Integration · CRM & sales

Connect Claude & ChatGPT to Cloze

Ask your AI when you last spoke with a contact, what is happening with a company, or to log a call in Cloze. It can search, create and update people, companies and projects (deals), read their timelines, add notes and to-dos, and record emails, calls and meetings as history. You get answers about your relationships without clicking through records.

Connect Cloze free

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

Try asking

“When did we last talk to anyone at acme.com?”
The AI finds the company and reads its timeline of communications, notes and to-dos.
“Log a call with [email protected] today about the renewal.”
It records the call on Jane's timeline with a subject, notes and the date. Nothing is sent to her.
“Remind me to send Jane the proposal on Friday.”
It creates a to-do with a due time, linked to Jane and assigned to you or a team member.

What your AI can do

People, companies and deals

Search, create and update people, companies and projects, with stages, segments and custom fields.

Timelines and notes

Read the timeline of a person, company or project, add notes, and log emails, calls, texts and meetings.

To-dos and team

Create to-dos with a due time, assign them to team members, and look up your stages and custom fields.

“Move the Acme expansion deal to won.”
It finds the project and changes its stage. The other fields stay as they are.
“Add Tom Berg, [email protected], as a new lead.”
It searches first to avoid a duplicate, then creates the person with email and stage.
“Which leads have we not talked to for a while?”
It searches people in the lead stage, sorted by when you last talked to them.

23 tools for Cloze

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

add_noteChanges dataAdd a note, event or file record (`style`) with `subject` and `body` to the timeline of the people, companies or projects in `references`.
create_companyChanges dataCreate a new company from `body` (name, domains, emails, phones, stage, segment, notes). Search first to avoid duplicates.
create_personChanges dataCreate a new person in Cloze from `body` (name, first/last, emails, phones, stage, segment, notes). Search first to avoid duplicates.
create_projectChanges dataCreate a new project (deal) with `name`, `stage` (future, current, pending, won, lost), `summary`, dates and linked people in `clientpeople`.
create_todoChanges dataCreate a to-do with `subject`, an optional due time `when`, an `assignee` and the related people, companies or projects in `references`.
find_companiesSearch companies with `freeformquery`, optionally filtered by `stage`, `segment` or assignee. Use this to find a company before other lookups.
find_peopleSearch people (contacts) with `freeformquery` (name, email, company…), optionally filtered by `stage` (lead, future, current, past, out), `segment` or assignee, and sorted by e.g. last talked. Use this to find a person before other lookups.
find_projectsSearch projects (deals) with `freeformquery`, optionally filtered by `stage`, `segment`, assignee or collaborator.
get_companyGet one company by `id` (a domain or other unique id), with contact details, stage and custom fields.
get_company_timelineChanges dataGet the timeline for a company by `id`: communications, notes and to-dos.
get_my_profileGet the connected Cloze user's own profile. Use to confirm which account you are working in.
get_personGet one person by `id` (an email address or other unique id), with contact details, stage and custom fields.
get_person_timelineChanges dataGet the timeline for a person by `id`: emails, calls, meetings, notes and to-dos, newest first.
get_projectGet one project (deal) by `id`, including stage, value, people and custom fields.
get_project_timelineChanges dataGet the timeline for a project by `id`: communications, notes and to-dos.
list_custom_fieldsList custom fields for people, companies or projects (`relationtype`), so you know which fields to fill.
list_people_stagesList the stages people can be in (lead, current, past…) as configured for this account.
list_project_stagesList the stages projects (deals) can be in as configured for this account.
list_team_membersList the members of your Cloze team, to find who to assign records or to-dos to.
log_communicationChanges dataLog a communication in Cloze: an email, call, text or meeting (`style`) with `subject`, `body`, `date`, `direction` and the people it involved in `recipients`/`references`. Records history only; nothing is sent.
update_companyChanges dataUpdate an existing company, matched by a domain or other unique id in `body`. Only the fields you pass change.
update_personChanges dataUpdate an existing person, matched by an email or other unique id in `body`. Only the fields you pass change.
update_projectChanges dataUpdate an existing project (deal), e.g. its stage, summary or dates. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Cloze from the app list.
2
Paste your key
Paste your Cloze API key. In Cloze open More › Settings, then under Accounts and Services expand API Access and copy the key with the copy icon.
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 Cloze?

The AI can search and read people, companies and projects (deals) and their timelines, and look up team members, stages and custom fields. It can create and update people, companies and projects, add notes, create to-dos and log communications.

Does the AI see my Cloze API key?

No. Your Cloze 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, so you can start with lookups only. Tools that create or change records in your Cloze account 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 Cloze account.

Does logging a call or email send anything?

No. Logging a communication only records an email, call, text or meeting on the timeline in Cloze, with the people it involved. Nothing is sent to anyone.