---
title: "Use Google Gemini With Your Insurance CRM (Workspace + API Patterns)"
description: "Gemini is built into Gmail, Docs, Sheets, and Meet — the tools agencies live in. Here's how to feed it real CRM data via unLocked's API."
url: https://unlockedcrm.ai/blog/connect-gemini-to-insurance-crm
canonical: https://unlockedcrm.ai/blog/connect-gemini-to-insurance-crm
category: "AI Features"
published: 2026-07-30
updated: 2026-07-30
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Use Google Gemini With Your Insurance CRM (Workspace + API Patterns)

<p>Gemini doesn't natively support MCP yet, but it has two excellent integration paths: <strong>Workspace Extensions</strong> and the <strong>Gemini API with function calling</strong>.</p>

<h2>Path 1 — Gemini in Gmail/Docs</h2>
<p>Use Apps Script to call unLocked CRM's REST API and inject results into Gemini's context. Example: a "Draft renewal email" sidebar in Gmail that pulls the recipient's policy details from CRM before Gemini writes the draft.</p>

<h2>Path 2 — Gemini API With Function Calling</h2>
<p>Gemini 2.5 Pro and Flash both support OpenAPI-style function declarations. Generate the function list from unLocked CRM's <code>/openapi.json</code> and Gemini will call the right endpoints autonomously.</p>

<h2>Best Use Case</h2>
<p>Meet transcript → Gemini summarizes → calls <code>POST /contacts/{id}/notes</code> on unLocked CRM. Agents finish a Zoom call and the CRM is already updated.</p>

---

Source: [Use Google Gemini With Your Insurance CRM (Workspace + API Patterns)](https://unlockedcrm.ai/blog/connect-gemini-to-insurance-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/connect-gemini-to-insurance-crm.