Integration · CRM & sales

Connect Claude & ChatGPT to Agendor

Ask your AI which deals are open in a stage, what is going on with a customer, or to log a call in Agendor. It can search and update people, organizations and deals, move deals between stages, mark them won or lost, and create tasks and activity notes. Your CRM stays current without typing it all in yourself.

Connect Agendor free

Free plan, no credit card. Takes about a minute.

Try asking

“Which deals are in the Proposal stage right now?”
The AI looks up your funnels and stages, then searches deals in that stage with value and owner.
“Log a call with Maria Souza: she wants a quote next week.”
It finds the person and adds an activity of the call type with your note.
“Mark the Acme renewal as lost, the reason was price.”
It finds the deal, looks up your loss reasons and marks the deal lost with the matching reason.

What your AI can do

People and companies

Search, create and update people and organizations with contact details, address, sector and owner, and list the people at a company.

Deals and funnels

Search deals by title, stage, status or owner, create and update deals, move them between stages and mark them won, lost or ongoing.

Tasks and activities

Create, update and complete tasks and activity notes on people, companies and deals, and list tasks by due date or assigned user.

“Create Nordic Foods as a company with a deal worth 12,000.”
It creates the organization, then a deal for it with title and value.
“What tasks are due for me this week?”
It finds your user and lists tasks assigned to you with due dates in that range.
“Move deal 5531 to the next stage.”
It reads the deal and the funnel's stages, then moves the deal to the next one.

28 tools for Agendor

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_deal_taskChanges dataAdd a task or activity note to a deal by `deal_id` with `text` and optional `type` (VISITA, REUNIAO, LIGACAO, EMAIL, PROPOSTA, WHATSAPP), `due_date` and `assigned_users`.
create_organizationChanges dataCreate an organization with `name` and optional `legal_name`, `cnpj`, `website`, `contact`, `address`, `sector`, `owner_user` and `description`. Search first to avoid duplicates.
create_organization_dealChanges dataCreate a deal for an organization by `organization_id` with `title` and optional `value`, `funnel`, `deal_stage`, `owner_user`, `description` and products.
create_organization_taskChanges dataAdd a task or activity note to an organization by `organization_id` with `text` and optional `type`, `due_date` and `assigned_users`.
create_personChanges dataCreate a person with `name` and optional `role`, `organization` ID, `contact` (email, mobile, work, whatsapp), `address`, `owner_user` and `description`. Search first to avoid duplicates.
create_person_dealChanges dataCreate a deal for a person by `person_id` with `title` and optional `value`, `funnel`, `deal_stage`, `owner_user`, `description` and products.
create_person_taskChanges dataAdd a task or activity note to a person by `person_id` with `text` and optional `type`, `due_date` and `assigned_users`.
get_dealGet one deal by `deal_id`, with value, stage, status, people and organization.
get_meGet the Agendor user the connection belongs to (name, email, ID).
get_organizationGet one organization by `company_id`, with contact details and address.
get_personGet one person by `contact_id`, with contact details and organization; set `with_custom_fields` for custom fields.
get_taskGet one task by `task_id`.
list_deal_stagesList deal stages, optionally for one `funnel`.
list_funnelsList the sales funnels (pipelines) with their IDs.
list_loss_reasonsList the loss reasons you can use when marking a deal as lost.
list_organization_peopleList the people linked to an organization by `organization_id`.
list_productsList products and services in your catalog with price and code, with `page` and `limit`.
list_tasksList tasks and activities (calls, meetings, emails, visits), filterable by due date, `finished_eq`, `assigned_user_ids`, `entity_type`/`entity_id` or created dates, with `page` and `limit`.
list_usersList the users of your Agendor account, filterable by `name`, `email` or `active`. Use their IDs as owners.
move_deal_stageVisible to othersMove a deal to another stage by `deal_id` and `deal_stage` (stage sequence number), optionally in another `funnel`.
search_dealsFind deals by `title_search`, `deal_status`, `deal_stage`, `funnels`, `person`, `organization`, owner or dates, with `page` and `limit`.
search_organizationsFind organizations (companies) by `name`, `cnpj`, `email`, `phone`, `sector`, `category`, owner or dates, with `page` and `limit`.
search_peopleFind people (contacts) by `name`, `email`, `phone`, `organization` ID, `category`, owner or created/updated dates, with `page` and `limit`.
set_deal_statusChanges dataMark a deal as won, lost or ongoing by `deal_id` and `deal_status_text`; for lost, pass `loss_reason`.
update_dealChanges dataUpdate a deal by `deal_id`: title, value, description, owner, dates or products. Only the fields you pass change.
update_organizationChanges dataUpdate an organization by `company_id`. Only the fields you pass change.
update_personChanges dataUpdate a person by `contact_id`. Only the fields you pass change (name, role, organization, contact details, address, owner).
update_taskChanges dataUpdate a task by `task_id`: text, type, due date, assigned users, or mark it done with `finished_date`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Agendor from the app list.
2
Paste your key
Paste your Agendor API token. In Agendor open Menu > Integrações and copy your API token.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Agendor?

The AI can search and read people, organizations, deals, tasks, products, funnels, stages, users, loss reasons and deal movement history. It can create and update people, organizations, deals, tasks and products, move deals between stages and mark them won or lost. It can also delete people, companies and products if you switch those tools on.

Does the AI see my Agendor credentials?

No. Your Agendor API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting a person, company or product is permanent, and moving or closing a deal changes your pipeline, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Agendor account.

Can the AI log calls and meetings in Agendor?

Yes. It can add tasks and activity notes to a person, a company or a deal with a type such as call, meeting, email, visit, proposal or WhatsApp, plus a due date and assigned users. It marks a task done by setting its finished date.