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Automation · AI assistants

Operate your CRM from any AI assistant

Available

Ask which deals went quiet or who is still waiting for a reply, and the answer comes out of your own workspace. Claude, ChatGPT, Gemini and Cursor connect in a couple of minutes, and the assistant only ever sees what your role allows.

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AI assistant · your workspace

Which deals went quiet?

3 deals have had no activity for 12 days. The largest is Acme Ltd — €4,200, and "call back" is still open as its next step.

Answered from your workspace. The assistant sees nothing else.

You already know what you would ask a good assistant: which deals are stuck, who never got called back, what is running low. Obriym answers from your real CRM — no export, no report to build first. Underneath it is the Model Context Protocol, the standard assistants use to reach outside tools; the exact tools, scopes and limits are further down this page.

What you can ask it to do

Ask what needs attention today

Which deals have gone quiet, who never got called back, which orders are still unpaid, what is running low in the warehouse. It reads your enquiries, customers, deals, orders and catalog and answers in a sentence — no report to build first.

Hand it the routine updates

Move a deal to the next stage, assign an enquiry to a manager, log the call you just finished, change an order status, correct a stock count and say why. Every change lands in your CRM with a record of where it came from.

Check your sales channels and get a product onto eBay

Whether a marketplace connection is still alive, what it sold, and why a product is not getting through. On eBay it goes further: it checks the product, fills in what eBay asks for — a price in the site's currency, item specifics — creates the draft and publishes it. It publishes only once the workspace owner allows it, and never switches on a marketplace sync.

Manage catalog prices, photos and translations

Show a product’s purchase cost and margin, raise prices by 5% for a whole brand or supplier, set an old price for a sale, give one channel its own price or set wholesale breaks. A bulk change is calculated and shown to you first: how many products change and whether any would sell below cost. It also adds photos to products, categories and brands — by link or as a file: in ChatGPT, just attach the photo to your message. Obriym keeps its own copy. It translates categories, brand descriptions and product characteristics into the languages you sell in.

Draft and schedule social posts

Ask it to write several posts and give each its own time — they go out to your connected social channels (Telegram, Instagram, Facebook, LinkedIn) on their own when the time comes, even if the assistant is not running then. Drafts, edits and deleting unpublished posts need nothing beyond your role; publishing or scheduling a post needs the workspace owner's permission.

Change the setup by asking

Rename a sales stage, add a source your enquiries come from — the small settings edits you would otherwise go hunting for in menus.

How it connects

Cursor and VS Code connect in one click. Everything else takes the address below.

Server address
https://obriym-crm.com/api/mcp
Signing in
Your Obriym account, in one click. Automation running on a server can use a workspace token instead.

Connect your AI assistant

Add the MCP server to your AI client. Cursor and VS Code install in one click; the rest take the URL above and sign in with OAuth.

MCP server URL

https://obriym-crm.com/api/mcp

Sign in with your Obriym CRM account — no token or app setup needed.

Cursor

Add to Cursor
One-click

VS Code

Add to VS Code
One-click

Claude Code

claude mcp add --transport http obriym-crm https://obriym-crm.com/api/mcp

Run in your terminal, then /mcp to sign in.

CLI

ChatGPT

Manual
  1. 1Open Plugins (chatgpt.com/plugins) → Add → create an MCP app.
  2. 2Name it Obriym CRM, use the URL above as the server address, and choose OAuth.
  3. 3Sign in with your Obriym CRM account and approve access to your workspace.
  4. 4Seeing a 404 on sign-in? Delete the Obriym CRM app under Personal and create it again.
  5. 5Obriym added new capabilities but ChatGPT does not see them? Open chatgpt.com/plugins in a browser → Obriym CRM → Refresh and start a new chat. No need to reconnect.

Claude (web & desktop)

Manual
  1. 1Settings → Connectors → Add custom connector.
  2. 2Paste the MCP server URL above.
  3. 3Sign in with your Obriym CRM account.

Connecting it

  1. 1

    Start your free trial

    Assistant access is on the Team and Scale plans, and the 14-day trial asks for no card. You start it from Billing in your workspace.

  2. 2

    Add Obriym to your assistant

    Cursor and VS Code have a one-click button. For Claude, ChatGPT and the rest, paste the server address where the app asks for a connector — in ChatGPT that is Plugins → Add → create an MCP app, signing in with OAuth.

  3. 3

    Approve the account and pick the workspace

    Obriym shows which account is connecting before it grants anything, and lets you switch to another one. If you run several businesses here, it asks which of them the assistant may work in.

  4. 4

    Ask it something real

    Start with a question you actually have — "which deals went quiet this week?" — and go from there.

What it can and cannot do

  • Assistant access is on the Team and Scale plans — start with a 14-day free trial, no card required.
  • It can only do what your own role allows. If you cannot delete a product in Obriym, neither can the assistant.
  • If you run several businesses here, the connection stays locked until you choose one. Nothing is read before that.
  • Everything it changes is written to your audit log, the same as if a person had done it.
  • It can publish on eBay only after the workspace owner switches that on in the settings. Switching on a marketplace sync or changing a connection stays deliberately out of its reach.
  • It can publish to social channels only after the workspace owner switches that on in the settings. Drafts and edits of posts need no separate permission.
  • It can change prices in bulk only after the workspace owner turns this on in settings, and only after a preview. A preview and one product’s price need no separate permission.
  • It cannot delete products — it archives them, and an archived product can be restored.
  • You can cut an assistant off at any moment in Settings → Integrations. Reconnecting asks for your approval again.
  • A workspace with unpaid billing is blocked here exactly as it is everywhere else.

Frequently asked questions

Which assistants work?

Claude, ChatGPT, Gemini, Cursor and any other assistant that speaks the same standard. Cursor and VS Code connect in one click.

Do I need a developer for this?

No. Sign in with your Obriym account and approve the connection, the same as connecting any other app. A developer is only needed if you want automation running on your own server.

Can it change something by mistake?

It acts strictly inside your own permissions, and every change is recorded in your audit log. It can publish a listing only once the workspace owner has allowed it, and it never switches on a marketplace sync. It cannot delete products — it archives them, and an archive can be restored.

I have several businesses in Obriym — which one does it touch?

Exactly one, and only after you choose it. Until you do, the connection is locked and the assistant cannot read anything at all.

What does it cost?

It is included in Team and Scale. The 14-day trial needs no card, so you can see it working before paying anything.

Obriym added a new capability but my assistant does not see it. What should I do?

The assistant remembers the tool list it received when it connected and does not refresh it on its own. In ChatGPT, open chatgpt.com/plugins in a browser, choose Obriym CRM and press Refresh, then start a new chat. In Claude, a new chat is enough. You do not need to reconnect or sign in again.

Let an AI assistant run your CRM

MCP is included on the Team and Scale plans — start with 14 days free, no card required. Generate a scoped token and connect Obriym to your favorite MCP client in minutes.

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