> What to test in a business connector and how to distinguish reads, writes and app functions.

Source: https://hice.ai/en/blog/web-ai-mcp-approvals
# CRM and ATS through MCP: operations and approvals

- Check operations exposed by the connector
- Read, prepare and confirm a change
- How to evaluate an AI-compatible CRM or ATS
- Free plans, desktop and mobile devices
- Tools to put the workflow into practice

## Check operations exposed by the connector

An MCP connector is useful when it exposes the operations your work needs rather than merely carrying the MCP label. Request capabilities accessible to your user and test reading, searching and a change you can inspect. Hice's catalog covers several operational modules while preserving user identity and permissions.

The catalog is not equivalent to every interface gesture. Some activities may require the app, a file or a specific flow. If the assistant cannot call an operation, it should not report it as completed. For a new workflow, verify every step: data read, proposal, confirmation and saved result.

## Read, prepare and confirm a change

Requesting a report differs from updating an opportunity. Hice's connector separates reading from preparing writes: the assistant proposes an action, shows its details, and confirmation must concern that proposal. The AI product's approval can add another check.

For a practical trial, ask to change one field on a known record and inspect its identifier, previous value and proposed value. If the request changes, prepare a new proposal. Assistant approval preferences do not remove confirmations required by the connector or broaden your user's permissions.

## How to evaluate an AI-compatible CRM or ATS

Run the same trial on the products you evaluate: save a profile, retrieve it, link it to a company or search, and ask the assistant for an analysis based on that record. Check whether the connector reads current data, handles permissions and shows changes before execution. Built-in chat and an external connector serve different needs.

Add practical criteria: plan limits, attachments, exports, duplicate checks and installation. Avoid rankings based only on model names or integration counts. Hice is an option for connecting ATS, CRM and operational records; the trial should concern your actual workflow.

## Free plans, desktop and mobile devices

Hice integration is included without an extra charge, including on Hice's free plan. This does not guarantee that every assistant's free plan exposes the connection or all its functions. Check your account for connector availability and provider limits. A LinkedIn subscription is not needed for standard profiles accessible free of charge.

MCP describes the connection rather than guaranteeing support in every interface. When switching from web to desktop or phone, try reading the same record and check available actions. A company API key in Hice chat is a different path with separate configuration and costs.

## Tools to put the workflow into practice

- Hice MCP connector
- Connect ChatGPT and Claude

## Put this guide into practice with free software

HICE connects candidates, clients, consultants, timesheets and expenses. The free plan includes up to 10 employees and 5,000 CVs for companies, and 500 CVs for freelancers.

### Related solutions

### More Articles

#### How to organize prospects found on the web

From company website to CRM record: retain the source, link contacts and define the next step.

#### Prepare billing data with AI: what to verify

Check hours and rates and distinguish drafts, billing status, issuing and sending the document.

#### Choose a candidate or client database: a practical trial

Criteria to check for a free database, an extension and a connection to AI assistants.

#### How AI Is Transforming Recruitment: A Practical Guide

A practical guide to using AI for candidate sourcing, structured screening and recruitment operations while preserving human oversight.

#### Making Data-Driven Recruitment Decisions

Use job-relevant evidence and process metrics to make recruitment decisions more structured, fair and reviewable.

#### AI in Consulting Firms: The 2026 Playbook

Every consulting firm is being told to do something with AI. Most have no idea what. Here is an opinionated, anti-hype 2026 playbook covering where AI works, where it fails, and how to roll it out.