Integration · Productivity

Connect Claude & ChatGPT to ClearPoint Strategy

Ask your AI how your measures are tracking this period, which initiatives are behind, or what the analysis says for an objective. It can read scorecards, objectives, measures, initiatives, milestones, action items and risks in ClearPoint Strategy. It can also enter measure data, save period updates, create and update elements and post comments.

Connect ClearPoint Strategy free

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

Try asking

“Which measures on the Operations scorecard are off track this quarter?”
The AI finds the scorecard and the period, then reads each measure's status for that period.
“Enter March revenue of 1.2 million on the Revenue measure.”
It finds the measure's series and the March period, then saves the value.
“Draft the analysis for the Customer Satisfaction objective this period and save it.”
It reads the objective's fields for the period and saves the analysis and recommendations as a period update.

What your AI can do

Scorecards and measures

Read scorecards, measures, their series and data across periods, and enter new measure values.

Objectives and initiatives

Create and update objectives, initiatives and action items, update milestones, and read risks.

Period updates and comments

Read and save period fields such as status, analysis and recommendations, and read or post comments.

“Create an initiative for the CRM rollout, owned by Anna, from May to December.”
It creates the initiative in the scorecard with owner, start date and end date.
“What are the milestones on the CRM initiative, and which are complete?”
It lists the initiative's milestones with owner, dates and completion.
“Comment on the Churn measure that the drop comes from the price change.”
It posts the comment on the measure. Users you mention may be notified.

30 tools for ClearPoint Strategy

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

add_commentChanges dataPost a comment on an element (type and ID). Mentioned users may be notified.
create_action_itemChanges dataCreate an action item. Pass a `body` object with name, scorecardId, and optional ownerId, startDate, endDate and linked measureId.
create_initiativeChanges dataCreate an initiative in a scorecard with name, owner, start and end dates and tags.
create_objectiveChanges dataCreate an objective in a scorecard with name, owner, dates and tags.
enter_measure_dataChanges dataEnter measure values: a list of items with series ID, period ID and value (and optional status).
get_action_itemGet one action item by ID.
get_element_period_fieldsGet all field values of an element (objective, measure, initiative, etc.) for one reporting period, such as status and analysis.
get_initiativeGet one initiative by ID.
get_measureGet one measure by ID.
get_measure_dataGet the data values of a measure's series across periods.
get_my_profileGet the profile of the user the API key acts as.
get_objectiveGet one objective by ID.
get_riskGet one risk by ID.
get_scorecardGet one scorecard by ID.
list_action_itemsList action items, paginated and optionally filtered by last edit.
list_commentsList comments on an element by element type and ID.
list_initiativesList initiatives, paginated and optionally filtered by last edit.
list_measure_seriesList the series of a measure. Use this to get series IDs for entering data.
list_measuresList measures (KPIs), paginated and optionally filtered by last edit.
list_milestonesList the milestones of an initiative.
list_objectivesList objectives, paginated and optionally filtered by last edit.
list_periodsList reporting periods. Use this to get a period ID for period-specific data.
list_risksList risks, paginated and optionally filtered by last edit.
list_scorecardsList scorecards, optionally for a user or reporting period.
list_usersList users, optionally filtered by `email`.
update_action_itemChanges dataUpdate an action item's name, owner, dates or completion by ID (`name` and `scorecard_id` required).
update_initiativeChanges dataUpdate an initiative's name, owner, dates, tags or completion by ID (`name` and `scorecard_id` required).
update_milestoneChanges dataUpdate a milestone's name, owner, dates or completion by ID (`name` and `scorecard_id` required).
update_objectiveChanges dataUpdate an objective's name, owner, dates, tags or completion by ID (`name` and `scorecard_id` required).
update_period_fieldsChanges dataSave period updates or edits: a list of items with element type, element ID, period ID, scorecard ID and the `fields` to set (e.g. analysis, recommendations).

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose ClearPoint Strategy from the app list.
2
Paste your key
Paste a ClearPoint access key and secret key. API keys need a ClearPoint Enterprise plan. In ClearPoint go to Control Panel > System Settings > System setup > Integrations (Enterprise Features) > API Keys, click the plus icon, name the key, set an expiry and save. The key acts as its mapped 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 ClearPoint Strategy?

The AI can read scorecards, objectives, measures with their series and data, initiatives, milestones, action items, risks, periods, comments and users. It can create objectives, initiatives and action items, update them and milestones, enter measure data, save period updates and post comments.

Does the AI see my ClearPoint Strategy API keys?

No. Your ClearPoint Strategy access key and secret key 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. Entering measure data and saving period updates change what your reports show, and both 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 ClearPoint Strategy account.

Which ClearPoint plan do I need?

API keys are an Enterprise feature in ClearPoint, so you need a ClearPoint Enterprise plan to create them. Each key acts as the user it is mapped to, so pick that user with care.