What can I ask my AI assistant to do in Cloze?
You might hear the term Model Context Protocol (or MCP for short)—and yes, that’s a bit of tech jargon. But here’s what it really means: it’s a secure way for your AI assistant (like Claude and others in the future) to connect with your Cloze account so it can actually do things for you, not just make suggestions. With these tools, you can use plain language to take real action—like following up with a lead, setting a reminder, drafting an email, or updating a listing—without clicking around or switching apps. Just say what you want to do, and your assistant will handle the rest using Cloze.
See below for several eamples you can try. You can type or tap on the microphone icon to speak directly to the AI assistant.
Tips for Using These Examples
- Be Specific: Include names, dates, and details to get more accurate results
- Use Natural Language: The tools understand conversational requests
- Chain Actions: You can ask for multiple related actions in sequence
- Check Before Bulk Changes: Always review how many records will be affected before bulk operations
- Provide Context: When adding notes or to-dos, include relevant context for better organization
Common Phrases That Work Well
- "Find all..." / "Show me all..."
- "Add [person/property] with..."
- "Create a note for..."
- "Set a reminder to..."
- "Draft an email to..."
- "Move [name] from [stage] to [stage]"
- "Tag [person's name] as..."
- "How many people are..."
Cloze MCP Tool Examples
Lead and Contact Management
Search for someone in your database [person_find]
Quickly find someone in your Cloze database by searching for their name, email, phone number, or any other detail you remember.
Example 1: Find a specific contact
"Find John Smith in my contacts."
Example 2: Find people by company
"Show me all contacts who work at Microsoft."
"Who do I know at Apple."
Example 3: Find people with specific tags
"Find all my contacts tagged as 'sphere of influence'."
“Look up clients tagged as '2023 Sellers'.”
Example 4: Find people in a specific segment
"Show me all my buyers"
Example 5: Find people when you are not sure
“Who do I have with the last name Moreno?”
"Remind me what's my contact Maury's last name."
Add a new person to Cloze [person_add]
Add a new contact to your Cloze database with their name, phone number, and email—perfect for capturing new leads on the fly.
Example 1: Add a basic contact
"Add Sarah Johnson to my contacts. Her email is sarah.johnson@example.org and phone is 617-555-4567."
Example 2: Add a contact with additional details
"Add Mike Chen as a new contact. Email: mike@example.org, he's the CTO at TechStartup Inc, and tag him as a 'potential partner.'"
"Add new client: George Wells, looking in South End, email is george@example.org.”
Add Tina Huang, phone 415‑555‑2288—referred by Sam Moss."
Updating People [person_change]
Update one or more people in your Cloze database—change their contact details, add tags, apply segments, or update custom fields, either individually or in bulk.
Example 1: Add tags to someone
"Add the tag 'hot-lead' to Jennifer Davis."
Example 2: Bulk update multiple people
"Add the tag '2025-holiday-card' to everyone that's a hot buyer."
Example 3: Change someone's segment
"Move Robert Wilson from 'Buyer' to 'Seller' segment."
Timeline and Communication Tools
Add a note to a contact’s timeline [add_note]
Add a note to a contact’s timeline to capture important details from a call, meeting, or update—keeping your relationship history complete and easy to reference.
Example 1: Simple meeting note
"Add a note to Sarah Thompson’s profile: ‘Just spoke and she’s waiting to hear back from her lender before making an offer.’"
“Log a note for Brenda Lee: ‘Spoke this morning and she's interested in off-market homes in Pasadena.’”
Adding To-Dos [add_todo]
Example 1: Simple reminder
"Add a to-do for David Kim: Call about contract renewal."
Example 2: To-do with a specific date
"Add a to-do for Amanda White: Send quarterly market trends report. Due date: August 15th at 2 PM."
"Create a to-do to schedule a walkthrough for Brian Singh at 124 Oak St on Tuesday."
“Remind me to call Brenda Lee next Friday at 2pm to check in.”
Example 3: Someday to-do
"Add a to-do for James Parker: Introduce him to our design team when they're less busy."
Getting Timeline Context [timeline]
Example 1: Review recent interactions
"Show me the recent timeline for Maria Gonzalez"
“What’s the latest with Allison Davis? I think she toured a listing last week.”
Example 2: Get context before a meeting
"Pull up the timeline for Alex Thompson - I have a call with him in 10 minutes"
“Show me everything I’ve done with Mark and Lisa Chu in the past month.”
Drafting Emails [save_draft]
Create a personalized email draft using recent interactions, client details, or any information you include in your instructions—Your AI assistant will save it to your drafts in Cloze so you can review, edit, and send when you're ready.
Example 1: Introduction email
"Draft an email to Rachel Brown introducing our new financing program and asking if she'd like a to schedule a call."
Example 2: Follow-up email
"Create an email draft for Kevin Lee following up on our conversation about the partnership opportunity."
Use your own bio to personalize messages [about_me]
“Write a quick intro email I can send to Tom Rodriguez—this is our first contact, so use my profile.”
“Help me draft an email to Sandra Felix, introducing me and how I work with buyers.”
“Use my bio to create a short paragraph I can include when connecting with a new client.”
Property/Deal Management Tools
Finding Projects [project_find]
Look up active or past deals in Cloze by searching for a property address, status, or tag to quickly find the project you're working on.
Example 1: Find active deals
"Show me all my active deals"
Example 2: Find properties by name
"Find the 555 Broadway Office listing"
Example 3: Find deals with specific tags
"Show me all deals tagged as 'high-priority'"
Updataing Properties and Deals [project_change]
Make updates to an existing listing or deal—change the status, adjust the price, or apply tags to keep your project details current and organized.
Example 1: Add tags to a deal
"Add the tag 'needs-approval' to the Sunset Villa listing"
Example 2: Update the deal stage
"Move the Harbor View property from 'Potential' to 'Active' stage"
Integration Tools
Canva Design Creation [canva_create_designs]
Quickly generate marketing materials, social media posts, or listing packages in Canva—automatically pre-filled with your property details and branding for a polished, professional look. Note: Requires the Cloze Enterprise plan and Canva Enterprise plan.
Example 1: Create marketing materials
"Create a Canva flyer for the Oakwood Heights property listing."
Example 2: Create social media content
"Generate Instagram posts in Canva for the new downtown condo listing."
Example 3: Create new listing materials
"Create the listing marketing materials for my Bear Island property."
Tools for Other Integrations
Send your listings directly to Cloud CMA for market analysis or to HomeSpotter Boost for marketing—no need to retype property details or switch between platforms. More integration tools are in the works.
Example 1: Send to Cloud CMA [project_send_to_cloudcma]
"Send the Maple Street property to Cloud CMA for market analysis."
“Send 124 Oak St to Cloud CMA—I need a listing presentation for Friday.”
Example 2: Send to HomeSpotter [project_send_to_homespotter]
"Send the Riverside Towers listing to HomeSpotter Boost for marketing."
"Boost my Bear Island property."
Utility Tools
Getting Your Profile [about_me]
Use your own Cloze profile and bio to personalize introductions, helping you craft authentic emails that reflect your experience and style when reaching out to new clients.
Example 1: Review your info for introductions
"Show me my profile information - I need to introduce myself in an email"
Counting Records [person_count]
Count how many contacts match specific criteria—like clients, sellers, or tagged lists—so you can get insights or confirm before making bulk updates.
Example 1: Count contacts by criteria
"How many in-contract sellers do I have?"
"how many clients do I have?"
Example 2: Count before bulk operations
"How many people are tagged as 'newsletter-subscribers'?"
Complete Workflow Examples
New Lead Workflow
Step 1: Add a new lead
“Add Emma Watson as a new contact. Email: emma@example.org, phone: 781‑555‑6543. Met her at the Beacon Street open house. Tag her as ‘open-house-lead.’”
Step 2: Add initial meeting note
“Add a note to Emma Watson’s timeline: Met at the open house on Beacon Street. She’s a serious buyer relocating from New York, looking for a 3-bedroom in the $900K–$1.1M range. Planning to move by early fall.”
Step 3: Set a follow-up task
“Add a to-do for Emma Watson: Send over a list of available 3-bed homes in Brookline and Newton. Due tomorrow at 10 AM.”
Step 4: Draft follow-up email
“Draft an email to Emma Watson thanking her for stopping by the Beacon Street open house. Include a quick summary of what she’s looking for—a 3-bedroom in the $900K–$1.1M range, planning to relocate from New York by early fall. Use my bio to briefly introduce myself and how I help buyers navigate the local market.”
Property Marketing Workflow
Step 1: Find the property
"Find the Oceanview Estates listing."
Step 2: Create marketing materials
"Create social media posts in Canva for the Oceanview Estates property."
Step 3: Send to marketing platforms
"Send Oceanview Estates to HomeSpotter Boost"
Step 4: Add marketing note
"Add a note to the Oceanview Estates timeline: Launched social media campaign and sent to HomeSpotter Boost on July 27th. Targeting luxury home buyers in the 30-50 age range."
Step 5: Draft seller update email
“Draft an email to the seller of Oceanview Estates with a quick update: we’ve launched the social media campaign. Mention that we’re targeting luxury buyers aged 30–50 and will continue monitoring engagement.”