⚠️ This is an experimental feature and a work in progress. What it can access may change as we develop it. Reach out to your uman contact if you would like to try it.
🔌 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, deals, meetings, and portfolio, and it looks the answers up in uman for you, instead of you switching tabs and copying things across by hand.
🔒 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.
📋 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, type, sentiment, new and active leads, contacts, installed offerings, owners, company details (headquarters, employees, industry), and created and last activity dates.
Filter by: sentiment, installed offerings, industry, headquarters, employee count, owner, 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, status, team, or date range, or search by name.
Leads
The leads uman surfaces for you, and the stakeholders behind each one.
You get: title, account, status, related offerings, owner, and stakeholders.
Filter by: status, owner, account, account type, offerings, industry, or date range.
Outreach
Your outreach and campaigns.
You get: account, status, campaign and current step, owner, task date, and created and last activity dates.
Filter by: campaign, step, status, account, assignee, team, 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.
Members and teams
You get: everyone in your workspace with their role and team, and the teams themselves.
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.
🔑 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.
✍️ 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.
🤖 Microsoft 365 Copilot
We are exploring a Microsoft 365 Copilot integration, powered by this same connection, so you could work with your uman data from inside the Microsoft 365 tools your team already uses. It is early days, and we would love to know if this is something you would use. Reach out to your uman contact to talk it through.