• TIMELINE
  • CONTEXT
  • ACTION
  • HUMAN

How to summarize client activity with your AI

Connect Sellsy to your AI client once. From then on, you can pull history for any contact or company instantly.

Ask AI about this page

Short answer

How can I get a quick briefing on a client's recent activity?

Your AI pulls recent calls, meetings, and tasks directly from Sellsy to build a timeline for a specific person or company. You'll get a clear view of what happened and what's next. Here is the breakdown of how it works.

The outcomes

What you get from a briefing

The AI turns raw Sellsy data into organized updates.

TIMELINE

Chronological activity logs

The AI gathers recent interactions and lists them in order. You see exactly when the last call or task occurred.

CONTEXT

Company-wide snapshots

The AI pulls data for the entire company instead of just one person. This gives you the full picture of the account.

ACTION

Pending task lists

The AI identifies outstanding tasks and upcoming meetings. You'll know what needs your attention before a call.

HUMAN

Manual review needed

The AI provides the facts, but you decide how to act. It won't change any data in Sellsy or send messages for you.

The workflow

What your AI does when the request arrives.

The AI follows a specific path to gather and organize your Sellsy data.

  1. Identify the target

    The AI finds the specific person or organization you're asking about to ensure the data is accurate.

    get_contactget_company

  2. Fetch recent history

    The AI looks up all recent interactions, including meetings and calls, tied to that contact.

    list_activities

  3. Compile the briefing

    The AI organizes the raw activity logs into a readable, chronological summary.

    list_activities

  4. Highlight next steps

    The AI flags any recent tasks or upcoming meetings that require your follow-up.

    list_activities

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are opening lines. Swap out the names for the actual contacts or companies in your Sellsy account.

Sellsy CRM Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Sellsy CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sellsy-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/mcp"
    }
  }
}
Copy into chat04

  • Summarize the recent activity for the contact John Doe.

  • Give me a chronological briefing of all recent meetings for Acme Corp.

  • What are the most recent tasks and calls for Sarah Jenkins?

  • Show me a timeline of everything that happened with Globex in the last week.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Sellsy once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start asking questions right away.

Connect Sellsy to your AI

FAQ

How this task behaves

  • 01

    Can the AI update tasks in Sellsy?

    No. The AI can only read activity, contact, and company data. It cannot create or edit records in Sellsy.

  • 02

    Does the AI see all my Sellsy data?

    The AI only sees the data it needs to answer your specific question based on the tools it uses.

  • 03

    Can I ask for a summary of a whole company?

    Yes, as long as the company exists in your Sellsy account, the AI can pull its activity history.

  • 04

    Will the AI send emails to my clients?

    No. This Connector is for reading and summarizing information. It has no capability to send messages or emails.

  • 05

    Can the AI find a contact by name?

    Yes, it uses the contact tools to locate the specific person you're asking about.

  • More questions about Sellsy? See everything the Sellsy Connector can do

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