Integration · CRM & sales

Connect Claude & ChatGPT to Assembly

Ask your AI what a client owes, which contracts are still unsigned, or to post a message in a client's portal in Assembly. It can search and update clients and companies, read invoices, payments and subscriptions, create invoices and tasks, send contracts and keep internal notes. Client admin gets handled from one conversation instead of several screens.

Connect Assembly free

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

Try asking

“Which invoices for Hansen Consulting are still open?”
The AI finds the company and lists its invoices with amounts, status and due dates.
“Add Sofie Berg, [email protected], as a client under Nordlys ApS and invite her to the portal.”
It creates the client linked to the company and sends her a portal invitation.
“Send a message to Nordlys asking for last month's receipts.”
It finds the client's message channel and posts the message. The client sees it in their portal and may be notified.

What your AI can do

Clients and companies

Search, create and update clients and companies with custom fields, and keep internal notes that clients do not see.

Billing

Read invoices, payments, subscriptions and products, create invoices with line items, and refund an invoice's payment.

Messages, tasks and contracts

Read and send portal messages, create and update tasks, and list, read and send contracts for signature.

“Which contracts are still waiting for a signature?”
It lists contracts by status, with client and template, so you can see who has not signed.
“Create a task for Peter: prepare the Q3 report for Nordlys, due Friday.”
It looks up the team member and creates the task with name, description, due date and assignee.
“Has the payment on invoice 1043 come in?”
It reads the invoice and lists the payments received on it.

30 tools for Assembly

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

create_clientChanges dataCreate a client with `given_name`, `family_name` and `email`, optionally linked to a company. Set `send_invite` to email them a portal invitation.
create_companyChanges dataCreate a company with a `name` and optional custom fields.
create_invoiceChanges dataCreate an invoice for a client or company with `line_items`, `currency`, due date and memo. The invoice is issued to the client and they can pay it.
create_noteChanges dataAdd an internal note with `title` and `content` to a client or company (`entity_type`, `entity_id`). Clients do not see notes.
create_taskChanges dataCreate a task with `name`, `description`, `due_date`, `status` and an assignee or client.
get_clientGet one client by `customer_id`, including name, email, company and custom fields.
get_companyGet one company by `company_id`.
get_contractGet one contract by `contract_id`, including its signing status.
get_current_userGet the connected Assembly user's own details. Use to confirm whose account this is.
get_invoiceGet one invoice by `invoice_id`, with line items, amounts, status and due date.
get_taskGet one task by `task_id`.
get_workspaceGet the Assembly workspace (portal) details, such as name and brand.
list_contractsList contracts, filtered by `client_id`, `status`, `name` or `contract_template_id`.
list_internal_usersList internal team members (staff) in the workspace.
list_invoicesList invoices, optionally filtered by `client_id`, `company_id` or `subscription_id`.
list_message_channelsList message channels, optionally for one `client_id` or `company_id`. Use this to find the channel ID for messaging a client.
list_messagesList the messages in a message channel by `channel_id`.
list_notesList internal notes, optionally for one client or company (`entity_type` and `entity_id`).
list_paymentsList payments received, optionally for one `invoice_id`.
list_productsList or search products by `name`.
list_subscriptionsList recurring billing subscriptions, optionally for one `client_id` or `company_id`.
list_tasksList tasks, filtered by `status`, `client_id`, `company_id` or assigned `internal_user_id`.
refund_invoiceMoves moneyRefund the payment on an invoice by `invoice_id`. Money is returned to the client and this cannot be undone.
search_clientsSearch clients by `email`, `given_name`, `family_name` or `company_id`. Use this to find a client ID.
search_companiesList or search companies by `name`. Use this to find a company ID.
send_contractVisible to othersSend a contract for signature to a client from a `contract_template_id` (or a file), with `recipient_id` and variable values. The client is notified to sign.
send_messageVisible to othersSend a message (`text`) into a message channel by `channel_id`. The client sees it in their portal and may be notified.
update_clientChanges dataUpdate a client's name, company or custom fields by `customer_id`.
update_companyChanges dataUpdate a company's name or custom fields by `company_id`.
update_taskChanges dataUpdate a task's name, description, due date, status or assignee by `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Assembly from the app list.
2
Paste your key
Paste an Assembly API key. In the Assembly Dashboard go to Settings > API and click Create key, give it a label and click Create key again. Copy the key right away, because it cannot be shown again after the dialog closes.
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 Assembly?

The AI can read clients, companies, internal users, notes, message channels and messages, invoices, payments, subscriptions, products, tasks and contracts. It can create and update clients, companies and tasks, add notes, create invoices, send messages and contracts, and refund an invoice's payment, if you switch those tools on.

Does the AI see my Assembly API key?

No. Your Assembly API key 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. A refund returns money to the client and cannot be undone, and invoices, messages and contracts reach your clients. These actions 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 Assembly account.

What will my clients see?

Internal notes stay internal, and clients do not see them. Messages the AI sends appear in the client's portal and may notify them. Invoices created by the AI are issued to the client so they can pay, and contracts sent for signature notify the client. Portal invitations are only emailed when the AI sets send_invite on a new client.