Integration · CRM & sales

Connect Claude & ChatGPT to Dex

Ask your AI what you last talked about with someone, to log notes from a meeting, or to remind you to follow up in Dex. It can search and read contacts, notes, reminders, groups, tags and upcoming birthdays. It can create and update contacts, notes and reminders, and sort contacts into groups and tags.

Connect Dex free

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

Try asking

“Add a note to Sarah Chen: we talked about the partnership over lunch today.”
The AI finds Sarah and adds a timeline note linked to her, dated today.
“Remind me to follow up with Jonas next Tuesday.”
It creates a reminder with the text and due date, linked to Jonas.
“Whose birthdays are coming up?”
It lists your contacts' upcoming birthdays.

What your AI can do

Contacts

Search, create and update contacts, add email addresses and phone numbers, and see job title, company, social links and tags.

Notes and reminders

Add and update timeline notes, search past notes, and create, update and complete reminders.

Groups and tags

Create groups, add contacts to groups, add or remove tags, and list upcoming birthdays.

“Which of my reminders are overdue?”
It lists reminders filtered to overdue ones, with the linked contacts.
“What did I last talk about with Mark from Acme?”
It finds Mark and searches the notes linked to him, most recent first.
“Add everyone from Acme to my Clients group.”
It searches contacts by company and adds them to the group.

24 tools for Dex

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

add_contact_emailVisible to othersAdd an `email` address to a contact by `contact_id`, with an optional `label`.
add_contact_phoneChanges dataAdd a `phone_number` to a contact by `contact_id`, with an optional `label` and `country_code`.
add_contacts_to_groupChanges dataAdd contacts (`contact_ids`) to a group by `group_id`.
add_tags_to_contactsChanges dataAdd tags (`tag_ids`) to contacts (`contact_ids`).
create_contactChanges dataCreate a contact from a `body` object: first_name, last_name, job_title, company, description, birthday, social links, and contact_emails / contact_phone_numbers lists. Search first to avoid duplicates.
create_groupChanges dataCreate a contact group with a `name` and optional emoji and description in `group`.
create_noteChanges dataAdd a timeline note in `note`: the `note` text, `event_time` (when it happened) and the linked contacts in `timeline_items_contacts` (each with `contact_id`).
create_reminderChanges dataCreate a reminder in `reminder`: `text`, `due_at_date`, optional `due_at_time` and `recurrence`, and linked contacts in `reminders_contacts` (each with `contact_id`).
delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
get_contactGet one contact by `contact_id`, with emails, job title, company, social links, tags and last note.
get_current_userGet the Dex user this API key belongs to.
get_noteGet one timeline note by its ID (passed as `message_id`).
list_birthdaysList contacts' upcoming birthdays.
list_contactsList contacts, with optional `where` filters (tag, group, company, starred, archived and more), `order_by` and `cursor` paging.
list_group_contactsList the contacts in a group by `group_id`. Paginated.
list_groupsList contact groups with their IDs and contact counts.
list_remindersList reminders, with optional `where` filters (complete, overdue, due date, contacts) and `cursor` paging.
list_tagsList tags with their IDs and contact counts.
remove_tags_from_contactsDeletesRemove tags (`tag_ids`) from contacts (`contact_ids`). The tags themselves are kept.
search_contactsChanges dataSearch contacts by `search_query` (name, email, company and more), optionally including archived contacts or limited to `has_groups`.
search_notesSearch timeline notes by `search_query`, `contact_id`, `group_id` or date range.
update_contactChanges dataUpdate a contact by `contact_id` with the changed fields in `body` (name, job title, company, description, birthday, starred, keep-in-touch frequency and more).
update_noteChanges dataUpdate a timeline note by its ID (passed as `message_id`) with the changed text, event time or linked contacts in `note`.
update_reminderChanges dataUpdate a reminder by `reminder_id`, e.g. mark it complete (`is_complete`) or change its text or due date.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Dex from the app list.
2
Paste your key
Paste your Dex API key. In Dex open Settings > Workflow > Dex API & MCP and click Set up on the Dex API Key row. Copy the key, or click Generate API Key if you have none. Generating a key needs Dex Professional.
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 Dex?

The AI can search and read contacts, notes, reminders, groups, tags and upcoming birthdays, and see which Dex user the key belongs to. It can create and update contacts, add email addresses and phone numbers, add and update notes and reminders, create groups, add contacts to groups, add or remove tags and delete contacts.

Does the AI see my Dex credentials?

No. Your Dex API key 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. Deleting a contact is permanent, so delete_contact can require your approval before it runs, or stay off. 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 Dex account.

Which Dex plan do I need?

Generating a Dex API key needs Dex Professional. You find the key in Dex under Settings > Workflow > Dex API & MCP, on the Dex API Key row.