Integration · CRM & sales

Connect Claude & ChatGPT to OnePageCRM

Ask your AI what is next in your Action Stream, which deals are pending, or to log the call you just had. It can search and update contacts, companies and deals, create and complete next actions, add notes and tags, and log calls and meetings in OnePageCRM.

Connect OnePageCRM free

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

Try asking

“What is next on my Action Stream?”
The AI reads the Action Stream: your contacts ordered by their next action.
“Log a call with Jane at Acme: interested, send a quote.”
It finds the contact and logs the call with the result and your notes.
“Set a next action for Peter: follow up on Friday.”
It creates a dated next action on the contact.

What your AI can do

Contacts and companies

Search, create and update contacts, change their status, add tags and notes, and read companies and their contacts.

Next actions

Read the Action Stream, and create, update and complete next actions for any contact.

Deals and activity

Search, create and update deals across pipelines, and log calls and meetings.

“Which deals are pending in the Sales pipeline, and what are they worth?”
It finds the pipeline and searches pending deals in it, with amounts and stages.
“Mark the Nordic Foods deal as won.”
It finds the deal and updates its status to won.
“Add Maria Berg, CFO at Nordic Foods, as a lead.”
It looks up your contact statuses and creates the contact with name, company, job title and lead status.

30 tools for OnePageCRM

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

add_contact_noteChanges dataAdd a note to a contact (`contact_id`) with `text`; optional linked_deal_id and users to notify.
change_contact_statusChanges dataChange a contact's status (`contact_id`, `status_id`), e.g. lead to customer.
complete_next_actionVisible to othersMark a next action (`action_id`) as done.
create_contactChanges dataCreate a contact: first_name, last_name, company_name, job_title, emails, phones, tags, status_id and owner_id.
create_dealChanges dataCreate a deal for a contact (`contact_id`) with name, amount, stage, status, expected_close_date and pipeline_id.
create_next_actionChanges dataCreate a next action for a contact (`contact_id`) with `text`, `status` (asap, date, waiting) and optional `date` and `assignee_id`.
delete_contactDeletesDelete a contact by `contact_id`, with its actions, notes and deals.
get_action_streamGet the Action Stream: contacts ordered by their next action, with the same filters as contact search.
get_companyGet one company by `company_id`.
get_contactGet one contact by `contact_id`, including emails, phones, company, tags and status.
get_dealGet one deal by `deal_id`.
list_callsList logged calls, filtered by `contact_id` or `company_id`.
list_company_contactsList the contacts linked to a company (`company_id`).
list_lead_sourcesList lead sources.
list_meetingsList logged meetings, filtered by `contact_id` or `company_id`.
list_next_actionsList next actions (tasks), filtered by `contact_id`, `assignee_id`, `status` or `done`.
list_notesList notes, filtered by `contact_id` or `company_id`.
list_pipelinesList sales pipelines and their stages.
list_statusesList contact statuses (e.g. lead, prospect, customer). Use to find a `status_id`.
list_usersList users in the OnePageCRM account. Use to find owner and assignee IDs.
log_callChanges dataLog a call for a contact (`contact_id`) with `call_result`, `text` and optional phone number and time.
log_meetingChanges dataLog a meeting for a contact (`contact_id`) with `text`, `place` and `meeting_time_int`.
search_companiesSearch companies by `name` or `phone`.
search_contactsSearch contacts by `search` text, `email`, `phone`, `tag`, `status_id`, `owner_id` or `company_id`.
search_dealsSearch deals by `search` text, `status` (pending, won, lost), `stage`, `contact_id`, `company_id`, `owner_id` or `pipeline_id`.
tag_contactChanges dataAdd a tag (`tag_name`) to a contact (`contact_id`).
update_companyChanges dataUpdate a company's name, phone, url, address or description by `company_id`.
update_contactChanges dataUpdate a contact by `contact_id`: names, company, job title, emails, phones, tags, status or owner.
update_dealChanges dataUpdate a deal by `deal_id`: name, amount, stage, status (e.g. won or lost) or close date.
update_next_actionChanges dataUpdate a next action by `action_id`: text, date, status or assignee.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose OnePageCRM from the app list.
2
Paste your key
Paste your OnePageCRM User ID and API key. Sign in to OnePageCRM, open the API settings page and go to its Configuration tab, where you find both. Treat the API key like a password.
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 OnePageCRM?

The AI can search and read contacts, companies, deals, next actions, notes, calls, meetings, pipelines, statuses, lead sources, users and the Action Stream. It can create and update contacts and deals, change status, add tags and notes, log calls and meetings, create, update and complete next actions, update companies and delete a contact.

Does the AI see my OnePageCRM User ID and API key?

No. Your OnePageCRM 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. Deleting a contact also removes its actions, notes and deals, 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 OnePageCRM account.

Why does OnePageCRM need a User ID as well as an API key?

OnePageCRM identifies API calls by your User ID together with your API key. Both are on the Configuration tab of the API settings page in OnePageCRM. You paste both into PipMCP, and the AI works in OnePageCRM as that user.