Integration · CRM & sales

Connect Claude & ChatGPT to Gleantap

Ask your AI to look up a customer and their recent visits, or to check which classes are on the schedule tomorrow. It can add contacts and memberships, record customer events and opt-ins, list campaigns, forms and submissions, and send an SMS or email. It also shows who has opted in to or out of messages.

Connect Gleantap free

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

Try asking

“Look up [email protected] and her recent visits.”
The AI finds the customer and lists her activity events, such as visits and purchases.
“What classes are on the schedule tomorrow?”
It looks up the class schedule for that date, with class, program and staff.
“Add a new contact: Mark Olsen, [email protected], tagged trial.”
It creates the contact with name, email and tag, plus SMS and email opt-in settings if you give them.

What your AI can do

Customers and contacts

Find customers by email, phone or ID, read their events, add, merge or remove contacts, and add memberships.

Classes and locations

Look up the class schedule, add classes to it and list your locations.

Messages and campaigns

Send SMS and email, list campaigns, forms and form submissions, and see opt-ins and opt-outs.

“Text Lisa that her class has moved to 18:00.”
It sends the SMS to her number right away.
“Who has opted out of SMS?”
It lists the customers who have opted out, filtered by type.
“Merge the two contacts for Peter Holm.”
It folds the duplicate into the other contact. The merge cannot be split again.

19 tools for Gleantap

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

create_classChanges dataAdd a class to the schedule: `id`, `date` and `start_time`, with optional end time, class name, program, category and staff.
create_contactChanges dataAdd a contact with `first_name` and `last_name`, plus email, phone, tags, address, status and SMS/email opt-in settings.
create_membershipChanges dataAdd a membership for a customer by `email` with a `name`, plus type, status, dates and session counts.
find_customersChanges dataFind customers by `email`, `phone`, `user_id` or `id`, or list them updated since a date. Set `fulldata` or `events` for more detail.
list_campaignsChanges dataList marketing campaigns, optionally by `campaign_id` or created/updated since a date.
list_customer_attributesChanges dataList the customer attributes (custom fields) defined in your workspace.
list_customer_eventsChanges dataList a customer's activity events (visits, purchases and so on) by `user_id`.
list_form_submissionsChanges dataList submissions for a form by `form_id`, with `limit` and `offset`, optionally for one `user_id`.
list_formsList your Gleantap forms.
list_locationsChanges dataList your business locations, optionally filtered by `id` or `name`.
list_opted_in_customersChanges dataList customers who have opted in to messages.
list_opted_out_customersChanges dataList customers who have opted out, optionally by `type` (for example SMS or email).
merge_contactsVisible to othersMerge `from_contact` into `to_contact`. The duplicate contact is folded into the other and cannot be split again.
opt_in_customerChanges dataRecord a customer's opt-in by `user_id`, `email` and `phone`.
record_customer_eventChanges dataRecord an event for a customer: `id`, `user_id`, `event_type` and `event_date`, with optional name, time, visit/purchase flags and data.
remove_contactDeletesRemove a contact by `id`. This cannot be undone.
send_emailVisible to othersSend an email with `subject` and `message` to `to_email`, optionally using a `template_id`. The email is sent immediately.
send_smsVisible to othersSend an SMS `message` to `to_number`, optionally from `from_number`. The text is sent immediately.
view_class_scheduleChanges dataLook up the class schedule, optionally for a `date`, class, program, category or staff member.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Gleantap from the app list.
2
Paste your key
Paste three values from Gleantap: API key, API secret and your workspace app_id. Click Settings in the top-right menu and open the API tab to copy your API Key and API Secret (click Generate New Key if none exists). The app_id is the 24-character code at the end of the dashboard URL after you log in.
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 Gleantap?

The AI can find customers and read their events, look up the class schedule, and list locations, campaigns, forms, form submissions, customer attributes and opted-in or opted-out customers. It can create contacts, classes and memberships, record customer events and opt-ins, merge or remove contacts, and send SMS and email.

Does the AI see my Gleantap credentials?

No. Your Gleantap API key, API secret and app_id 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 lookups only. SMS and email are sent right away, and merging or removing a contact cannot be undone, so these 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 Gleantap account.

Where do I find my app_id?

Log in to Gleantap and look at the address of your dashboard. The app_id is the 24-character code at the end of the URL. PipMCP needs it together with your API key and API secret, which you find under Settings in the API tab.