Integration · CRM & sales

Connect Claude & ChatGPT to FastGem

Ask your AI about leads, submissions, appointments and invoices in FastGem and get the answer from your own CRM. It can create and update submissions, appointments, invoices and accounts, and search contacts, payments, tasks, tickets, work orders and equipment. Questions about your sales and field work get answered without clicking through lists.

Connect FastGem free

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

Try asking

“Which new leads came in from the spring campaign in zipcode 2100?”
The AI searches leads filtered by campaign and zipcode and lists them with their contact details.
“Book an appointment with Peter Holm on Thursday at 10 at his address.”
It finds the contact and creates an appointment with date, address and contact.
“Which invoices are still unpaid?”
It searches invoices filtered by status and lists label, total and due date.

What your AI can do

Leads and submissions

Search leads by text, area, zipcode, campaign or channel, and search, read, create and update submissions.

Appointments and invoices

Search, read, create and update appointments, and search, create and update invoices and search payments.

Accounts and operations

Search and save accounts, search contacts, reps, packages, tasks, tickets and equipment, and read work orders and the action log.

“Set submission 4412 to approved and add a note that the documents are in.”
It reads the submission and updates its status and notes.
“What happened on the Nordhavn account this week?”
It finds the account and searches the action log for its recent activity.
“Show me the open work orders and the equipment linked to them.”
It searches work orders and equipment and reads the work orders you want to look at in detail.

22 tools for FastGem

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

get_appointmentGet one appointment by its ID (`get_id`).
get_current_userGet the FastGem user you are connected as.
get_submissionGet one submission by its ID (`get_id`).
get_workorderGet one work order by its ID (`get_id`).
save_accountChanges dataCreate or update an account (name, address, phone, status and more); pass `id` to update an existing one.
save_appointmentChanges dataCreate or update an appointment from the fields in `body` (date, address, contact, status, notes and more); pass `body.id` to update an existing one.
save_invoiceChanges dataCreate or update an invoice from the fields in `body` (label, total, tax, due date, status, contact details); pass `body.id` to update an existing one.
save_submissionChanges dataCreate or update a submission from the fields in `body` (name, contact, address, status and more); pass `body.id` to update an existing one.
search_accountsSearch accounts with `filter` fields such as name, city, phone or status, plus `list` paging and ordering.
search_action_logsSearch the action log (activity history) with `filter` fields and `list` paging.
search_appointmentsSearch appointments with `filter` fields such as status or date, plus `list` paging and ordering.
search_contactsSearch contacts with `filter` fields such as search text, area, zipcode or account, plus `list` paging.
search_equipmentSearch equipment with `filter` fields and `list` paging.
search_invoicesSearch invoices with `filter` fields such as ID, email or status, plus `list` paging and ordering.
search_leadsSearch leads with `filter` (e.g. `filter[search]` text, area, zipcode, campaign, channel, account) and `list` paging and ordering.
search_packagesSearch packages (products and plans) with `filter` fields and `list` paging.
search_paymentsSearch payments with `filter` fields and `list` paging.
search_repsSearch sales representatives with `filter` fields and `list` paging.
search_submissionsSearch submissions (customer sign-ups and applications) with `filter` fields such as search text, status, area or campaign, plus `list` paging.
search_tasksSearch tasks with `filter` fields and `list` paging.
search_ticketsSearch support tickets with `filter` fields such as ticket ID, plus `list` paging.
search_workordersSearch work orders with `filter` fields and `list` paging.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose FastGem from the app list.
2
Paste your key
Enter your FastGem instance name (the "demo" in https://demo.fastgem.net) and the username and password of a FastGem user whose data the AI may access. You can also add extra headers to send on every call, one "Name: value" per line.
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 FastGem?

The AI can search leads, submissions, contacts, accounts, appointments, invoices, payments, packages, reps, tasks, tickets, work orders, equipment and the action log, and read single appointments, submissions and work orders. It can create and update submissions, appointments, invoices and accounts.

Does the AI see my FastGem credentials?

No. Your FastGem username and password are encrypted at rest and never shown to the AI. After you save them, they are 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 only. Creating or changing invoices, appointments, submissions and accounts 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 FastGem account.

Which FastGem user should I connect with?

Use a FastGem user whose data the AI may access. The AI works as that user, so it sees the same records. You can check which user is connected by asking the AI, which reads the current user.