đ What this is
uman can connect to your AI assistant so it can read your uman data directly, using the Model Context Protocol (MCP), an open standard for connecting AI tools to the systems they work with.
Once connected, you can ask your AI assistant questions about your accounts, contacts, deals, meetings, leads, and portfolio, and it looks the answers up in uman for you, instead of you switching tabs and copying things across by hand.
𧊠Connect your AI assistant
You can connect uman to:
Claude: add uman as a connector in Claude. See Claude for the steps.
Microsoft Copilot: add uman as a tool to your Copilot Studio agent. See Microsoft Copilot for the steps.
In both, you sign in with your own uman account, so no one needs to share credentials or set anything up on the uman side.
đ Read-only today
Right now, the connection is read-only. Your AI assistant can look up and search your uman data, but it cannot create, change, or delete anything in uman. Nothing is written back through this connection.
đ What your AI assistant can access
Your AI assistant can look up and search the same things you work with in uman. For each one, it sees the same details the app shows you, and it can narrow the results with the same filters you have in the app. You can combine these filters just like in the app, and leave any of them open to search across everything you have access to.
Accounts
The companies you do business with, as prospects or customers.
You get: name, prospect or customer, health, account fit, new and active leads, contacts, installed offerings, owners, company details (headquarters, employees, industry), and created and last activity dates.
Filter by: health, account fit, installed offerings, industry, headquarters, employee count, owner, or prospect versus customer, or search by name.
Suggested contacts: the people at an account worth engaging, grouped by the departments most relevant to your offerings.
Contacts
The people you engage through your outreach and meetings.
You get: name, account, role, seniority, profile insights, activity, leads, notes, and outreach.
Filter by: account, assignee, or prospect versus customer, or search by name.
Deals
The deals in your pipeline.
You get: name, account, qualification score, status (open, won, or lost), owners, and created and closed dates.
Filter by: account, status, or owner, or search by name.
Meetings
Your sales meetings, including their full transcription.
You get: name, the account or deal it belongs to, status, date and time, and participants.
Filter by: meeting type, account, deal, contact, status, or date range, or search by name. Sales admins can also filter by team.
Leads
The leads uman surfaces for you, and the stakeholders behind each one.
You get: title, account, status (new, stale, active, meeting booked, or disqualified), related offerings, owner, and stakeholders.
Filter by: status, owner, account, prospect versus customer, offerings, industry, headquarters, or date range.
Outreach and tasks
Your outreach, the campaigns behind it, and the tasks it lines up for you.
You get: contact, account, status (contacting, scheduled, meeting booked, wrong timing, no interest, disqualified, or finished), campaign and current step, assignee, task date, and created and last activity dates.
Filter by: campaign, step, status, account, lead, assignee, team, task type, or task date, or search by contact.
Portfolio
Your offerings, references, inspirations, and brands.
You get: name, status (published or draft), owners, category, confidentiality, labels, linked content, and created and updated dates.
Filter by: status, owner, confidentiality, category, or label, or search by name.
Templates
You get: the emails, messages, call scripts, documents, and presentations available to you, and which one your workspace uses by default, for example for meeting follow-ups.
Members and teams
You get: everyone in your workspace with their role and team, the teams themselves, and your own profile.
Organisation insights
You get: the higher-level insights uman gathers on an organisation, each with a short summary and its sources, alongside company details like headquarters, employees, followers, and industry.
đ It only ever sees what you see
The connection works within your own uman access. It uses your identity, respects your workspace and your permissions, and can only reach data you could already reach yourself in uman. It does not open a wider door into your data than the one you already have.
âď¸ Writing back to uman
Today the connection only reads. We are actively exploring write use cases, like letting your AI assistant update records or capture notes back into uman, and we would love your input. If you have an idea for something you would want to do from your AI tools, reach out to your uman contact.