AI Assistant That Calls You: Daily Briefings by Phone
Carly calls you. Tell it “call me every weekday at 8am with my day” and your phone rings at 8am with your meetings, conflicts and the emails you owe. Ask follow-ups on the call. Miss it and the same rundown lands in your email.
Most AI assistants wait for you to open them. Texting agents send reminders as messages, and Tab’s own changelog says a reminder can run late when the agent is busy with something else. A scheduled call from Carly is a standing instruction: same time, same rules, every time.
Set it up
- Copy this prompt into ChatGPT or Claude. It sets up Carly and gets you a phone number.
- Tell Carly, by text or at carlyassistant.com: “Call me every weekday at 8am with my day.”
That’s it.
Carly business setup prompt
Copy this into ChatGPT or Claude. It sets everything up, phone number included.
Help me connect Carly Teams so I can work with my organization's business texts, phone calls, voicemail and voice/text agents from this chat. I'll add it to you myself: tell me exactly what to click for the app you are, one step at a time, and wait for me to confirm before moving on. If a step doesn't match what I see, ask me what's on my screen. If you can do the setup yourself (Claude Code, Codex, Muse, Grok Bot), go ahead, and ask me for any key in your secure credential prompt, never in the chat. Don't tell me it's connected until list_phone_lines works, and if I have several teams, ask which to use. Before sending a text or making a call, confirm the team, recipient and message or task with me. The steps are below.
# Connect Carly Teams to an AI app
> Carly Teams works a team's business phone lines through the team's AI agents: business texts, phone calls, voicemail, the voice and text agents, and the team's CRM.
MCP server: https://carlyassistant.com/team/mcp (streamable HTTP, OAuth)
## Setup
Carly Teams isn't in any plugin or connector directory yet, so it's added as a custom connection by URL.
1. Add Carly Teams:
- ChatGPT: open https://chatgpt.com/plugins, click Add, and choose Create MCP App (not Create plugin or Upload plugin archive). If Create MCP App isn't on the menu, turn on Developer mode first in Settings > Security and login. Name it "Carly Teams" with the description "Work with my team's business texts, calls, voicemail and voice/text agents," paste https://carlyassistant.com/team/mcp as the server URL, choose OAuth, create it, and sign in. Then in the message box open the + menu, choose Developer mode, and pick Carly Teams. No plugin needs to be built, packaged or uploaded.
- Claude (claude.ai, Claude Desktop, or Cowork): Customize > Connectors > Add custom connector, name it Carly Teams, paste https://carlyassistant.com/team/mcp, and sign in.
- Claude Code: `claude mcp add --transport http --scope user carly-teams https://carlyassistant.com/team/mcp`, then /mcp, pick carly-teams, and authenticate.
- Codex: `codex mcp add carly-teams --url https://carlyassistant.com/team/mcp`, then `codex mcp login carly-teams`.
- Cursor: add {"mcpServers": {"carly-teams": {"url": "https://carlyassistant.com/team/mcp"}}} to ~/.cursor/mcp.json, then sign in to carly-teams from Customize.
- Muse: a custom connector to https://carlyassistant.com/team/mcp with a Carly API key as its bearer token. The key comes from carlyassistant.com/integrations (Advanced > API Keys > Create a new key, with Owner set to the team and all scopes selected) and goes in Muse's connector settings, not in a chat message.
- Grok: grok.com/connectors > New Connector > Custom, paste https://carlyassistant.com/team/mcp, and sign in.
- Grok Bot: a custom remote MCP server named carly-teams at https://carlyassistant.com/team/mcp. Approve it and sign in.
- Perplexity: Plugins in the sidebar (or Customize > Connectors), then Add custom > Connector > Add MCP connector. Choose Remote, name it Carly Teams, paste https://carlyassistant.com/team/mcp, pick OAuth, check the box and click Add, then click the Carly Teams card to sign in.
- Anything else: a remote MCP server (streamable HTTP) named carly-teams at https://carlyassistant.com/team/mcp. It signs in with OAuth.
Sign in with the Carly account that belongs to the organization.
2. Once it's added, the Carly Teams tools show up in the chat, including list_phone_lines. If they don't, turn Carly Teams on for the chat or start a new chat.
3. To check it worked, call list_phone_lines: it returns the teams and phone lines the account can reach. A team with no phone line yet can get one with find_numbers (optionally by area code) and get_number, which may return a checkout link to finish.
4. Something to try first: "Review our missed calls and voicemail and help me reply to customers." Carly Teams also reads and answers business texts, has the team's agent make calls, and edits the voice and text agents. Texts and calls go out at once from the agent's number and can't be taken back. Team permissions apply.
## Email, calendars and workflows
Email, calendars, files, booking pages and workflows are the regular Carly connector, added separately. It's listed in ChatGPT's plugin directory (https://chatgpt.com/plugins/plugin_asdk_app_6a67a26316b88191860222f918d4ec54) and Claude's connector directory (https://claude.ai/directory/carly), and connects anywhere else at https://carlyassistant.com/mcp/. Its setup is https://carlyassistant.com/mcp.txt.Calls worth scheduling
- The morning briefing. “Call me every weekday at 8am with my meetings, any conflicts, and the emails I owe replies on.”
- The one-off reminder. “Call me at 5pm to remind me to call the pharmacy.”
- The Monday plan. “Call me Mondays at 7:30am with this week’s calendar and anything due.”
- The pipeline check. “Call me Fridays at 4pm with the deals that went quiet this week.” Carly reads your CRM, HubSpot or Salesforce.
- The midday sweep. “Call me at noon with any client emails that came in this morning.”
- The end of day. “Call me at 6pm with what’s still open and who I didn’t call back.”
Rather read it? Swap “call me” for “text me” and the same rundown arrives as a text.
What the call can cover
Anything Carly can reach. That’s every Gmail and Outlook account and every calendar you connect, your CRM, your tasks, and thousands of other apps. You write the rules once in plain English and Carly follows them on every call.
More Carly can do by phone
- Answer your calls 24/7, or only the ones you miss, in English or Spanish.
- Know who’s calling. Every caller is looked up in your CRM, and people you know are greeted by name.
- Take your call. Ring your Carly number from your own phone and ask for anything: “Hi Josh, what can I do?” (an AI assistant you can call)
- Call people for you and write up how it went.
- Text back every missed call from your number.
Free Zapier-style workflows; AI agents from $35/month. Get started.
FAQ
Is there an AI that calls you every morning?
Yes. Carly calls you at whatever time you set with your calendar, conflicts and the emails you owe. Ask follow-ups on the call.
What happens if I don’t pick up?
Carly emails you the same rundown.
Can an AI call me with reminders?
Yes. “Call me at 5pm to remind me to call the pharmacy” works for a one-off. Recurring reminders work the same way.
Can Tab or ChatGPT call me?
On its own, ChatGPT can’t call you, though you can call it at 1-800-CHATGPT (ChatGPT phone number). With the Carly plugin, ChatGPT places calls from your Carly number. Tab places calls to businesses for you and sends reminders by text (can Tab make phone calls).
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
