Integration
Paid plans
Put an AI assistant on your team
Connect Claude, ChatGPT, or Cursor to TalleFlow and ask about your real CRM data. Tasks, projects, contacts, and payments, without digging through screens.
Same community-driven CRM for creatives, now reachable from the AI tools you already use.
What TalleFlow MCP is
MCP stands for Model Context Protocol, an open standard that lets AI assistants connect to outside tools safely. TalleFlow’s MCP is how Claude, ChatGPT, Cursor, and other MCP-ready tools look up your tasks, projects, contacts, and payments when you ask, without copy-paste between apps.
It is not a generic chatbot bolted on. It works against your real TalleFlow business, scoped to your account and the permissions you grant.
Ask your business, then act
Get a briefing
Ask what needs attention this week, who still owes you, or where work is stuck.
Stay in the tools you use
Keep working in Claude, ChatGPT, or Cursor while answers come from your live CRM.
Take allowed actions
With your permission, create a task, project, or contact. It only acts when you ask.
You choose what to share. Disconnect anytime from your AI tool or TalleFlow settings. It cannot email your clients or charge cards.
Sample prompts for photographers and event pros
Ask in plain English. Your assistant reads the TalleFlow data you allow and answers without you digging through screens. Paid plans only.
Sample prompt
Who still owes me money this month, and which invoices are overdue?
Sample prompt
What shoots or events do I have this Saturday, and what’s still missing from each project?
Sample prompt
Which clients have signed and paid their deposit, and who is still waiting on a proposal?
Example · sample prompt, not a live chat
Who still owes me money this month, and which invoices are overdue?
Here’s who still owes you this month, with overdue flagged. Open any invoice or draft a calm reminder from here.
Ask in plain English. Your assistant reads the TalleFlow data you allow (tasks, projects, contacts, payments) and answers without you digging through screens.
Hook it up in a couple of minutes
1
Use a paid plan
The TalleFlow MCP is available on paid plans only. Users on the Freelancer (free) tier cannot connect or use the MCP.
2
Add the MCP URL
In your AI assistant, add this remote MCP server URL. The same URL works for Claude, ChatGPT, Cursor, and other MCP clients: https://ai.talleflow.com/mcp
3
Sign in and choose permissions
Sign in to TalleFlow once, approve what to share, and start asking in plain English.
Plan note
The TalleFlow MCP is available on paid plans only. Users on the Freelancer (free) tier cannot connect or use the MCP. Connecting an AI assistant is included with your paid TalleFlow account at no extra cost. If you downgrade to Freelancer, the connection stops working.
FAQs
Is this an in-app chat inside TalleFlow?
No. TalleFlow MCP connects external assistants you already use (Claude, ChatGPT, Cursor) to your CRM data. Setup lives in those tools, with a short guide in our Help Center.
Which AI assistants work?
Claude, ChatGPT, and Cursor, plus any client that speaks the Model Context Protocol. You use the same TalleFlow MCP URL for each.
Does it cost extra?
No. Connecting an AI assistant is included with your paid TalleFlow account at no extra cost. It is not available on the Freelancer (free) plan.
Is Freelancer included?
No. The TalleFlow MCP is available on paid plans only. Users on the Freelancer (free) tier cannot connect or use the MCP. Upgrade to a paid plan to connect.
Is it safe? What can the AI see?
You sign in and choose permissions when you connect. The assistant only sees your own business data, scoped to your account. You can disconnect anytime. It only acts when you ask, and it cannot email your clients or charge cards.
Where do I get step-by-step setup?
Put an AI assistant on your team in the Help Center covers ChatGPT, Claude, and Cursor.
More integrations
Start with the AI you already use
Create your account, upgrade when you want MCP, then follow the short setup guide. Your CRM stays the source of truth. Your assistant just finally knows it.