Claude, BoldTrail, and ChatGPT can connect via MCP

Run Your Business with a Conversation

BoldTrail MCP brings your whole business into Claude and ChatGPT. Ask what’s on your plate today, catch up on a contact before the call, or send the follow-up, with every answer drawn from your contacts, tasks, and appointments in BoldTrail.

Get a Demo

Start every day with a plan. Your priorities, tasks, and appointments, lined up from your current BoldTrail activity.

WHAT YOU CAN ASK

Say What You Need, Get It Done

Type a request into Claude or ChatGPT in plain language, and BoldTrail handles it. Here are a few prompts to try.

YOUR AI CONNECTOR

What You Can Do Through the Connection

Daily planning, contacts, notes, tasks, appointments, campaigns, and follow-up are all available. You can plan your day, search your database, log a note, book an appointment, assign a contact to a campaign, and send an email or text from Claude or ChatGPT.

Daily Plan

Priorities, tasks, what’s next

Contacts

Search, catch up, prep for calls

Tasks

Log it, assign it, schedule it

Appointments

View your calendar, book new ones

Follow-Up

Emails, texts, campaigns, cold leads revived

Every action runs in BoldTrail on your data, from Claude or ChatGPT.

Get a Demo

BUILT ON TRUST

Claude and ChatGPT connect to BoldTrail with the same permissions as the person using them, so every agent and team member sees only what they’re already cleared to see. Every note, task, and message is saved in BoldTrail, where your team can see it.

Your BoldTrail Data

Your Permissions

Your Workflows

“We’ve been digging pretty deep into it on our end, and once you really start playing with it, you realize just how powerful this could be. We basically went from receiving a contract to having a populated, organized, and compliance-reviewed transaction with very little manual work.”

Timothy Cain

Transaction Coordinator & Organizational
Development Specialist at Elysian Homes