Give Claude access to customer conversations and next-generation revenue intelligence behind your deals. Aircover turns meetings, transcripts, CRM context, qualification, account plans, research, and AI-generated insights into a rich understanding of every customer relationship. Aircover’s Account & Deal Graph connects conversations, stakeholders, priorities, products, objections, commitments, and deal activity over time, so Claude understands the history behind each opportunity, not just individual records. Ask a question and get an answer grounded in what your buyers actually said, not just what was entered into the CRM. Ask Claude: • “What changed in this deal since our last call?” • “Which deals are at risk, and why?” • “Prep me for my calls this week.” • “Update this account plan based on the last three meetings.” With Aircover, Claude can: • Understand customer conversations: Search meetings and transcripts for priorities, objections, commitments, competitive signals, and next steps. • Connect conversations to deals: Use the Account & Deal Graph to connect what buyers said with qualification, stakeholders, products, and account history. • Reason across calls: Run Aircover agents and research to find patterns, risks, coaching opportunities, and Voice of Customer insights. • Work with account context: Read and update Account Plans, Mutual Action Plans, and custom deal documents with version history. • Tap into sales knowledge: Query Aircover research and connected content from Google Drive, OneDrive, SharePoint, and uploaded documents with cited answers. Aircover complements your CRM by giving Claude the conversation intelligence and relationship graph behind the fields: the customer’s words, the evidence behind qualification, who’s involved, what changed, and how the relationship evolved. Connect with OAuth. Existing roles and permissions are respected, and admins can control MCP write access and client approvals. Requires an Aircover account.
refresh to force a re-run.version. A deal that has never had this agent run comes back with an empty status, current_version 0, an empty versions array and an empty result: that means 'no document yet', not an error. declared_sections lists the section ids, titles and author guidance this document is made of. If save_account_deal_agent_document is in your tool list, pass those ids to it to write a new version, and pass this call's current_version as its base_version; if it is NOT listed, an Aircover admin has turned MCP writes off for this organization, and can turn them back on with the 'Allow MCP Clients to Write' switch on the MCP settings page. Running an agent, restoring a version and CRM-syncing still happen in the Aircover web app. Call the deal by the deal_name in the response; deal_key is an internal storage key, returned only so you can pass it to another tool, and must never appear in what you write for a person.sort=sfdcOppAmount desc limit=25 reliably returns the top-25-by-amount across the whole org. Viewers can only query their own deals (pass rep or leave it blank). Use get_teams to translate team names to IDs before passing to team_ids.deal_name in the response; deal_id is an internal storage key, returned only so you can pass it to another tool, and must never appear in what you write for a person.templates array and an empty default_template_id. For per-meeting agents use list_agents instead.get_account_deal_agent_results reads — an Account Plan, Mutual Action Plan or custom Deal Agent — as a NEW version. Use it to send a plan you wrote here into Aircover. Call get_account_deal_agent_results first: its declared_sections gives the section ids to key sections by, and its current_version is what to pass as base_version (required once the document has a version). Section ids are ids, never headings. A section you omit keeps the text it has; a section you send as an empty string is cleared; nothing else changes. Content that fits no declared section goes at the END of the LAST section's markdown under its own ### heading named after what it is, with that heading passed as leftover_heading — otherwise it is dropped. History is append-only, so this never overwrites the previous version — a rep can restore it from the plan's version dropdown in the web app. Sending the same document twice saves nothing the second time — that holds even when the base_version you hold has since moved on, so retrying a save you are not sure landed is safe and comes back as saved: false. The result carries a url: where the saved document now lives in Aircover, to hand to the user. For an ACCOUNT-level agent (account_plan, mutual_action_plan) that is the account view; for a deal_agent it is the deal view. Either way the agent's own tab is already open, so it is the link to give rather than one to assemble. Requires permission to edit that deal's plan: the deal's owner, someone on the deal team, or a manager/admin/owner.shared: false. Sharing grants READ access; it does not let a sharee edit the plan. Requires permission to manage that deal's plan: the deal's owner, someone on the deal team, or a manager/admin/owner.list_reports and read_report read — with people at the user's own company. THIS SENDS EMAIL: each person you name who does not already have access is emailed a link to the report straight away. So name only the people the user actually asked for, and tell the user who will be emailed. Everyone named must have an email address at one of the user's own organization's domains; an address that is not is refused and NOBODY is shared with. They do NOT have to be an existing Aircover user. Sharing grants READ access, and somebody you share with can share the report on again. Somebody who already has access is not emailed again, so repeating a call is safe and comes back as shared: false. Use unshare_report to take access away again. Requires access to the report: its owner, or somebody it has already been shared with.unshared: false, so repeating a call is safe. Takes ONE address per call. Requires access to the report: its owner, or somebody it has already been shared with.Click any prompt to copy it.
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3
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ChatGPT, Claude
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