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TalleFlow

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Integration

Paid plans

Let AI toolswork in your workspace

Connect Cursor, ChatGPT, or Claude to TalleFlow with OAuth-scoped tools for tasks, projects, contacts, payments, notes, and calendar. Paid-plan feature — not a free-for-all chatbot inside every screen.

Rolling out on paid plans — connect when your workspace has MCP enabled in Business Settings → Integrations.

What you can do in TalleFlow

17 tools, scoped access

External assistants can manage day-to-day CRM ops with permission — not a free-for-all.

OAuth resource server

Connect AI clients securely; tokens are audience-bound to the MCP resource.

Pairs with AI documents

Use MCP for ops while the AI document builder drafts brochures/proposals in-product.

How it works

1

Use a paid plan

MCP is gated to Essentials/Lifetime (or equivalent). Freelancer does not include MCP.

2

Connect your AI client

Add the TalleFlow MCP URL in your AI client and complete OAuth. Tokens are audience-bound to the MCP resource.

3

Work with scopes

Use tools for tasks, projects, contacts, payments, notes, and calendar.

FAQs

Is this an in-app chat assistant?

No. It’s an external MCP server for tools you already use (Cursor/ChatGPT/Claude) — separate from the in-product AI document builder.

Is Freelancer included?

No — MCP stays on paid plans. Start free on web, then upgrade when you want AI clients acting in your workspace.

More integrations

Ready when MCP is live on your plan?

Create your account, upgrade when ready, then connect from Business Settings → Integrations once MCP is enabled for your plan.