API & AI assistants

AI assistants x Ubic,your calls and tasks in your assistant.

Ask your assistant to summarize yesterday’s calls or find your follow-up tasks. The MCP connector gives it access to the Ubic data you authorize in a specific workspace.

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AI assistantsAI assistantsAPI & AI assistants

Authorized data, with read accessWith an MCP-compatible assistant

Calls and qualifications

The assistant can read call history and qualifications for the requested period, within your access rights.

Sessions and tasks

It can read API-prepared sessions, prospects in those sessions and follow-up tasks available to your account.

Optional transcripts

Reading transcripts needs a separate permission. This access starts disabled and does not make a missing transcript available.

One workspace and your permissions

Members grant access to their authorized data; admins can read team activity. The connector does not start calls, send text messages or change data in Ubic or your CRM.

Authorize your assistant

Custom connections depend on your assistant’s features and your organization’s rules. The MCP connection address is https://app.getubic.com/mcp.

Authorization guide

  1. Start from your assistant

    Add the MCP connection in your assistant when supported. Sign in to Ubic to open the Authorize an assistant page.

  2. Choose the workspace and access

    Select the workspace and read categories you want to allow. Authorize transcripts separately if you need them.

  3. Authorize and ask a question

    Click Authorize, then ask, for example: “Summarize yesterday’s calls.” Ask the assistant to state the period and coverage of the data it read.

Before connecting an AI assistant

Can the assistant change my CRM or make calls?

No. The MCP connector provides read access to authorized data. It does not start calls, send text messages or change Ubic or your CRM.

Is it available in my assistant’s directory?

Custom connections depend on your assistant’s MCP support and your organization’s rules. This page does not guarantee a listing in its public directory.

How do I remove access?

In your Ubic profile, open Integrations > AI assistants > Manage assistants and disconnect the relevant connection. Further reads are then blocked.

Where does the data go?

Returned data is sent to the connected assistant’s provider. Check its data-processing rules and your organization’s rules before authorizing access.

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Find your sales follow-up in your assistant

See which data to connect and which permissions to authorize for your team.

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