Topyn

Your CRM now understands what you ask.

Topyn's AI assistant looks things up, summarizes, drafts to-dos and updates records – with your own permissions. The remote MCP server puts the same power in Claude or any MCP client.

Start free trialSee it in action
The AI assistant first gathers the deals that have sat in the Negotiation stage for more than 14 days and drafts a follow-up to-do for each, then pauses on an anonymization request and asks for confirmation before taking an irreversible step.
  • Works with your own permissions
  • Risky steps need your approval
  • Every tool call is logged

It works with the same permissions you have – through the same endpoints, into the same change log. And at the high-risk steps listed below, it stops and waits for your approval.

01 /Surfaces

Two doors, one rulebook.

One toolkit serves two surfaces: the built-in assistant inside the app, and the remote MCP server from Claude.

Built-in assistant – in the app, one click away

  • Sees what you see: the workspace snapshot and the record you have open
  • Shows its work, step by step
  • Conversations stick around – history, renaming, deleting
  • ⌘J / Ctrl+J from anywhere
⌘J
Shared toolkit: Deals, Leads, Contacts, Companies, Quotes, Invoicing, Projects, Service desk, Calendar, Tasks, Notes, Email

Remote MCP – from Claude too

  • claude.ai, Claude Desktop, Claude Code, or any MCP client
  • OAuth 2.1 with your own account – read, and write if you allow it
  • Pro and Enterprise plans; off by default, the admin turns it on
claude.aiClaude DesktopClaude CodeOther MCP client

api.topyn.hu/mcp

The whole CRM, not just deals.

One shared toolkit serves the built-in assistant and the MCP server. Every module is reached through its own endpoints – whatever you have no access to, the AI cannot see either.

30+ modules

modules

700+ operations

operations

1 rulebook

rulebook

Depends on the modules in your plan and your own permissions.

02 /Examples

What can you ask?

„What's going on today? Summarise what needs my attention.”„Which deals have been stuck in the same stage for more than 14 days?”„Who are last week's leads, and which ones have no owner yet?”„What are my overdue to-dos?”„What's on my calendar tomorrow?”„How much time have I logged this week, by project?”„Search the notes for shipping terms.”„Which invoices are overdue and unpaid?”
„Summarise my biggest open deal, and suggest a next step.”„Move the Tisza Agrár deal to the Negotiation stage.”„What do we know about Pannon Gépgyártó Kft.? Who are the contacts?”„Create a follow-up to-do for tomorrow at 10am on the Helios Energetika deal.”„Create a quote for the Helios Energetika deal.”

What's available depends on your plan, your enabled modules and your permissions.

03 /How it works

How it works in practice.

A request's path from Claude to your pipeline – and back.

  1. The client registers, and you decide on Topyn's own approval screen: read, and write if you want.

  2. The client only receives the tools your role and your enabled modules allow.

  3. The same endpoint, permission check, validation and audit trail run as when you click in the UI.

  4. The result comes back with links – one click, and you are at the record.

  5. For a risky step, nothing runs: the client gets a link, and you decide in Topyn, within 24 hours.

The client registers, and you decide on Topyn's own approval screen: read, and write if you want.

04 /Connect

Connect in a few steps.

  1. 1

    Pro or Enterprise plan

  2. 2

    The admin turns it on: Settings › AI › MCP connection

  3. 3

    Everyone connects with their own account

Your server address: https://api.topyn.hu/mcp
  1. 1In Claude's settings, under Connectors, add a custom connector: name it "Topyn", and use the address https://api.topyn.hu/mcp.
  2. 2After connecting, Topyn's own approval screen opens — you decide what to allow.
  3. 3Click Allow, and Claude can reach Topyn's tools in the conversation.

Claude Connectors — Claude's own menus depend on Anthropic's interface and may change.

05 /Safety

You decide. The AI can only do what you can.

With your own permissions

The AI works through the same endpoints as the UI: role, module access, validation and audit trail all apply.

Only your own workspace

Every connection belongs to one user and one workspace; the approval screen shows exactly which.

A risky step needs confirmation

Only the irreversible categories listed below ask for confirmation – then the client gets a link, and you decide.

Issuing and voiding NAV invoicesAnonymizationPermanent deletion (e.g. emptying the trash)Subscription and add-onsRoles and deactivationToken and key rotationSchema and admin settingsPublic sharing and publishing

Every other write runs immediately – exactly as if you had clicked it yourself.

Read or write – your call

Reading is always granted; writing only if you check the box at approval. Without write access, the client does not even see the write tools.

Off by default, stoppable anytime

The admin can switch MCP off with one toggle – connections pause until then. Revoking is immediate and final.

Every call logged

Tool calls are logged, and changes land in the audit trail – exactly as from the UI.

The workspace's Settings › AI page shows the AI processing's data recipients and the consent given.

06 /FAQ

Frequently asked questions about the AI assistant and MCP

Which plan includes MCP?

The Pro and Enterprise plans. It is off by default; the workspace admin turns it on under Settings › AI.

Does everyone have to connect separately?

Yes. Everyone approves the connection with their own Topyn account, so the AI works with exactly their permissions.

What can Claude see of my data?

Only what a tool call actually queries, and only what you yourself have access to. Client-side data handling is governed by that client's own provider's terms.

What happens if the AI wants to do something risky?

The action does not run. The built-in assistant shows a confirmation card; on MCP the client gets an approval link — the request expires after 24 hours.

How do I disconnect?

Settings › MCP › Revoke. An admin can revoke anyone's connection.

Does it only work with Claude?

No. Any MCP client that supports Streamable HTTP and OAuth 2.1 with dynamic client registration can connect.

Do I need a Claude subscription?

Custom connector availability is Anthropic's call – check Claude's own help center for which plan includes it.

Ask. Connect. Approve.

Free for 14 days, no card required.

Start free trialLog in

Already a customer? In-app guide →