Model Context Protocol
The Cloziq MCP server
Connect Claude, Cursor, ChatGPT, or any MCP client to Cloziq and run your Instagram DM sales engine. Build AI sales agents that qualify leads and close deals, launch and test them, and see exactly what’s converting, all from your assistant.
https://mcp.cloziq.com/mcpOAuth sign-in. Nothing to install.
What you can do
Your whole sales workflow, in chat
Set up from scratch
Point Cloziq at your website or paste a few notes and it drafts a complete offer and a matching sales agent in seconds, ready to review.
Launch and test
Publish an agent end to end, then message it as a prospect to see exactly how it qualifies and closes, without leaving your chat.
See what’s working
Ask for initiative funnels, channel metrics, or a full conversation and get a straight read on performance whenever you need it.
Secure by design
You sign in with OAuth, scoped to your own workspace. Everything starts as a draft, so nothing goes live without you.
Connect
Add Cloziq in a few clicks
Pick your client. Each one opens a Cloziq sign-in and consent screen the first time you connect.
Claude.ai & desktop
Open Settings → Connectors and choose “Add custom connector.”
Name it Cloziq and paste the server URL:
https://mcp.cloziq.com/mcpClick Connect, sign in to Cloziq, and approve the consent screen.
Starter prompts
Connected. Now paste one of these
Cloziq builds from what you give it, so the first message matters. Both of these make your AI show you what it found and let you correct it before anything is generated.
You already wrote it down somewhere
Your site explains the offer, or you have a deck, PDF or sales-call transcript you can attach.
Paste this
Set up an offer and sales agent in Cloziq from my website: [your-url] (or from the files I've attached) Read everything first and show me what you found: what I sell, who it's for, pricing, what's included, my guarantee, and the questions buyers ask. Ask me to fill in anything thin or missing, in my own words. Then generate the offer and the agent, and stop before publishing so I can review.
It lives in your head and your content
No landing page worth reading. You sell in the DMs already and your profile is the closest thing to a pitch.
Paste this
Set up an offer and sales agent in Cloziq. My Instagram is @[handle] and I [what you do, in one line]. Look at my profile if you can, then interview me one question at a time: who I help, what they're stuck on, what I actually deliver, what it costs, what's included, and the objections I hear most. Push me for specifics. When you have enough, summarise it back so I can correct it, then generate the offer and agent. Stop before publishing.
In practice
Three ways to put it to work
Ask in plain language. Cloziq does the work and tells you what’s next.
Stand up a new offer and agent
You’re launching something new and want it set up fast.
You ask
“Read acmecoaching.com and set up a complete offer and sales agent for my 12-week transformation program.”
Cloziq drafts the offer and a ready-to-publish agent, then hands you a short checklist of what’s left to go live.
Start the day with a pipeline read
You want to know where things stand before you dig in.
You ask
“How did my Instagram initiatives perform in the last 7 days, and which conversations are waiting on me?”
You get the funnel and lead-status breakdown, plus the specific threads that need a human reply.
Improve an agent from real conversations
You’ve learned what prospects actually ask and want to act on it.
You ask
“Update my offer FAQ to answer the top three questions prospects asked this week, then republish my agent.”
The offer draft is updated and the agent is republished, ready for a fresh test run.
Tools
Everything your agent can do
Twenty-one tools across four areas. Read tools look; write tools act, and always leave you in control of what goes live.
Set up
Go from nothing to a working offer and agent.
generate_offer_from_sourceswriteTurn a website or a few notes into a complete, structured offer draft.
generate_agent_for_offerwriteSpin up a sales agent wired to an offer, ready to review and publish.
Offers
Build, inspect, and manage what you sell.
list_offersreadSee every offer with its status and price.
read_offerreadRead an offer’s full setup: pricing, FAQs, and delivery.
create_offerwriteStart a fresh offer draft to build on.
update_offerwriteEdit copy, pricing, images, and FAQs on any draft.
archive_offerwriteTake an offer out of rotation and pause its initiatives.
delete_offerwritePermanently remove an offer you’re not using.
describe_offer_schemareadCheck field limits and what an offer needs to go live.
Agents
Create, review, refine, publish, and test your sellers.
list_sales_agentsreadSee every agent with its status and recent results.
read_sales_agentreadReview an agent’s setup — sales flow, guardrails, and automation — to suggest improvements.
create_sales_agentwriteCreate an agent from a proven template, or from scratch.
update_sales_agentwriteWrite the whole agent: who it is, the questions it asks, when it disqualifies, and how fast it replies.
publish_sales_agentwriteValidate and take an agent live, end to end.
test_sales_agentwriteMessage an agent as a prospect to see how it responds.
unpublish_sales_agentwriteTake an agent offline to edit it, pausing its initiatives until you publish again.
list_lead_fieldsreadSee the details your agents collect from prospects.
create_lead_fieldwriteAdd a detail for agents to capture, like timing or budget.
delete_lead_fieldwriteRemove a detail you no longer collect.
Insights
Read performance, contacts, and conversations on demand.
list_initiativesreadSee every initiative with its key numbers.
list_channelsreadFind your connected Instagram and Facebook channels.
get_dashboard_metricsreadGet the impact summary for a channel or the whole workspace.
get_initiative_metricsreadBreak down an initiative’s funnel, lead status, and trend.
list_contactsreadBrowse your contacts, or search them by name or Instagram handle.
read_conversationreadRead a full conversation with its CRM context.
Security
Yours, and only yours
You sign in, not the AI
Every connection uses OAuth. Your client acts as you and can only reach your own workspace.
You approve the access
The consent screen spells out exactly what you’re granting, including write, publish, and delete.
Nothing goes live by surprise
Everything the server creates starts as a draft. Publishing is always an explicit, separate step.
Revoke anytime
Disconnect the connector in your AI client, or contact support to revoke a session server-side.
Responses never include payment identifiers, internal traces, or agent prompt internals.
Connect Cloziq to your favorite AI tool
Add the server, sign in, and manage your offers and sales agents in plain language.