Your deals, answered in Claude.

Ask Claude about any deal and get the answer from Optivian’s structured understanding of it, not your scattered raw data. The same works in ChatGPT, Gemini, and any AI system that supports MCP.

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ClaudeClaude
Summarize where the Acme deal stands and who the stakeholders are.
Claude
Sourced from Optivian

Acme is in late-stage expansion, deal health steady. The security review is the open gate; the ROI case is owed to the CFO before the board.

PS
Priya Shah
CFO · economic buyer
DR
Dana Reyes
VP Ops · champion

A frontier model is only as good as what it reads.

Without Optivian

Wire your AI straight into the CRM, the recorder, and the inbox, and every question forces it to find the right deal, pull everything attached with no idea what matters, and rebuild the picture from scratch. It misses context and answers wrong, or over-pulls and drowns in noise and cost. And it forgets: ask about the same deal tomorrow and it starts over.

Connected to Optivian

Connect it to Optivian instead, and it reads a finished, always-current picture of the deal. Clean in, useful out. The expensive work was already done once, the moment each interaction landed.

Why this is cheaper and more reliable

Connect once. Ask anything.

Optivian exposes your deal intelligence over MCP, the open standard for connecting AI to live data. Your admin turns it on for your workspace, and Claude reads from Optivian directly, with each person’s own permissions. No copy and paste, no export, no detour through another agent.

ClaudeClaudeChatGPTChatGPTCursorCursorGeminiGeminiand any client that supports MCP

Real questions, answered from the entire pipeline.

Each answer comes from a structured understanding of the deal, not a guess stitched together from raw transcripts.

“Which deals in my pipeline are at risk, and why?”
“How did we handle this objection on the deals we won?”
“Summarize where the Acme deal stands and who the stakeholders are.”
“Draft a business case for this deal from what we know so far.”

“Optivian’s connector to Claude has not only saved tens of hours per week but allowed us to understand and analyse our sales cases as well as create both internal and external resources that otherwise would not have been created due to the lack of time between customer meetings and other admin tasks.”

Emil BerglundEmil Berglund, Sales Manager, Supermetrics

Your AI reads. Ollie acts.

Your own AI reads the truth and reasons about a deal when you ask. Ollie, the co-worker built on the same layer, takes the next step and does the work without being asked. Same understanding underneath, two ways to use it. Many teams run both.

Meet Ollie, the proactive co-worker

Scoped to each person, enabled by your admin.

Uses your own permissions.

Your AI connects through your own Optivian sign-in and inherits exactly your access, so it reaches only the deals you already can, enforced the same way everywhere Optivian is used.

Enabled by your admin.

The connection is off until an admin turns it on for your workspace, and every request stays scoped to your tenant, so a token for one workspace can never reach another.

Trust center

Questions, answered.

Claude, ChatGPT, and Cursor today, plus Gemini and any other client that supports MCP.

Your admin enables the connection for your workspace, and it stays off until they do. Each person then signs in with their own Optivian account, so the AI inherits exactly their permissions.

No. Asking your own AI over MCP works on its own. Add Ollie when you want proactive work pushed to your reps.

Yes. Optivian works with Salesforce or HubSpot today.

Each person reads only the deals they are allowed to see, applied identically over MCP.

Put your deal intelligence in the AI you already use.

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