Integration · CRM & sales

Connect Claude & ChatGPT to NoPaperForms

Ask your AI whether a student is already a lead, what stage they are at, or which applications came in on a form. It can find leads by email or mobile, create and update leads and opportunities, list applications, payments and support tickets, and read a lead's activity history. Admissions questions get answered without clicking through the NoPaperForms screens.

Connect NoPaperForms free

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

Try asking

“Is [email protected] already a lead?”
The AI finds the lead by email and shows its details, such as name, mobile and lead stage.
“Add a new lead: Rahul Mehta, [email protected], +91 98765 43210.”
It checks for an existing lead by email and mobile first, then creates the lead with name, email, mobile and dial code.
“Which applications came in on our MBA form?”
It lists your forms to find the form_id, then lists the applications submitted on that form.

What your AI can do

Leads and opportunities

Find leads by email, mobile or ID, create and update leads and their stage, and create or move opportunities.

Forms and applications

List application forms, the stages set up for each form and the applications submitted, with filters and sorting.

Payments, tickets and team

List payments and payment products, read support tickets and their categories, and list counsellors and staff.

“What has happened with lead 58213 this month?”
It lists the lead's activity history for the date range you give.
“Show payments received for the application fee.”
It lists your payment products to find the fee, then lists the payments received for it.
“Which support tickets are still open?”
It lists tickets filtered by status, with category and who they are assigned to.

19 tools for NoPaperForms

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

create_leadChanges dataCreate a new lead with name, email, mobile and country_dial_code. Look the lead up by email or mobile first to avoid duplicates.
create_opportunityChanges dataCreate an opportunity for a lead, with lead_id, opportunity_list_id and country.
find_lead_by_emailVisible to othersFind a lead by email address and return its details.
find_lead_by_mobileChanges dataFind a lead by mobile number and return its details.
get_leadChanges dataGet one lead by lead_id, optionally limited to the fields you name.
get_ticketChanges dataGet one support ticket by ticket_id.
list_activity_codesList the activity codes used to filter lead activities.
list_application_stagesChanges dataList the application stages set up for a form (form_id).
list_applicationsChanges dataList applications submitted on a form (form_id), with optional filters, sorting and chosen fields.
list_formsList the application forms in the account. Use a form_id from here to list applications.
list_lead_activitiesChanges dataList the activity history of one lead by lead_id, optionally filtered by date_range or activity_code.
list_leadsList leads, optionally filtered by owner, lead_stage or date_range, choosing which fields to return. Use page_size to page through results.
list_payment_productsList the payment products (fees) set up in the account.
list_paymentsChanges dataList payments received, optionally for a form_id or product_id, with filters and sorting.
list_ticket_categoriesList the ticket categories used to filter tickets.
list_ticketsChanges dataList support tickets, filtered by status, lead_id, category, assigned_to or created date.
list_usersChanges dataList users (counsellors and staff), filtered by status, role, team or permission group.
update_leadChanges dataUpdate a lead's name or lead_stage by lead_id.
update_opportunityChanges dataUpdate an opportunity's stage by opportunity_id (and opportunity_list_id).

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose NoPaperForms from the app list.
2
Paste your key
Paste your two NoPaperForms integration keys: the Access Key and the Secret Key. Get both from your NoPaperForms (Meritto) account. They are sent as the access-key and secret-key headers on every call.
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 NoPaperForms?

It can read leads, lead activities, forms, application stages, applications, payments, payment products, support tickets and users. It can create and update leads, and create opportunities and change their stage.

Does the AI see my NoPaperForms keys?

No. Your Access Key and Secret Key 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 with lookups only. Creating leads and changing lead or opportunity stages 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 NoPaperForms account.

Will the AI create duplicate leads?

It is set up to look a lead up by email or mobile before it creates one. If a matching lead exists, it can update that lead instead. You can also switch off the create tool and only let it search.