Your CRM, on speaking terms
with your AI assistant

Connect Claude or another AI assistant to JIG Team and ask for what you need in plain language. It can look up contacts, update deals, log activity, and build email campaigns for you. Prefer to stay in the app? AI is built in there too.

Example conversation
Which deals in the Sales pipeline are closing this month?
JIG Team · search_deals
Three deals are due to close this month. Want me to create a follow-up task for each owner?
Yes, due Friday.
JIG Team · create_task ×3
Done. Three follow-up tasks are on the list for Friday.

Set up in
about a minute

JIG Team speaks the Model Context Protocol (MCP), the open standard AI assistants use to work with other software.

  1. 1

    Add JIG Team as a connector

    In Claude, open Settings, choose Connectors, and add a custom connector with this address:

    https://mcp.jig.team/mcp
  2. 2

    Sign in with your JIG Team account

    A JIG Team sign-in page opens. Use your normal email and password. There is no API key to copy and paste.

  3. 3

    Ask for what you need

    The assistant finds the right records and takes the action in your CRM, then tells you what it did.

Works with ClaudeClaude CodeOpenAI CodexOpenCode any MCP-compatible tool

Using a coding tool such as Claude Code, Codex, or OpenCode? Create an API key in your JIG Team settings and follow the setup guide under Settings → MCP Setup.

70 actions across
sales and marketing

Your assistant can read and act on the same records you work with every day.

Contacts & companies

7 actions

Search, open, create, and update the people and companies in your CRM.

Deals & pipelines

7 actions

Find deals, create and update them, and pull stage-by-stage pipeline stats.

Tasks & activities

7 actions

Create follow-ups, log calls and notes, and mark work complete.

Meetings & calendar

9 actions

Schedule, complete, or cancel meetings and see what is on your calendar.

Mailbox

5 actions

Read synced email, check unread counts, and trigger a mailbox sync.

Campaigns

7 actions

Draft, schedule, send, and pause campaigns, then review who received them.

Drip campaigns

21 actions

Build sequences step by step, enroll subscribers or whole segments, and manage recipients.

Subscribers & templates

5 actions

Look up subscribers, segments, and stats, and create email templates.

Things you can ask

  • “Show me all open deals in the Sales pipeline”
  • “Create a follow-up task for John Smith”
  • “What are my upcoming meetings this week?”
  • “Log a call with Jane Doe about the renewal”
  • “List active drip campaigns and how they are performing”
  • “Find all contacts with status "Lead"”

AI where you
already work

No extra tools to set up. These are part of JIG Team itself.

Jiggy, your in-app assistant

Open the chat from any page and ask about your own data. Jiggy looks up the answer in your CRM instead of making you click through lists and filters.

  • Contacts, companies, deals, and pipelines
  • Tasks, meetings, and recent activity
  • Campaigns, subscribers, and segments
  • Orders and subscriptions

AI email writer

Describe the email you want and get a finished design made of editable blocks. Point it at your website and it picks up your look.

Subject line suggestions

Get subject lines written from the body of your email, then pick the one that fits.

Drip campaigns from a description

Describe the sequence and AI plans the steps, writes each email, and drafts the rules for who gets what next.

Sends to subscribers, not CRM contacts

Meeting transcripts and summaries

Record or upload a meeting and get a transcript with speaker labels and a written summary, saved to each participant's record.

Suggested automations from your inbox

AI reads incoming email and proposes the next step in your CRM. Nothing runs until you approve it.

  • Review suggestions in one list
  • Approve or dismiss one at a time or in bulk
  • Adjust a suggestion before approving it

Bring in emails you already have

Paste the HTML of an existing email and AI converts it into blocks you can edit in the visual builder.

Your account,
your rules

It signs in as you

A connected assistant works through your own JIG Team login, so it reaches only the workspaces you belong to.

Disconnect any time

Remove the connector in your AI tool, or delete the API key in your JIG Team settings, and access stops.

Everything stays editable

Emails written by AI open in the same visual builder as the ones you write, ready for you to change before anything is sent.

Put your AI assistant to work in your CRM

Start a free trial, connect your assistant, and ask your first question.