# 3c - Fr8Labs Client CRM

## What this is

Fr8Labs Client CRM connects your AI assistant to **your own company's CRM**. Ask about leads and deals, add a lead from a photo of a business card, log a note, or turn a deal into a quotation in Fr8Labs FMS — in plain language, as yourself.

> *"Which deals are open for Orchid Line?"* *"Add this business card as a lead."* *"Create a quotation for the Acme deal."*

It is a **Do** connector: it can change records, but only on your yes.


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## The one rule: it drafts, you approve

Every create or update starts as a **draft**. Your assistant shows you:

* exactly what would be saved,
* similar records it found across your whole company, so you don't create duplicates,
* anything that will happen as a result (assignments, notifications), and
* any required field that is still missing — it asks you for it instead of guessing.

It saves only after you answer **yes** in the chat.


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## What it can do today

| Ask this | What happens |
|----------|--------------|
| *"What's open for Orchid Line?"* | Looks up leads, deals, organizations and contacts, live, exactly as your own CRM screen shows you |
| *"Add this business card as a lead"* | Reads the card and drafts a lead. If the person is already in your CRM, it offers a note, task or deal on the existing record instead |
| *"Log a call note on the Acme deal"* | Adds a note, task, status or owner change |
| *"Create a quotation for this deal"* | Creates a real quotation in Fr8Labs FMS from the deal — one per deal |
| *"Mark it Won"* | Updates the deal; if it has a quotation, that is marked accepted too (Lost marks it declined) |

**What it never does:** delete anything (close a record as Lost or Junk instead), change your CRM set-up (statuses, fields, users, roles), or read another company's CRM.


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## Security — your CRM, as you

* **It acts as you.** Every request runs under your own CRM login, so you see exactly what your CRM screen shows and nothing else.
* **Walled to your company.** Another company's CRM is refused.
* **Contact details are sent unmasked.** Emails and phone numbers are your company's own records and go to the AI assistant you chose. Connect only an assistant your company is comfortable sharing them with.
* **Records are information, never instructions.** Text in notes and timelines is never followed as a command.
* **Checked live.** If your access is removed, it stops on the next request.

For totals, trends and pipeline reports over time, use **Fr8Labs Analytics** — Client CRM answers record-level questions.


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## Who can use it

Two things must be true:


1. **Fr8Labs has switched Client CRM on for your company.** It is being opened company by company — ask your Fr8Labs contact.
2. **Your company admin has given you access.** In the client portal open **Team Access**, click **Edit access** on the person, and switch on **Fr8Labs Client CRM**. Being an admin is not enough on its own — each person is granted it individually.

You also need a working login to your company's CRM. If you don't have one, your assistant tells you, and your CRM admin can fix it.


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## How to connect

Add the connector address `https://notification-hub.fr8labs.co/mcp-crm` the same way as Fr8Labs Actions — the steps for Claude, ChatGPT, Grok and Copilot are in [**Connect your AI to Fr8Labs**](https://docs.fr8labs.co/doc/connect-your-ai-to-fr8labs-lMc5vlgZhg). When you sign in, choose **customer** and use your normal Fr8Labs login. Then start with: *"Who am I in the CRM?"*