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Integration · Marketing

Connect Claude & ChatGPT to Nimbata

Ask your AI how many calls came in last week, what a caller wanted or which source a lead came from in Nimbata. It can read calls with transcripts, recordings and AI summaries, form submissions, leads and SMS messages. It can also tag calls, set a call value and rename tracking numbers.

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

Try asking

  • “How many inbound calls did we get last week?”

    The AI reads the call totals for the project and date range, split by direction if you want.

  • “What did yesterday's callers want?”

    It lists yesterday's calls and reads the AI summary of each one.

  • “Show me the transcript of the longest call on Monday.”

    It finds the call in the call list and reads its transcript.

What your AI can do

Calls and conversations

List calls and totals by date and direction, and read each call's details, recording, transcript, AI summary and activity.

Leads and forms

List leads and read their timelines, list tracked forms and submissions, and read SMS messages in a project.

Tags and tracking setup

Tag calls and form submissions, set values and comments, create tags, and rename tracking numbers or assign them to a source.

  • “Which form submissions came in this week, and from which source?”

    It lists the form submissions for the date range with the submitted fields and traffic source.

  • “Tag that call as Qualified and set its value to 5,000.”

    It looks up the tag ID and updates the call's tags and value. The tag list you give replaces the call's existing tags.

  • “Show me everything we know about this lead.”

    It reads the lead's timeline with calls, form submissions and visits.

27 tools for Nimbata

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

  • create_tagChanges dataCreate a tag in a tag category: `tag_category_id`, `name` and optional colour and description.
  • get_callGet one call by `project_id` and `call_id` (the uuida value from the call list), including caller, source, duration and outcome.
  • get_call_activityGet the activity on a call (tags, comments, value, follow-up date) by `call_id`.
  • get_call_recordingGet the recording of a call by `project_id` and `call_id`.
  • get_call_summaryGet the AI summary of a call by `call_id`; pass `call_direction`=outbound for outbound calls.
  • get_call_totalsGet call totals for a project over a `date_range`, optionally by `call_direction`. Use for quick counts without listing every call.
  • get_call_transcriptGet the transcript of a call by `project_id` and `call_id`.
  • get_current_userGet the signed-in Nimbata user, including the organization(s) they belong to.
  • get_form_submissionGet one form submission by `submission_id`, including the submitted fields and traffic source.
  • get_lead_timelineGet one lead's timeline of calls, form submissions and visits by `lead_id` (from list_leads).
  • get_organizationGet your organization's details, such as name, time zone, currency and address.
  • get_projectGet one project by `project_id`, including its settings and capabilities.
  • get_tracking_numberGet one tracking number by `tracking_number` (its ID or the phone number).
  • list_callsList tracked calls in a project, filtered by `date_range` ({"startDate":"YYYY-MM-DD","endDate":"YYYY-MM-DD"}) and `call_direction` (inbound/outbound). Paginate with `cursor`.
  • list_destinationsList the destination numbers calls are forwarded to in a project.
  • list_form_submissionsList form submissions in a project, filtered by `date_range` and `form_ids`. Paginate with `cursor`.
  • list_formsList the tracked website forms in a project with their IDs.
  • list_leadsList leads (identified callers and visitors) in a project.
  • list_projectsList the projects in your organization with their IDs. Most other tools need a `project_id` from here.
  • list_sms_messagesList SMS messages in a project, filtered by `number`, `from`, `to`, `direction`, `status` and `date_from`/`date_to` (defaults to the last 7 days).
  • list_tag_categoriesList the tag categories in a project with their IDs.
  • list_tagsList the tags in a tag category by `tag_category_id`. Use tag IDs when tagging calls or form submissions.
  • list_tracking_numbersList the tracking phone numbers in a project.
  • list_tracking_sourcesList the tracking sources (e.g. Google Ads, organic, direct) configured in a project.
  • update_call_activityVisible to othersUpdate a call by `call_id`: set `comments`, `call_value`, `action_date`, `caller_name` or custom properties. `tag_ids` replaces the call's full tag set.
  • update_form_submissionChanges dataSet a form submission's tags or value: `submission_id`, `type` (tags or value), then `tags` (replaces the full set) or `value`.
  • update_tracking_numberChanges dataRename a tracking number or assign it to a tracking source (`source_id`) by `tracking_number`.

Set up in three steps

  1. 1

    Pick the app

    Create a free PipMCP account and choose Nimbata from the app list.

  2. 2

    Paste your key

    Paste your Nimbata personal API token and your Organization ID. In the Nimbata app open My Profile > API > Personal Auth Tokens > Settings, choose Create new personal API token, give it a name and copy the token (it is shown only once). If you don't see the API section, ask your administrator for API access.

  3. 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 Nimbata?

The AI can read your organization, projects, calls, call totals, recordings, transcripts, AI call summaries, call activity, leads and lead timelines, forms and form submissions, tracking numbers and sources, destinations, tags and SMS messages. It can create tags, update a call's tags, comments and value, tag or value form submissions, and rename tracking numbers.

Does the AI see my Nimbata API token?

No. Your Nimbata 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. Updating a call replaces its whole tag set, so it can require your approval before it runs. 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 Nimbata account.

Can the AI read call transcripts and summaries?

Yes. For a call in the call list, the AI can fetch the transcript, the recording and Nimbata's AI summary of the call. That lets you ask what callers wanted without listening to each recording.

Let your AI work in Nimbata today.

Start free. Your key stays encrypted, and you decide what the AI may do.

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PipMCP is not affiliated with Nimbata. Product names are trademarks of their owners.