Manage Rumian from Claude or ChatGPT.
Connect your assistant once. After that, the questions you would normally answer by clicking through five screens take one sentence: who needs a call back, which deals are stuck, what is on the calendar, what is still unpaid.
- Claude
- Claude Code
- Claude Cowork
- ChatGPT
- Codex
- You
Give me a quick read on the sales pipeline before my 9:00.
- read pipeline "New Clients" and open opportunities
- Claude
Twenty-three open deals. Five have been sitting in "Proposal sent" for more than two weeks, and the biggest of those is Marsh & Cole. Nobody has logged a call with them since the 3rd.
- You
Add a task for Dana to call Marsh & Cole today, and tag the other four "needs-nudge".
- created 1 task, tagged 4 contacts
- Claude
Done. Dana has the task due today, and the four contacts are tagged so your nudge automation can pick them up.
Most of your account, in plain English.
The connection works directly with your Rumian account, so your assistant sees the same data and follows the same permissions you do. No screen scraping, no copy and paste.
Contacts
Find, create and update contacts, add and remove tags, check their tasks.
Conversations
Search threads and read message history across channels. Send replies when you say so.
Pipelines
See every open deal, move stages, update values and notes.
Calendars
Check what is booked, what moved and what was cancelled, and read appointment notes.
Payments
Look up orders, transactions, invoices and estimates.
Social planner
Draft, schedule and review posts, and pull post statistics.
Blogs and email
Write and update blog posts, and build or fetch email templates.
Forms and funnels
Read form and survey submissions and look up funnel pages.
Custom objects
Work with your own record types, custom fields and the links between them.
Workflows
Look up your automations and add or remove contacts from them.
Knowledge base
Check and update what your AI agents draw their answers from.
Account details
Read business settings, users and custom fields so answers stay accurate.
Everyone on the team gets a faster way in.
Owners
- "What came in this week, and what is still waiting on us?"
- "How many consults did we book in August versus July?"
Sales
- "List everyone who opened the proposal email but did not book."
- "Log a note on the Patel deal: wants to start in November."
Marketing
- "Draft a week of LinkedIn and Facebook posts from our latest blog post."
- "Which form brought in the most leads last month?"
Operations
- "Find contacts with no email and no phone and tag them for cleanup."
- "Who is booked tomorrow but has not filled in the intake form?"
Access you choose, and can take back.
Pick the accounts
At sign-in you choose which Rumian accounts the assistant may use. It cannot see the rest.
Scoped permissions
The assistant can only do what the connection is allowed to do. Narrow it for a team member who only needs to read.
Review before it sends
Texts and emails reach real people. Tell your assistant to show you drafts first and it will.
Revoke any time
Disconnect from Claude or ChatGPT, or remove the access in Rumian, and the connection stops.
The connection does not build or edit automations. Your assistant can look them up and add or remove contacts, and Workflow AI inside Rumian drafts new ones from a description. Each request works on one account at a time.
About the AI connection.
Which AI assistants work with Rumian?
Claude (on claude.ai, in Claude Code and in Claude Cowork) and ChatGPT, including Codex, through Rumian’s MCP connection. Other tools that speak MCP, such as Cursor, can connect with an access token.
What is MCP?
The Model Context Protocol is an open standard that lets an AI assistant use outside software on your behalf. It is how Claude or ChatGPT gets a safe, permissioned line into your Rumian account instead of you copying and pasting.
Can the assistant see every account I have access to?
Only the ones you pick when you sign in. Each request runs against a single account, and you can remove access at any time.
Can it build automations for me?
Not through the connection. It can look up your workflows and add or remove contacts from them, but building or editing a workflow happens in the builder, where Workflow AI can draft one from a plain-English description.
What if the AI gets something wrong?
It can, so treat it like a capable new hire. Ask it to show you changes before it makes them, especially bulk updates and anything that sends a message to a customer.
Do I need to be technical to set it up?
No. It is a connector you add inside Claude or ChatGPT, then a sign-in screen. We set it up with you on your demo or onboarding call.
Connect your assistant on the call.
Bring Claude or ChatGPT to the demo. We will connect it to a Rumian account and you can ask it your own questions.