Integration · CRM & sales

Connect Claude & ChatGPT to Karlia

Ask your AI to find a customer and its contacts in Karlia, open a deal or draw up a quote from your product catalog. It can create and update customers, contacts, deals, tasks, notes and support tickets, and read your quotes and invoices with lines and totals. Your CRM questions get answered without switching screens.

Connect Karlia free

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

Try asking

“Find the customer Dupont Industrie and show me its contacts.”
The AI searches your customers, then lists the contact people linked to that customer with email, phone and position.
“Create a deal for Dupont Industrie: website redesign, 12,000 EUR, 60 percent probability.”
It looks up your pipelines and creates the deal with amount, probability and the pipeline stage you want.
“Which quotes did we make in March?”
It lists sales documents of the quote type within that date range, with customer and status.

What your AI can do

Customers and contacts

Search customers and prospects by name, email, phone or SIREN, and create and update customers and their contact people.

Deals and sales documents

List, create and update deals across your pipelines, read quotes and invoices with lines and totals, and create new documents from your product catalog.

Tasks, notes and tickets

Assign tasks to users, add notes to customers and deals, and create and update support tickets.

“Make a quote for that deal with our two consulting products.”
It finds the products in your catalog and creates a sales document for the customer and the deal with those product lines.
“Create a task for Marie to call Dupont back on Monday.”
It finds Marie among your Karlia users and creates the task assigned to her, with dates and a link to the customer.
“What open support tickets does Dupont have?”
It lists the tickets for that customer, filtered by status, with priority and assignee.

30 tools for Karlia

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

create_contactChanges dataAdd a contact person to a customer: `lastname` and `id_customer_supplier` are required, plus firstname, email, phone and position.
create_customerChanges dataCreate a customer or prospect with name (`title`), email, phone, SIREN/VAT number and address inside `body`. Search first to avoid duplicates.
create_dealChanges dataCreate a deal for a customer (`id_customer` required) with `title`, `amount`, `probability`, `pipeline` and stage (`column_number`).
create_documentChanges dataCreate a sales document such as a quote or invoice for a customer and deal (`id_customer` and `id_opportunity` required), with `id_type`, `products_list` and dates.
create_noteChanges dataAdd a note (`title`, `description`) for a user (`id_user_assigned` required), linked to a customer, deal, project or ticket.
create_taskChanges dataCreate a task assigned to a user (`id_user_assigned` required) with `title`, `description`, `start_date`, `end_date`, and optional customer or deal link.
create_ticketChanges dataCreate a support ticket with `title`, customer, contact, priority, type and assigned user.
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
get_contactGet one contact person by `contact_id`.
get_customerGet one customer by `customer_id`, with contact details, addresses and status.
get_dealGet one deal (opportunity) by `deal_id`, with amount, stage and customer.
get_documentGet one sales document (quote, invoice, etc.) by `document_id`, with lines and totals.
get_productGet one product by `product_id`, with prices and details.
get_taskGet one task by `task_id`.
get_ticketGet one support ticket by `ticketing_id`.
list_dealsList deals (opportunities), filtered by `id_customer`, `pipeline`, `id_status`, assigned user or dates.
list_documentsList sales documents such as quotes and invoices, filtered by `type`, `id_customer`, `document_number`, `id_status` or date range (`from`, `to`).
list_notesList notes for a user (`id_user_assigned` required), optionally filtered by customer, deal or project.
list_pipelinesList the deal pipelines, with their IDs for filtering and creating deals.
list_productsList products and services in the catalog.
list_tasksList tasks for a user (`id_user_assigned` required), optionally filtered by `status`, customer, deal, project or date range.
list_ticketsList support tickets, filtered by customer, `id_status`, `id_priority`, assigned user or `title`.
search_contactsSearch contacts by `quick_search`, name, `email`, `phone` or the customer they belong to (`id_customer_supplier`).
search_customersSearch customers and prospects by `quick_search`, `title`, `email`, `phone`, `siren`, `client_number` or `prospect`. Use this to find a customer ID first.
search_usersFind Karlia users by `email`, `firstname` or `lastname`; use their IDs to assign or filter tasks, notes and deals.
update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, position or description.
update_customerChanges dataUpdate a customer by `customer_id`; pass the fields to change inside `body`.
update_dealChanges dataUpdate a deal by `deal_id`: title, amount, probability, pipeline stage, status or assigned user.
update_taskChanges dataUpdate a task by `task_id`: title, description, status, dates or assignee.
update_ticketChanges dataUpdate a ticket by `ticketing_id`: title, status, priority, assignee or linked customer.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Karlia from the app list.
2
Paste your key
Paste your Karlia API key. Sign in to Karlia, click your initial in the top-right corner and choose Settings. In the API section, click "Use API" to generate the 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 Karlia?

The AI can search and read customers, contacts, deals, pipelines, sales documents, products, users, tasks, notes and support tickets. It can create and update customers, contacts, deals, tasks and tickets, add notes, create quotes and other sales documents, and delete a task if you switch that tool on.

Does the AI see my Karlia API key?

No. Your Karlia 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 a sales document and deleting a task can require your approval before they run, and deleting a task is permanent. 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 Karlia account.

Can the AI create quotes and invoices in Karlia?

Yes. It can create a sales document such as a quote or an invoice for a customer and a deal, with product lines from your catalog. It can also list existing documents by type, customer, number, status or date and read one with its lines and totals. If you want to check documents before they are made, set that tool to require your approval.