Integration · CRM & sales

Connect Claude & ChatGPT to Binderr

Ask your AI about a client in Binderr and get the answer without clicking through the entity record. It can search people and companies, check verification status, read directors, shareholders and risk reviews, and see which onboarding forms are still pending. It can also create and update entities, add notes, send forms and request identity documents.

Connect Binderr free

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

Try asking

“What is the KYC status of Nordic Holdings Ltd?”
The AI searches for the entity and reads its verification status.
“Who are the directors and shareholders of client 4821?”
It lists the people and companies involved with the entity and their roles, and reads the shareholder structure.
“Which onboarding forms are still waiting for approval?”
It lists sent forms with status WAITING_FOR_APPROVAL, with the entity and form name.

What your AI can do

Clients and entities

Search people and companies by name, email or ID number, read full records, and create or update entities.

KYC and ownership

Check verification status, identity documents, risk reviews, involvements such as directors and UBOs, and the shareholder structure.

Onboarding forms and notes

Send onboarding forms, track their status, read the answers, request identity documents and keep internal notes.

“Show me the answers Jane Smith gave on her onboarding form.”
It finds the sent form and reads the answers she submitted.
“Send the individual onboarding form to [email protected] for her entity.”
It finds the form and the entity, then sends the form so the client can fill it in.
“Add a note to Acme Ltd: passport copy received by post.”
It finds the entity and adds the internal note to it.

26 tools for Binderr

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

add_entity_involvementChanges dataAdd or update a role link between two entities: pass the `entity_id`, the `role_holder_entity_id` (the person or company holding the role) and the `roles` they hold.
add_entity_noteChanges dataAdd an internal note to an entity: pass `entity_id` and the `note` text, optionally with `document_ids` to attach.
create_entityChanges dataCreate a new client entity. Pass `individual` (name, date of birth, nationality) for a person or `legal_entity` (name, type, registration number) for a company, plus `managed_by` (the serviced-by entity IDs from list_managing_entities) and `relationship` (type, status). Search first to avoid duplicates.
delete_entity_noteDeletesPermanently delete one note from an entity by `entity_id` and `message_id`. This cannot be undone.
get_current_userGet the Binderr user and company this connection acts as. Use to confirm which account you are working in.
get_documentGet one document by `document_id`, including its type and file details.
get_entityGet the full record of one entity by `entity_id`, including details, address, relationship and onboarding data.
get_entity_basic_infoGet a short summary (name, type, status) of one entity by `entity_id`.
get_entity_by_external_idFind an entity by the `external_id` your own system stored on it when it was created.
get_entity_verification_statusGet the verification (KYC) status of an entity by `entity_id`.
get_form_answersGet the answers a client gave on a sent form by its `link_id` (from list_sent_forms).
get_shareholder_structureGet the shareholder ownership structure of an entity by `entity_id`.
list_entity_documentsList all documents stored for an entity by `entity_id`.
list_entity_involvementsList the people and companies involved with an entity (directors, shareholders, UBOs and other roles) by `entity_id`.
list_entity_notesList the internal notes on an entity by `entity_id`.
list_formsList onboarding forms, optionally filtered by `search_term` or `entity_type`. Use to find a form ID before sending it.
list_identity_documentsList the identity documents (passports, ID cards and similar) recorded for an entity by `entity_id`.
list_legal_entity_typesList the legal entity types (company forms) Binderr supports, for use when creating a company entity.
list_managing_entitiesList the entities that can service clients ('Serviced By' in Binderr). Use their IDs for `managed_by` when creating an entity.
list_relationship_statusesList the relationship statuses available for entities, for use when creating or updating one.
list_risk_reviewsList the risk reviews recorded for an entity by `entity_id`, with risk scores and levels.
list_sent_formsList forms that have been sent out, filtered by `search_term` (entity or form name), `statuses` (PENDING, WAITING_FOR_APPROVAL, REJECTED, COMPLETE, EXPIRED) or `form_ids`.
request_identity_documentChanges dataAsk an entity to supply an identity document: pass `entity_id` and `document_type`, optionally an `email` to send the request to and `with_liveness` for a liveness check. This sends a request to the client.
search_entitiesSearch client entities (people and companies) by `name`, `email` or `identification` number, with `page` and `limit`. Use this to find an entity ID before other lookups, and before creating one to avoid duplicates.
send_form_to_entityVisible to othersSend an onboarding form to a client: pass `form_id` and `entity_id`, optionally an `email` to send it to. The client receives the form to fill in.
update_entityChanges dataUpdate fields on an existing entity by `entity_id`. Pass the changes in `fields`; set `update_if_empty` to true to also clear fields you send empty.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Binderr from the app list.
2
Paste your key
Paste the Client ID and Client secret of a Binderr API client. Ask Binderr support or your sales representative for an API client ID and client secret for your company. Actions made with them are logged in Binderr as 'API User'.
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 Binderr?

The AI can search and read entities, documents, identity documents, involvements, shareholder structures, risk reviews, notes, forms and form answers. It can create and update entities, add notes and role links, send onboarding forms, request identity documents and delete a note if you switch that tool on.

Does the AI see my Binderr credentials?

No. Your Binderr client ID and client secret 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. Sending a form or a document request reaches your client, and deleting a note is permanent. 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?

Binderr connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Binderr account.

How do I get Binderr API credentials?

Binderr issues API credentials on request. Ask Binderr support or your sales representative for a client ID and client secret for your company, then paste both into PipMCP. Changes the AI makes show up in Binderr as made by 'API User'.