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You can connect Ciarem to an AI assistant such as Claude or ChatGPT. Once it’s connected, you can ask the assistant things like “which chats are waiting for a reply?” or “prep me for my call with Laura”, and it reads the answer from your Ciarem workspace. Ciarem connects through MCP (Model Context Protocol), an open standard, so it works in any assistant that supports remote MCP servers. The connection is read-only: the assistant can look things up, but it can’t send messages, edit contacts, or change any setting.

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Before you start

  • You need a Ciarem user in a workspace with an active plan or trial.
  • Every person connects with their own Ciarem login. The assistant sees what that person sees in Ciarem, nothing more.
  • No admin setup is needed in Ciarem. Any member of the workspace can connect.
The address to add in your assistant is:

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Connect

When you add the address, the assistant opens a Ciarem sign-in page. Sign in, choose the workspace to connect if you belong to more than one, and allow access. One connection reads one workspace; to use two workspaces, add Ciarem twice and pick a different one each time. The menus below belong to each assistant and can change. If a label doesn’t match, look for “connectors”, “apps”, or “MCP servers” in its settings.
Ciarem is listed in Claude’s connector directory as Ciarem AI, so you don’t need to paste the address.
1

Open the Ciarem AI connector

Open Ciarem AI in the Claude directory, or in Claude (web or desktop) go to Settings > Connectors, browse the connectors, and search for “Ciarem AI”.
2

Connect your account

Click Connect, then sign in to Ciarem and choose your workspace.
3

Use it in a chat

Turn Ciarem on from the + menu in a conversation and ask your question.
On Claude Team and Enterprise plans, an owner may have to enable the connector for the organization under Admin settings > Connectors before members can connect.

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What you can ask

Some prompts to try:
  • “Which conversations assigned to me are waiting for a reply? Summarize each in one line.”
  • “Prep me for my call with Laura Gómez: her funnel stage, properties, and what we last talked about.”
  • “What does our knowledge base say about refunds?”
  • “Give me a weekly report: conversations, how many the AI handled, and the team leaderboard.”
  • “Why did the AI transfer the last conversation with +57 300 123 4567?”
  • “What should I improve in my AI agent?”
  • “Which source makes the AI say shipping costs $5?”
Each answer includes links back to Ciarem, so you can open the contact or conversation and reply from there.

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Who sees what

The assistant uses the role of the person who connected it:
  • Agents see only their own contacts and the conversations they can see in the inbox. The admin-only questions answer that an admin is needed.
  • Admins see the whole workspace.
Ciarem checks your access on every question. If you’re removed from the workspace or your role changes, the connection follows right away. What you ask, and the Ciarem data the assistant reads to answer, is sent to that assistant’s provider (for example Anthropic or OpenAI) and handled under their terms. Connect only assistants your company allows for customer data.

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Disconnect

Remove or disconnect Ciarem in the assistant’s connector or app settings. Removing a person from the workspace also ends every connection they made.

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Troubleshooting

  • “subscription_required”: the workspace has no active plan or trial. See Plans and billing.
  • “requires_admin”: the question needs an admin; agents can’t see metrics, account health, AI decision explanations, or the AI agent’s setup, performance, knowledge sources, knowledge gaps, and evaluations.
  • “help_unavailable”: the help center couldn’t be reached; ask again in a moment.
  • Sign-in loops or “invalid token” right after connecting: disconnect, connect again, and make sure you pick a workspace on the Ciarem sign-in page.
  • A contact or conversation isn’t found: it isn’t visible to your user in Ciarem either, or it belongs to another workspace than the one you connected.