For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/guides/connect-your-ai-with-mcp.md.
  • English
  • How do I connect my AI to Clickmax?

    Clickmax exposes an MCP — a standardised channel through which AI assistants reach your account. Connected, the assistant queries and operates on real data instead of answering by guesswork.

    Before you start

    • You need an assistant that supports MCP.
    • Access happens on your behalf after you log in to Clickmax and approve the connection.

    1. Understand the reach

    A connected assistant acts within your permissions. That is a protection, but it also means that if you are the Owner, it reaches everything you reach.

    Before you connect, think about who has access to the assistant you are wiring into your operation.

    2. Connect

    Add https://mcp.clickmax.io/mcp as a remote MCP server. Your assistant opens the Clickmax login in the browser; sign in and select Permitir acesso (Allow access). The assistant stores and refreshes the connection without asking you to copy a token.

    Every assistant has its own way of adding a remote MCP server. See the MCP connection reference for the current setup.

    The address and a ready-to-copy configuration example are also available under Settings > Connections, on the MCP tab.

    3. Start by asking questions

    In the first conversations, ask for reads, not writes: how many contacts came in this week, which sales were made, what is stuck in the pipeline. That way you learn what it can reach without risk.

    4. Check before you trust

    Like any assistant, it can misread an ambiguous request. For anything that changes data, confirm the result in the interface before moving on.

    5. Ask for the whole funnel, pages included

    With MCP connected, the assistant builds the funnel and writes the page content — not just the structure. A request like "build a lead magnet funnel with a capture page and a thank-you page" gives you pages with copy, sections, and a capture form already wired into the funnel.

    Pages in the same funnel share the same visual base (font, headline and body colours, button colour), because the assistant reuses the funnel's style guide. Each page's layout still differs — that's its content.

    What to check afterwards, in the interface:

    • The form captures. Submit a test and confirm the contact shows up in your contacts.
    • Where the visitor lands. Whoever submits must reach the next funnel step.
    • The copy. The assistant writes the draft; the promise, the price, and the numbers are yours — see create a page using AI.

    Pages created this way start as drafts. Publish only after reviewing.

    6. Max, the platform's own assistant

    If what you want is help inside the product, Max already works with your account's context and needs no setup — see Max day to day.

    If it didn't work

    • The assistant will not connect: re-check the configured address, allow the login popup and approve access in the browser.
    • It finds no data: confirm you are on the right workspace and project.
    • Actions are missing: your role may be restricting what it can do.