Integration · Scheduling

Connect Claude & ChatGPT to iClosed

Ask your AI which calls are booked for tomorrow, what a contact has said before, or to move a call to another time in iClosed. It can search and update contacts, add notes, record call outcomes, create and update deals, log transactions and set custom field values. You can check your calls and deals without clicking through the dashboard.

Connect iClosed free

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

Try asking

“Which calls are booked for tomorrow?”
The AI searches upcoming booked calls in that date range and lists them with their contacts.
“Move my call with Peter Hansen to Thursday at 14:00 Copenhagen time.”
It finds the call and reschedules it to the new time in that time zone.
“Mark today's call with Sara Lund as won: 3,000 USD for the coaching program.”
It records the outcome WON on the call, with the deal value and product.

What your AI can do

Contacts and notes

Search, create and update contacts with status, read and add notes, and set custom field values on contacts and calls.

Calls and outcomes

Search booked calls, reschedule or cancel them, record outcomes like WON or NO_SALE, and read event types and user availability.

Deals and transactions

Search, create and update deals linked to calls, manage products, and record or update transactions.

“Add a note to Mark Berg's contact: wants a follow-up in March.”
It finds the contact and adds the note.
“Which deals did we close last month for the Mastermind product?”
It searches deals by product and time range and lists them with their values.
“When is Emma available next week?”
It finds the user and reads her availability schedule.

25 tools for iClosed

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 text `note` to a contact by `contact_id`.
cancel_callMoves moneyCancel a booked call by `id`, with an optional `cancel_reason`. This cannot be undone.
create_contactChanges dataCreate a contact with first/last name, email, phone, status (POTENTIAL, QUALIFIED, DISQUALIFIED), country and time zone. Search first to avoid duplicates.
create_dealChanges dataCreate a deal linked to a call (`event_call_id`), with value, time, product and transaction type.
create_productChanges dataCreate a product with a `name` and optional description. Search first to avoid duplicates.
get_contactGet one contact by `contact_id`, optionally with UTM data (`include_utms`).
get_eventGet one event type by `id` or `link_prefix`.
get_user_availabilityGet the availability schedule of users, optionally for one `user_id`.
list_contact_notesList the notes on a contact by `contact_id`.
list_contact_stagesList the contact stages (statuses) available in the account.
list_custom_fieldsList custom fields for an `object_type` (CONTACT, CALL, EVENT, DEAL, USER), optionally filtered by `search` or input type.
list_eventsList event types (booking pages) by `search` text, `user_id` or `event_type`.
list_productsList or search products by `search` text.
list_usersList or search the account's users (closers, setters) by `search` text or `ids`.
record_transactionChanges dataRecord a transaction with a `value`, plus name, email, phone, description and source. This only logs it in iClosed; no money is charged.
reschedule_callVisible to othersMove a booked call by `id` to a new `date_time` (UTC ISO 8601) in `time_zone`, optionally with a reason or a new closer (`user_id`).
search_callsSearch booked calls by `search` text, `contact_id`, date range, `event_type` (PAST, UPCOMING, ALL), outcomes or assigned users. Use this to find a call's ID.
search_contactsSearch contacts by `search` text (name, email, phone), `statuses`, `event_ids`, `user_id` or a time range. Use this to find a contact's ID.
search_dealsSearch deals by `search` text, `contact_id`, users, products, transaction type or time range.
search_transactionsSearch recorded transactions by `search` text, `source`, `id` or time range.
set_call_outcomeChanges dataRecord the outcome of a call by `event_call_id`: WON, NO_SALE, APPROVED or REJECTED, with notes, objection, no-sale reason, and deal details for a WON call.
set_custom_field_valueChanges dataSet a custom field value (`answer`, a list of strings) on a contact (`contact_id`) or call (`event_call_id`). Identify the field by `custom_field_id` or `identifier`.
update_contactVisible to othersUpdate a contact by `id`: name, email, phone, secondary email/phone or status. Only the fields you pass change.
update_dealVisible to othersUpdate a deal by `id`: value, time, product, closer, transaction type or linked transactions.
update_transactionVisible to othersUpdate a recorded transaction by `id`: value, name, email, phone, description or source.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose iClosed from the app list.
2
Paste your key
Paste an iClosed API key. It starts with iclosed_. Log in at app.iclosed.io, go to Settings > Developer > API Keys, click Create API Key, name it and copy the key right away, because it is shown only once. API access requires an iClosed Business or Enterprise plan.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. Switch it on from the + menu in a chat.

Questions

What can the AI do in iClosed?

It can search and read contacts, contact stages, notes, booked calls, deals, event types, products, transactions, users, availability and custom fields. It can create and update contacts, add notes, reschedule and cancel calls, record call outcomes, create and update deals, create products, record and update transactions, and set custom field values.

Does the AI see my iClosed API key?

No. Your iClosed 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 lookups only. Cancelling a call cannot be undone, and rescheduling moves a real appointment, so those tools 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 iClosed account.

Does recording a transaction charge the customer?

No. record_transaction only logs the transaction in iClosed with its value and details. No money is charged. You can then link the transaction to a deal with update_deal.