Integration · Communication

Connect Claude & ChatGPT to Mateo

Ask your AI to find a customer in Mateo, catch you up on an inbox conversation, or send a WhatsApp or SMS reply. It can create and update contacts, lists and deals, add internal notes, list appointments and send template broadcasts to segments. You get answers about customers and conversations without switching tabs.

Connect Mateo free

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

Try asking

“Which conversations are unread right now?”
The AI lists inbox conversations filtered to unread, with the contact and assignee.
“What did Anna Berg write to us last?”
It finds the contact, opens the conversation and reads the latest messages.
“Reply to Anna on WhatsApp that her order is ready for pickup.”
It sends the text from your WhatsApp channel into her conversation. The message is delivered right away.

What your AI can do

Messages and broadcasts

Read conversations and messages, send messages from your WhatsApp, SMS or email channels, and send template broadcasts to segments.

Contacts and lists

Search, create and update contacts, add internal notes, and create contact lists and add contacts to them.

Deals and appointments

Search, create and update deals with type, status and value, and list appointments by contact, assignee or date.

“Send the spring offer template to the VIP segment tomorrow at 9.”
It finds the template and the segment and schedules the broadcast. It goes to every recipient, and you can make it respect marketing opt-ins.
“Create a deal for Nordic Foods worth 25,000 DKK.”
It looks up the deal types and statuses and creates the deal on the contact.
“Note that Jens prefers SMS, and add him to the Newsletter list.”
It adds an internal note, which Jens never sees, and puts him on the list.

25 tools for Mateo

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

add_contact_noteChanges dataAdd an internal note with `text` to a contact (`contact_id`). Notes are not sent to the contact.
add_contact_to_listChanges dataAdd a contact (`contact_id`) to a contact list (`contact_list_id`).
create_contactChanges dataCreate a contact with `full_name`, `email`, `sms` or `whatsapp` number, address fields and marketing opt-ins. Search first to avoid duplicates.
create_contact_listChanges dataCreate a new contact list with `name`.
create_dealChanges dataCreate a deal with `name`, `value`, `currency`, `contact_id`, `type_key` and `status_key` (see list_deal_types and list_deal_statuses), and optional `assignee_id`.
list_appointmentsList appointments, filtered with PostgREST operators such as `contact_id`, `assignee_id` or `start_time` (e.g. gte.2026-01-01).
list_channelsList your messaging channels (WhatsApp, SMS, email and so on) with their IDs. The channel ID is the `from` value when sending.
list_contact_list_membersList which contacts are on which lists, e.g. filter `contact_list_id` = eq.<list id>.
list_contact_listsList contact lists, optionally filtered by `name` (e.g. ilike.*vip*). Use to find a list ID.
list_contact_notesList internal notes on contacts, e.g. filter `contact_id` = eq.<contact id>.
list_conversationsList inbox conversations, filtered with PostgREST operators such as `status`, `contact_id`, `assignee_id` or `unread` (e.g. eq.true). Sort with `order`.
list_deal_statusesList deal pipeline statuses with their keys.
list_deal_typesList deal types with their keys.
list_employeesList the employees (team members) in your workspace. Use to find an assignee ID.
list_messagesList messages, e.g. filter `conversation_id` = eq.<conversation id>; each has content, direction (`is_inbound`) and status.
list_segmentsList contact segments with their IDs, used as broadcast audiences.
list_tagsList tags that can be put on contacts and conversations.
list_templatesList message templates (e.g. WhatsApp templates), filtered by `name` or `language`. Use to find a template ID for sending.
search_contactsSearch contacts. Filters use PostgREST operators, e.g. `full_name` = ilike.*anna*, `email` = [email protected]; `fts` searches by handle. Use `limit`/`offset` to page. Returns contact IDs for other tools.
search_dealsList deals, filtered with PostgREST operators such as `contact_id`, `status_key`, `assignee_id` or `name` (e.g. ilike.*renewal*).
send_broadcastVisible to othersSend a template broadcast from a channel (`from`) using `template_id` to `to_segments` or `to_recipients`, optionally scheduled with `send_after`. Messages go out to every recipient; use `require_marketing_opt_in` to respect opt-ins.
send_messageVisible to othersSend a message from a channel (`from` = channel ID) to recipients (`to`) or into a conversation (`conversation_id`), with `text` or `html`, or a `template_id` with `placeholder_values`. The message is delivered to the recipient (WhatsApp, SMS, email and so on).
update_contactVisible to othersUpdate contacts matching the filter: always pass `id` as eq.<contact id> so only that contact changes, and put new values in the body_ fields (e.g. `body_full_name`, `body_email`).
update_conversationVisible to othersUpdate conversations matching the filter: always pass `id` as eq.<conversation id>, and set new values in `body_status`, `body_assignee_id` or `body_inbox_id`.
update_dealVisible to othersUpdate deals matching the filter: always pass `id` as eq.<deal id>, and set new values in body_ fields such as `body_status_key`, `body_value` or `body_name`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Mateo from the app list.
2
Paste your key
Paste an API key for your hellomateo workspace. The hellomateo docs do not say where the key is created, so if you cannot find it in the app, ask hellomateo support or your account manager for one.
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 Mateo?

The AI can search contacts, deals, conversations, messages, appointments, notes, lists, segments, tags, templates, channels and employees. It can create and update contacts and deals, create contact lists and add contacts to them, add internal notes, update conversations, send messages and send template broadcasts.

Does the AI see my Mateo API key?

No. Your Mateo 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 lookups only. Sending a message or a broadcast reaches real customers, and those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans bill per completed task. You also need your own Mateo account.

Where do I get a Mateo API key?

The hellomateo docs do not say where in the app the key is created. If you cannot find it, ask hellomateo support or your account manager for an API key for your workspace, then paste it into PipMCP.