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OptivizeAI

Claude connectorCommunity

AI Employees for B2B sales teams. CRM + unified sales inbox (LinkedIn, Email, WhatsApp, Telegram, Instagram) + workflow automation + AI ins…

View in Claude directory

OptivizeAI gives small B2B sales teams AI Employees, a CRM, a Unified Sales Inbox, workflow automation, and AI insights - all in one place.

Most sales teams lose time to admin work: logging activities, switching between tools, chasing follow-ups, and piecing together customer context scattered across email, WhatsApp, LinkedIn, and other channels. OptivizeAI brings everything together so your team spends less time on admin and more time selling.

With the OptivizeAI MCP connector, Claude can access your live CRM data and act on it through natural language. You can search contacts, view and update deals, create tasks, log activities, get AI-powered pipeline insights, and add notes - all without leaving Claude.

Key capabilities via MCP:

  • Search and manage contacts and companies
  • Create, update, and move deals through pipeline stages
  • Create and complete follow-up tasks
  • Log calls, meetings, and emails as CRM activities
  • Get AI insights and pipeline summaries
  • Add notes to contacts and deals

OptivizeAI connects with Gmail, Zoom, Slack, Google Calendar, WhatsApp, and more - giving your team and AI Employees the context needed to understand your business and take action across your tools.

Tools
22

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#5960of 7,29490places down24h811places down7d
#3,322#4,042#4,762#5,482Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank by trending score

—not ranked—24h—7d
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Popularity score

2,322024h07d
1,9682,0652,1622,259Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Trending score

——24h—7d
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In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Sales and marketing1,437th of 1,696 by popularity · not ranked by trending score
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All 1,710 Sales and marketing connectors

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Data analytics2,370th of 2,740 by popularity · not ranked by trending score
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Communication625th of 775 by popularity · not ranked by trending score
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All 783 Communication connectors

Tools

  • add_note
  • create_contact
  • create_deal
  • create_task
  • delete_contact
  • delete_deal
  • delete_file
  • delete_note
  • delete_task
  • get_activity_log
  • get_ai_insights
  • get_contact
  • get_deal
  • get_pipeline_summary
  • get_task
  • log_activity
  • search_contacts
  • search_deals
Show all 22
  • search_tasks
  • update_contact
  • update_deal
  • update_task
Categories
Made by
OptivizeAI · Website
Sign-in
Required
Connector URL
https://mcp.optivize.ai/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 2, 2026
More info
Sponsorship
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