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• Your company and the email address you sign in with.
• Whether you are on Salesforce or HubSpot.
• What you asked or clicked, and what happened instead, with any error text or a screenshot.
• If it happened through an AI agent, which one: Claude, ChatGPT, Cursor or another.

Connecting an AI agent

• Use the server URL, not this website. The server is https://api.livecrm.ai/mcp; livecrm.ai/mcp is the page that explains it.
• “invite_required” when you sign in: your company already uses LiveCRM. Ask your LiveCRM admin to invite you.
• Signed in, but the tools say there is no connection: connect Salesforce or HubSpot in LiveCRM first, on the Integrations page.
• Full setup for Claude, ChatGPT, Cursor and other clients: livecrm.ai/mcp.

Security and privacy

• Security questions, questionnaires and vulnerability reports: jaime@livecrm.ai. Reports are acknowledged within five business days.
• Privacy requests and data deletion: privacy@livecrm.ai. Deletion is completed within 30 days of a written request from your company’s administrator.
• Read more: Security overview · Privacy policy · Subprocessors · DPA