Your revenue motion, in the assistant you already use.
Not a summary of your CRM — the motion itself. Quote a deal on the walk to the meeting. Run collections from the Monday train. Prep a renewal knowing the margin, not guessing it. Claude asks; ilion transacts; nothing customer-facing moves without your yes.
Nothing to paste but a URL.
No API keys, no configuration. Claude sends you to ilion to sign in, you approve once, and the connection is yours — bound to your login and your role.
- 1. In Claude: Settings → Connectors → Add custom connector
- 2. Name: ilion · Remote MCP server URL: https://ilionos.com/api/mcp
- 3. Leave the Advanced OAuth fields empty — ilion registers the connector automatically. Sign in, read the consent screen, approve.
Works in Claude on web, desktop and mobile. In Claude Code, install the ilion plugin — same connection, plus the named skills below.
Ask for the transaction, not the report.
Twelve things a revenue team actually does, each one a skill Claude knows by name. Say it your way — Claude picks the right one.
“Quote Acme for 20 seats, 10% off, 3-year ramp”
Builds the quote, prices the ramp, checks the margin floor, drafts the send.
“Who do I need to chase this week?”
Works back from the bills falling due to the ordered call list — and where you can stop.
“Prep the Basecamp renewal”
Reads the expiring contract, pending change orders and real margin, then opens the renewal.
“Acme signed — invoice their first month”
Records the signature, kicks off post-signing automation, drafts the invoice.
“What should I focus on today?”
At-risk deals, your approval queue, and today’s meetings in one brief.
“How is my team tracking this quarter?”
Pipeline by stage and rep, the deals slipping, and revenue by source.
“What’s the latest on the Meridian deal?”
The record, the notes, and the actual email thread — then logs your call.
“Brief me before my 3pm”
The people in the room mapped to your CRM, where the deal stands, what you owe them.
“What do I keep missing on calls?”
Your coaching trends, with the verbatim quotes they rest on. Private to you.
“Import this spreadsheet”
Preview, fix the mapping, load — with the AI agents paused until you switch them on.
“Did the import create duplicates?”
Finds the same person twice, merges with a shown plan, keeps the undo.
“What do the agents want from me?”
Your pending approvals, grouped — approved one explicit yes at a time.
Powerful because it’s safe.
Three rules hold on every call, enforced server-side by ilion. They are why you can hand your pipeline to an assistant at all.
Email never leaves without you
Quotes, invoices, contracts and chases come back as drafts. You read them, you send them. Claude cannot email a customer from this connection — that is enforced on our side, not promised in a prompt.
Irreversible needs your explicit yes
Accepting a quote, applying a discount, merging records, running an import — the first call shows you exactly what would happen and does nothing. It runs only after you agree.
Your role is the ceiling
The connection is bound to you, not to a bot account. A member edits their own records; an owner the workspace. Claude can never do what you can’t do in ilion yourself.
Two minutes to connect. No key to lose.
Already on ilion? Add the connector now. New here? Start with a workspace — the connector comes with every plan.