Integration · Projects & tasks

Connect Claude & ChatGPT to e-manage|ONE

Ask your AI about projects, companies, contacts and sales leads in e-manage|ONE. It can find a project by name or job number, pull up its quotes and purchase orders, and list the projects linked to a contact. It can also create and update companies, contacts, projects and sales leads, add notes, and put events and follow-ups on the calendar.

Connect e-manage|ONE free

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

Try asking

“Which projects for Hartley Interiors are still in the proposal stage?”
The AI finds the company, then searches its projects by sales stage and lists them with job number and approximate value.
“Show me the purchase orders on job 22-0415.”
It finds the project and lists its purchase orders with vendor, phase and totals.
“Add a note to the Riverside office project: client approved the finishes today.”
It finds the project and the e-manage user writing the note, then adds the note to the project.

What your AI can do

Projects and orders

Search and update projects, and read their quotes and purchase orders by project, vendor, phase or totals.

Companies, contacts and leads

Search, create and update companies, contacts and sales leads, and see which projects a contact is linked to.

Notes, events and follow-ups

Add and read notes on companies and projects, and create or search calendar events and follow-ups.

“Create a sales lead for Maria Lopez, high priority, around 40,000 in value.”
It finds the contact and creates a sales lead with salesperson, priority and approximate value.
“Set a follow-up with Acme Workplace for next Tuesday.”
It finds the company and creates a follow-up linked to it, with date, priority and the user it belongs to.
“Which quotes on the Northgate project were chosen?”
It searches the project's quotes and shows the ones marked as chosen, with quote and bill name.

30 tools for e-manage|ONE

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

add_company_noteChanges dataAdd a note to a company: `company_id`, `note` text, `note_type` and `user_id` (the e-manage user writing it).
add_project_noteChanges dataAdd a note to a project: `project_id`, `note` text, `note_type` and `user_id` (the e-manage user writing it).
create_companyChanges dataCreate a company; put its fields in `body`, e.g. companyName, address, mainPhone, webSite, status, userId.
create_contactChanges dataCreate a contact; put its fields in `body`, e.g. firstName, lastName, companyId, workEmail, directPhone, mobilePhone, title.
create_eventChanges dataCreate a calendar event with `user_id`, `event_type`, `regarding`, `start_date`, `end_date`, `duration` and `alarm`, plus optional subject, description and project.
create_follow_upChanges dataCreate a follow-up with `follow_up_type`, `join_field` (the ID of the record it belongs to), `create_date` and `original_date`, plus optional `regarding`, `priority` and `user_id`.
create_projectChanges dataCreate a project; put its fields in `body`, e.g. projectName, companyId, userId (salesperson), projectType, salesStage, approxValue, customerPo.
create_sales_leadChanges dataCreate a sales lead; put its fields in `body`, e.g. contactId, salesperson, status, priority, interest, approxValue, probability.
get_companyGet one company by `company_id`.
get_contactGet one contact by `contact_id`.
get_projectGet one project by `project_id`.
get_purchase_orderGet one project purchase order by `order_id`.
get_quoteGet one project quote by `quote_id`.
get_sales_leadGet one sales lead by `sales_lead_id`.
list_company_notesList notes on companies, filtered by `company_id`, `note_type` or text in `note_contains`.
list_contact_projectsList the projects linked to a contact by `contact_id`.
list_project_notesList notes on projects, filtered by `project_id`, `note_type` or text in `note_contains`.
search_companiesSearch companies (customers, vendors and other firms) by `company_name`, `company_type`, `main_phone`, `web_site`, `status` and many more fields (most also accept _contains variants).
search_contactsSearch contacts by `first_name`, `last_name`, `work_email`, `company_id`, `mobile_phone`, `title` and more (most also accept _contains variants).
search_eventsSearch calendar events by `subject`, `regarding`, `event_type`, `user_id`, `project_id`, dates and more.
search_follow_upsSearch follow-ups by `regarding`, `priority`, `follow_up_type`, `created_by` and more.
search_projectsSearch projects by `project_name`, `job_number`, `company_id`, `project_status`, `sales_stage`, `customer_po` and many more fields (most also accept _contains, _gt, _lt and _neq variants).
search_purchase_ordersSearch project purchase orders by `project_id`, `vendor_id`, `order_name`, `phase`, totals and more.
search_quotesSearch project quotes by `project_id`, `quote_name`, `bill_name`, `chosen` and more.
search_sales_leadsSearch sales leads by `status`, `salesperson`, `contact_id`, `priority`, `lead_number` and more.
search_usersSearch e-manage users by `full_name`, `user_name` or `user_type`, to find the `user_id` other tools need.
update_companyVisible to othersUpdate a company; put `companyId` and the fields to change in `body`.
update_contactVisible to othersUpdate a contact; put `contactId` and the fields to change in `body`.
update_projectVisible to othersUpdate a project; put `projectId` and the fields to change in `body` (e.g. projectName, salesStage, approxValue, onHold, completed).
update_sales_leadVisible to othersUpdate a sales lead; put `salesLeadId` and the fields to change in `body`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose e-manage|ONE from the app list.
2
Paste your key
Paste your e-manage|ONE Developer API key. API access is granted on request: open a request in the e-manage|ONE Support Desk asking for a Developer API key. After approval you get a one-time secure link with the key.
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 e-manage|ONE?

It can search and read companies, contacts, projects, sales leads, quotes, purchase orders, users, notes, events and follow-ups. It can create and update companies, contacts, projects and sales leads, add notes to companies and projects, and create events and follow-ups.

Does the AI see my e-manage|ONE API key?

No. Your e-manage|ONE 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 with searches only. Updates to companies, contacts, projects and sales leads change your live data and 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?

PipMCP has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own e-manage|ONE account with API access.

How do I get an e-manage|ONE API key?

e-manage|ONE grants API access on request. Open a request in the e-manage|ONE Support Desk and ask for a Developer API key. Once it is approved, you receive a one-time secure link with the key, which you paste into PipMCP.