Feature
AI that helps youship faster
Draft proposals, polish emails, and move work forward without sounding robotic.
Works with Claude and other AI assistants on paid plans.
What this helps you do
AI-assisted documents
Generate first drafts for proposals and emails you actually edit and own.
Context from your projects
Suggestions grounded in the client and project you’re working on.
You stay in control
Nothing sends without your review.
AI document builder
Draft client-ready layouts in seconds
Generate brochure, proposal, and custom document layouts with merge-tag-aware business and contact context. Toggle per business; requires Essentials+.
Draft client-ready layouts in seconds
Generate brochure, proposal, and custom document layouts with merge-tag-aware business and contact context. Toggle per business; requires Essentials+.
Let your AI tools work inside your workspace
The public MCP server exposes OAuth-scoped tools for tasks, projects, contacts, payments, notes, and calendar, so Cursor, ChatGPT, Claude, and other assistants can act with your permission on a paid plan.
TalleFlow MCP
Let your AI tools work inside your workspace
The public MCP server exposes OAuth-scoped tools for tasks, projects, contacts, payments, notes, and calendar, so Cursor, ChatGPT, Claude, and other assistants can act with your permission on a paid plan.
Zapier
Bridge the long tail of apps
When a workflow needs an app outside TalleFlow, Zapier connects create/search contacts and projects.
Bridge the long tail of apps
When a workflow needs an app outside TalleFlow, Zapier connects create/search contacts and projects.
TalleFlow capabilities
Proposal & brochure drafts
Start from AI, finish with your voice and brand.
17 MCP tools
External assistants manage day-to-day CRM ops via MCP on paid plans.
Business control
Enable AI in settings. You’re in charge of when it runs.
How it’s different
AI that builds real documents in the editor, not vague chat fluff
MCP for power users who already live in AI tools
FAQs
Is there a full in-app chat assistant?
The product focus is AI document generation plus external MCP. There isn’t a general-purpose chat copilot for every workspace screen.
Is MCP on Freelancer?
No. TalleFlow MCP is on paid plans only. Freelancer cannot connect.