MCP is useful when people keep switching between an AI assistant and another system to copy data back and forth. These are the use cases we see most.
Sales
- Pipeline questions. "Which deals over $20k have not moved in two weeks?" answered from the CRM, not from memory.
- Meeting prep. A one-page brief on an account: open deals, last contacts, open tickets.
- Follow-up notes. Draft notes and tasks after a call, saved to the CRM after approval.
Customer support
- Order lookups. Status, delivery and history for a customer in one question.
- Ticket triage. Summaries of new tickets grouped by topic.
- Knowledge base answers. Search internal docs and cite the source.
Operations
- Stock checks. Availability across warehouses from the ERP.
- Draft documents. Quotations and purchase orders as drafts for a person to confirm.
- Weekly metrics. The numbers the team checks every Monday, from approved queries.
Finance and management
- Revenue questions. Sales by period or product, read-only.
- Invoice status. Which invoices are overdue and by how much.
- Cross-system answers. One question that needs the CRM and the billing system together.
Where to start
Pick the system people open most, list the ten questions they ask it, and start read-only. See how to connect AI to your CRM or get a fixed quote.