Sidekick AI and MCP

Home for anything Sidekick AI and MCP related!

AI Automations and MCP Tools
AI Automations let you attach an AI agent to business events, such as a meeting being saved, a task being created, or a record being updated. When the ...
Thu, 14 May, 2026 at 9:38 AM
AI Enrichment & Creation
You can enrich Company and Person records using publicly available information from the internet. For people records, enrichment works best if the person h...
Wed, 5 Nov, 2025 at 2:28 PM
AI Sidekick
The Ezekia Sidekick allows you to update Ezekia fields with data provided in the Sidekick panel.  Remember AI can get it wrong; it might suggest it can...
Wed, 15 Apr, 2026 at 4:17 PM
Connect External AI Tools to the Ezekia AI Server (Model Context Protocol - MCP)
The Ezekia AI Server allows compatible AI tools to securely connect to your Ezekia account so they can search, retrieve, create and update data using natura...
Tue, 16 Jun, 2026 at 6:20 PM
Data Enrichment in Ezekia
What’s Possible, What to Consider, and Best Practice During Migration When migrating to a new CRM, many firms take the opportunity to improve data quality...
Fri, 20 Mar, 2026 at 6:36 PM
Generate an API Token for the Ezekia AI Connector (MCP)
Some AI platforms, agents and automation tools require an API token to connect to the Ezekia AI Server (MCP). Examples include OpenAI Agent Builder, OpenAI...
Tue, 16 Jun, 2026 at 6:02 PM
How do I set up and use OpenAI?
  You can use AI creative assistance when writing emails or notes in Ezekia using 'Open AI', to augment your records with data from the internet, o...
Wed, 3 Jun, 2026 at 2:25 PM
How to Connect ChatGPT to the Ezekia AI Server (MCP) (enabling the connector/app in chat)
This article explains how ChatGPT Enterprise or Business Owners or Admins can connect ChatGPT to Ezekia using Model Context Protocol (MCP) and make the Ezek...
Tue, 16 Jun, 2026 at 4:57 PM
How to Connect Claude AI Chat to the Ezekia AI Server (Anthropic MCP) (enabling the connector in a chat)
This article explains how to connect Claude (Anthropic) to Ezekia using Model Context Protocol (MCP) and make the Ezekia connector available for use within ...
Tue, 16 Jun, 2026 at 4:56 PM
How to Connect Claude Code to the Ezekia AI Server (for Agents using API Token)
This article explains how to connect Claude Code to Ezekia using the Ezekia AI Server (Model Context Protocol - MCP) for agent-based or automated workflows...
Thu, 7 May, 2026 at 1:40 PM