Integration · Documents
Connect Claude & ChatGPT to Knackly
Ask your AI to start a new matter in Knackly and produce the documents for it. It can list your catalogs and records, see which fields an app collects, create a record and run an app on it. Then it checks the status and results of that run, so you know when the documents are ready.
Free plan, no credit card. Takes about a minute.
Try asking
“Which Knackly catalogs can I use?”
The AI lists the catalogs your API key has access to.
“What fields does the Engagement Letter app collect?”
It lists the data points that app asks for, so you know what to fill in.
“Create a new record for client Nordic Foods in the Clients catalog.”
It creates the record with a label and the details you give.
What your AI can do
Records
List, read and create records in your catalogs, and delete one when you allow it.
Document apps
See an app and the fields it collects, run it on a record and check the status and results.
Workspace
List the catalogs your API key can reach and the users in your Knackly workspace.
“Run the Engagement Letter app on that record.”
It runs the app on the record to generate its documents.
“Are the documents for record 88 done?”
It reads the status and results of the app run on that record.
“Delete the test record we made yesterday.”
It deletes the record from the catalog. This is permanent and can require your approval first.
10 tools for Knackly
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 new record in a Knackly `catalog` with an optional `label` and `detail`.delete_recordDeletesPermanently delete a record from a Knackly `catalog` by `record_id`. This cannot be undone.get_appGet a Knackly app in a `catalog` by `app_name`.get_recordGet one record in a Knackly `catalog` by `record_id`, including its data.get_record_app_statusGet the status and results of a Knackly app (`app_name`) run on a record (`record_id`) in a `catalog`.list_app_fieldsList the data points (fields) a Knackly app in a `catalog` collects, by `app_name`.list_catalogsList the Knackly catalogs your API key can access. Use this first to find the catalog name for other calls.list_recordsList the records in a Knackly `catalog`.list_usersList the users in your Knackly workspace.run_app_on_recordChanges dataRun a Knackly app (`app_name`) on an existing record (`record_id`) in a `catalog` to generate its documents.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Knackly from the app list.
- 2
Paste your key
Enter your Knackly workspace name, API Key ID and API Secret. Your workspace name is the first part of the path after api.knackly.io/ in your Knackly address. Ask your Knackly workspace administrator to create the API key, since keys are granted access per catalog.
- 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 Knackly?
The AI can list catalogs, records, apps, app fields and workspace users, and read a record with its data. It can create records, run an app on a record to generate documents and check the result. It can also delete a record if you switch that tool on.
Does the AI see my Knackly credentials?
No. Your Knackly 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 with lookups only. Deleting a record is permanent and 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 Knackly account, and API access may need to be enabled by Knackly sales for your plan.
Why can the AI only see some catalogs?
Knackly grants each API key access per catalog. The AI sees only the catalogs your key covers. If one is missing, ask your Knackly workspace administrator to give the key access to it.
Related integrations
Let your AI work in Knackly today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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