NexRel Agent Access Overview
This page describes buyer-facing outcomes for authenticated NexRel agent access. It does not publish source code, credentials, private APIs, prompts, patents, customer data, or proprietary implementation details.
Connect Claude as the owner
In Claude, add a custom connector for the staff MCP URL /api/mcp on this site. Sign in as the NexRel owner when Claude asks. Claude discovers OAuth from the protected-resource metadata, registers a public client, and keeps the session with a refresh token.
Email, SMS, calls, and other CRM actions stay off until that owner turns them on under Settings → AI assistants. The same grants apply to Claude inside the NexRel assistant. Claude asks before each send or change unless the owner also turns on Act without asking.
Customer assistants
A patient or buyer does not install NexRel. Their assistant calls the public clinic MCP at /api/mcp/clinic with the clinic bearer token. Custom GPTs use /api/mcp/clinic/actions. Shopify and UCP checkout use /api/mcp/ucp. ChatGPT Pay completes with a Stripe shared payment token. Claude, Perplexity, and Gemini receive a continue URL and the buyer pays on their device. The token is issued under Settings → AI assistants and is not published on this page. The ChatGPT app uses one directory address, /api/mcp/directory, with no Authorization header. ChatGPT calls find_business, then book or checkout. A clinic is included only after public assistants are on and a clinic token has been issued. Submit that URL in the OpenAI Apps SDK dashboard with OAuth left off.
Public listing facts
Product
NexRel CRM by Soshogle
Tagline
AI CRM for leads, appointments, pipeline context, and business follow-up — with owner controls.
Short description
Connect authorized NexRel workspaces so users can work with CRM records, pipeline summaries, follow-up drafts, and appointments with explicit consent.
Category
CRM, sales automation, AI receptionist, business operations
Authentication
Authenticated access with user consent for customer-specific CRM data. No unauthenticated customer data access.
Privacy policy
https://nexrel.soshogle.com/privacy
Support
https://nexrel.soshogle.com/contact
Example use cases
- Search authorized CRM contacts, leads, deals, and appointments
- Summarize sales pipeline status and recent customer activity
- Draft follow-up messages for human review before sending
- Prepare a new lead after the user confirms the details
- Coordinate appointments with explicit confirmation
What stays private
Reviewer credentials, OAuth secrets, sandbox accounts, and any internal implementation details are shared only through private review channels — never on public docs pages.