Integration · CRM & sales

Connect Claude & ChatGPT to Flexie CRM

Ask your AI to find a lead, update a deal or open a support case in Flexie CRM. It can search and create leads, contacts, accounts and deals, move deals through your pipeline stages, add notes to records and create, update and complete tasks. Everyday CRM work gets done without switching screens.

Connect Flexie CRM free

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

Try asking

“Find the lead from Nordic Foods and tell me what we know about them.”
The AI searches your leads by name and reads the matching lead with all its fields.
“Move the Acme renewal deal to the negotiation stage.”
It finds the deal, looks up the pipeline stages and updates the deal to the new stage.
“Add a new contact: Sara Lund, [email protected], at Lund Consulting.”
It checks the contact fields, searches for duplicates and creates the contact with the fields your Flexie uses.

What your AI can do

Leads, contacts and accounts

Search, read, create and update leads, contacts and accounts, using the field names configured in your Flexie.

Deals and pipeline

Search and read deals, create new ones and move them between pipeline stages.

Cases, tasks and notes

Create, search and update support cases, create, update and complete tasks, and add notes to records.

“Note on the Acme deal that they want a quote by Friday.”
It adds a note with your text to the deal record.
“Open a support case: Acme cannot log in to the customer portal.”
It creates a support case with the fields you give it, and can update the case later.
“Which tasks are open, and mark the call with Peter as done.”
It lists tasks and marks the one you mean as completed.

30 tools for Flexie CRM

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

add_noteChanges dataAdd a note to a record: `entity_type` (the kind of record), `entity_id` (the record's ID) and `body` with the note content.
complete_taskVisible to othersMark a task as completed by `task_id`.
create_accountChanges dataCreate a new account (company). Pass `body` as an object of field aliases and values. Search first to avoid duplicates.
create_caseChanges dataCreate a new support case. Pass `body` as an object of case field aliases and values.
create_contactChanges dataCreate a new contact. Pass `body` as an object of field aliases and values (see list_contact_fields). Search first to avoid duplicates.
create_dealChanges dataCreate a new deal. Pass `body` as an object of field aliases and values (see list_deal_fields).
create_leadChanges dataCreate a new lead. Pass `body` as an object of field aliases and values (see list_lead_fields). Search first to avoid duplicates.
create_taskChanges dataCreate a new task. Pass `body` as an object of task fields and values.
get_accountGet one account by `account_id` with all its fields.
get_caseGet one support case by `ticket_id` with all its fields.
get_contactGet one contact by `contact_id` with all its fields.
get_dealGet one deal by `deal_id`, including its pipeline stage and amount fields.
get_leadGet one lead by `lead_id` with all its fields.
list_contact_fieldsList the fields configured for contacts, with their aliases. Call this before creating or updating a contact.
list_deal_fieldsList the fields configured for deals, with their aliases. Call this before creating or updating a deal.
list_lead_fieldsList the fields configured for leads, with their aliases. Call this before creating or updating a lead to know which field names to use.
list_pipeline_stagesList the pipeline stages deals can be in. Use to find stage IDs when creating or moving a deal.
list_tasksList tasks, paged with `limit` and `offset`; sort with order_by and order_by_dir.
list_usersList the users in the Flexie account. Use to find owner IDs when assigning records.
search_accountsSearch accounts (companies) by free text in `search`, paged with `limit` and `offset`.
search_casesSearch support cases by free text in `search`, paged with `limit` and `offset`.
search_contactsSearch contacts by free text in `search`, paged with `limit` and `offset`.
search_dealsSearch deals by free text in `search`, paged with `limit` and `offset`.
search_leadsSearch leads by free text in `search`, paged with `limit` and `offset`; sort with order_by and order_by_dir.
update_accountChanges dataUpdate an account by `account_id`. Pass `body` with only the field aliases you want to change.
update_caseChanges dataUpdate a support case by `ticket_id`. Pass `body` with only the field aliases you want to change.
update_contactChanges dataUpdate a contact by `contact_id`. Pass `body` with only the field aliases you want to change.
update_dealChanges dataUpdate a deal by `deal_id`, e.g. to move it to another stage. Pass `body` with only the field aliases you want to change.
update_leadChanges dataUpdate a lead by `lead_id`. Pass `body` with only the field aliases you want to change.
update_taskChanges dataUpdate a task by `task_id`. Pass `body` with only the fields you want to change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Flexie CRM from the app list.
2
Paste your key
Enter your Flexie subdomain (the "acme" in acme.flexie.io) and your API key. In Flexie, open your account settings and go to API Settings to copy the API 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 Flexie CRM?

The AI can search and read leads, contacts, accounts, deals and support cases, and list tasks, users, pipeline stages and your configured fields. It can create and update leads, contacts, accounts, deals, cases and tasks, mark tasks as completed and add notes to records.

Does the AI see my Flexie CRM API key?

No. Your Flexie 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. Actions like completing a task or changing a deal 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 Flexie CRM account.

Does it work with my custom fields in Flexie?

Yes. Flexie records use field aliases that you configure yourself. Before the AI creates or updates a lead, contact or deal, it can list the fields for that record type and use the exact aliases your account has, including custom ones.