Integration · CRM & sales

Connect Claude & ChatGPT to Map My Customers

Ask your AI which deals are in a funnel stage, what your reps logged this week, or to build a route for tomorrow's visits in Map My Customers. It can read accounts, contacts, deals, activities, check-ins and trips, and create and update routes and sales territories. Field sales questions get answered without filtering the map by hand.

Connect Map My Customers free

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

Try asking

“Which deals are in the Proposal stage?”
The AI reads your funnels and their stages, then lists the deals in that stage.
“What activities did the East team log this week?”
It finds the team and its users and lists the CRM activities logged in that period.
“Plan a route for tomorrow with Acme Supply, Baker Foods and Delta Tools.”
It finds the three accounts and creates a route with a start point, start time and those stops.

What your AI can do

Accounts, contacts and deals

List accounts, contacts and deals with filters and custom fields, and see account, contact and deal groups, funnels and stages.

Activities and field data

List CRM activities such as calls, meetings and visits, plus check-ins and recorded trips, for users and teams.

Routes and territories

Create, update and read routes with their stops, and create, update and read sales territories with postal codes.

“Create a territory called North Dallas for Jordan with these postal codes.”
It finds Jordan's user ID and creates the territory with the owner and postal codes.
“Where did Chris check in yesterday?”
It lists the check-ins Chris logged on that day.
“Show me Sara's trips from last week.”
It lists the recorded trips and reads the details of each one.

22 tools for Map My Customers

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

create_routeChanges dataCreate a route with a unique `name`, route_detail (start/end points, travel mode, start time) and optional initial stops (accounts, contacts or manual addresses).
create_territoryChanges dataCreate a territory with a `name`, optional owner user, color, postal codes or map points.
get_routeGet one route with its stops and settings by `route_id`.
get_territoryGet one territory by `territory_id`, including its postal codes and shape.
get_tripGet one recorded trip by `trip_id`.
list_account_groupsList account groups and their IDs.
list_accountsList CRM accounts (companies), with limit, offset, order, columns and filters such as account groups or includeCustomFields.
list_activitiesList CRM activities (calls, meetings, tasks, visits), with limit, offset, order and filters such as crmObjectType.
list_check_insList location records (check-ins) logged by users, filtered by userId or createdAt, with limit and offset.
list_contact_groupsList contact groups and their IDs.
list_contactsList CRM contacts (people), with limit, offset, order, columns and filters such as contact groups or includeCustomFields.
list_deal_groupsList deal groups and their IDs.
list_dealsList deals, with limit, offset, order, columns and filters such as deal groups or includeCustomFields.
list_funnel_stagesList the stages of a deal funnel by `funnel_id`.
list_funnelsList the deal funnels (pipelines) and their IDs.
list_routesList saved routes, with limit, offset and order.
list_teamsList teams in the organization and their IDs.
list_territoriesList sales territories, with limit, offset and order.
list_tripsList recorded trips (mileage tracking) in the organization.
list_usersList the users (reps) in the organization and their IDs.
update_routeChanges dataUpdate a route's name, owner or route_detail by `route_id` (also pass the same `id`).
update_territoryChanges dataUpdate a territory's name, owner, color, postal codes or shape by `territory_id` (also pass the same `id`).

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Map My Customers from the app list.
2
Paste your key
Enter your Client ID, Client secret and Organization ID (orgId). Map My Customers gives out API access on request: email [email protected] for your organization and they send a client_id and client_secret. The orgId is returned when an access token is generated.
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 Map My Customers?

It can list accounts, contacts, deals, CRM activities, funnels and stages, groups, users, teams, check-ins, routes, territories and trips. It can create and update routes and sales territories.

Does the AI see my Map My Customers credentials?

No. Your Map My Customers 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 or changing routes and territories affects what your reps see, so those actions 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 Map My Customers account.

How do I get Map My Customers API credentials?

Map My Customers gives out API credentials on request. Email [email protected] for your organization and they send you a client_id and client_secret. You also need your organization ID (orgId), which is returned when an access token is generated. PipMCP then fetches and renews access tokens for you.