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Dex Operations
Jun 12
Marking this as complete. More information here:
https://getdex.com/docs/ai/mcp-server
Michael Nussbaumer
Mar 25
That idea came from me. For example, I can see the following use cases without Dex having to programme them. So it’s a win-win situation for everyone:
Post-call follow-up via voice command — notes, next steps and follow-up tasks are automatically entered into the CRM.
Bulk updates via simple instructions: “Move all customers in the pharmaceutical sector to Segment B.”
Integration of the CRM with other tools (email, calendar, ERP) via Claude as intelligent middleware — no programming knowledge required.
Claude does web analyses for me on customers that I want summarised and entered into Dex.
Claude analyses my contacts using a GTM paper to identify who might be a good fit.
Claude records who has responded to my LinkedIn post and assigns these people to a specific group in Dex.
An MCP is set to become the new standard alongside the API. This would allow us to get much, much more out of Dex.
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Comments2
Dex Operations
Jun 12
Marking this as complete. More information here:
https://getdex.com/docs/ai/mcp-server
Michael Nussbaumer
Mar 25
That idea came from me. For example, I can see the following use cases without Dex having to programme them. So it’s a win-win situation for everyone:
Post-call follow-up via voice command — notes, next steps and follow-up tasks are automatically entered into the CRM.
Bulk updates via simple instructions: “Move all customers in the pharmaceutical sector to Segment B.”
Integration of the CRM with other tools (email, calendar, ERP) via Claude as intelligent middleware — no programming knowledge required.
Claude does web analyses for me on customers that I want summarised and entered into Dex.
Claude analyses my contacts using a GTM paper to identify who might be a good fit.
Claude records who has responded to my LinkedIn post and assigns these people to a specific group in Dex.
An MCP is set to become the new standard alongside the API. This would allow us to get much, much more out of Dex.