Your calls.
Your AI assistant.
Connected.
Connect CallOptix to the assistant you already use. Ask about your calls, follow the evidence, and find your next move.
Choose your assistantA CallOptix administrator account with MCP access is required.
Your CallOptix workspace
Calls, transcripts, customer insights, and team performance.
Start here
Which assistant do you use?
Pick a guide. We’ll walk you through adding CallOptix and asking your first question.
In your browser
ChatGPT
Bring your calls, customer feedback, and team insights into your ChatGPT conversations.
Connect ChatGPTIn your browser
Claude
Connect your CallOptix workspace to Claude and explore the conversations behind your business questions.
Connect ClaudeDesktop, CLI & IDE
Codex
Give your local Codex assistant access to CallOptix through an authenticated remote MCP connection.
Connect CodexThe Codex guide covers desktop, CLI, and IDE clients. A CallOptix connection flow for Codex cloud has not been verified.
Before you start
- An active CallOptix administrator account with a verified email address.
- MCP access enabled for that account. Ask your CallOptix administrator if you are unsure.
- Calls available in your CallOptix workspace to try your first question.
Already know your way around?
Here’s your server URL.
Add CallOptix as a remote MCP server in your assistant, then sign in and authorize access.
https://mcp.calloptix.com/mcpConnection: Streamable HTTP · Authentication: OAuth
Your assistant opens the CallOptix sign-in screen.
A little help
If something gets stuck.
I can’t find the option to add a connector.
Check the supported plan and workspace permissions in your assistant’s guide. ChatGPT requires Developer mode for this custom setup. Claude Team and Enterprise require an organization owner to add the connector first. Interface labels can change; use the linked official instructions for the latest controls.
CallOptix says MCP access is not enabled.
Ask your CallOptix administrator to enable MCP access for your account. Creating a connector does not enable account access. If you are the administrator and need help enabling it, contact CallOptix through the contact link below.
My account is not eligible to connect.
The current release requires an active CallOptix administrator account with a verified email address and MCP access enabled. Verify your email in CallOptix if prompted. Agent accounts cannot connect in this release; contact your administrator if your account is archived.
Sign-in or authorization fails.
Use your CallOptix email and password on the CallOptix sign-in page. Confirm the server URL matches this guide, restart the connection from your assistant, and finish the authorization flow. If you have forgotten your password, use the CallOptix app’s password reset flow. Contact us with the error message and assistant name if it still fails; never send your password or tokens.
The connection is added, but my assistant does not use it.
Enable CallOptix for the current conversation in ChatGPT or Claude. In a local Codex client, check /mcp and complete authentication if needed. Start a new conversation and explicitly ask it to use CallOptix. Refresh the app’s tools or reconnect if your assistant reports stale tools.
The first question returns no calls.
A successful connection can return an empty result when no calls are available to your account. Confirm you can see calls in CallOptix, then ask for a date range you know contains calls. Results depend on your workspace data, permissions, and enabled features.
How do I disconnect?
Disable or remove CallOptix in your assistant’s connector or MCP server settings. Ask your CallOptix administrator to disable your account’s MCP access if you need to stop its access across clients.
Once you’re connected
Start with a better question.
Explore customer objections, pipeline patterns, and coaching opportunities with 25 ready-to-use prompts.