Integration · CRM & sales

Connect Claude & ChatGPT to Investment Dominator

Ask your AI about a property, an owner or a recent call in Investment Dominator. It can search properties, owners, contacts, tasks, calls and call transcripts, look up comparable sales, read notes and files, and create or update properties, owners, contacts and tasks.

Connect Investment Dominator free

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

Try asking

“Which properties were updated most recently?”
The AI lists the most recently updated properties with address, status and owner.
“Who owns 123 Main Street, and how do I reach them?”
It finds the property, then reads the owner with mailing address, email and phone.
“What comps do we have for this property?”
It searches comparable sales for the property, with price, size, distance and source.

What your AI can do

Properties and owners

Search, create and update properties and owners, tag properties, and read statuses, pipeline stages and comps.

Calls and notes

Search calls and call transcripts, and read notes and files on properties and contacts.

Tasks and contacts

Search, create and update contacts and tasks, and see which reminders are coming up.

“What was said on the last call with this seller?”
It searches calls by phone number, reads the call summary and finds the transcript.
“Create a task to call the owner back tomorrow at 10.”
It checks an existing task for valid status and priority values, then creates the task linked to the property and owner.
“Which reminders are due in the next hour?”
It lists task reminders due within the next 60 minutes, and overdue ones if you ask.

29 tools for Investment Dominator

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

add_property_tagChanges dataAdd a tag (`tag_id`) to a property (`p_id`).
create_contactChanges dataCreate a contact with `c_status` plus name, email, phone, company, address, lead source and tags. Search first to avoid duplicates.
create_ownerChanges dataCreate a property owner with mailing address (`m_address`, `m_city`, `m_state`, `m_zip`), `o_type` (individual or company) and names, email and phone.
create_propertyChanges dataCreate a property; pass its address, details, status and optional owner in `body`. Search first to avoid duplicates.
create_taskChanges dataCreate a task with title, description, start and end time, status, priority and user (`u_id`), optionally linked to a property, contact or owner. Look at an existing task for valid status and priority values.
get_callGet one call by `phc_id`, with summary, duration, status and recording link.
get_contactGet one contact by `c_id`.
get_ownerGet one property owner by `or_id`.
get_propertyGet one property by `p_id`, with address, owner, status, price and details.
get_taskGet one task by `t_id`.
list_contact_notesList notes on contacts, filtered by contact (`c_id`), text or date.
list_due_remindersList task reminders due within the next `window` minutes, optionally including overdue ones.
list_property_notesList notes on properties, filtered by property (`p_id`), text or date.
list_property_stagesList the property pipeline stages.
list_property_statusesList the property statuses you can set on properties.
list_recently_updated_propertiesList the most recently updated properties (`limit`).
list_tagsList tags, optionally filtered by title or status. Use to get tag_ids for tagging properties.
remove_property_tagDeletesRemove a tag (`tag_id`) from a property (`p_id`).
search_call_transcriptsSearch call transcripts, e.g. for one call (`phc_id`) or by text.
search_callsSearch phone calls by phone number, status, extension or text, with paging.
search_comparablesSearch comparable sales (comps), e.g. for one property (`p_id`), with price, size, distance and source.
search_contactsSearch contacts (buyers, agents, leads) by name, email, phone, company, city, type, status or tags, with paging.
search_filesSearch files attached to properties, by property (`p_id`), name, type or text.
search_ownersSearch property owners by name, company, email, phone or mailing address, with paging.
search_propertiesSearch properties with a free-text `search` and filters such as city, state, zip, status, owner (`or_id`), contact (`c_id`), deal flow or tags, with paging.
search_tasksSearch tasks by text, status, priority, assignee, property (`p_id`), contact (`c_id`) or owner, with paging.
update_contactChanges dataUpdate a contact by `c_id`. Only the fields you pass change.
update_ownerChanges dataUpdate a property owner by `or_id`. Only the fields you pass change.
update_propertyChanges dataUpdate a property by `p_id`; pass only the fields to change in `body`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Investment Dominator from the app list.
2
Paste your key
Enter your API key and your CRM path. In the Investment Dominator Admin Console go to Settings > Integrations > API Keys, click Add API Key, give it a name and copy the key. It is shown only once. Your CRM path is crm- followed by your CRM ID.
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 Investment Dominator?

The AI can search properties, owners, contacts, tasks, calls, call transcripts, comparable sales, notes and files, and read property statuses, pipeline stages, tags and due reminders. It can create and update properties, owners and contacts, create tasks, and add or remove tags on properties.

Does the AI see my Investment Dominator credentials?

No. Your Investment Dominator credentials 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 read-only. Creating and updating records changes your CRM, and removing a tag from a property 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 Investment Dominator account.

What is the CRM path?

Investment Dominator needs to know which CRM your API key belongs to. The CRM path is crm- followed by your CRM ID, and you enter it next to the API key when you connect.