Integration · CRM & sales
Connect Claude & ChatGPT to BenchmarkONE
Ask your AI to find a contact in BenchmarkONE, mark a lead as hot, or add someone to your onboarding campaign. It can create and update contacts, read their tags and campaigns, list deals and their stage history, and pull email performance for a period or a sales rep. Quick CRM updates happen in a sentence.
Free plan, no credit card. Takes about a minute.
Try asking
“Find the contact with email [email protected].”
The AI searches contacts by email and shows name, company, title, status and temperature.
“Mark Lisa as a hot lead from the webinar.”
It looks up the available temperatures and sources, then updates the contact.
“Add [email protected] to the Onboarding campaign.”
It adds the contact to the campaign by name. She then receives the campaign emails.
What your AI can do
Contacts
Search, create and update contacts with emails, phones, addresses, company, status, source and temperature.
Campaigns and tags
Add contacts to email campaigns, see which campaigns a contact is in, and list a contact's tags.
Deals and email stats
List deals per sales rep, read a deal's stage history, and get email performance for a date range.
“Which campaigns and tags does Lisa have?”
It lists the campaigns the contact is in and the tags on the contact.
“How did our emails perform last month?”
It reads email performance stats for that date range, overall or for one sales rep.
“Show Mark's deals and how the biggest one has moved.”
It finds Mark in the user list, lists his deals and reads the stage history of the deal you pick.
15 tools for BenchmarkONE
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
add_contact_to_campaignVisible to othersAdd a contact (contact ID or email address) to one or more email campaigns given as `items` with campaign `id` or `name`. The contact then receives the campaign emails.create_contactChanges dataCreate a contact with name, `emails`, `phones`, `company`, `title`, `addresses`, `status`, `source` and `temperature`.get_deal_stage_historyGet the stage history of a deal by `deal_id`.get_email_performanceGet email performance stats between `from_date` and `to_date`, optionally for one `sales_rep_id`.get_userGet one user by `user_id`.list_contact_campaignsList the email campaigns a contact (contact ID or email address) is in.list_contact_statusesList the contact statuses you can set on a contact.list_contact_tagsList the tags on a contact, identified by contact ID or email address.list_dealsList deals, optionally for one `sales_rep_id`, with `page` and `limit`.list_sourcesList the lead sources you can set on a contact.list_temperaturesList the lead temperatures you can set on a contact.list_usersList the users (sales reps) in your BenchmarkONE account. No inputs needed.search_contactsChanges dataSearch contacts by `emails`, `first_name`, `last_name` or `contact_id`.update_contactVisible to othersUpdate a contact identified by `contact_id`: name, emails, phones, company, status, temperature and other fields.update_contact_infoVisible to othersUpdate just the `emails`, `phones` or `addresses` of a contact by `contact_id`.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose BenchmarkONE from the app list.
- 2
Paste your key
Paste a BenchmarkONE API key. In BenchmarkONE go to Account Settings > Data > API, generate an API key and copy it.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in BenchmarkONE?
The AI can search, create and update contacts, list their tags and campaigns, and add them to email campaigns. It can list contact statuses, sources, temperatures and users, list deals and read a deal's stage history, and get email performance stats for a date range.
Does the AI see my BenchmarkONE API key?
No. Your BenchmarkONE 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 with searches and lookups only. Updating a contact and adding a contact to a campaign, which starts sending the campaign emails, 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 BenchmarkONE account.
Can the AI send emails from BenchmarkONE?
Only by adding a contact to an existing email campaign, after which the contact receives that campaign's emails. The AI cannot write or edit campaigns. If you want to check each addition, set that tool to require your approval.
Related integrations
Let your AI work in BenchmarkONE today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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