Integration · Marketing

Connect Claude & ChatGPT to Dashly

Ask your AI which chats are still unanswered, what a lead has done on your site, or to reply to a conversation in Dashly. It can read leads, their events and conversations, see who is on your website right now, update lead properties, assign and close conversations and send messages to leads.

Connect Dashly free

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

Try asking

“Which conversations are open and unanswered?”
The AI lists conversations filtered by closed and answered status, so you see which chats are waiting.
“What has lead 12345 done on the site?”
It reads the lead with properties and tags, and lists the events recorded for them.
“Reply to Peter's latest chat and say we will call tomorrow.”
It finds the conversation, reads the messages and sends the reply. Peter gets it straight away.

What your AI can do

Leads and events

List and read users and leads with properties, tags, notes and segments, and see the events recorded for them.

Conversations

Find open or unanswered chats, read their messages, reply, assign them to an operator and close them.

Messages and visitors

Send messages to leads, update lead properties, track events and see who is on your site right now.

“Assign the open chat from [email protected] to Sara.”
It assigns the conversation to the operator you name. An empty operator unassigns it.
“Who is on our website right now?”
It lists the visitors who are online now on your Dashly site.
“Set the phone number for lead 12345 and log a 'Demo booked' event.”
It updates the lead's $phone property and records the event on the lead.

14 tools for Dashly

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

assign_conversationChanges dataAssign a conversation by `conversation_id` to the operator in `admin`; leave `admin` empty to unassign it.
close_conversationVisible to othersClose a conversation by `conversation_id`.
get_conversationGet one conversation by its ID (passed as `message_id`), with status, assignee and the lead it belongs to.
get_leadGet one user or lead by `user_id` (Dashly ID, or your own user ID with `by_user_id` set to true), optionally including `props`, `events`, `tags`, `notes` and `segments`.
list_conversation_messagesList the messages and other parts of a conversation by `conversation_id`.
list_conversationsList conversations in a Dashly app by `app_id`, filtered by `closed`, `answered`, `assigned`, `tags` or `channel`. Use to find open or unanswered chats.
list_lead_conversationsList the conversations of one user or lead by `user_id`.
list_lead_eventsList the events recorded for a user or lead by `user_id`, optionally filtered by event name with `filter_name`.
list_leadsList users and leads in a Dashly app by `app_id`, with optional `filters`, `sort_prop`, `sort_order`, `limit` and `offset`. Sorted by last activity by default.
list_online_visitorsList visitors who are on the website right now, for the Dashly app `app_id`.
reply_to_conversationChanges dataSend a reply in a conversation: pass `conversation_id` and the message text in `body`; `from_admin` sets which operator replies. The reply is delivered to the lead immediately.
send_message_to_leadChanges dataSend a message to a user or lead by `user_id` with the text in `body` and an optional message `type` (default popupchat). The message is delivered to the lead.
track_lead_eventChanges dataRecord an event for a user or lead by `user_id` with the `event` name and optional `params`.
update_lead_propertiesChanges dataChange a user or lead's properties by `user_id`: `operations` lists the property changes to apply, e.g. to $name, $email or $phone.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Dashly from the app list.
2
Paste your key
Paste a Dashly API auth token. In the Dashly admin panel open Settings > Developers > API Keys and copy a token. It gives almost full access to your site's data, so keep it secret.
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 Dashly?

The AI can list and read users and leads with their properties, events, tags, notes and conversations, list conversations and their messages, and see who is online. It can reply to, assign and close conversations, send messages to leads, update lead properties and record events.

Does the AI see my Dashly credentials?

No. Your Dashly API 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. Replies and messages reach your leads, and closing a conversation changes your inbox, so these 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 Dashly account.

Can the AI message my leads?

Yes, if you switch those tools on. reply_to_conversation and send_message_to_lead deliver the message to the lead right away. Set them to require approval, and you see each message before it is sent.