C
Chet King
Allow the MCP server to access all Client Properties, Notes, and Details
  • Currently it is really clunky to search through and review these items
  • Ping can push data to notes, but it's hard to search and impossible to summarize in Double
  • Allow Double to be a true client data CRM that can be summarized and retrieved by Claude, ChatGPT, or any other AI with MCP Server access.
  • Allow write access to these areas (definitely notes) so we don't need to rely on Ping for that.