Integration · CRM & sales

Connect Claude & ChatGPT to Cliengo

Ask your AI which new leads came in today, what a contact asked your chatbot, or to assign a conversation to an agent in Cliengo. It can search and update contacts, add tags and notes, read conversations and messages, send replies, assign and close conversations and move them between sales phases. Lead follow-up happens without opening every chat.

Connect Cliengo free

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

Try asking

“Which new leads came in from the website today?”
The AI searches contacts by date range and website and lists them with name, email and phone.
“What did Laura Gómez ask in her last conversation?”
It finds her contact, lists her conversations and reads the messages.
“Assign conversation 7731 to Diego and move it to the Proposal phase.”
It looks up users and phases, then assigns the conversation and sets the phase.

What your AI can do

Contacts and leads

Search, create and update contacts, add tags and notes, and read a contact's history and conversations.

Conversations

Search conversations, read messages, send replies, add internal notes, assign agents and close conversations.

Pipeline and setup

Move conversations through sales phases and list phases, tags, users, teams, chatbots and channels.

“Reply to conversation 7731 that we will call her tomorrow morning.”
It sends the message into the conversation, and it is delivered to the contact on their channel.
“Tag contact 5520 as hot lead and add a note that she wants a demo.”
It adds the tag and an internal note to the contact.
“How many open conversations are in each sales phase?”
It lists conversations grouped by sales phase.

26 tools for Cliengo

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

add_contact_noteChanges dataAdd an internal note to a contact by `contact_id`.
add_contact_tagChanges dataAdd a tag to a contact by `contact_id`.
add_conversation_noteChanges dataAdd an internal note to a conversation by `conversation_id`. Not visible to the contact.
assign_conversationChanges dataAssign a conversation by `conversation_id` to an agent (`assigned_to`).
close_conversationVisible to othersClose a conversation by `conversation_id`; `is_lead` records whether it produced a lead.
create_contactChanges dataCreate a contact (lead) with a name and `website_id`, plus optional email, phone, status, assignee and note.
get_accountGet your Cliengo account details, such as company, plan and websites.
get_contactGet one contact by `contact_id` with details, status and custom fields.
get_contact_historyGet a contact's activity history by `contact_id`.
get_conversationGet one conversation by its ID (`message_id`), with contact, channel, status and assignee.
get_current_userGet the Cliengo user the connection runs as.
list_channelsList connected channels (website, WhatsApp, Facebook, Instagram and others) with their IDs.
list_chatbotsList your chatbots.
list_contact_conversationsList all conversations with a contact by `contact_id`.
list_contact_notesList the notes on a contact by `contact_id`.
list_conversation_messagesList the messages in a conversation by `conversation_id`.
list_conversations_by_phaseList conversations grouped by sales phase, with the same filters as conversation search.
list_phasesList the sales phases (pipeline stages) conversations can be moved through.
list_tagsList the tags available for contacts and conversations.
list_teamsList agent teams.
list_usersList the agents and users in your account, with IDs for assigning.
search_contactsSearch contacts (leads) by name, email, phone, free text, status, assigned user, website or date range, with paging.
search_conversationsSearch conversations by text, status, channel, agent, phase, tags or date range, with paging.
send_conversation_messageVisible to othersSend a message into a conversation by `conversation_id` with `from`, `from_type`, `type` and body. It is delivered to the contact on their channel.
set_conversation_phaseChanges dataMove a conversation by `conversation_id` to a sales phase (`phase_id`).
update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, status or assigned user.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Cliengo from the app list.
2
Paste your key
Paste your Cliengo Connect API token (production tokens start with sk_live_). In Cliengo open dash.cliengo.com > Integrations > Connect API, create a token with the scopes your integration needs and copy it.
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 Cliengo?

The AI can read your account, contacts, contact history and notes, conversations and messages, sales phases, tags, users, teams, chatbots and channels. It can create and update contacts, add tags and notes, send messages, add conversation notes, assign conversations, move them between phases and close them.

Does the AI see my Cliengo API token?

No. Your Cliengo credentials 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. A message sent into a conversation reaches the contact on their channel, and closing a conversation ends it, so these actions can require your approval before they run. The token's scopes also limit what the AI can reach. 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 Cliengo account.

Does the AI reply to contacts directly?

Only if you switch on the tool that sends messages. A message sent into a conversation is delivered to the contact on the channel they wrote from, for example your website chat or another connected channel. Internal notes on contacts and conversations are never shown to the contact.