Integration · CRM & sales

Connect Claude & ChatGPT to EspoCRM

Ask your AI what is open with a customer, which deals close this month, or to log the call you just had in EspoCRM. It can search and update accounts, contacts, leads, opportunities and cases, create tasks and meetings and log calls. Your CRM stays up to date without typing everything into forms.

Connect EspoCRM free

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

Try asking

“What do we have on Nordic Foods: contacts and open deals?”
The AI finds the account and lists its contacts and opportunities.
“Log a 20 minute call with Peter Hansen today about the renewal.”
It finds the contact and a user to assign it to, and logs the call with times and a description linked to the record.
“Move the Acme opportunity to Negotiation and set the close date to 31 October.”
It finds the opportunity and updates its stage and close date.

What your AI can do

Accounts, contacts and leads

Search, create and update accounts, contacts and leads, and see the contacts and opportunities on an account.

Opportunities

Create deals, and update stage, amount, probability and close date as they move forward.

Activities and cases

Log calls, book meetings, create and complete tasks, and create and update support cases.

“Add a new lead: Sara Lind, Lind Design, [email protected], from the website.”
It creates the lead with name, company, email and source.
“Book a meeting with Nordic Foods next Tuesday at 10.”
It creates the meeting with start and end time, assigns it and links the account.
“Which support cases are still open with high priority?”
It searches cases and lists the open high-priority ones with status and account.

29 tools for EspoCRM

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 (company) with name, website, email, phone, industry, type and billing address in `body`. Search first to avoid duplicates.
create_caseChanges dataCreate a support case with `name`; optionally description, status, priority, type, account and contact.
create_contactChanges dataCreate a contact with first and last name, email, phone, account ID, title and address in `body`. Search first to avoid duplicates.
create_leadChanges dataCreate a lead with name, company (accountName), email, phone, source and status in `body`.
create_meetingChanges dataCreate a meeting with `name`, `date_start`, `date_end` and `assigned_user_id`; optionally attendees (contacts, leads, users) and a related record.
create_opportunityChanges dataCreate an opportunity with `name`, `amount`, `amount_currency` and `close_date`; optionally stage, probability, account and contact.
create_taskChanges dataCreate a task with `name` and `assigned_user_id`; optionally due date, priority, status and a related record (`parent_type` and `parent_id`).
get_accountGet one account by `account_id`.
get_caseGet one support case by `ticket_id`.
get_contactGet one contact by `contact_id`.
get_leadGet one lead by `lead_id`.
get_opportunityGet one opportunity by `deal_id`.
list_account_contactsList the contacts linked to an account by `account_id`.
list_account_opportunitiesList the opportunities linked to an account by `account_id`.
list_usersList CRM users, for example to find the ID to assign records to. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
log_callChanges dataLog a call with `name`, `date_start`, `date_end` and `assigned_user_id`; optionally direction, status, description and a related record.
search_accountsList or search accounts (companies). Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_casesList or search support cases. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_contactsList or search contacts (people). Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_leadsList or search leads. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_meetingsList or search meetings. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_opportunitiesList or search opportunities (deals). Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_tasksList or search tasks. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
update_accountChanges dataUpdate an account by `account_id` with the fields in `body`. Only the fields you pass change.
update_caseChanges dataUpdate a support case by `ticket_id`: status, priority, assignee and more. Only the fields you pass change.
update_contactChanges dataUpdate a contact by `contact_id` with the fields in `body`. Only the fields you pass change.
update_leadChanges dataUpdate a lead by `lead_id` with the fields in `body` (for example its status). Only the fields you pass change.
update_opportunityChanges dataUpdate an opportunity by `deal_id`: stage, amount, close date, probability and more. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`, for example to mark it completed or change the due date. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose EspoCRM from the app list.
2
Paste your key
Enter your EspoCRM address (the URL you open in the browser, without a trailing slash) and an API key. In EspoCRM go to Administration > API Users, create an API user with the API Key authentication method, give it a role with access to the records you need, save, and copy the API key from the user's detail view.
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 EspoCRM?

The AI can search and read accounts, contacts, leads, opportunities, cases, meetings, tasks and users. It can create and update accounts, contacts, leads, opportunities, tasks and cases, create meetings and log calls.

Does the AI see my EspoCRM credentials?

No. Your EspoCRM 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 search and lookups only. Creating or changing records can require your approval before it runs. 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 EspoCRM instance.

Which records can the AI reach in EspoCRM?

The AI works as the API user you create, so it can only see and change what that user's role allows. Give the role access to the records you want the AI to use, and leave the rest out.