Integration · Communication

Connect Claude & ChatGPT to Convirza

Ask your AI which calls came in on a tracking number, which calls were missed opportunities, or how your agents scored this month in Convirza. It can read calls, SMS conversations and broadcasts, tracking numbers, campaigns, scorecards and marketing attribution. It can also tag and title calls, and create or update campaigns.

Connect Convirza free

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

Try asking

“Which calls came in on the Google Ads tracking number yesterday?”
The AI finds the tracking number and lists the calls for that day with caller, destination and disposition.
“Which calls last week were missed opportunities?”
It lists calls that Convirza flagged as missed opportunities, using system-detected or your own custom insights.
“How did each agent on the sales team score in September?”
It reads agent performance for that date range: calls, quality score and conversion rate.

What your AI can do

Calls and tracking numbers

List and read calls by date, caller, tracking route or campaign, read tracking number routing, and tag or title calls.

Scoring and insights

Read call insights, scorecards, scored call reports, agent performance and calls flagged as missed opportunities.

Campaigns, SMS and attribution

Create and update campaigns, read SMS conversations and broadcasts, and see marketing attribution.

“Tag call 771204 as 'follow up' and title it 'Pricing question'.”
It adds the tag and sets the call title.
“Which tracking numbers and calls led to conversions this quarter?”
It reads marketing attribution data that ties calls and tracking numbers to outcomes.
“Create a campaign for the spring mailer with 2,000 in one-time spend.”
It looks up the owner and creates the campaign with start date, timezone, spend and conversion value. Spend is for reporting only.

26 tools for Convirza

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

create_campaignChanges dataCreate a campaign: `campaign_name`, `owner_user_id`, `start_date`, `timezone`, `campaign_spend`, `campaign_spend_frequency` (one-time or monthly) and `conversion_value`. Spend is for reporting only.
email_call_detailsVisible to othersEmail the data for one call (`call_id`) to an `email` address, as json or xml. Sends an email.
get_callGet one call by `message_id` (the call ID).
get_campaignGet one campaign by `campaign_id`.
get_insightGet one call insight by `insight_id`.
get_sms_broadcastGet one SMS broadcast by `broadcast_id`.
get_sms_conversationGet one SMS conversation by `sms_id`.
get_tracking_numberGet one tracking number route by `provisioned_route_id`, with its routing and campaign settings.
get_userGet one user by `user_id`.
list_agent_performanceGet agent performance (calls, quality score, conversion rate) for a date range, optionally for one team or user.
list_callsList tracked calls, filtered by date range (ISO 8601), caller number (10 digits), destination number, campaign, tracking route, spam flag or disposition. Pass `call_id` to fetch a single call.
list_campaignsList call-tracking campaigns, filtered by name or status.
list_groupsList groups (organizational units) by name or status.
list_insightsList call insights (keyword or AI indicators), filtered by name, status or type.
list_marketing_attributionGet marketing attribution data: which calls, tracking numbers and insights led to outcomes.
list_opportunity_callsList calls flagged as missed opportunities by custom insights; pass `insight_ids` (0 for system-detected opportunities).
list_scorecardsList call scorecards, filtered by name or status.
list_scored_callsGet a report of scored calls for a date range, grouped by group or user.
list_sms_broadcastsList SMS broadcasts, filtered by status, name, agent or date range.
list_sms_conversationsList SMS conversations, filtered by type (allOpen, assignedToYou, unassigned, close), search text or date range.
list_tagsList the call tags in your organization, with optional name search, status and type filters.
list_tracking_numbersList tracking number routes, filtered by name, status, phone number or campaign.
search_usersSearch users by name, email, role or status. Use this to find an `owner_user_id` or agent.
set_call_titleChanges dataSet the title of a call by `call_id` and `call_title`.
tag_callChanges dataAdd tags (`tags`, names up to 100 characters) to a call by `call_id`.
update_campaignChanges dataUpdate a campaign's name, status, dates, owner, spend or conversion value by `campaign_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Convirza from the app list.
2
Paste your key
Paste your Convirza API key and API secret, and enter your organization ID (org_unit_id). In the Convirza portal open the API Access page to copy the key and secret, and keep the secret private. PipMCP uses them to get an access token. Leave the extra headers field empty unless you need 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 Convirza?

It can read calls, tracking numbers, campaigns, groups, users, tags, call insights, scorecards, scored call reports, agent performance, marketing attribution, SMS conversations and SMS broadcasts. It can tag calls, set call titles, create and update campaigns and email the data for a call to an address you give.

Does the AI see my Convirza credentials?

No. Your Convirza 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. Emailing call details sends an email, and changing campaigns or tagging calls writes to your account. All of these 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 Convirza account.

Why does Convirza need an API key, a secret and an organization ID?

Convirza uses the API key and API secret to issue an access token, and PipMCP handles that exchange for you. The organization ID (org_unit_id) tells Convirza which organization the calls, numbers and campaigns belong to. You find the key and secret on the API Access page in the Convirza portal.