Contacts CRM FAQs

Question 1

Who can benefit from Contacts CRM?

Accepted Answer

It's ideal for anyone looking to manage their professional network more efficiently with AI, and for developers seeking a robust, production-ready template to learn how to build and deploy their own Remote MCP servers.

Question 2

How does Contacts CRM integrate with AI assistants?

Accepted Answer

It connects directly to ChatGPT or Claude via custom connectors. Once linked, you can use natural language commands to add, update, query, search, or find follow-ups for your contacts.

Question 3

What key features does Contacts CRM offer for managing contacts?

Accepted Answer

It provides robust features like batch add/update with idempotent upsert, filtering/sorting by company or tags, full-text search across all fields, identification of pending follow-up actions, and secure OAuth 2.1 authentication.

Question 4

What is Contacts CRM?

Accepted Answer

Contacts CRM is a production-ready system that acts as a Remote MCP (Model Context Protocol) server, enabling you to manage professional contacts and CRM data using natural language through AI assistants like ChatGPT and Claude.

Question 5

Is Contacts CRM secure?

Accepted Answer

Yes, it utilizes secure OAuth 2.1 with PKCE for authentication via Clerk, including Dynamic Client Registration for ChatGPT Custom Connectors, ensuring your data is managed only by authenticated users.

Contacts CRM

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