Integration · CRM & sales

Connect Claude & ChatGPT to Concrete

Ask your AI what your team last discussed with a company, which companies sit in a fund, or how a portfolio company's KPIs have moved in Concrete. It can search and update companies, log meetings and notes, add companies to a fund and set their portfolio status. Your fund's records stay current without switching tabs.

Connect Concrete free

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

Try asking

“What are our latest notes on Acme Robotics?”
The AI searches for the company and lists the notes linked to it.
“Which companies are in Fund II?”
It lists your funds and then the portfolio companies in the one you mean.
“Log today's call with Acme: they closed two enterprise deals and plan to hire a CFO.”
It creates a meeting with your notes and the time. The meeting is linked to the attendees you name.

What your AI can do

Companies and funds

Search, create and update companies, list funds and their portfolio companies, add companies to a fund and set their portfolio status.

Notes and meetings

Read, create and update notes linked to companies or people, log meetings with notes or transcripts, and list company touchpoints.

Trackers and network

List trackers for KPIs and metrics, read tracker values over time and list your team's network connections.

“Show the revenue tracker for Acme since January.”
It finds the company's trackers and lists the tracker values from the date you give.
“Add Nordlight and Kelp Labs to Fund III.”
It finds both companies and adds them to the fund's portfolio.
“What touchpoints have we had with Kelp Labs?”
It lists the interactions with the company, optionally filtered by topic or category.

20 tools for Concrete

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

add_companies_to_fundChanges dataAdd companies to a fund's portfolio: `fund_public_id` and a list of `company_public_ids`.
create_companyChanges dataCreate a new company with `name`, plus optional primary domain, domains, headline, LinkedIn, Twitter and Crunchbase slugs. Search first to avoid duplicates.
create_meetingChanges dataLog a meeting with at least one of notes, transcript, meeting note title or calendar event title; optional attendees, time and creator. Passing an existing `meeting_note_id` updates that meeting.
create_noteChanges dataCreate a note with `content`, optionally linked to a company or person and with topics and the date it happened (`occurred_at`).
delete_noteDeletesPermanently delete a note by its public ID (`message_public_id`). This cannot be undone.
get_companyGet one company by `company_public_id`.
get_current_memberGet the current workspace member's details. Use to confirm which account you are working in.
get_noteGet one note by its public ID (`message_public_id`).
get_trackerGet one tracker by `tracker_public_id`.
list_company_touchpointsList touchpoints (interactions) with a company by `company_public_id`, optionally filtered by `topic` or `category`.
list_connectionsList your team's network connections.
list_fund_companiesList the portfolio companies in a fund by `fund_public_id`.
list_fundsList your funds.
list_notesList notes, optionally for one company (`company_public_id`) or person (`person_public_id`).
list_tracker_valuesList the values of a tracker by `tracker_public_id`, optionally filtered by company, status and effective or updated dates.
list_trackersList trackers (KPIs and metrics), optionally for one `company_public_id`.
search_companiesSearch companies by `term` (name or domain). Use this to find a company's public ID before other lookups; supports `limit` and `cursor` paging.
update_companyChanges dataUpdate a company by `company_public_id`: name, domains, headline or social slugs.
update_noteChanges dataUpdate a note's `content` or `occurred_at` by its public ID (`message_public_id`).
update_portfolio_company_statusChanges dataSet a portfolio company's `status` within a fund by `fund_public_id` and `organization_public_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Concrete from the app list.
2
Paste your key
Paste your Concrete API key, which starts with sk-ak-. In your Concrete dashboard, go to Settings > API Keys, click Generate New API Key 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 Concrete?

The AI can search and read companies, funds, portfolio companies, notes, touchpoints, trackers, tracker values and your team's network connections. It can create and update companies and notes, log meetings, add companies to a fund and set a portfolio company's status. It can also permanently delete a note if you switch that tool on.

Does the AI see my Concrete API key?

No. Your Concrete 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 read-only. Deleting a note cannot be undone and 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 Concrete account.

Can the AI save meeting transcripts to Concrete?

Yes. The create_meeting tool logs a meeting with notes, a transcript, a meeting note title or a calendar event title, plus optional attendees and time. If you give it an existing meeting note ID, it updates that meeting instead of creating a new one.