stops working immediately, and anything it had queued waits until it is resumed.

Add Klovis to your agent

The Klovis server address is the same for everyone:

https://go.kloviscrm.com/mcp

Your key goes in the Authorization header as Bearer followed by the key. After you create a key, the Connect button next to it shows these snippets filled in with your key.

Claude Code

claude mcp add --transport http klovis https://go.kloviscrm.com/mcp --header "Authorization: Bearer crm_your_key"

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "klovis": {
      "url": "https://go.kloviscrm.com/mcp",
      "headers": { "Authorization": "Bearer crm_your_key" }
    }
  }
}

Claude Desktop (claude_desktop_config.json)

Claude Desktop cannot send a header itself, so it connects through the standard bridge:

{
  "mcpServers": {
    "klovis": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://go.kloviscrm.com/mcp", "--header", "Authorization:Bearer crm_your_key"]
    }
  }
}

Windsurf (~/.codeium/windsurf/mcp_config.json)

{
  "mcpServers": {
    "klovis": {
      "serverUrl": "https://go.kloviscrm.com/mcp",
      "headers": { "Authorization": "Bearer crm_your_key" }
    }
  }
}

VS Code (.vscode/mcp.json)

{
  "servers": {
    "klovis": {
      "type": "http",
      "url": "https://go.kloviscrm.com/mcp",
      "headers": { "Authorization": "Bearer crm_your_key" }
    }
  }
}

ChatGPT and claude.ai only accept connectors that sign in with OAuth. Klovis does not offer that yet, so use one of the clients above for now.

Check it works

Ask the agent to list your campaigns, or to describe a person by name. The tools it sees match the levels on its key. If a tool is missing, raise the level for that area and ask the agent to list its tools again.

Set how fast it replies

Under Settings > AI > Agent pacing you can change how long the agent waits before replying on each channel. The defaults are 5 to 45 minutes on LinkedIn, 3 to 20 minutes on WhatsApp, Instagram and Telegram, and 2 to 15 minutes on email. The wait is never shorter than a minute.

Drafts and approvals

A key with Draft for sending writes messages but does not send them. Suggested replies appear in the inbox on the conversation. Suggested new messages and invites appear on the person's page under Suggested by agent, and under Waiting drafts in Settings > AI. A person can send, edit or discard each one.

Deleting or merging people always asks first, whatever the key's level. Requests wait under Settings > AI > Pending until someone approves or declines them.

Webhooks