How do I connect my AI to Clickmax?
Clickmax exposes an MCP — a standardised channel through which AI assistants reach your account. Connected, the assistant queries and operates on real data instead of answering by guesswork.
Before you start
- You need an assistant that supports MCP.
- Access happens on your behalf after you log in to Clickmax and approve the connection.
1. Understand the reach
A connected assistant acts within your permissions. That is a protection, but it also means that if you are the Owner, it reaches everything you reach.
Before you connect, think about who has access to the assistant you are wiring into your operation.
2. Connect
Add https://mcp.clickmax.io/mcp as a remote MCP server. Your assistant opens the Clickmax login in the browser; sign in and select Permitir acesso (Allow access). The assistant stores and refreshes the connection without asking you to copy a token.
Every assistant has its own way of adding a remote MCP server. See the MCP connection reference for the current setup.
The address and a ready-to-copy configuration example are also available under Settings > Connections, on the MCP tab.
3. Start by asking questions
In the first conversations, ask for reads, not writes: how many contacts came in this week, which sales were made, what is stuck in the pipeline. That way you learn what it can reach without risk.
4. Check before you trust
Like any assistant, it can misread an ambiguous request. For anything that changes data, confirm the result in the interface before moving on.
5. Ask for the whole funnel, pages included
With MCP connected and the clickmax-funnels skill installed, the assistant builds the funnel and writes the page content — not just the structure. Start in either way:
Answer questions about what is still missing: testimonials, the instructor, photos and materials, or the real WhatsApp group access link. The assistant should reuse prices, dates, capacity, guarantees and other details you already supplied. Saying “use the default design” chooses the visual direction; content questions may still be needed.
You can supply materials, omit a section or say skip research. In automatic creation, the assistant chooses creative details and marks missing facts in the draft. Some clients show forms; others ask the same questions in conversation. After your answers, an existing creation request continues to draft assembly without another confirmation.
To preview a section before collecting testimonials, explicitly request fictional examples for the draft only. They must be visibly labeled fictional, without real people's names or photos or invented measurable results. Replace them with real testimonials or remove the section before publishing. An access link you have not supplied stays pending; the assistant must not invent a WhatsApp invitation.
With updated skills, default design starts from a responsive editorial base: large typography, varied section compositions and a prominent offer. The assistant adapts colours, images and arrangement to the content; pages in one funnel share a visual identity with layouts suited to sales, checkout and thank-you pages.
What to check afterwards, in the interface:
- The form captures. Submit a test and confirm the contact shows up in your contacts.
- Where the visitor lands. Whoever submits must reach the next funnel step.
- The copy. The assistant writes the draft; the promise, the price, and the numbers are yours — see create a page using AI.
The pages and funnel start as drafts. Choosing automatic mode does not authorize publication: publish only after reviewing and requesting it separately.
6. Max, the platform's own assistant
If what you want is help inside the product, Max already works with your account's context and needs no setup — see Max day to day.
Related
If it didn't work
- The assistant will not connect: re-check the configured address, allow the login popup and approve access in the browser.
- It finds no data: confirm you are on the right workspace and project.
- Actions are missing: your role may be restricting what it can do.
- No questions appear about missing content: update the
clickmax-funnelsandclickmax-pagesskills in your client and request guided research. Forms depend on the client; questions can also appear as text.