Integration · Customer support

Connect Claude & ChatGPT to Custify

Ask your AI about your customer accounts in Custify: plan, revenue, health and who the contacts are. It can create and update tasks, log meetings and support tickets, add comments and record product usage events. It can also list your segments, playbooks, health scores, objectives and survey responses.

Connect Custify free

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

Try asking

“What do we know about Nordic Foods: plan, revenue and health?”
The AI finds the company and reads its plan, revenue, health and custom attributes.
“Who are our contacts at Nordic Foods, and what are their roles?”
It lists the people linked to the company and their roles.
“Create a high-priority task to call Nordic Foods about the renewal before Friday.”
It creates the task linked to the company, with priority and due date.

What your AI can do

Companies and people

List and read companies and contacts, create or update companies, and link people to companies with a role.

Tasks, meetings and tickets

Create and update tasks, log meetings and support tickets, and read or add comments on records.

Health and usage

List health scores, segments, playbooks, objectives and surveys, and record product usage events for a person or company.

“Log today's quarterly review with Nordic Foods from 10:00 to 11:00.”
It logs the meeting on the company with title, start and end time.
“Add a note to Nordic Foods: they plan to add 20 seats in Q1.”
It adds the comment to the company record.
“What did customers answer in our latest survey?”
It lists your surveys and the responses to the one you pick.

25 tools for Custify

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

add_commentChanges dataAdd a comment to a record by `entity_model` (e.g. company), record ID (`entity`) and `text`.
create_taskChanges dataCreate a task with `name`, `status` and `priority`; optionally link a company or person, set `due_date`, `assigned_to` and `description`.
create_ticketChanges dataLog a support ticket with `title`, `description`, `priority`, `ticket_status` and the related `company` or `people`.
get_companyGet one company by its Custify ID (`company_id`), with plan, revenue, health and custom attributes.
get_personGet one person by Custify ID (`contact_id`), with email, companies and custom attributes.
get_taskGet one task by `task_id`.
get_ticketGet one ticket by its ID (`entity`).
link_person_to_companyChanges dataLink a person (`contact_id`) to a company (`company_id`), or update that link's `role`.
list_commentsList the comments on a record by `entity_model` (e.g. company) and record ID (`entity`).
list_companiesList companies (customer accounts) with optional `filters`, `sorting` and paging. Use this to find a company's Custify ID.
list_company_peopleList the people linked to a company (`company_id`) and their roles.
list_health_scoresList the health score definitions set up in Custify.
list_meetingsList meetings logged in Custify.
list_objectivesList customer objectives, optionally for one company.
list_peopleList people (contacts) with optional `filters`, `sorting` and paging.
list_playbooksList the playbooks (automations) set up in Custify.
list_segmentsList the saved segments of companies or people.
list_survey_responsesList the responses to one survey (`survey_id`).
list_surveysList surveys.
list_tasksList tasks with optional `filters`, `sorting` and `substatus`.
list_ticketsList support tickets with optional `search_term`, `filters` and sorting.
log_meetingChanges dataLog a meeting with `title`, `start_at`, `end_at`, `company_id`, participants and `description`.
track_eventChanges dataRecord a product usage event with `name` and `created_at` for a person (`user_id` or `email`) or company (`company_id`).
update_taskChanges dataUpdate a task's name, status, priority, due date, assignee or description. Pass the task's Custify ID as both `task_id` and `id`.
upsert_companyChanges dataCreate a company, or update it if one with the same `company_id` already exists. Fields include `name`, `plan`, `website`, `industry`, `monthly_revenue`, `owners_csm` and `custom_attributes`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Custify from the app list.
2
Paste your key
Paste your Custify API key. In Custify go to Settings > Developers > API Key and copy the key. Anyone with the key has full read and write access to your Custify data, so keep it private.
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 Custify?

The AI can read companies, people, tasks, tickets, comments, meetings, health scores, segments, playbooks, objectives, surveys and survey responses. It can create or update companies, link people to companies, create and update tasks, log tickets and meetings, add comments and record usage events.

Does the AI see my Custify API key?

No. Your Custify 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. Actions that change data, such as upsert_company, create_ticket or track_event, 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 Custify account.

The Custify API key gives full access. Can I limit it?

The key itself has full read and write access to your Custify data. You limit the AI in PipMCP instead: switch on only the tools you want, for example lookups without upsert_company or track_event, and require approval for the ones that change data.