Integration · CRM & sales

Connect Claude & ChatGPT to Lime CRM

Ask your AI what is happening with a customer, to log a call, or to move a deal forward. With Lime CRM connected it can read and update companies, persons, deals and to-dos, log history notes, and see which coworkers are responsible. It can also read your application's fields, since every Lime CRM setup has its own data model.

Connect Lime CRM free

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

Try asking

“What is going on with Nordic Foods?”
The AI finds the company and shows its contacts, open deals, latest history notes and to-dos.
“Log a call with Anna at Acme: she wants a new quote in May.”
It logs a history note on Anna and Acme with today's date and your text.
“Move the Acme renewal deal to won.”
It checks the deal status options in your setup, then updates the deal's status.

What your AI can do

Companies and persons

List, get, create and update companies and persons, and see a company's contacts.

Deals

List, get, create and update deals, and see the deals of a company.

History and to-dos

Log history notes, create and update to-dos, and list coworkers to assign work.

“Remind me to follow up with Anna next Tuesday at 10.”
It creates a to-do with that start time, linked to Anna and her company.
“Add Jonas Berg, CFO at Acme, [email protected].”
It creates the person with name, position and email and links him to Acme.
“Which deals does Peter own?”
It finds Peter among the coworkers and lists the deals he is responsible for.

26 tools for Lime CRM

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

create_companyChanges dataCreate a company with `name` and other fields such as phone, www, postal address and registration number.
create_dealChanges dataCreate a deal with `name` and optional `company`, `person`, `coworker`, value, probability and expected close date.
create_personChanges dataCreate a person with `firstname`, and optional lastname, email, phone, position and `company` ID.
create_todoChanges dataCreate a to-do with `subject`, `starttime` and optional note, coworker, company, person or deal.
get_companyGet one company by `id`, with all its fields.
get_company_fieldsGet the fields of the company type in this Lime CRM application, including option values. Check it before creating or updating companies.
get_dealGet one deal by `id`, with value, probability, status, company and responsible coworker.
get_deal_fieldsGet the fields of the deal type in this Lime CRM application, including deal status options.
get_personGet one person by `id`, with name, email, phone, position and company.
get_todoGet one to-do by `id`, with subject, start and end time, status and links.
list_company_dealsList the deals of one company by `id`.
list_company_historyList history notes (calls, meetings, comments) logged on one company by `id`.
list_company_personsList the persons (contacts) at one company by `id`.
list_company_todosList the to-dos linked to one company by `id`.
list_historyList history notes (calls, meetings, comments), filtered by `company`, `person`, `deal` or `coworker`. Up to 50 per call; sort with `_sort`, e.g. -date.
list_object_typesList the object types (limetypes) in this Lime CRM application. Use it to see what data exists, since each Lime CRM setup has its own data model.
list_todosList to-dos, filtered by `coworker`, `company`, `person`, `deal` or `done`. Up to 50 per call; sort with `_sort`.
log_historyChanges dataLog a history note with `note`, `date`, a type, and links to a `company`, `person`, `deal` or `coworker`.
search_companiesFind companies, filtered by `name`, city, registration number, responsible `coworker` or `inactive`. Up to 50 per call (`_limit`); sort with `_sort`.
search_coworkersFind coworkers (users in your organisation), filtered by `name`, `email` or `inactive`. Use their IDs to assign deals and to-dos.
search_dealsFind deals, filtered by `name`, `company`, `person`, responsible `coworker` or `dealstatus`. Up to 50 per call; sort with `_sort`.
search_personsFind persons (contacts), filtered by `name`, `email`, `company` ID or `inactive`. Up to 50 per call; sort with `_sort`.
update_companyChanges dataUpdate a company by `id`. Only the fields you pass change.
update_dealChanges dataUpdate a deal by `id`, such as its status, value, probability or dates. Only the fields you pass change.
update_personChanges dataUpdate a person by `id`. Only the fields you pass change.
update_todoChanges dataUpdate a to-do by `id`, for example mark it `done`. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Lime CRM from the app list.
2
Paste your key
Enter your Lime CRM address including the application name, for example https://acme.lime-crm.com/acme, and an API key. An administrator creates the key in Lime Admin (or LISA on older installs): create a user of type API, add it to the right groups, select it and click Create API key. The key is shown only once.
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 Lime CRM?

The AI can read companies, persons, deals, history notes, to-dos and coworkers, and create and update companies, persons, deals and to-dos. It can log history notes and read the fields of your application. It works with the standard object types, and only sees what the API user's groups allow.

Does the AI see my Lime CRM API key?

No. Your Lime CRM 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 with reading only. Creating and updating records can require your approval before they run. Every tool call is logged. You can also limit the API user's groups in Lime CRM.

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 Lime CRM account.

Our Lime CRM has custom fields. Does that work?

Each Lime CRM application has its own data model. The AI can read the fields of companies and deals in your setup and pass your own fields when it creates or updates records. Object types other than companies, persons, deals, history, to-dos and coworkers are not covered.