Integration · CRM & sales

Connect Claude & ChatGPT to Kizen

Ask your AI to find a contact, update a deal, or schedule a follow-up task for a colleague in Kizen. It can list object types and their fields, search and read records of contacts, companies, deals and custom objects, and create, update, archive and restore them. It can also list, create and update tasks and start an automation for a record.

Connect Kizen free

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

Try asking

“Find the contact with the email [email protected].”
The AI looks up the contact by email and returns the record with the fields you ask for.
“Move the Acme deal to the Negotiation stage.”
It finds the deal, checks the allowed options of the stage field and updates the record.
“Add a new company called Nordic Foods.”
It reads the company object's fields, searches for duplicates and creates the record.

What your AI can do

Records and objects

List object types and their fields, search records with free text or filters, and create, update, archive and restore records.

Tasks and activities

List, create and update scheduled tasks with due dates, assignees and related records, and read logged activities.

Automations and team

Find and start automations for a record, list team members and read the options of dropdown and status fields.

“Schedule a follow-up call with Jane for Peter on Tuesday at 10:00.”
It finds Peter among the team members and creates a task with the due time, a note and Jane's record attached.
“Which of my tasks are still open this week?”
It lists tasks assigned to you that are not completed, within this week's dates.
“Start the onboarding automation for Nordic Foods.”
It finds the automation and starts it for that record. The automation may send messages or change data.

20 tools for Kizen

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

create_recordChanges dataCreate a record of an object type (`object_identifier`). Pass `fields` as a list of {name or id, value}. Search first to avoid duplicates.
create_taskChanges dataSchedule an activity (task) with `activity_object_id`, `due_datetime`, an assignee `employee_id`, a `note` and optional `associated_entities` (records it relates to).
delete_recordDeletesDelete (archive) a record by `object_identifier` and `entity_id`. It can be brought back with restore_record.
delete_taskDeletesPermanently delete a scheduled activity (task) by `task_id`.
find_record_by_identifierChanges dataLook up a record by its unique `identifier` (email for contacts, name for other objects) within `object_identifier`. Optionally choose returned `field_names`.
get_logged_activityGet one logged (completed) activity by its ID, passed as `task_id`.
get_objectGet one object type's details by `object_identifier` (object ID or API name).
get_object_detailsGet the full definition of an object type, including its fields, by `object_identifier`. Use to learn field names before creating or updating records.
get_recordGet one record by `object_identifier` and `entity_id`, optionally limited to `field_names` or `field_ids`.
get_taskGet one scheduled activity (task) by `task_id`.
list_automationsList automations, filterable by `search`, `active`, `custom_object_id` or `folder_id`. Use to find an automation to start.
list_field_optionsList the allowed options of a dropdown/status field by `object_identifier` and `field_identifier`, optionally filtered by `search`.
list_objectsList the object types in Kizen (contacts, companies, deals and custom objects), filterable by `search`, `name` or `custom_only`. Use this to find the object identifier other tools need.
list_tasksList scheduled activities (tasks), filterable by `assigned_to_me`, `completed`, `employee_ids`, `from_date`/`to_date` and `search`. Paginated.
list_team_membersList team members (users) in the business, filterable by `search`. Use to find an employee ID for assigning tasks.
restore_recordChanges dataUnarchive a previously deleted record by `object_identifier` and `entity_id`.
search_recordsChanges dataSearch records of an object type by `object_identifier` with a free-text `search` (for contacts matches name, email and phone), `group_id` or structured `query` filters. Returns matching records.
start_automationChanges dataStart an automation by `automation_identifier` for a record (`record_id`), optionally with `variable_overrides`. The automation may send messages or change data.
update_recordChanges dataUpdate a record by `object_identifier` and `entity_id`. Pass `fields` as a list of {name or id, value}; only those fields change.
update_taskChanges dataUpdate a scheduled activity (task) by `task_id`: change its due date, assignee, note or related records. Only fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Kizen from the app list.
2
Paste your key
Enter your Kizen environment (go for go.kizen.com or fmo for fmo.kizen.com), plus your API key, User ID and Business ID. In Kizen click your profile avatar, choose My Profile and open the API Connections tab, then click + ADD API KEY and copy the three values. If you do not see API Connections, ask your Kizen admin for the permission.
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 Kizen?

The AI can list object types, their fields and field options, search, find and read records, and read tasks, logged activities, automations and team members. It can create, update, archive and restore records, create, update and delete tasks, and start an automation for a record.

Does the AI see my Kizen credentials?

No. Your Kizen 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 read-only. Archiving a record, permanently deleting a task and starting an automation that may send messages can all 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 Kizen account.

Whose permissions does the AI have in Kizen?

The API key acts with the permissions of the Kizen user who created it. A dedicated API user is recommended, so you can decide exactly what that user can see and change. The tools you switch on in PipMCP limit it further.