Integration · Marketing
Connect Claude & ChatGPT to Octanist
Ask your AI how many leads came in last month, where a lead came from, or what you spent on ads per platform in Octanist. It can search leads by status, source, label and UTM values, add new leads, and mark leads as qualified, won or lost with a value. Those status changes are passed on to your connected ad platforms as conversions.
Free plan, no credit card. Takes about a minute.
Try asking
“How many leads did we get last month, and how many converted?”
The AI reads lead and conversion statistics for last month.
“What did we spend on ads last week, per platform?”
It reads your ad spend for last week and splits it by platform.
“Find this month's leads from the spring campaign.”
It searches leads by UTM campaign and date and lists them with status and source.
What your AI can do
Leads
Search leads by text, status, source, website, label, UTM values or external ID, read one lead in full, and add new leads.
Qualification and conversions
Mark leads as qualified, won or lost with a value, note or loss reason, and pass the result on to your ad platforms.
Stats and ad spend
Read lead and conversion statistics for a period, and ad spend per platform for a date range.
“Where did the lead from [email protected] come from?”
It finds the lead and reads its source, click IDs and UTM values.
“Mark the lead from Nordic Foods as won, value 12,000.”
It updates the lead's status and value. Octanist sends the change on to your connected ad platforms as a conversion.
“Add a lead from today's call: Mette Lund, 20 30 40 50, wants a quote.”
It searches first to avoid a duplicate, then creates the lead with name, phone and a note.
6 tools for Octanist
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 lead with name, email, phone, note, website and optional click IDs and UTM values. Search first to avoid duplicates.get_ad_spendChanges dataGet advertising spend between `start_date` and `end_date`, optionally per platform and grouped by a dimension.get_leadGet one lead by `lead_id`, with contact details, source and tracking data.get_lead_statsChanges dataGet lead and conversion statistics for a date range (`start_date`, `end_date`) or `period`.search_leadsSearch leads by text, status, source, website, label, UTM values or external ID. Paginated and sortable.update_leadVisible to othersUpdate a lead's status (qualified, won, lost), value, note or loss reason. Identify it by `id`, `external_id`, email or phone. Status changes are sent on to connected ad platforms as conversions.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Octanist from the app list.
- 2
Paste your key
Paste your Octanist API key. In the Octanist dashboard open Settings > API / MCP and copy the key. The key belongs to one organization, so switch to the right organization first.
- 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 Octanist?
The AI can search and read leads, read lead and conversion statistics, and read ad spend for a date range, per platform if you like. It can create leads and update a lead's status, value, note or loss reason.
Does the AI see my Octanist credentials?
No. Your Octanist API key and account details 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 search and statistics only. Updating a lead's status sends a conversion to your connected ad platforms, and it can require your approval before it runs. There is no delete tool in this connection. 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 Octanist account.
What happens when the AI marks a lead as won?
Octanist updates the lead's status and value and sends the change on to your connected ad platforms as a conversion. That is how the ad platforms learn which leads turned into business. Turn on approval for update_lead if you want to confirm each change first.
Related integrations
Let your AI work in Octanist today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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