Integration · Communication

Connect Claude & ChatGPT to echowin

Ask your AI what callers asked about this week, to look up a contact before you call back, or to teach your echowin agent a new answer. It can search calls and chats, create and update contacts, tags, boards and notes, and read or change the instructions and knowledgebase your AI phone and chat agents work from.

Connect echowin free

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

Try asking

“Which calls did our reception agent take yesterday?”
The AI finds the agent, then searches calls for that agent in yesterday's date range and lists them.
“What did the caller in call 5821 want?”
It reads the call and its details so you can follow up.
“Add Maria Lund, +45 20 30 40 50, as a contact and tag her as a lead.”
It searches contacts first to avoid a duplicate, finds the tag, and creates the contact with phone number and tag.

What your AI can do

Calls and chats

Search phone calls and chat conversations by text, agent, channel, date range or call length, and read any single call or chat.

Contacts

Search, create and update contacts with tags, boards, CRM stage and custom fields, add notes, and create tags.

Agents

List your AI agents, read and replace their instructions, and search, add or update Q&A references in their knowledgebase.

“Does our agent know our opening hours on public holidays?”
It searches the agent's knowledgebase with that question and shows what the agent has to go on.
“Teach the agent that we close at 14:00 on Fridays.”
It adds a question-and-answer reference to the agent's knowledgebase. The live agent starts using it.
“Note on Maria's contact that she wants a quote in March.”
It finds the contact and adds the note.

24 tools for echowin

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

add_contact_noteChanges dataAdd a note to a contact. Requires `contact_id` and the `note` text.
add_contact_to_boardsChanges dataAdd a contact to one or more boards. Requires `contact_id` and `board_ids`.
create_contactChanges dataCreate a contact with first/last name, phone `number`, `email`, tags, boards, custom fields and an optional first note. Search first to avoid duplicates.
create_knowledgebase_qaChanges dataAdd a question-and-answer reference to an agent's knowledgebase. Requires `agent_id`, `question` and `answer`; the live agent starts using it.
create_tagChanges dataCreate a contact tag with a `name` and optional `color`.
delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
get_agent_instructionsGet the instructions (prompt) an agent follows, by `agent_id`.
get_agent_knowledgebaseGet an agent's knowledgebase (documents, web pages and Q&A references) by `agent_id`.
get_callGet one call by `call_id`, with its details.
get_chatGet one chat conversation by `chat_id`, with its details.
get_contactGet one contact by `contact_id`, with phone, email, tags and custom fields.
get_current_accountShow which echowin team and account the connected API key belongs to.
list_agentsList the AI phone and chat agents in the team. Use to find an agent ID.
list_boardsList the team's contact boards (pipelines). Use to find board IDs.
list_contact_custom_fieldsList the custom fields defined for contacts, so you know which keys to use in `custom_fields`.
list_contact_notesList the notes on a contact by `contact_id`.
list_tagsList the team's contact tags. Use to find tag IDs.
search_agent_knowledgebaseSearch an agent's knowledgebase with a plain-language `query` to see what the agent knows about a topic. Requires `agent_id`.
search_callsSearch phone calls with optional text `search`, `agent_id`, `call_type`, date range (`date_from`, `date_to`) and duration limits. Results are paginated.
search_chatsSearch chat conversations with optional text `search`, `channel`, `agent_id` and date range (`date_from`, `date_to`). Results are paginated.
search_contactsSearch contacts by name, phone or email text (`search`), optionally filtered by `tag_ids` and sorted. Use this to find a contact ID and to avoid duplicates.
update_agent_instructionsVisible to othersReplace an agent's instructions by `agent_id`. This changes how the live agent talks to callers and chat visitors.
update_contactChanges dataUpdate a contact by `contact_id`: name, phone, email, tags, CRM stage or custom fields. Only the fields you pass change.
update_knowledgebase_qaChanges dataUpdate a Q&A reference in an agent's knowledgebase by `agent_id` and `reference_id`; pass the new `question` and/or `answer`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose echowin from the app list.
2
Paste your key
Paste your echowin API key. In the echowin portal, open Build > Integrations > API Keys and create a key. The key has full access to your team's data, so use the tool switches in PipMCP to limit what the AI can do.
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 echowin?

The AI can search and read calls and chats, list agents, boards and tags, and read an agent's instructions and knowledgebase. It can create, update and delete contacts, add notes and boards to contacts, create tags, add or update Q&A references, and replace an agent's instructions.

Does the AI see my echowin API key?

No. Your echowin 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 only calls, chats and contact lookups. Replacing an agent's instructions changes how your live agent talks to callers, and deleting a contact is permanent. Both 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 echowin account.

Can the AI change what my phone agent says?

Only if you switch those tools on. Adding or updating a Q&A reference changes what the agent knows, and the live agent starts using it. Replacing the instructions changes how it talks to callers and chat visitors. You can keep these tools off, or require your approval each time.