Integration · CRM & sales
Connect Claude & ChatGPT to modular365
Ask your AI to look up a customer, find work orders or add a record in modular365. It reads the tables and fields in your workspace, searches records with filters, sorting and paging, and creates or updates records such as customers and work orders.
Free plan, no credit card. Takes about a minute.
Try asking
“Which tables do we have in modular365?”
The AI lists the tables in your workspace with their internal names.
“What fields does the work orders table have?”
It lists the table's fields with their names and types.
“Find the customer named Levi Logistics.”
It searches the customers table with a filter on the name and returns the matching records.
What your AI can do
Tables and fields
See which tables your workspace has and which fields each one contains, with names and types.
Search records
Find records in any table with filters, chosen columns, sorting and up to 200 records per page.
Create and update
Add new records such as customers or work orders, and update fields on an existing record.
“Show the 20 newest work orders.”
It searches the work orders table, sorted by date, and returns the first 20 records.
“Create a customer record for Cohen Trading with phone and email.”
It checks the table's fields, then creates the record with the values you gave.
“Change the status of work order 3310 to closed.”
It finds the record by its ID and updates the status field. Only the fields you name change.
5 tools for modular365
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 record in a `table` (e.g. a customer or work order) with `fields` as field name/value pairs.list_table_fieldsList the fields of a `table` (internal table name), with their names and types. Use before creating or updating records.list_tablesList the tables in your modular365 workspace (e.g. customers, work orders) with their internal names. Start here: the other tools need a `table` name.search_recordsChanges dataFind records in a `table` with optional `filters`, `select` (columns to return), `sort` and paging (`page`, `per_page` up to 200).update_recordVisible to othersUpdate one record in a `table`: `filters` (field/value pairs that identify it, e.g. its ID) and `fields` (new values). Only the fields you pass change.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose modular365 from the app list.
- 2
Paste your key
Paste a modular365 integration API token. Integration tokens are issued by your modular365 administrator for your company. Ask them to generate one and send it to you securely.
- 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 modular365?
The AI can list the tables in your workspace and their fields, and search records in any table with filters, sorting and paging. It can create new records and update existing ones. It cannot delete records.
Does the AI see my modular365 token?
No. Your modular365 integration token 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 tables and records only. Creating and updating records changes your data in modular365, so those tools 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 modular365 account.
Where do I get the integration token?
You cannot create it yourself. Your modular365 administrator issues integration tokens for your company. Ask them to generate one and send it to you securely, then paste it into PipMCP.
Related integrations
Let your AI work in modular365 today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect modular365 freePipMCP is not affiliated with modular365. Product names are trademarks of their owners.