Help & Support

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Opportunities

An Opportunity is a specific deal — an amount, a close date, and a stage. Attached to a Customer (or sometimes a Lead). Tracks the money side of the relationship.

AB Sales
CRM
opportunities
deals
sales pipeline
deal stage
expected close
amount

Connecting AI Assistants via MCP

Connect Claude, ChatGPT, Cursor, Windsurf, Codex CLI, and Antigravity to AB Projects via the Model Context Protocol (https://mcp.actionbridge.io/mcp). Per-client OAuth setup, how access keys work, and troubleshooting.

AB Projects MCP
Model Context Protocol
Claude connector
ChatGPT custom connector
Cursor MCP
Windsurf MCP
Codex CLI
Antigravity
OAuth setup
MCP access
AI assistant integration

Category

Sales Management Service
7
Teams Integration
7
Advanced
5
Getting Started
5
Security
5
Tasks & Projects
5
Account & Settings
4
Documents
4
Teams & Permissions
4
AI & MCP
3

Tags

Microsoft SSO 8 AB Sales 7 CRM 7 AB Projects 5 AB Projects documents 4 Teams integration 4 Microsoft Teams 3 Microsoft Teams task management 3 Teams channel sync 3 Teams notification 3

Search History

board view 7288 project summary export 1239 project updates 1220 ActionBridge 1209 Teams project roles 1169 project configuration 1147 project roles 1147 install in Teams 1108 RBAC 1101 ACTIONBRIDGE task creation 1097 assign task 1097 Microsoft Teams task management 1096 AI support 1090 one channel per project 1088 task deadline notification 1085 filters 1081 ACTIONBRIDGE project settings 1079 permissions 1077 task workflows 1071 collaborative task tracking 1069 task management 1069 Microsoft 365 app 1068 in-app messages 1067 reminder timing 1066 project member communication 1065 AB 1061 work planning 1059 ACTIONBRIDGE notifications 1049 monthly charges 1049 Teams collaboration 1046