Integration · CRM & sales

Connect Claude & ChatGPT to Angaza

Ask your AI what a client owes, which account a unit belongs to, or which payments are still unassigned in Angaza Connects. It can search clients, read accounts with balance and payment status, list payments, activations, replacements and bonuses, and update clients, accounts and prospective accounts. Field and finance questions get answered in one chat.

Connect Angaza free

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

Try asking

“Find the client with phone number +254 700 000 000 and show their accounts.”
The AI searches clients by primary phone and lists their accounts.
“Which account is unit 12345678 on, and is it paid up?”
It finds the account by unit number and shows its balance and payment status.
“List the unassigned payments.”
It lists payments that are not yet assigned to an account.

What your AI can do

Clients and accounts

Search clients, read accounts with balance and payment status, find the account for a unit, and update clients and accounts.

Payments and activations

List payments, reversals and unassigned payments, activation codes, bonuses and unit replacements.

Sign-ups, units and team

Review and update prospective accounts, read units and pricing groups, and look up agents and staff.

“Show the activation codes issued for account AC123456.”
It lists the unit activations issued for that account.
“Is there a sign-up for the phone number +254 711 000 000?”
It lists prospective accounts filtered by primary phone, with their status.
“Move account AC123456 to agent Grace Wanjiru.”
It finds the user and changes the account's responsible agent. Only that field changes.

22 tools for Angaza

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

get_accountGet one account by `account_identifier` (account QID), with balance and payment status.
get_account_by_unit_numberGet the account attached to a unit by its `unit_number`.
get_activationGet one activation by `activation_identifier`.
get_clientGet one client by `customer_identifier` (client QID).
get_paymentGet one payment by `payment_identifier`.
get_pricing_groupGet one pricing group by `pricing_group_identifier`.
get_prospective_accountGet one prospective account by `account_identifier`.
get_unitGet details of one unit (device) by its unit number in `unit_identifier`.
get_userGet one user by `user_identifier`.
list_account_bonusesList payment bonuses given to an account by `account_qid`.
list_account_unitsGet the units attached to an account by the account QID in `units_by_account_number_identifier`.
list_accountsList accounts, filtered by `client_qid`, `unit_number`, `responsible_user_qid` or `statuses`.
list_activationsList unit activation codes issued, optionally for one `account_qid`.
list_paymentsList payments, filtered by `account_qid`, or only reversals or unassigned payments.
list_pricing_groupsList pricing groups (products and payment plans), searchable by `name`.
list_prospective_accountsList prospective accounts (sign-ups not yet active), filtered by `primary_phone` or `prospect_statuses`.
list_replacementsList unit replacements, optionally for one `account_qid`.
list_usersList users (agents and staff), searchable by `any_name`; add `with_archived` to include archived users.
search_clientsSearch clients by `name`, `primary_phone`, `external_xref`, `account_qid` or `account_statuses`. Use this to find a client's ID.
update_accountChanges dataEdit an account by `account_identifier`: responsible agent, pricing group, minimum payment, testing or written-off flag. Only the fields you pass change.
update_clientChanges dataUpdate a client's name, primary phone, external reference or attributes by `customer_identifier`.
update_prospective_accountChanges dataEdit a prospective account by `account_identifier`: status, note, client, pricing group or responsible agent.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Angaza from the app list.
2
Paste your key
Paste three values: the Client ID and Secret Key of an Angaza API token, and your organization's API key. A Developer Admin signs in at developers.angaza.com, opens Developer Console › API Tokens and creates a token with the role 'API: Connects Full Access' or View Access. The Secret Key is shown only once. The organization API key is in the top-right menu once signed in. PipMCP exchanges these for a short-lived access token and renews it automatically.
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 Angaza?

It can search and read clients, accounts, payments, units, activations, replacements, bonuses, pricing groups, users and prospective accounts. It can update clients, accounts and prospective accounts, for example the responsible agent, pricing group, minimum payment or status.

Does the AI see my Angaza credentials?

No. Your Client ID, Secret Key and organization API key are encrypted at rest and never shown to the AI. After you save them, they are 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. Updates to clients, accounts and prospective accounts can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Angaza account.

Should I create a View Access token?

Pick the role that matches what you want the AI to do. View Access fits if the AI only looks things up, and 'API: Connects Full Access' fits if it should also update accounts and clients. The tools you switch on in PipMCP come on top of that. If nobody in your organization is Developer Admin yet, Angaza Support can create one.