OnePageCRM expanded its MCP server so connected AI assistants can search the text of notes, call logs, meeting summaries, deal notes and contact background, tell closed sales cycles apart from stalled ones, and star contacts. The assistant now reads the account's own statuses, lead sources, reasons lost, call results and custom fields, can filter on and fill custom fields, and can follow links between records to answer reporting questions such as won value last quarter. It is live on all plans with nothing to reconnect.
Small teams can ask reporting questions of their CRM in plain language and get answers that use their own fields and statuses.