> legal
By connecting to or using any MCP Server operated by AiM Marketing Academy (“AiM”, “we”, “us”, “our”), you (“User”, “you”, “your”) agree to be bound by this Beta MCP Access Agreement (“Agreement”). If you do not agree, do not connect to or use the Service.
The Service is provided as a beta offering. By using the Service, you acknowledge and agree that:
The Service is a collection of MCP servers that act as real-time, pass-through integrations between the AI Platform (Claude) and the supported CRM Platforms. Each MCP Server:
You acknowledge and agree that:
(a) Your use of each MCP Server is subject to the Upstream Terms of the applicable CRM Platform. These include, but are not limited to:
| CRM Platform | Upstream Terms |
|---|---|
| Follow Up Boss | docs.followupboss.com/reference/fub-api-tou |
| Lofty (Chime) | developer.lofty.com/reference/terms |
| Cloze | cloze.com/app/apis |
| Go High Level | gohighlevel.com/terms-of-service |
| BoldTrail | developer.insiderealestate.com |
| CINC | cincpro.com/terms-conditions |
| Sierra Interactive | sierrainteractive.com/terms |
(b) You are solely responsible for ensuring your use of the Service complies with the Upstream Terms of each CRM Platform you connect, including their restrictions on data usage, rate limits, redistribution, and permitted use cases.
(c) If there is a conflict between this Agreement and any Upstream Terms, the more restrictive provision applies.
(d) We may be required to report violations of Upstream Terms to the applicable CRM Platform, and you consent to such reporting.
(e) If a CRM Platform revokes your API access, modifies their terms, or directs us to restrict your access, your use of the corresponding MCP Server may be suspended or terminated without prior notice from us.
You agree NOT to use the Service to:
(a) The Service facilitates AI-assisted interactions with your CRM Data. All AI-generated outputs — including summaries, suggestions, drafts, analyses, and recommendations — are provided for informational purposes only.
(b) You are solely responsible for reviewing, verifying, and approving any AI-generated content before acting on it or sending it to clients, leads, contacts, or any other party.
(c) We make no representations or warranties about the accuracy, completeness, timeliness, or appropriateness of AI-generated outputs.
(d) AI-generated content may contain errors, hallucinations, or outdated information. It should never be treated as legal, financial, medical, or professional advice.
(a) You must have a valid, authorized account with the applicable CRM Platform and valid API Credentials.
(b) You are responsible for all activity that occurs through your connection to the Service, including any actions taken by AI on your behalf.
(c) You must comply with all applicable laws and regulations, including but not limited to TCPA, CAN-SPAM, RESPA, the Fair Housing Act, GDPR, CCPA/CPRA, and any applicable MLS rules and regulations.
(d) You must keep your MCP access tokens, API keys, and Credentials confidential and must not share them with unauthorized third parties.
(e) You must promptly notify us at [email protected] if you become aware of any unauthorized use of your Credentials or any security breach affecting your account.
(f) You must review AI-generated outputs before sending communications to clients or contacts, and you accept full responsibility for all communications sent.
We do not collect, store, cache, index, or log any CRM Data. All CRM Data is transmitted in real-time and is never persisted on our servers.
Your CRM Data is NOT used to train any AI models. Neither AiM Marketing Academy, Anthropic (Claude), nor any sub-processor in our data flow uses your CRM Data for AI model training, fine-tuning, or improvement purposes. Per Anthropic’s Privacy Policy and Usage Policy, data submitted through the API is not used to train or improve Claude models unless explicitly opted in by the customer.
| Sub-Processor | Role |
|---|---|
| Vercel | Hosts server infrastructure (serverless functions) |
| Upstash | Provides encrypted key-value storage (Redis) for Credential storage |
| Anthropic | Operates Claude, which processes API responses within your conversation context |
| Data Type | Retention Period |
|---|---|
| Encrypted refresh tokens | Up to 30 days |
| Encrypted access tokens | Up to 1 hour |
| OAuth session data | Up to 5 minutes |
| CRM Data | Zero retention (real-time pass-through only) |
All Credentials are encrypted at rest with AES-256-GCM. All communications use TLS 1.2+. Token lookups use SHA-256 hashing. OAuth flows implement PKCE (S256). Rate limiting is enforced per-token and per-IP.
You may request immediate deletion of your stored Credentials at any time by:
Upon disconnection, encrypted Credentials are automatically purged when their TTL expires.
If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland:
(a) Lawful Basis: We process your Credentials on the basis of contract performance (providing the Service you requested). CRM Data is processed as a pass-through on the basis of your explicit consent when you connect your account.
(b) Data Transfers: Your encrypted Credentials are stored on servers in the United States (Vercel/Upstash infrastructure). These transfers are governed by Standard Contractual Clauses (SCCs) maintained by our sub-processors.
(c) Your Rights: You have the right to access, rectify, erase, restrict processing, data portability, and object to processing of your personal data. You may exercise these rights by contacting us or using the self-service deletion page.
(d) Data Protection Officer: For GDPR inquiries, contact [email protected].
(e) Data Processing Agreement: A DPA is available upon request for enterprise customers.
If you are a California resident under the California Consumer Privacy Act (CCPA) / California Privacy Rights Act (CPRA):
(a) Categories of Personal Information Collected: Identifiers (encrypted API keys/tokens linked to your CRM account).
(b) We Do Not Sell or Share Personal Information. We do not sell, rent, or share your personal information with third parties for their own commercial or marketing purposes.
(c) Right to Know: You may request what personal information we have collected about you.
(d) Right to Delete: You may request deletion of your personal information via the self-service deletion page or by contacting us.
(e) Right to Opt-Out: Not applicable — we do not sell personal information.
(f) Non-Discrimination: We will not discriminate against you for exercising your CCPA rights.
(a) The Service, including all software, code, design, and documentation, is the property of AiM Marketing Academy and is protected by applicable intellectual property laws.
(b) This Agreement does not grant you any rights to our trademarks, service marks, or branding.
(c) CRM Data belongs to you and/or the applicable CRM Platform, subject to the Upstream Terms. We claim no ownership of CRM Data.
(a) By Us: We reserve the right to suspend or terminate your access to the Service at any time, with or without notice, if we reasonably believe you are violating this Agreement, any Upstream Terms, or applicable law. We may also terminate access if required to do so by a CRM Platform or Anthropic.
(b) By You: You may disconnect from the Service at any time by revoking access in Claude Desktop, deleting your Credentials via the self-service deletion page, or revoking your API key directly in the CRM Platform.
(c) Effect of Termination: Upon termination, your encrypted Credentials will be deleted. No CRM Data is retained to delete. Sections 5, 6, 7, 9, 13, 14, 15, and 17 survive termination.
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ACCURACY. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. WE MAKE NO WARRANTY REGARDING THE RELIABILITY, ACCURACY, OR COMPLETENESS OF ANY CRM DATA RETRIEVED THROUGH THE SERVICE OR ANY AI-GENERATED OUTPUTS.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AiM MARKETING ACADEMY, ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, DATA, REVENUE, BUSINESS OPPORTUNITIES, GOODWILL, OR ANTICIPATED SAVINGS ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SERVICE, REGARDLESS OF THE THEORY OF LIABILITY.
OUR TOTAL AGGREGATE LIABILITY SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM, OR (B) FIFTY DOLLARS ($50.00).
You agree to indemnify, defend, and hold harmless AiM Marketing Academy, its officers, directors, employees, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your use of the Service; (b) your violation of this Agreement; (c) your violation of any Upstream Terms; (d) your violation of any applicable law or regulation; (e) any content or communications you generate, send, or publish using or based on AI-generated outputs; or (f) any third-party claim arising from your use of CRM Data.
We may update this Agreement from time to time. The “Last updated” date at the top reflects the most recent revision. We will make reasonable efforts to notify active users of material changes (e.g., via email or in-app notice). Continued use of the Service after changes constitutes acceptance of the revised Agreement. If you do not agree to the revised terms, you must stop using the Service and delete your Credentials.
This Agreement is governed by the laws of the State of Texas, without regard to conflict of law principles. Any disputes arising out of or relating to this Agreement shall be resolved exclusively in the state or federal courts located in the State of Texas, and you consent to the personal jurisdiction of such courts.
If any provision of this Agreement is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.
This Agreement, together with the Privacy Policy of each applicable MCP Server, constitutes the entire agreement between you and AiM Marketing Academy regarding the Service and supersedes all prior agreements, understandings, and communications, whether written or oral.