Operational reference for Management OS.

Score deals and plan coaching from Claude, ChatGPT, Grok, Gemini and other assistants that support the Model Context Protocol (MCP). Same account, same workspace, read-only tools.

• Use Management OS in Claude, ChatGPT, Grok, Gemini and other AI assistants: setup for each assistant, sign-in, data handling and troubleshooting
• Credits and what each piece of work costs
• Agent plans and Agent Access: use Management OS from an assistant, with or without the app

Each guide covers what data Management OS reads from the partner, what it writes (for a CRM, nothing: every CRM connection is read-only), why we requested each OAuth scope or API permission, and how to disconnect from either side.

• Salesforce — accounts, opportunities, contacts, activities
• HubSpot — companies, contacts, deals, sales-email engagement
• Pipedrive — deals, persons, organizations, activities
• Zoho CRM — modules, settings, multi-datacenter routing
• Keap — contacts, opportunities, tasks, notes
• Attio — records, lists, notes, tasks (modern CRM)
• Lightfield — accounts, contacts, opportunities, meetings (agent-native CRM)
• monday.com — Sales CRM, Work Management, Dev, Service
• Spreadsheets / Manual — pre-CRM ingest (conversational, CSV, templates)

• Google Workspace — Drive, Docs, Sheets, Calendar, Meet, Gmail, Contacts (one consent)
• Microsoft 365 — Outlook, Calendar, OneDrive, SharePoint (one consent)
• Calendly — meeting scheduling + webhook subscriptions
• Slack — brief delivery, family channels, Slack-AMA

• Gong — calls, transcripts, coaching, scorecards
• Fathom — meetings, summaries, transcripts
• Fireflies — meetings, transcripts, AI summaries
• Zoom — meeting metadata and cloud recordings

File storage providers feed the universal File Source Picker that lands files into Standards, Memory, Pitch Decks, and AMA context.

• Dropbox — file metadata and content
• Box — file metadata and content (Enterprise admin approval required)
• Notion — pages, databases, auto-provisioned Brief Inbox

• Apollo.io — accounts, contacts, sequences, opportunities
• Common Room — community signal, intent, inbound, promotion
• Apify — handler-driven scrapers (jobs, news, reviews, Wayback)

• Create an account
• Complete onboarding (≈ 6 minutes)
• Connect your CRM and conversation intelligence — Management OS pulls the data needed for your first brief automatically.
• Only working in an AI assistant? Start an agent plan, then connect your assistant. No app setup needed.

• Trust & Security — encryption, hosting, access control, AI data handling, and our security roadmap
• Sub-processors — the current list of providers that help us operate the Service
• Privacy Policy — how we collect, use, share, and protect personal information
• Terms of Service — the agreement governing your use of Management OS
• Sign out — click your avatar in the top-right of any product screen → Sign out

Management OS uses Stripe for subscription billing. Card is captured at checkout and nothing is charged for the first 30 days; cancel before day 30 to avoid any charge. To change your package or add people, or to manage your subscription, payment method, or invoices, open Settings → Billing from inside the app.

Finished work, like a deal read, a meeting prep or an account plan, uses credits from one balance shared by your workspace. Plans on the pricing page include credits every month, unused credits roll over, and an admin can add packs or Agent Access in Settings → Credits. Conversation, your brief and anything that errors are free. See what each piece of work costs.

General support: support@mgmt-os.ai
Privacy & data: privacy@mgmt-os.ai
Security disclosures: security@mgmt-os.ai