Integration · Communication

Connect Claude & ChatGPT to Convoflo

Ask your AI what clients have sent you in Convoflo, which documents are still missing, or to open a secure space for a new client. It can read messages, files, folders and activity, send file requests and approve or reject uploaded documents. It can also post messages, add internal notes and remind people who have not signed yet.

Connect Convoflo free

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

Try asking

“Which documents are we still waiting for from clients?”
The AI lists your file requests and shows which requested items have not been fulfilled yet.
“Open a secure space for Hansen Holding and invite [email protected].”
It creates the secure space and shares it with her email. She gets an invitation email.
“Ask the Berg family space for their 2025 payslips and bank statements, due Friday.”
It creates a file request with two items and a due date. The members of the space are notified.

What your AI can do

Secure spaces and files

Search and browse secure spaces, folders and files, create spaces and folders, share them, and rename or delete files.

File requests

Ask clients for documents with due dates and reminders, see what has been fulfilled, and approve or reject each upload.

Messages and signatures

Read and post messages, keep internal notes for your team, follow space activity, and remind signers on e-signature requests.

“The bank statement Peter uploaded is the wrong year. Reject it.”
It rejects that file request item with your reason, and the client is asked to upload again.
“What happened in the Nordvik space this week?”
It reads the space's activity history and recent messages and sums up uploads, messages and views.
“Who still has not signed the engagement letter?”
It finds the e-signature request, shows the signing status and can send a reminder to those who have not signed.

28 tools for Convoflo

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

approve_file_request_itemVisible to othersApprove a document a client uploaded for a file request, given `file_request_id` and the item ID in `file_request_item`.
create_file_requestChanges dataAsk the members of a secure space (`user_folder`) to upload documents: list the documents in `items` (each with a `label`) and optionally set `due_date` and `reminders`. Members are notified.
create_folderChanges dataCreate a folder inside existing folders: pass `name` and the parent folder IDs in `parents`. Optionally share with people via `shares`, which emails them.
create_internal_noteChanges dataAdd an internal note (team-only, not visible to clients) to a secure space (`user_folder`) with `title` and `content`.
create_secure_spaceChanges dataCreate a secure space (or folder) with `name` and share it with the people in `emails`. Invitations are emailed to them; add an optional `message`.
delete_fileDeletesDelete a file by `user_file` ID. Clients will no longer see it.
get_fileGet one file by `document_url` (the last part of the file's URL), with name, size, version and access details.
get_file_requestGet one file request by `file_request_id`, with each requested item and whether it has been fulfilled.
get_folderGet one secure space or folder by `folder_url` (the last part of its URL), with name, members and settings.
get_messageGet one message by its ID in `comment`, with text, author and attachments.
get_my_accountGet the signed-in Convoflo user's account details. Use to confirm who you are working as.
get_signature_requestGet one e-signature request by ID, with its documents, signers and signing status.
list_file_requestsList the file requests you have sent to clients, with their status.
list_folder_contentsList the folders and files inside a secure space or folder, given its ID in `user_folder_url`.
list_internal_notesList the internal notes (visible to your team only) in a secure space (`user_folder`).
list_messagesList the messages posted in a secure space (`user_folder`), newest first. Use `limit` to cap results.
list_received_messagesList recent messages you have received across secure spaces. Use `limit` to cap results.
list_recent_filesList files you have recently viewed or worked on.
list_sent_messagesList recent messages you have sent across secure spaces.
list_signature_requestsList your e-signature requests and their status.
list_space_activityList the activity history (uploads, messages, views) of a secure space or folder (`user_folder`).
list_space_file_requestsList the file requests in one secure space (`user_folder`).
post_messageVisible to othersPost a message in a secure space (`user_folder`) with `comment` (text or HTML) and `source` (use "compose"). Members are notified; set `status` to "draft" to save without sending. Attach files by ID in `files`.
reject_file_request_itemVisible to othersReject a document a client uploaded for a file request, giving `file_request_id`, `file_request_item` and a `reason`. The client is asked to upload again.
remind_signersVisible to othersEmail a reminder to everyone who has not yet signed an e-signature request (`sign_request_id`).
search_files_and_spacesList or search the secure spaces, folders and files at your root level. Pass `q` to search by name and `limit` to cap results.
share_secure_spaceChanges dataShare a secure space (`user_folder`) with people by `emails`. Sends them an invitation email unless `silently` is true.
update_fileChanges dataRename a file or change its settings (expiry date, download restriction, editable) by `user_file` ID.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Convoflo from the app list.
2
Paste your key
Convoflo issues OAuth apps on request. Email Convoflo's developer team and ask for an OAuth 2.0 client with the redirect URL https://pipmcp.com/oauth/callback. They send you a Client ID and Client Secret. Paste both into PipMCP and click Connect to sign in to Convoflo once.
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 Convoflo?

The AI can search and read secure spaces, folders, files, messages, internal notes, space activity, file requests and e-signature requests. It can create secure spaces, folders, file requests and internal notes, share spaces, post messages, approve or reject uploaded documents, update or delete files and remind signers.

Does the AI see my Convoflo credentials?

No. Your Client ID, Client Secret and sign-in tokens 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 with lookups only. Posting a message, sharing a space and sending signing reminders reach your clients, and deleting a file removes it for them, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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?

Convoflo connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Convoflo account.

Can the AI write to a client without sending right away?

Yes. When it posts a message it can save it as a draft instead of sending it, so you can review it in Convoflo first. Internal notes are also an option: they are visible to your team only, never to clients.