Integration · CRM & sales

Connect Claude & ChatGPT to Berg System

Ask your AI about customers, companies, sales and payments in Berg System. It can search the whole CRM, list a customer's events and sales, and look up official Polish company data by NIP or REGON. It can also create and update sales opportunities, record sales, and plan, change or delete calendar events.

Connect Berg System free

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

Try asking

“What do we have on Kowalski Sp. z o.o.?”
The AI searches the CRM for the name and reads the matching company.
“Look up the company with NIP 5260250274.”
It looks up official Polish company data by the tax number.
“Which open opportunities does Anna own this month?”
It lists employees to find Anna, then lists sales opportunities filtered by status and step.

What your AI can do

Customers and companies

Search customers, companies and the whole CRM by name, tax number, email, city or tag, and look up Polish company data by NIP or REGON.

Sales and payments

List, create and update sales opportunities and sales, read products, and list payments per sale.

Calendar and events

List events, notes, emails and SMS logs, and create, update or delete calendar events and tasks.

“Book a meeting with Jan Nowak on Friday at 10.”
It checks the event types and creates a calendar event linked to the customer.
“Record a sale of 2 licences to Kowalski, signed today.”
It finds the company and product, then records the sale with amount, employee, signing date and items.
“Has the last sale to Kowalski been paid?”
It finds the sale and lists the payments recorded for it.

27 tools for Berg System

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

create_eventChanges dataCreate a calendar event or task: pass `data.attributes` with name, dateStart, dateEnd, typeEvent, description and linked customer or contract.
create_saleChanges dataRecord a sale: pass `data.attributes` with title, amount, customerId or companyId, employeeId, signingDate and products (`items`).
create_sales_opportunityChanges dataCreate a sales opportunity: pass `data.attributes` with title, amount, customerId or companyId, employeeId, selling process and step, and expected signing date.
delete_eventDeletesPermanently delete a calendar event by `event_id`. This cannot be undone.
get_companyGet one company by `company_id`.
get_current_userGet the Berg System user the connection is signed in as.
get_customerGet one customer by `customer_id`, with contact details and fields.
get_eventGet one calendar event by `event_id`.
get_paymentGet one payment by `payment_id`.
get_productGet one product by `product_id`.
get_saleGet one sale by `sale_id`, including amount, products and dates.
get_sales_opportunityGet one sales opportunity by `deal_id`.
list_employeesList employees (users who can own customers, sales and events).
list_event_typesList the event types available for calendar events.
list_eventsList calendar events, notes, emails and SMS logs; filter by `start`/`end` dates, `type`, `user_ids`, customer (`user_data_id`) or `contract_id`.
list_paymentsList payments, optionally for one sale via `filter_contract_id`.
list_productsList the products in the catalog.
list_salesList sales (signed contracts), filtered by `customer_id`, `company_id`, title or signing date range.
list_sales_opportunitiesList sales opportunities, optionally for a `customer_id` or `company_id`, status or selling process step.
list_tagsList the tags used to label customers and companies.
lookup_company_by_nipLook up official Polish company data by `national_number` (NIP; set `is_regon` to 1 to look up by REGON instead).
search_companiesList companies, filtered by name, NIP (tax number), email, phone, city, tag or status. Paginate with `page` and `items_per_page`.
search_crmSearch the whole CRM for a `search` text; optionally limit `type` to CUSTOMER, COMPANY, EMPLOYEE, TAG, CONTRACT, SALE or CASE.
search_customersList customers (people), filtered by name, email, phone, city, tag, status or creation date. Paginate with `page` and `items_per_page`.
update_eventChanges dataUpdate a calendar event by `event_id`: pass the changed fields in `data.attributes` (e.g. dates, status, description).
update_saleChanges dataUpdate a sale by `sale_id`: pass the changed fields in `data.attributes`.
update_sales_opportunityChanges dataUpdate a sales opportunity by `deal_id`: pass the changed fields in `data.attributes` (e.g. amount, step, status, description).

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Berg System from the app list.
2
Paste your key
Enter a Client ID, Client secret and Tenant. In Berg System open Ustawienia systemu (System settings) > Klienci API and click Dodaj (Add). The name you enter is the Client ID. Choose the machine_to_machine scope, copy the secret right away (it cannot be viewed again), and copy the Tenant value from the API clients table.
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 Berg System?

The AI can search and read customers, companies, sales opportunities, sales, payments, products, events, employees, event types and tags. It can create and update sales opportunities, sales and calendar events, and delete a calendar event if you switch that tool on.

Does the AI see my Berg System credentials?

No. Your Client ID, Client secret and Tenant 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. Deleting a calendar event is permanent and cannot be undone, and it can require your approval before it runs, as can recording or changing sales. 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 Berg System account.

Can the AI look up Polish company data?

Yes. The AI can look up official Polish company data by NIP (tax number), or by REGON if you ask for that instead. This is useful before you add a new company or check details you already have in the CRM.