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Quivly ships a hosted MCP server, so any MCP-capable AI tool — Claude, ChatGPT, Cursor, VS Code, and others — can query your customer data directly. Ask Claude “which of my accounts are most at risk right now?” and it answers from your live Quivly data. Server URL: 
https://mcp.quivly.ai/connect
The first connection opens your browser once to sign in to Quivly (OAuth). Answers are read-only and scoped to your organization — you only ever see your own org’s data. In-app setup guides for each client live at Settings → AI → MCP.

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Client setup

Settings → Connectors → Add custom connector, paste the URL, click Add, and complete the one-time sign-in. On Team/Enterprise plans, an Owner adds it under Organization settings → Connectors.

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What it can do

Around 40 tools cover customer profiles, health scores, revenue, usage, contracts, calls and transcripts, support tickets, opportunities, conversations, notes, notebooks, projects, cross-customer aggregation, plus live Slack, Salesforce, and HubSpot lookups. One tool writes: create_notebook generates an AI notebook using one of your skills. Everything else is read-only. See the full tool reference.

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Usage analytics

Settings → AI → MCP → Usage shows who’s connecting and what they ask: users, sessions, breakdowns by client app and by integration, filters, and an “Ask your usage” chat for querying it in natural language. Per-user breakdowns are admin-only.

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FAQ

Access requires each user’s own Quivly sign-in, answers are scoped to their organization, everything except notebook creation is read-only, and every tool call is logged in the usage analytics.
Yes — the OAuth sign-in is per user, so access and audit trails follow the individual.
No. The only write operation is creating a new notebook. Nothing can be edited or deleted through MCP.