Clomni

Connect Clomni to Claude, ChatGPT and Gemini

Last updated: 7 November 2026 · 7 min read

Once an AI app is connected to Clomni it reads conversations, contacts, reports, settings and logs. If an administrator allows it, it also adds notes, assigns conversations, builds flows and automation rules, trains the AI agent and replies to customers. The app works with your permissions: an agent sees only their own inboxes. It cannot delete conversations, messages or contacts.

Steps

  1. 1

    Turn on AI apps

    AI apps are on in every account from the start: the "AI apps" and "Make changes" switches are on, "Reply to customers" is off. An administrator can switch any of them off in Settings › Workspace settings › AI apps. "Make changes" allows notes, assignment, status, labels and contact edits, flow drafts, automation rules, canned responses and training the AI agent; "Reply to customers" allows replies and changes that reach customers. An administrator turns on replies to customers separately. If the page is missing, AI apps are off for your account: write to Clomni support.

  2. 2

    Copy the connection URL

    On the same page, copy the address under "Connection URL" with "Copy". Every app connects with this URL.

  3. 3

    Add it to Claude or ChatGPT

    In Claude choose Settings › Connectors › Add custom connector, name it Clomni and paste the URL. In ChatGPT turn on Developer mode in Settings › Apps › Advanced settings, choose Create app, paste the URL as MCP server URL and choose OAuth for Authentication. When you click Connect, Clomni opens: choose the account and access and click "Allow".

  4. 4

    Add it to Claude Code, Cursor or Gemini CLI

    In Claude Code run claude mcp add --transport http clomni <URL>, then type /mcp and sign in with Clomni. For apps without a browser, click "New token" under "Apps and tokens", choose a name, term and access. The token is shown only once: copy it into the app's settings as an Authorization: Bearer header. Ready examples for each app are under "How to connect" on the page.

  5. 5

    What the app can do

    • Reports: how many conversations last month, how each agent worked, CSAT, channels, campaigns, calls. It can also make an Excel file. The file's link opens in Clomni in your own login only, once, within 15 minutes.
    • Settings and logs: channel status, working hours, limits and AI credit, who changed what, messages that failed.
    • Reading conversations: one conversation, a search in message text, and for training every conversation page by page and "customer question, agent answer" pairs. Bulk reading is for administrators only; phone numbers, e-mails and card numbers are hidden and the customer's name is left out.
    • Flows and automation: list, statistics, checks, building a new flow or rule. A new flow is a draft and a new rule is switched off.
    • AI agent: instructions, scenarios, questions and answers, documents, tests. Every change to the agent is recorded and can be undone. Testing the agent uses the account's AI credit.
    • Web pages: the agent's pages and how many suggestions and questions and answers each one gave. A page can be deleted or read again. A deleted page cannot be brought back; reading again uses AI credit.
    • Canned responses: create, change, delete. A response an agent creates is their own; an administrator changes the account's shared responses.
    • Team: inviting people, changing roles, removing members, team and inbox members, auto-assignment of an inbox.
  6. 6

    How changes are confirmed

    The app shows every change first and makes it when you agree. Some changes you confirm yourself in Clomni:

    • every change of the team: invitations, roles, removals, team and inbox members;
    • changes to an AI agent that already answers customers: questions and answers, document suggestions, deleting or rereading a web page, settings that apply at once, safety, publishing;
    • steps that reach customers: switching on a flow or a rule that messages customers, putting an AI agent on a channel, turning on comment replies.

    The app gives you a link. Open it, check the change and the app that asks for it, and press Confirm. The link works for 15 minutes and only in your own login. If the rule, flow or agent changed after the link was made, nothing is changed. Switching on flows and rules and putting an AI agent on a channel also need the "Reply to customers" switch.

  7. 7

    Manage connections

    "Apps and tokens" lists connected apps and tokens; "Revoke" stops them at once. Administrators see the apps' latest actions under "Activity". A message an app sends goes out in the team member's name and is marked as written through an AI app.