Integration · CRM & sales

Connect Claude & ChatGPT to Bonzo

Ask your AI about your Bonzo prospects, conversations and pipelines and get the answer from your account. It can create and update prospects, add notes, manage tasks and move prospects between pipeline stages. It can also text or email a prospect and put them on a campaign, with your approval if you want it.

Connect Bonzo free

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

Try asking

“Who were my newest prospects this week?”
The AI lists your prospects newest first, with contact details and status.
“What did John Carter and I last talk about?”
It finds the prospect and reads the communication history: texts, emails and calls.
“Move John Carter to the Application stage.”
It looks up your pipelines and stages and moves the prospect to the stage you named.

What your AI can do

Prospects and notes

Search, create and update prospects, set their status, add notes and read their messages and activity history.

Pipelines and tasks

Read pipelines and stages, move prospects between stages, and create, update and complete tasks.

Messages and campaigns

Send texts and emails to prospects, list recent conversations and add prospects to campaigns.

“Remind me to call Sarah Lee tomorrow at 9.”
It creates a call task for tomorrow at 9, linked to the prospect.
“Text Sarah that I have sent over the rate sheet.”
It sends the text message to the prospect. This is a real SMS and goes out immediately.
“Put the new open house leads on the Nurture campaign.”
It finds the prospects and the campaign and adds each prospect to it. The campaign then starts sending its messages.

29 tools for Bonzo

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

add_prospect_noteChanges dataAdd a note (`content`) to a prospect. Set `include_in_conversation` or the send-to-agent flags only when the note should be shared.
add_prospect_to_campaignChanges dataPut a prospect on a campaign by `prospect` and `campaign` ID. The campaign will start sending its messages to the prospect.
complete_taskChanges dataMark a task done (`completed` true) or reopen it (false) by `task` ID.
create_prospectChanges dataCreate a prospect with `first_name` (required), last name, email, phone, address and `assigned_to`. Check list_prospects first to avoid duplicates.
create_taskChanges dataCreate a task with `title`, `type` (call, follow_up, meeting ...), `date`, `time`, `length` in minutes and `frequency`; link it with `prospect_id` and assign with `assignee_id`.
delete_taskDeletesPermanently delete a task by `task` ID.
get_campaignGet one campaign's details by `campaign` ID.
get_pipelineGet one pipeline and its stages by `pipeline` ID.
get_prospectGet one prospect by `prospect` ID, with contact details, status, pipeline stage and campaign.
get_taskGet one task by `task` ID.
list_campaignsList campaigns (automated message sequences) with their IDs.
list_conversationsList recent conversations across all prospects, optionally filtered by `view`.
list_listsList prospect lists, filtered by list `type`.
list_pipelinesList pipelines with their stages.
list_prospect_activityList a prospect's communication history (texts, emails, calls) by `prospect` ID; set `only_activity` for activity only.
list_prospect_messagesList the messages exchanged with one prospect by `prospect` ID.
list_prospect_notesList the notes on one prospect by `prospect` ID.
list_prospect_statusesList the custom prospect statuses and sub-statuses set up in the account.
list_prospectsList prospects (leads), newest first by default (`order`).
list_stage_prospectsList the prospects in one pipeline stage by `pipeline_stage` ID.
list_tagsList the prospect tags used in the account.
list_tasksList tasks, optionally filtered by `prospect_id` or `user_ids`.
list_team_membersList or search team members (`search`) to find a user to assign prospects or tasks to.
move_prospect_to_stageChanges dataMove a prospect to a pipeline stage by `prospect` and `pipeline_stage` ID.
send_prospect_emailVisible to othersSend an email to a prospect by `prospect` ID with `subject` and `message`. This sends a real email immediately.
send_prospect_smsVisible to othersSend a text message to a prospect by `prospect` ID with `message` and/or `attachment_url`. This sends a real SMS immediately.
set_prospect_statusChanges dataSet a prospect's status to active, responded or non-active by `prospect` ID.
update_prospectChanges dataUpdate a prospect's name, email, phone, address, tags or assignee by `prospect` ID. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task` ID. The API expects title, type, date, time, length and frequency on every update, so read the task first and send them back.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Bonzo from the app list.
2
Paste your key
Paste a Bonzo API token. In Bonzo, go to Settings > Integrations > API and click + Add Token. Name it, tick the scopes you want to allow, click Create and copy the token, it is shown only once. The token acts with your own user's permissions, so create it from a Team Lead or Admin account to reach the whole team's prospects.
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 Bonzo?

It can read prospects, notes, activity, messages, conversations, campaigns, pipelines, tasks, lists, tags and team members. It can create and update prospects, set their status, add notes, move them between pipeline stages and create, update, complete and delete tasks. It can also send texts and emails to prospects and add them to campaigns.

Does the AI see my Bonzo API token?

No. You paste your API token into PipMCP once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example lookups and notes without messaging. Actions that reach prospects, like send_prospect_sms, send_prospect_email or add_prospect_to_campaign, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own Bonzo account, so anything Bonzo charges is between you and Bonzo.

Which prospects can the AI see?

The API token acts with the permissions of the Bonzo user who created it. A token from a regular user reaches that user's prospects. Create the token from a Team Lead or Admin account if the AI should work with the whole team's prospects, and tick only the scopes you want.