Integration · Marketing

Connect Claude & ChatGPT to ClickFunnels

Ask your AI how a funnel performed last month, what a contact has bought, or to tag a new lead in ClickFunnels 2.0. It can read contacts, orders, products, funnels, form submissions and courses, and get visits, opt-ins and sales for a funnel. It can also create and update contacts, apply tags, enroll contacts in courses, manage sales opportunities and refund a transaction, with your approval if you want it.

Connect ClickFunnels free

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

Try asking

“How did the webinar funnel do over the last 30 days?”
The AI finds the funnel and reads its visits, opt-ins and sales for the period, per step if you ask.
“What has [email protected] bought from us?”
It finds the contact by email and lists her orders with line items, totals and status.
“Add Peter Holm, [email protected], and tag him as VIP.”
It creates the contact or updates the existing one with the same email, then applies the VIP tag. Tags can trigger your workflows and emails.

What your AI can do

Contacts and tags

Find, create and update contacts, apply tags, read form submissions and enroll contacts in courses.

Orders and products

Read orders with line items and transactions, list products and prices, and refund a transaction.

Funnels and sales pipeline

Read funnels and their visits, opt-ins and sales, list pipelines and stages, and create, update and add notes to opportunities.

“Give Anna access to the Onboarding course.”
It finds the course and enrolls the contact, so she gets access.
“Move the Holm deal to Won and set the value to 12,000.”
It finds the opportunity and the pipeline stage, then updates the stage and value.
“Refund the last charge on order 55120, the customer cancelled.”
It lists the order's transactions and refunds the charge in full with your reason. The money goes back to the customer and it cannot be undone.

29 tools for ClickFunnels

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

add_opportunity_noteChanges dataAdd a note (`sales_opportunities_note.content`) to a sales opportunity (`opportunity_id`).
create_opportunityChanges dataCreate a sales opportunity in `sales_opportunity` with `name`, `pipelines_stage_id`, `primary_contact_id` and optional `value`, `assignee_id` and `closed_at`.
enroll_contact_in_courseChanges dataGive a contact access to a course: `course_id` and `courses_enrollment.contact_id`.
get_contactGet one contact by `contact_id`, with name, email, phone, tags and custom attributes.
get_current_userGet the ClickFunnels user this connection is signed in as.
get_form_submissionGet one form submission by `form_submission_id`.
get_funnelGet one funnel by `funnel_id`.
get_funnel_statsGet visits, opt-ins and sales for a funnel (`funnel_id`) between `timerange_start` and `timerange_end` (up to 90 days). Add `expand` steps for per-step numbers.
get_opportunityGet one sales opportunity by `deal_id`.
get_orderGet one order by `order_id`, with its line items, totals, status and contact.
get_productGet one product by `product_id`.
list_contact_tagsList the contact tags in the workspace with their IDs, filtered by `filter.name`.
list_contactsList contacts, filtered by `filter.email_address`, `filter.tag_ids`, `filter.id` or `filter.is_active`. Use this to find a contact's ID.
list_course_enrollmentsList enrollments in a course (`course_id`), filtered by `filter.contact_id`.
list_coursesList the courses in the workspace.
list_form_submissionsList form submissions from funnel pages, filtered by `filter.contact_id` or `filter.page_id`.
list_funnelsList the funnels in the workspace.
list_opportunitiesList sales opportunities, filtered by `filter.pipeline_id`, `filter.pipelines_stage_id`, `filter.primary_contact_id` or `filter.assignee_id`.
list_order_transactionsList the payment transactions (charges and refunds) on an order (`order_id`).
list_ordersList orders, filtered by `filter.contact_id`, `filter.order_type` or `filter.id`.
list_pipeline_stagesList the stages of a pipeline (`pipeline_id`) with their IDs.
list_pipelinesList the sales pipelines in the workspace.
list_product_pricesList the prices of a product (`product_id`), filtered by `filter.variant_id` or `filter.archived`.
list_productsList products, filtered by `filter.archived`, `filter.visible_in_store` or `filter.id`.
refund_transactionMoves moneyRefund a payment transaction (`transaction_id`) in full, with an optional `reason`. This returns money to the customer and cannot be undone.
tag_contactChanges dataApply a tag to a contact: `contact_id` and `contacts_applied_tag.tag_id`. Tags can trigger workflows and emails.
update_contactChanges dataUpdate a contact by `contact_id` with new values in `contact` (name, email, phone, tag_ids, custom_attributes).
update_opportunityChanges dataUpdate a sales opportunity by `deal_id`, for example move it to another `pipelines_stage_id` or change its value. Only the fields you pass change.
upsert_contactChanges dataCreate a contact, or update the existing one with the same email, from `contact` (email_address, first_name, last_name, phone_number, tag_ids, custom_attributes).

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose ClickFunnels from the app list.
2
Paste your key
Enter three values: your ClickFunnels subdomain (the "myteam" in myteam.myclickfunnels.com), an API access token and your workspace ID. In ClickFunnels go to Teams List > your team > Team Settings > Developer Portal and click Add new platform application. After creating it, copy the API access token. Your workspace ID and subdomain are visible in your ClickFunnels URLs.
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 ClickFunnels?

The AI can read contacts, tags, orders, transactions, products, prices, funnels and funnel stats, form submissions, courses, enrollments, pipelines and opportunities. It can create and update contacts, apply tags, enroll contacts in courses, and create, update and add notes to opportunities. It can also refund a transaction if you switch that tool on.

Does the AI see my ClickFunnels credentials?

No. Your ClickFunnels access token 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, so you can start read-only. A refund returns money to the customer and cannot be undone, and it can require your approval before it runs. 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 ClickFunnels account.

Which version of ClickFunnels does it work with?

ClickFunnels 2.0. PipMCP connects to the ClickFunnels 2.0 API, where your account lives at a myclickfunnels.com subdomain. You create the access token in the Developer Portal under your team's settings.