Integration · Projects & tasks

Connect Claude & ChatGPT to OnRamp

Ask your AI which onboarding tasks are overdue, where a customer's project stands, or to start a new project from a playbook. It searches OnRamp customers, projects, tasks, playbooks and users, and reads contacts, members, notes and comments. It can create customers, contacts, projects and tasks, move tasks through start, complete and reopen, and add notes and comments.

Connect OnRamp free

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

Try asking

“Which customer tasks are overdue across all projects?”
The AI searches tasks with the overdue flag and type customer, and lists them with project, assignee and due date.
“Where does the Nordic Foods onboarding stand?”
It finds the customer's project and reads its status, dates and modules, plus the open tasks.
“Start an onboarding project for Acme from our Standard playbook, beginning Monday.”
It finds the playbook and the customer account and creates the project with name, start date and owner. Invite emails go out only if you ask for them.

What your AI can do

Projects and playbooks

Search and read onboarding projects, create projects from playbooks, list project members and notes, and mark projects as completed.

Tasks and comments

Search tasks by project, assignee, status, overdue flag or dates, create tasks, start, complete or reopen them, and read and post comments.

Customers and contacts

Search, create and update customer accounts, list and add contacts, and read and add notes on an account.

“Mark the kickoff call task as done and comment that the recording is shared.”
It finds the task, marks it completed and posts your comment. Project members may be notified.
“Add Jonas Holm, [email protected], as a contact on the Acme account without inviting him yet.”
It adds the contact to the customer account with send_invite off, so no email is sent.
“Add a note to the Acme project that go-live moved to 1 March.”
It adds the note to the project so the whole team can see it.

26 tools for OnRamp

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

add_customer_contactChanges dataAdd a contact to a customer account: `first_name`, `last_name`, `email_address`, optional job title and phone. If `send_invite` is true, they receive an invite email.
add_customer_noteChanges dataAdd a note to a customer account: `title` and `content`.
add_project_noteChanges dataAdd a note to a project: `project_id` and `note_detail`.
add_task_commentChanges dataPost a comment on a task (`task_id`) with `message_plain`, optionally replying to a comment. Project members may be notified.
complete_projectVisible to othersMark a project as completed by `project_id`.
complete_taskVisible to othersMark a task as completed by `task_id`.
create_customerChanges dataCreate a customer account with `name`, plus optional primary email and physical address. Search first to avoid duplicates.
create_projectChanges dataCreate an onboarding project: `name`, `start_date` (MM/DD/YYYY), `project_owner`, and usually `playbook_uuid` and customer `account`. Invite emails go out if `send_invite_email` or `send_invite_email_customers` is true.
create_taskChanges dataCreate a task in a project module: `name`, `type` (internal or customer) and `module_uuid`, plus optional assignee, start/due date and description.
get_customerGet one customer account by `customer_id`.
get_projectGet one onboarding project by `project_id` (ID or UUID), including status, dates, customer and modules.
get_taskGet one task by `task_id` (ID or UUID), including status, assignee, due date and description.
list_customer_contactsList the contacts (customer users) on a customer account by `customer_id`.
list_customer_notesList notes on a customer account by `customer_id`.
list_project_membersList the internal and customer members of a project by `project_uuid`.
list_project_notesList notes on a project by `project_id`.
list_statusesList the project and task statuses used in your OnRamp account.
list_task_commentsList comments on a task by `task_id`.
list_usersList users (your team and customer users), filtered by name, email, active status or whether they are customer users.
reopen_taskChanges dataReopen a completed task by `task_id`.
search_customersSearch customer accounts by `name`, `primary_email`, tag or archived status. Use this to find a customer's ID.
search_playbooksList playbooks (project templates) by `name` or archived status. Use a playbook UUID when creating a project.
search_projectsSearch onboarding projects by name, owner, status, customer account, tag or start/due dates.
search_tasksSearch tasks by project, assignee, status, overdue flag, name, tag or due/start/completed dates. Paginated with `cursor`.
start_taskChanges dataMark a task as in progress by `task_id`.
update_customerChanges dataUpdate a customer account's name, primary email or physical address by `customer_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose OnRamp from the app list.
2
Paste your key
Paste an OnRamp API key. In OnRamp go to Settings > API > Keys and create an API key. If the API is not enabled for your organization, ask your OnRamp account manager.
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 OnRamp?

The AI can search and read customers, contacts, projects, project members, tasks, comments, notes, playbooks, users and statuses. It can create and update customers, add contacts, create projects and tasks, start, complete and reopen tasks, complete projects, and add notes and comments.

Does the AI see my OnRamp API key?

No. Your OnRamp API key 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. Actions that reach customers, like adding a contact with an invite, creating a project with invite emails or posting a comment that notifies members, 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 OnRamp account with API access.

Will my customers get emails when the AI makes changes?

Only in specific cases. Adding a contact sends an invite email if send_invite is on, and creating a project sends invites if the invite options are on. Comments on tasks may notify project members. You can keep the email-sending tools off or require approval for them.