Integration · CRM & sales

Connect Claude & ChatGPT to Axonaut

Ask your AI which invoices are unpaid, what you quoted a customer, or to log a call with a prospect in Axonaut. It can find and update companies and contacts, create quotes and invoices, record payments received, move opportunities along, manage tasks and read your expenses. Everyday sales and billing questions get answered without clicking through each record.

Connect Axonaut free

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

Try asking

“Which invoices are still unpaid?”
The AI searches invoices by paid status and lists them with numbers, dates and totals.
“Make a quote for Dupont SARL: 3 days of training, valid for 30 days.”
It finds the company and the product and creates a quote with the product lines, date and expiry date.
“We received the transfer for invoice FA-2024-118. Mark it as paid.”
It finds the invoice and records the payment with amount, date and nature. No money is moved; the invoice is marked as paid.

What your AI can do

Companies and contacts

Search, create and update customers, prospects and suppliers, and the contacts at each company.

Quotes, invoices and payments

List, read and create quotes and invoices, see a company's invoices, and record payments received against an invoice.

Deals, tasks and activity

Create and update opportunities and tasks, log calls, meetings and notes, and read expenses and products.

“Log a call with Dupont SARL: they want a proposal by Friday.”
It finds the company and logs a call event with title, content and date. Nothing is sent to the customer.
“Move the Dupont opportunity to Negotiation at 70 percent.”
It finds the opportunity and updates its pipeline step and probability.
“What expenses are still unpaid?”
It lists expenses (supplier bills) filtered by paid status.

30 tools for Axonaut

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

create_companyChanges dataCreate a company with `name`, address, and flags like `is_customer` or `is_prospect`. Search first to avoid duplicates.
create_contactChanges dataCreate a contact with name, email and phone, linked to a company via `company_id`.
create_invoiceChanges dataCreate an invoice for `company_id` with `products` lines, date, due date and payment options. Invoices in Axonaut are final legal documents and cannot simply be deleted.
create_opportunityChanges dataCreate an opportunity with `name`, `amount`, `company_id`, pipeline and step names, and probability.
create_quoteChanges dataCreate a quote for `company_id` with `products` lines, date and expiry date.
create_taskChanges dataCreate a task with `title`, description, dates, priority and optional `company_id` or `project_id`.
get_companyGet one company by `company_id`, with address and details.
get_contactGet one contact by `employee_id`.
get_current_userGet the Axonaut user and company this API key belongs to.
get_invoiceGet one invoice by `invoice_id`, with lines, totals and payment status.
get_opportunityGet one opportunity by `deal_id`.
get_quoteGet one quote by `quote_id`, with lines and totals.
list_company_contactsList the contacts at a company (`company_id`).
list_company_invoicesList the invoices of one company (`company_id`), with paid status and date filters.
list_eventsList events (calls, emails, meetings, notes) logged in Axonaut, filtered by date.
list_expensesList expenses (supplier bills), filtered by paid status or date.
list_invoice_paymentsList payments recorded on invoices, filtered by `invoice_id`, `invoice_number`, `company_id` or date.
list_opportunitiesList opportunities (deals), optionally by `status`.
list_quotesList quotes, filtered by `status`, `company_id` or date range.
list_tasksList tasks.
log_eventChanges dataLog an event such as a call, meeting or note (`nature`) with `title`, `content` and `date`, linked to a company or opportunity. It is only recorded, not sent.
record_invoice_paymentChanges dataRecord a payment received against an invoice (`invoice_id`) with `amount`, `date` and `nature`. This does not move money; it marks the invoice as (partly) paid.
search_companiesSearch companies (customers, prospects, suppliers) by `search`, type, city or zip code. Use to find a company's ID.
search_contactsSearch contacts (people at companies) by `email`, `phone`, `firstname` or `lastname`.
search_invoicesSearch invoices by `number`, paid status (`is_paid`) or date range.
search_productsSearch products by `name` or `product_code`.
update_companyChanges dataUpdate a company by `company_id`: name, address, comments and more. Only the fields you pass change.
update_contactChanges dataUpdate a contact by `employee_id`: name, email or phone numbers.
update_opportunityChanges dataUpdate an opportunity by `deal_id`: name, amount, probability, pipeline step or comments.
update_taskChanges dataUpdate a task by `task_id`: title, dates, status, priority or description.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Axonaut from the app list.
2
Paste your key
Paste your personal Axonaut API key (clé API). You find it in your Axonaut account settings.
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 Axonaut?

The AI can search and read companies, contacts, quotes, invoices, payments, opportunities, products, tasks, events and expenses. It can create and update companies, contacts, opportunities and tasks, create quotes and invoices, record payments against invoices and log events such as calls and meetings.

Does the AI see my Axonaut API key?

No. Your Axonaut 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. Creating an invoice produces a final legal document, and recording a payment marks an invoice as paid. Both 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 Axonaut account.

Can the AI delete an invoice?

No. There is no tool for deleting invoices, quotes or companies. Invoices in Axonaut are final legal documents and cannot simply be deleted, so it is a good idea to require approval for creating invoices or to start with quotes only.