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Sellers do not work in the Tempo app day to day. You work in Claude, ChatGPT, or another MCP client, and Tempo gives that tool your deals, your meetings, and what your customers actually said. When Tempo proposes a CRM change, you review it in Slack or on the deal page. This page gets you connected and gives you prompts to start with. For the full list of what Tempo can answer, see What you can ask.

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Connect your AI platform

Pick the tool you work in. Each page walks through the connection.

Claude

Connect Tempo to Claude.

ChatGPT

Connect Tempo to ChatGPT.

Another MCP client

Cursor, Codex, or your own integration.
Once connected, confirm it works:
This confirms Tempo is connected, shows the pipeline it tracks, and gives you deal names to use in later prompts.
Name the deal when you can. “Prep me for the Tecca Chairs call” is sharper than “prep me for my next call.” If Tempo finds more than one match, it asks you to pick.

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Deal context

Ask about any deal you can see. Tempo answers from its stored deal state and from cited observations. Every claim points back to a source artifact.
The last prompt is a yes-or-no check. Ask your platform for a deeper search and check its evidence and coverage before relying on the answer. See Check something before you rely on it.

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Meeting prep and debriefs with Skills

Skills are reusable instruction sets your AI platform loads from Tempo and follows. Four are available to every organization by default:
A Skill tells your AI platform which Tempo reads to run and how to present the result. See Skills for the full catalog and how to run one on a platform that supports prompts.
If your AI platform reports that it cannot find Skills, your connection does not include the Build tools. See Connect another MCP client.

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Pipeline review

Ask across your pipeline when you have limited time and too many deals.
Managers and RevOps can add the Prep pipeline review Skill from the Skills marketplace. It walks up to 20 named deals and returns a review with stage, risks, and next steps for each.

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CRM updates

Tempo proposes CRM field changes from your meetings and email, each with the evidence behind it. You can review them from your AI platform.
Tempo approves an update only when you explicitly ask it to. See Reviewing CRM updates for the Slack approval flow, the deal page, and which fields apply without review.

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Themes and your playbook

If your organization has turned on Themes, ask what Tempo is finding across deals:
If your admins have added a Playbook, ask how your own methodology applies:
If a process question comes back with “no approved source,” your organization has not added that Playbook content yet. Point your admin at managing sources.

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Save what you worked out

When you land on a close plan or a positioning angle in your AI platform, save it to the deal. Tempo stores it as an artifact and extracts observations from it like any other source.
See Adding context for the other ways to add context, and how to retract an artifact that should no longer inform a deal.

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Tips for better results

  • Name the deal or meeting. Tempo resolves names to one deal before it reads anything.
  • Ask for the sources. If a claim seems wrong, say “show me the source artifact for that.”
  • Ask for a deeper search when it matters. “Check thoroughly” sends Tempo through its slower, cited search.
  • Save context as you go. When you land on the right strategy, say “save this plan to Tempo.”
  • Check for broken connections. If a deal looks quiet, ask “are any of my sources disconnected?” Tempo reports sources that need reconnecting.