Integration · CRM & sales

Connect Claude & ChatGPT to Levitate

Ask your AI what you know about a client, to log a note after a call, or to save a birthday in Levitate. It can search, create and update contacts and companies, add and update key facts on a contact, and create, read and delete notes. The personal details you keep on clients are one question away.

Connect Levitate free

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

Try asking

“Find Jane Miller and show me her key facts.”
The AI searches for the contact and lists the key facts saved on her, with dates.
“Add a key fact to Jane: her daughter starts university in August.”
It adds the key fact to her contact with the text and a date.
“Log a private note on Acme: they want a review meeting in Q3.”
It creates a note on the company and keeps it private.

What your AI can do

Contacts and companies

Search contacts by name, email, company, tags, location or dates, and create and update contacts and companies.

Key facts

List, add and update key facts on a contact, such as birthdays, anniversaries and personal details.

Notes

Log shared or private notes on contacts and companies, list and read notes, and delete a note.

“Which contacts tagged client have we not contacted since January?”
It searches contacts by tag and last-contacted date.
“Add Tom Berg, CFO at Nordic Foods, [email protected].”
It searches first to avoid a duplicate, then creates the contact with job title and email.
“Update Acme's website to acme.com.”
It finds the company and changes the website. The other fields stay as they are.

15 tools for Levitate

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

add_key_factChanges dataAdd a key fact to a contact by `contact_id`, with a `value` and an optional `date`.
create_companyChanges dataCreate a company with name, website, address, phone numbers, email domains and tags. Search first to avoid duplicates.
create_contactChanges dataCreate a contact with first and last name, email addresses, phone numbers, job title, address, tags and custom fields. Search first to avoid duplicates.
create_noteChanges dataLog a note with an HTML `body`, attached to one or more contacts or companies in `references`. Set `visibility` to shared or private.
delete_noteDeletesPermanently delete a note by `message_id` (the note ID). This cannot be undone.
get_companyGet one company by `company_id`.
get_contactGet one contact by `contact_id`.
get_noteGet one note by `message_id` (the note ID).
list_key_factsList the key facts (e.g. birthday, anniversary, personal details) saved on a contact by `contact_id`.
list_notesList notes, optionally for one `contact_id` or `company_id`, or within created/updated date ranges.
search_companiesSearch companies by `name` or `tags`.
search_contactsSearch contacts by `name`, `email`, `company_name`, `tags` or `location`, or by created/updated/last-contacted dates. Use this to find a contact before other lookups.
update_companyChanges dataUpdate a company by `company_id`. Only the fields you pass change.
update_contactChanges dataUpdate a contact by `contact_id`. Only the fields you pass change.
update_key_factChanges dataReplace a key fact by `contact_id` and `key_fact_id` with a new `value` or `date`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Levitate from the app list.
2
Paste your key
Paste a Levitate personal API key. The Public API must first be enabled on your account by your Levitate Success Specialist or Support. Then open the menu under your name › Integrations, choose Manage Keys on the Personal API Keys card, click Generate New Key, pick the scopes (for example levitate:contacts) and an expiration, and copy 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 Levitate?

The AI can search and read contacts, companies, key facts and notes. It can create and update contacts and companies, add and update key facts, create notes and delete a note.

Does the AI see my Levitate API key?

No. Your Levitate 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. Deleting a note is permanent, and tools that create or change records can 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 Levitate account.

Why can't I find API keys in Levitate?

The Public API has to be enabled on your account first. Ask your Levitate Success Specialist or Levitate Support to turn it on. After that the Personal API Keys card shows up under your name › Integrations.