What is the GetAccept MCP?

A connector that lets your AI assistant work in your GetAccept account. MCP, the Model Context Protocol, is the open standard assistants use to connect to the tools you work in.

Which assistants does it work with?

Claude, ChatGPT, Gemini, Le Chat and any other assistant that supports MCP connectors. Some limit custom connectors by plan or region: in Gemini, it is personal accounts in the US for now, and on team plans an admin may need to add GetAccept first.

Do I need to install anything?

No. In Claude, pick GetAccept from the connector directory. In other assistants, add https://mcp.getaccept.com/mcp as a custom connector. Then sign in with your GetAccept login.

Anyone with a GetAccept account. It works with your own login, so sellers, managers and RevOps each see only what their GetAccept access allows.

Only what you can see in GetAccept: your deal rooms, documents, meetings, knowledge base, contacts and colleagues, within your own permissions.

What you ask it to. It sets up rooms from your templates, has GetAccept AI tailor a room's pages to a call or your notes, publishes and shares rooms, sends document reminders, updates action plans, logs meetings, adds files and keeps the knowledge base current. New rooms stay private drafts until you publish them.

Can it send documents for signature?

No. It can see your documents, who opened them and who signed, and remind people about a document you have already sent. Creating and sending documents stays in GetAccept.

Can it use my calendar or CRM too?

Yes, when you connect those to your assistant as well. That is how it can prep a call from your calendar and your deal room together.

Can it contact my buyers?

Only when you ask. Publishing a room, inviting someone and sending a reminder notify real people, and your assistant asks before it acts unless you have chosen to always allow it. Each repeated request notifies them again.

Yes. You sign in directly with GetAccept, so your assistant never sees your password or API keys, and access starts only when you approve it. GetAccept is SOC 2 and GDPR compliant. Anything your assistant reads from GetAccept is then handled by its provider, such as Anthropic or OpenAI, under your plan's terms.

How do I disconnect it?

Remove GetAccept from your AI's connectors at any time, and it can no longer reach your GetAccept account.

How is this different from the GetAccept API?

The API is for developers building integrations that run on their own. The MCP is for people: you say what you need, the AI works in GetAccept for you, and you stay in the loop.

Put GetAccept to work in your AI

GetAccept MCP server connects Claude, ChatGPT and any other AI assistant that supports MCP to GetAccept's Digital Sales Room platform. Ask anything about your deals, rooms, documents and calls, then let your AI handle the follow-through: building and tailoring rooms, publishing them, chasing signatures and keeping mutual action plans current.

Book a demo Connect your AI

Meet TechFlow
Welcome
Why TechFlow
Pricing
Your goals
Next steps

Action plan
Meetings
Files
Contracts

NestBuy × TechFlow Published AMJP Invite

TechFlowNestBuy Welcome to your Deal Room

We've created this space to make the evaluation as smooth as possible for NestBuy.

You told us contracts take NestBuy nine days to sign. Here is how we get that to two, in time for your Q1 rollout.

A welcome from Anna1:24

NestBuy's goals for Q1

Sign in two daysDown from nine, with signing in the room

Live before the Q1 rolloutA launch plan agreed with Jane's team

One place for legalThe contract and the security review together

Generating content…

Invitation sent to jane@nestbuy.com

New NestBuy room

Set up a room for NestBuy from our Enterprise template, tailored to yesterday's call, and invite jane@nestbuy.com.

List room templates

Create deal room

Update page content

Publish deal room

Wants to use Invite participant from GetAccept

DenyAllowAllowed

Invite participant

Done. NestBuy's room is live, rewritten around yesterday's call, and Jane has her invitation.

Ask anything…

Connected in two minutes

No code and nothing to install. Pick your AI, add GetAccept and sign in with your usual GetAccept login.

Also works with any AI that supports MCP connectors.

CustomizeConnectorsBrowse
Connect

Or add it by URL: mcp.getaccept.com/mcp

Step 1
Add GetAccept
In Claude, open Customize › Connectors and connect GetAccept from the directory. On Team and Enterprise plans, an owner adds it first.
Claude wants to use your GetAccept account
- See what you can see in GetAccept
- Make changes when you allow it
Allow
Step 2
Sign in to GetAccept

Sign in with your usual GetAccept login and approve access. The AI never sees your password.
Which of my deals went quiet this week?

Connected to GetAccept

Step 3
Try it

Start with “Which of my deals went quiet this week?” and go from there.

Don't have an account yet?

Sign up now

Ask anything about your deals

Rooms, documents, action plans and recorded meetings: ask about any of it, in one conversation.

Book a demo

This week's deals

Which of my deals need me this week?

List deal rooms

Get room engagement

List documents

Get action plans

Three, out of the 14 rooms you own:

Deal	What's happening	Next step
NestBuy€24,600	The order form expires Oct 15. Tom, the approver, hasn't opened it in two days.	Remind Tom
Halden€48,000	No buyer visit in 12 days. The proposal was opened once, never past page 2.	Call Dana
Brightline€31,000	The security review in the action plan is 5 days overdue.	Ask Sam to unblock it

Want me to send Tom the reminder?

Ask anything…

Prep: NestBuy call

Prep me for my 2pm with NestBuy.

Find today's events · Calendar

Get deal room

Get meeting summaries

Get document engagement

Who's joining: Lena Fischer, your champion, and Tom Berger, the approver, on his first call.

Where it stands: Lena has spent 11 minutes in the order form, mostly on pricing. Tom opened it once, for 3 minutes.

Open from last call: 45-day payment terms, and the security review IT owes you.

Suggested agenda:

Walk Tom through pricing
Confirm the payment terms
Agree a date to sign

Ask anything…

Team calls this week

How did my team's discovery calls score this week?

List meetings

Get meeting scorecard

Six discovery calls, scored against your qualification framework:

Rep	Call	Score	Weakest
Maya	NestBuy	8.4	Paper process
Jonas	Halden	6.1	Decision process
Priya	Brightline	5.7	Decision process

Decision process is the weakest criterion on 4 of the 6 calls. On Halden: “We'll loop in whoever needs to sign later.” Want the quotes for Monday's coaching?

Ask anything…

See where every deal stands

Ask across your whole pipeline: which deals stalled, who went quiet, what's overdue, which proposals nobody opened. For example, this week's priorities in one question.

Get the facts on any deal, instantly

What the buyer said about budget, who read the proposal, what's still open in the action plan. Answers come straight from the deal's room, documents and recorded meetings. For example, a full brief before your next call.

Spot patterns across your team

See how calls score against your framework and where deals keep slipping, with the exact quotes behind it. For example, coaching notes from this week's scored calls.

Say it once. The follow‑up is done.

Send reminders, log calls, and keep action plans and the knowledge base current, all from the conversation you're already in.

Book a demo

NestBuy order form

Who's holding up the NestBuy order form? Nudge them.

Get document recipients

Tom Berger, the approver. Lena signed this morning, but Tom hasn't opened it in two days.

Wants to use Send document reminder from GetAccept

DenyAllowAllowed

Send document reminder

Done. Tom has a reminder in his inbox.

Ask anything…

Today

2:14 PMTB
Tom BergerApprover
Reminder sent
9:12 AMLF
Lena FischerSigner
Document signedMobile
9:03 AMLF
Lena FischerSigner
Email openedMobile

NestBuy follow-up

Log today's NestBuy call in the room.

Get meeting transcript

Wants to use Log meeting in deal room from GetAccept

DenyAllowAllowed

Log meeting in deal room

Logged in the NestBuy room as a draft only your team sees. GetAccept summarized it from the transcript, with the two next steps you agreed.

Ask anything…

Meetings

Pricing callToday · NestBuy

Draft

Summary

NestBuy accepts the price with 45-day payment terms. Legal reviews the contract next.

AMSecurity questionnaire
TBLegal review by Oct 20

Pricing update

Our prices changed. What in the knowledge base is out of date?

List knowledge base entries

Three entries still quote the 2026 prices: Price list 2026, Discount policy and Pricing FAQ. GetAccept AI draws on them when it writes. Delete them? There's no undo.

Yes, and add the 2027 price list I attached.

Wants to use Delete knowledge base entries from GetAccept

DenyAllowAllowed

Delete knowledge base entries

Wants to use Add knowledge base entry from GetAccept

DenyAllowAllowed

Add knowledge base entry

Done. The three are gone and Price list 2027 is in. GetAccept AI starts using it once it's processed.

Ask anything…

Knowledge baseWhat the AI knows about your business

KnowledgeTypeAdd knowledge

Price list 2027.pdfFileProcessing

Platform overviewTextReady

Security & compliance.pdfFileReady

Move buyers to the next step

Send a reminder, invite a new stakeholder, publish the room. Whatever moves the deal forward happens in one message, once you approve it. For example, unsticking a signature that's waited since Monday.

Keep every deal up to date

Log calls, tick off tasks, move milestones and add files, so the room always shows where things stand for your team and your buyers. For example, tell your AI how the call went and the room updates itself.

Keep what buyers see accurate

Tailor room pages to the latest conversation and keep the knowledge base GetAccept AI writes from current, so nothing outdated reaches a buyer. For example, replacing last year's price list in one request.

You decide what your AI can do

You stay in charge of your deals and your buyers. Your AI sees only what your GetAccept login can see, and changes only what you allow.

Approve once, or always allow what you trust
Your password never leaves GetAccept
Rooms stay private until you publish them
No buyer is contacted unless you say so

Just ask. Your AI picks from 50+ GetAccept actions.

Write the way you would brief a colleague. Your AI picks the right GetAccept tool, checks with you before changing anything, and reports back what it did.

1You ask

2It calls GetAccept

Asks you first Allow✓ Allowed

3It answers

Click any tool to see it in action ReadsChanges something

Questions teams ask first

What it sees, what it changes, and how you stay in control.

What you ask it to. It sets up rooms from your templates, has GetAccept AI tailor a room's pages to a call or your notes, publishes and shares rooms, sends document reminders, updates action plans, logs meetings, adds files and keeps the knowledge base current. New rooms stay private drafts until you publish them.
Yes. You sign in directly with GetAccept, so your assistant never sees your password or API keys, and access starts only when you approve it. GetAccept is SOC 2 and GDPR compliant. Anything your assistant reads from GetAccept is then handled by its provider, such as Anthropic or OpenAI, under your plan's terms.

Where to go next

GetAccept AI

See what GetAccept AI writes and summarizes across your deal rooms, with or without an assistant.

GetAccept API

Building an integration that runs on its own? Use the API and webhooks.

The MCP setup article in the GetAccept Help Center

Setup guide

Every assistant's setup, step by step, in the Help Center.

Try it on your next deal

See it on your own deals in a demo, or connect GetAccept and find this week's priorities in one question.

Book a demo Connect your AI

Put GetAccept to work in your AI

Connected in two minutes

Add GetAccept

Sign in to GetAccept

Try it

Ask anything about your deals

See where every deal stands

Get the facts on any deal, instantly

Spot patterns across your team

Say it once. The follow‑up is done.

Move buyers to the next step

Keep every deal up to date

Keep what buyers see accurate

You decide what your AI can do

Just ask. Your AI picks from 50+ GetAccept actions.

Questions teams ask first

What is the GetAccept MCP?

Which assistants does it work with?

Do I need to install anything?

Who can use it?

What can it see?

What can it change?

Can it send documents for signature?

Can it use my calendar or CRM too?

Can it contact my buyers?

Is it secure?

How do I disconnect it?

How is this different from the GetAccept API?

Where to go next

GetAccept AI

GetAccept API

Setup guide

Try it on your next deal