Integration · CRM & sales

Connect Claude & ChatGPT to Overloop

Ask your AI how a campaign is doing, to add a new lead and enroll them in a sequence, or to find the conversation with a prospect in Overloop. It can search and update prospects and organizations, read campaigns with their steps and stats, and assign or archive inbox conversations. Outreach questions get answered without switching tabs.

Connect Overloop.ai free

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

Try asking

“How is the Q4 SaaS campaign performing?”
The AI finds the campaign and reads its stats, such as sent, opened and replied.
“Add Mette Lund, CMO at Nordic Foods, [email protected], and enroll her in the Q4 campaign.”
It searches first to avoid duplicates, creates the prospect with her company, and enrolls her. The campaign then sends its steps to her.
“Show my conversation with Mette Lund.”
It searches inbox conversations and reads the messages in the matching one.

What your AI can do

Prospects and organizations

Search, create and update prospects and organizations, create and search lists, and read custom fields.

Campaigns

Search campaigns, read their settings, steps, enrollments and stats, and enroll prospects or remove an enrollment.

Inbox and team

Search and read conversations, assign them to a teammate or archive them, and look up users.

“Assign all replies from the Q4 campaign to Thomas.”
It finds Thomas's user ID and assigns the matching conversations to him.
“Take Peter out of the onboarding campaign.”
It finds his enrollment and removes it, so no further steps go out to him.
“What are the steps in our follow-up sequence?”
It lists the campaign's steps: emails, LinkedIn actions and tasks.

26 tools for Overloop.ai

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

archive_conversationVisible to othersArchive a conversation by `conversation_id`.
assign_conversationChanges dataAssign a conversation to a user (`owner_id`).
create_listChanges dataCreate a prospect list with a `name`.
create_organizationChanges dataCreate an organization with name, website, industry, size, address, phone and LinkedIn URL.
create_prospectChanges dataCreate a prospect with name, email, phone, job title, company (`organization_id`), LinkedIn URL, location and lists. Search first to avoid duplicates.
delete_prospectDeletesPermanently delete a prospect by `lead_id`.
enroll_prospectChanges dataEnroll a prospect (`prospect_id`) into a campaign, optionally at a specific step or start time. The campaign will then send its emails/messages to that person.
get_accountGet the connected Overloop account details.
get_campaignGet one campaign by `campaign_id`, including schedule and settings.
get_campaign_statsGet performance stats (sent, opened, replied, etc.) for a campaign.
get_conversationGet one conversation by `message_id` (conversation ID), including its messages.
get_current_userGet the user the connection is signed in as.
get_organizationGet one organization by `company_id`.
get_prospectGet one prospect by `lead_id`.
list_campaign_enrollmentsList the prospects enrolled in a campaign.
list_campaign_stepsList the steps (emails, LinkedIn actions, tasks) of a campaign.
list_custom_fieldsList custom fields defined for prospects or organizations.
remove_enrollmentDeletesRemove a prospect's enrollment from a campaign by `enrollment_id`, stopping further steps for them.
search_campaignsSearch campaigns by text or status.
search_conversationsSearch inbox conversations by text, including archived ones if asked.
search_listsSearch prospect lists by name.
search_organizationsSearch organizations (companies) by text, name or country.
search_prospectsSearch prospects by text or by email, name, country, industry, list or sourcing, with paging. Use to find a prospect ID.
search_usersSearch the team's users. Use to find an owner ID.
update_organizationChanges dataUpdate an organization by `company_id`. Only the fields you pass change.
update_prospectChanges dataUpdate a prospect by `lead_id`. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Overloop.ai from the app list.
2
Paste your key
Paste your Overloop API key. API access is on Overloop's Growth and Enterprise plans. Open Integrations → API (app.overloop.ai/integrations/api) and copy your key. Each user has their own key, and actions are attributed to that user.
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 Overloop?

The AI can read your account, users, prospects, organizations, lists, custom fields, campaigns, campaign steps, enrollments, stats and conversations. It can create and update prospects and organizations, create lists, enroll prospects in campaigns, remove enrollments, assign and archive conversations, and delete prospects.

Does the AI see my Overloop API key?

No. Your Overloop 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 read-only. Enrolling a prospect starts real outreach, and deleting a prospect is permanent, so these 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 Overloop account on a plan with API access.

Whose name do the AI's actions appear under?

Each Overloop user has their own API key, and actions are attributed to that user. Whatever the AI does through PipMCP shows up in Overloop as done by the person whose key you pasted.