Integration · CRM & sales
Connect Claude & ChatGPT to CiviCRM
Ask your AI to find a contact, pull a donor's contributions or check who is registered for an event in CiviCRM. It works through CiviCRM's APIv4, so it can read and change the same records you do: contacts, activities, contributions, events, participants, memberships and the other entities on your site.
Free plan, no credit card. Takes about a minute.
Try asking
“Find the contact record for [email protected].”
The AI runs a Contact get with a filter on email and shows the matching contact with name and ID.
“List the contributions from contact 2381 this year.”
It queries Contribution for that contact and date range and lists amount, date and status.
“Who is registered for our autumn fundraiser event?”
It finds the event, then lists the Participant records for it with contact and status.
What your AI can do
Any APIv4 entity
List the entities your site exposes, such as Contact, Contribution, Event or Membership, and see their fields with getFields.
Search with filters
Use get with select, where and limit to find exactly the records you need, without writing queries yourself.
Create, update and delete
Add or change records with create, update and save. Delete is permanent, so you can keep it behind approval.
“Which memberships expire next month?”
It gets Membership records with an end date in that range, with contact and membership type.
“Log a phone call with contact 2381 about their pledge.”
It creates an Activity of the call type on that contact with a subject you give it.
“What fields can I use on Contact?”
It runs getFields on Contact and lists the available fields, including custom fields.
2 tools for CiviCRM
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
call_apiChanges dataRun a CiviCRM APIv4 action on an entity: `entity` (e.g. Contact, Activity, Contribution, Event, Participant, Membership), `action` (get, getFields, create, update, save, delete) and `params` as a JSON string with select, where, values and limit. Use get to search and getFields to see available fields; create, update and delete change live CRM data and delete cannot be undone.list_entitiesChanges dataList the kinds of records (APIv4 entities) available on this CiviCRM site, such as Contact, Contribution, Event or Membership. Use it to find the right entity name before calling call_api.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose CiviCRM from the app list.
- 2
Paste your key
Paste your CiviCRM site address (the part before /civicrm/...) and an API key. Your CiviCRM administrator assigns the key to your contact record and gives your role the 'authenticate with api key' permission. The AuthX extension (CiviCRM 5.36+, enabled by default on newer sites) must accept API keys via the X-Civi-Auth header.
- 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 CiviCRM?
It can list the APIv4 entities on your site and run APIv4 actions on them: get and getFields to search and read, and create, update, save and delete to change data. That covers records such as contacts, activities, contributions, events, participants and memberships.
Does the AI see my CiviCRM credentials?
No. Your CiviCRM 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, and risky actions can require your approval before they run. Create, update and delete change live CRM data, and a delete cannot be undone. The API key also only has the permissions of the contact it belongs to. 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 CiviCRM site.
Why does my CiviCRM administrator need to set up the key?
CiviCRM API keys are tied to a contact record, and they are usually assigned by an administrator, for example with the API Key extension or the APIv4 Explorer. Your role also needs the 'authenticate with api key' permission, and AuthX must accept keys in the X-Civi-Auth header.
Related integrations
Let your AI work in CiviCRM today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect CiviCRM freePipMCP is not affiliated with CiviCRM. Product names are trademarks of their owners.