Integration · CRM & sales

Connect Claude & ChatGPT to Mokapen

Ask your AI to find a contact, add a company or log a new deal in Mokapen. It can read and update contacts, companies, deals, tasks and tickets, create quotes and appointments, and list your products and pipelines. Everyday CRM work gets done from the chat instead of clicking through records.

Connect Mokapen free

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

Try asking

“Add Anna Berg from Nordlys ApS as a contact, [email protected].”
The AI creates the contact with name, surname and email, and can add phone, job role, tags or notes if you give them.
“Create a deal for Nordlys ApS worth 45,000 DKK in our sales pipeline.”
It lists your deal pipelines to get the pipeline ID, then creates the deal with title, amount and currency.
“Move the Nordlys deal to 60% probability.”
It finds the deal and updates only the probability, leaving the other fields as they are.

What your AI can do

Contacts and companies

List, read, create and update contacts and companies with email, phone, address, VAT number and notes.

Deals and quotes

Create, read and update deals, create and read quotes, and look up pipelines and products.

Tasks, tickets and calendar

Create, update and delete tasks, create and update support tickets, and add or list appointments.

“Make a quote for Nordlys ApS for the onboarding package.”
It looks up the company and a quote pipeline and creates the quote with title, customer, amount and due date.
“Book a meeting with Anna on Thursday from 10 to 11.”
It creates an appointment with title, start and end time, owner and an optional location.
“Which support tickets are open, and can you raise the priority on the oldest one?”
It lists your tickets, reads the one you pick and updates its priority.

30 tools for Mokapen

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

create_appointmentChanges dataCreate a calendar appointment with `title`, `start_date`, `end_date` and `owner_id`, plus optional location and description.
create_companyChanges dataCreate a company. Put its fields in `body`, e.g. title (the company name), email1, phone1, website, vat, address1 and city1.
create_contactChanges dataCreate a contact. Needs `name`, `surname` and `email1`; optional phone1, address, job_role, tags and notes.
create_dealChanges dataCreate a deal with `title` and `pipeline_id` (from list_pipelines), plus optional amount, currency, status_id, probability and dates.
create_quoteChanges dataCreate a quote with `title` and `pipeline_id` (from list_pipelines), plus optional company_id, contact_id, amount, currency and due date.
create_taskChanges dataCreate a task with `title` and `owner_id` (the user it is assigned to), plus optional due date, priority, project and description.
create_ticketChanges dataCreate a support ticket with `title` and `pipeline_id` (from list_pipelines), plus optional description, priority, owner and due date.
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
get_appointmentGet one calendar appointment by `appointment_id`.
get_companyGet one company by `company_id`, including contact details, VAT number and address.
get_contactGet one contact by `contact_id`, including email, phone, address and notes.
get_dealGet one deal by `deal_id`, including amount, pipeline, status and dates.
get_quoteGet one quote by `quote_id`, including amounts, customer and terms.
get_taskGet one task by `task_id`.
get_ticketGet one support ticket by its ID (`entity_id`).
list_appointmentsList calendar appointments, page by page (`page`, `limit`).
list_companiesList companies in the CRM, page by page (`page`, `limit`). Use it to find a company's ID.
list_contactsList contacts in the CRM, page by page (`page`, `limit` up to 100). Use it to find a contact's ID.
list_dealsList deals, page by page (`page`, `limit`). Use it to find a deal's ID.
list_pipeline_statusesList the statuses in one pipeline (`entity_type` and `pipeline_id`) to get a `status_id`. `organization_id` is your numeric Mokapen organization ID; ask the user if you don't know it.
list_pipelinesList the pipelines for one object type (`entity_type`, e.g. deals, tickets or quotes) to get a `pipeline_id`. `organization_id` is your numeric Mokapen organization ID; ask the user if you don't know it.
list_quotesList quotes, page by page (`page`, `limit`).
list_tasksList tasks, page by page (`page`, `limit`).
list_ticketsList support tickets, page by page (`page`, `limit`).
list_users_and_teamsList the organization's users and/or teams (`field`: user, team or users_teams; `entity_type`: users_teams) to get an `owner_id`. `organization_id` is your numeric Mokapen organization ID; ask the user if you don't know it.
update_companyChanges dataUpdate a company by `company_id`, passing the fields to change in `body`. Only the fields you pass change.
update_contactChanges dataUpdate a contact by `contact_id`, e.g. email, phone, job role or notes. Only the fields you pass change.
update_dealChanges dataUpdate a deal by `deal_id`, e.g. amount, status_id, probability or dates. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`, e.g. its status, due date, owner or description. Only the fields you pass change.
update_ticketChanges dataUpdate a ticket by its ID (`entity_id`), e.g. priority, owner, due date or description. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Mokapen from the app list.
2
Paste your key
In Mokapen, open your organization and go to Account → Developer → My Applications. Create a Private app, choose a dedicated user and the API scopes you want, then open its Credentials tab and click Generate Token. Paste the token and enter the numeric organization ID the token was generated for.
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 Mokapen?

The AI can list and read contacts, companies, deals, quotes, tasks, tickets, products, pipelines and appointments. It can create contacts, companies, deals, quotes, tasks, tickets and appointments, update contacts, companies, deals, tasks and tickets, and delete tasks.

Does the AI see my Mokapen credentials?

No. Your Mokapen access 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 lookups only. Deleting a task is permanent and can require your approval before it runs. The scopes you give the Mokapen Private app also limit what the token can reach. 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 with no credit card required. Paid plans bill per completed task. You also need your own Mokapen account.

Why does Mokapen need an organization ID?

The token belongs to one Mokapen organization, and some calls, such as listing pipelines, need that organization's numeric ID. You enter the ID of the organization you generated the token for, next to the token itself.