Integration · Accounting
Connect Claude & ChatGPT to Ignition
Ask your AI which proposals are still open, how much was collected last month, or where your deals stand in Ignition. It can list clients, contacts, proposals, invoices, payments, deals and services, and pull the collections and deal stages reports. The connection uses Ignition's reporting access, so the AI reads your data and does not change it.
Free plan, no credit card. Takes about a minute.
Try asking
“Which proposals are still waiting for the client to accept?”
The AI lists proposals by state, so you see which ones are still open.
“Which proposals were accepted this quarter?”
It lists proposals with an accepted date in that range.
“How much did we collect in August?”
It gets the collections report for August 1 to 31.
What your AI can do
Clients and contacts
List clients by state, tags or date, and read their contacts, including primary and invoice-recipient flags.
Proposals and services
List proposals by state, tags, created or accepted date, and list the services you offer.
Invoices, payments and deals
List invoices, payments and deals, and get the collections report and the deal stages report.
“Show the payments for Nordic Accounting.”
It finds the client and lists their payments with state and collected date.
“How many deals are in each stage of the pipeline?”
It gets the deal stages report with the stages and the deals in each.
“Who receives the invoices for client Berg & Co?”
It lists the client's contacts filtered to invoice recipients.
9 tools for Ignition
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
get_collections_reportGet the payment collections report for a date range (`date_from`, `date_to`).get_deal_stages_reportGet the deal stages report: the pipeline stages and the deals in each.list_clientsList clients, filtered by `state`, `tags`, or created/updated date ranges. Paginated with `cursor`.list_contactsList client contacts, filtered by `client_id`, primary or invoice-recipient flags, or updated date range.list_dealsList deals, filtered by `state`, `stage_slug`, `client_slug`, `owner_slug`, `priority`, or created/closed/updated date ranges.list_invoicesList invoices, filtered by invoice date (`date_from`, `date_to`) or updated date range.list_paymentsList payments, filtered by `state`, `client_id`, `invoice_id` or collected date range.list_proposalsList proposals, filtered by `state`, `tags`, or created/accepted date ranges. Use to see which proposals were sent, accepted or are still open.list_servicesList services, filtered by `state`, `service_group_name` or `service_origin`.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Ignition from the app list.
- 2
Paste your key
Paste the Client ID and Client secret from your own Ignition app, then sign in to Ignition once. Log in to Ignition as an admin (Pro+ or Enterprise plan), click your profile name at the bottom of the sidebar and open Developer Hub, then click Create Application. Name it, add the redirect URI https://pipmcp.com/oauth/callback, save, and copy the Client ID and Client Secret. The secret is shown only once.
- 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 Ignition?
It can list clients, client contacts, proposals, invoices, payments, deals and services, with filters like state, tags and date ranges. It can also get the payment collections report for a period and the deal stages report for your pipeline.
Does the AI see my Ignition credentials?
No. Your Client ID and Client secret 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, for example proposals and deals without payments. Every tool call is logged, so you can see what the AI looked up and when.
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?
Ignition connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Ignition account.
Can the AI change anything in Ignition?
No. The connection uses Ignition's reporting scope, and every tool lists or reports on data. The AI can read clients, proposals, invoices, payments and deals, but it cannot create, send or change them.
Let your AI work in Ignition today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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