Using Qwil with an AI assistant (Qwil MCP)
Who can use this feature?
Business and Enterprise users
The Qwil MCP gives your AI assistant, such as Claude, secure access to your firm's Qwil Messenger chats, so you can streamline your client workflow without leaving the security of Qwil.
Give your assistant access to your chats. It can read, search and summarise your client conversations.
Automate sending. Replies, outreach and broadcasts go out through Qwil.
Understand and track tasks. The things you promise in a chat become tasks with due dates.
Connect Qwil to your CRM, both ways. Your assistant pulls in client details and tasks from your CRM, and logs chats and tasks back to it.
You ask for what you need in plain English, for example "Brief me on Jane Smith", and your assistant does the work.
We set this up with you. Tell us what you would like to do and we will arrange the right access for your firm.
What you can do
These are the jobs the Qwil MCP is designed for, with the kind of thing you would type. We are building it out as firms ask for it, so tell us which of these matter most to you.
What you want to do | What you might ask |
See what is due: reviews, birthdays, clients who have gone quiet and things you promised in a chat | "What's on tomorrow?" |
Prepare for a meeting | "Brief me on Jane Smith" |
Catch up on a conversation | "Summarise my last conversation with Jane Smith" |
Find something said earlier | "Find where we discussed the ISA transfer with Jane" |
Log a conversation to your CRM | "Bring the CRM up to date with Jane's chat" |
Pick up the things you said you would do | "What did I say I'd do for Jane?" |
Draft outreach for you to check | "Draft a broadcast to share the latest market insights" |
Reply to a client | "Reply to Jane and say Thursday works" |
Send one message to a group of clients | "Send gold tier a note that the office is closed Friday" |
Check who you can reach | "Who in gold tier can't I message?" |
Keep your Qwil groups in step with your client tiers | "Sync the gold tier group" |
Welcome a new client with your own onboarding messages | "Send Jane Smith the onboarding messages" |
Ask a client to sign a document | "Send Jane the client agreement to sign" |
Note: If you use Claude, the jobs you do most often can also be run as a short command, such as /qwil-brief Jane Smith. In other assistants you simply ask in plain English.
How it works
Your assistant sits between your CRM and Qwil. You ask, it works out what is needed, gets what it needs from your chats and your CRM, and sends through Qwil.
Promises are a good example. If you tell a client "I'll send that over on Monday", the assistant can turn it into a task with the date worked out and your original message quoted, so you can see where it came from.
Blast out Broadcasts
You can also set a custom list of people or groups to send to.
Note: Broadcasts arrive in each client's Butler channel and are one-way. For a two-way conversation, use a normal reply.
The assistant only works when you ask it to, works best on one client or conversation at a time, and can get things wrong. Always read a draft before you approve it.
What you need
An AI assistant that supports connectors. We have built and tested it with Claude.
Qwil API keys.
Optional: your CRM, such as HubSpot or Wealthbox, connected to the same assistant. This lets it see things like reviews due, and gives tasks and notes somewhere to go.
If you would like something that reacts to messages as they arrive, without being asked, that is a Qwil bot. We set those up case by case, so please talk to us.
Request access
Let us know your firm's name, which AI assistant you use, which CRM you use and which of the jobs above interest you. We will be in touch to set it up with you.