Catch risk before the client does
See which retainers are running hot, which invoices need attention, and where delivery is starting to drift while there is still time to act.
“Which client work needs attention today?”
Verbial MCP Beta
Get answers and move work forward without leaving Claude.
See which clients need attention, keep a deal moving, or follow through on a decision while the context is fresh. Verbial MCP helps Claude work across your agency without giving anyone a wider view of the business.
Right contextSame accessAccountable
Cost, salary, and margin stay inside Verbial.
Why it matters
Less searching. Faster decisions. Fewer loose ends.
When the answer is spread across client records, proposals, time, invoices, and pipeline, work waits. MCP brings the parts together so you can see what matters and do something about it while the decision is still in front of you.
Know sooner
See the work that needs attention.
Catch pressure on delivery, retainers, invoices, and deals before it becomes a client problem.
Decide faster
Bring the whole picture into one answer.
Understand what is happening without asking the team to assemble another update.
Follow through
Turn the decision into the next action.
Update the record, move the deal, or start the follow-up before the context disappears.
What gets easier
The work that moves an agency forward.
Keep new business moving
Turn the latest conversation into a current pipeline, a clear next step, and a deal the whole team can follow.
“What is holding up the deals closest to closing?”
Follow through while context is fresh
Move from deciding what should happen to sending the follow-up, updating the record, or starting the approved outreach.
“Follow up with the prospects who have gone quiet.”
Make repeatable work actually repeat
Turn the way your best operators work into a process the team can run consistently, even when the day gets busy.
“Make sure every quiet deal gets the right follow-up.”
Your access boundary
Move faster without trading away control.
Your team gets useful help without opening the whole business to AI. The same boundaries that protect the agency in Verbial continue to protect it in Claude.
Your team keeps its boundaries
AI never gives someone a wider view of the agency than they already have in Verbial.
Private numbers stay private
Cost, salary, and margin stay inside Verbial, including when an admin connects Claude.
You can see who did what
Every request and action remains tied to a person, so accountability does not disappear behind AI.
Access ends when the person leaves
Revoke a connection at any time. A deactivated or archived user loses access automatically.
Common questions
What is MCP?
MCP stands for Model Context Protocol. For an agency, the benefit is simple: Claude can help with real work in Verbial, so you can get an answer or move work forward without switching between screens.
What can Claude help me accomplish?
You can spot client work that needs attention, understand pipeline and delivery status, keep CRM records current, follow up with prospects, and move approved outreach and workflows forward.
Will AI see more than my team should?
No. Each person's existing Verbial permissions still apply, and cost, salary, and margin are never returned through a personal connection.
Can I disconnect it?
Yes. Revoke a personal token from Verbial at any time. Tokens also stop working when their user is archived or deactivated.
Which plans include MCP?
MCP is included with Enterprise and available through the API and Claude access add-on on Pro. The integration is currently in beta.
Spend less time finding the answer. More time acting on it.
Bring the agency into the conversation without giving up control of who sees what.