AI agents

Connect Claude or ChatGPT to Estii and ask about your deals, pipeline and library in plain language. Your assistant works with the same access you have, and shows you each change before it's saved.

Claude

Open the Estii plugin for Claude
Connect it to your Claude account
Sign in to Estii and approve the connection

ChatGPT

Open the Estii plugin for ChatGPT
Add it to ChatGPT
Sign in to Estii and approve the connection

Coding agents and other assistants

Claude Code, Codex, Cursor and other MCP clients connect to Estii's MCP server. See MCP server for setup.

Things to try

"Review the Acme portal deal before I send it for approval. What should I be worried about?"
"Create a deal for Acme's portal rebuild from our Website Build template, and add discovery and QA from our library."
"What changed in the Acme deal since the version we sent the client, and why did the margin drop?"