Integration · Customer support

Connect Claude & ChatGPT to Daktela

Ask your AI which tickets are still open, what happened on a ticket, or to create a ticket for a customer in Daktela. It can read tickets, activities, calls, emails, SMS conversations, contacts, accounts and CRM records, and look up queues, statuses and agents. It can also create tickets, contacts, accounts and CRM records and update activities.

Connect Daktela free

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

Try asking

“Which tickets are still open with high priority?”
The AI lists open tickets filtered by stage and priority, with title, category, contact and assigned agent.
“What has happened on ticket 4521?”
It reads the ticket and lists its activities, such as calls, emails, chats and comments.
“Create a ticket for Maria Jensen about a missing delivery and assign it to Peter.”
It finds the contact and the agent, then creates the ticket with title, category, priority and assignee.

What your AI can do

Tickets and activities

List, read and create tickets, and read and update activities across calls, emails, chats and comments.

Calls, emails and SMS

Read call records, emails and SMS conversations, filtered by fields such as date, queue or contact.

Contacts and CRM

Read and create contacts, accounts and CRM records, and look up CRM databases, queues, statuses and users.

“Show me the calls from yesterday on the support queue.”
It lists call records filtered by date and queue and summarizes them.
“Add a new contact, Lars Holm at Nordic Foods, in our customer database.”
It checks the CRM databases, finds the account and creates the contact in the right database.
“Link this activity to ticket 4521 and add a short description.”
It updates the activity with the linked ticket and the new description.

26 tools for Daktela

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

create_accountChanges dataCreate an account (customer company) with `title` and `database` (see list_crm_databases), plus optional description and custom fields.
create_contactChanges dataCreate a contact with `title` (full name), `lastname` and `database` (see list_crm_databases), plus optional first name, `account` and custom fields.
create_crm_recordChanges dataCreate a CRM record with `title`, `type`, `stage` and `created` date, optionally linked to a contact, account or ticket.
create_ticketChanges dataCreate a ticket. In `body` pass `title` and optionally `category`, `contact`, `user` (assignee), `priority` (LOW, MEDIUM, HIGH), `stage` and `description`.
get_accountGet one account by its `name` (the account ID).
get_activityGet one activity by its `name` (the activity ID).
get_callGet one call record by its `name` (the call ID).
get_contactGet one contact by its `name` (the contact ID), with account, custom fields and details.
get_crm_recordGet one CRM record by its `name` (the record ID).
get_emailGet one email by its `name` (the email ID).
get_ticketGet one ticket by its `name` (the ticket ID), with title, stage, priority, category, contact and assigned user.
get_userGet one user by their `name` (the user ID).
list_accountsList accounts (customer companies). Narrow with `filter` (field, operator, value) and use `take` and `offset` for paging.
list_activitiesList activities (calls, emails, chats, comments and more). Narrow with `filter` (field, operator, value), e.g. by ticket or contact, and use `take` and `offset` for paging.
list_callsList call records. Narrow with `filter` (field, operator, value) and use `take` and `offset` for paging.
list_contactsList contacts. Narrow with `filter` (field, operator, value), e.g. field lastname contains Smith, and use `take` and `offset` for paging.
list_crm_databasesList the CRM databases that contacts and accounts are stored in.
list_crm_recordsList CRM records (such as deals). Narrow with `filter` (field, operator, value) and use `take` and `offset` for paging.
list_emailsList emails. Narrow with `filter` (field, operator, value) and use `take` and `offset` for paging.
list_queuesList queues (call, email and chat queues).
list_sms_messagesList SMS conversations. Narrow with `filter` (field, operator, value) and use `take` and `offset` for paging.
list_statusesList the statuses that can be set on tickets and activities.
list_ticket_categoriesList ticket categories. Use this to find the category name to set on a ticket.
list_ticketsList tickets. Narrow with `filter` (field, operator, value), e.g. field stage eq OPEN, and use `sort`, `take` and `offset` for paging.
list_usersList Daktela users (agents). Use this to find the user name to assign tickets to.
update_activityVisible to othersUpdate an activity by `name`: change its title, description, linked ticket or contact, statuses, queue or custom fields.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Daktela from the app list.
2
Paste your key
Paste two values: your Daktela instance name and a static access token. The instance name is the 'mydaktela' in https://mydaktela.daktela.com. Use a static API access token for a Daktela user, since static tokens are made for integrations and do not expire every hour. An administrator with user-management rights can create one, so ask your Daktela admin if you do not have one.
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 Daktela?

The AI can read tickets, activities, calls, emails, SMS conversations, contacts, accounts, CRM records, queues, statuses, ticket categories and users. It can create tickets, contacts, accounts and CRM records, and update an activity's title, description, links, statuses, queue and custom fields.

Does the AI see my Daktela access token?

No. Your Daktela access token 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. Creating tickets and contacts and updating activities change what your agents see, and those tools 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 Daktela account.

Why does Daktela need a static access token?

Daktela has static access tokens that are made for integrations and do not expire every hour. The token belongs to a Daktela user, so the AI can see and do what that user can. An administrator with user-management rights creates it. You also enter your instance name so PipMCP knows which Daktela address to call.