Integration · CRM & sales

Connect Claude & ChatGPT to PersistIQ

Ask your AI who replied this week, which leads are in a campaign or to add a list of new prospects in PersistIQ. It can create and update leads, add them to or remove them from campaigns, read account events such as emails sent, opens and replies, and manage your Do Not Contact domains. Outreach questions get answered without exporting lists.

Connect PersistIQ free

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

Try asking

“Who replied to our Q3 outreach campaign this week?”
The AI finds the campaign and lists reply events in that date range, with the leads they came from.
“Add these five prospects as leads and skip any emails we already have.”
It creates the leads with email, name, company and title and skips existing emails.
“Put the new leads into the Q3 outreach campaign.”
It adds the leads to the campaign. The campaign then starts emailing them.

What your AI can do

Leads

List, read, create and update leads, set statuses, mark bounced or opted out, and see all lead fields.

Campaigns

Search campaigns with stats, add up to 100 leads at a time to a campaign, and remove a lead from a campaign.

Events and Do Not Contact

Read emails sent, opens and replies by campaign, lead or user, and manage your Do Not Contact domains.

“Mark [email protected] as not interested.”
It lists your lead statuses, finds the lead and sets the matching status.
“Never email anyone at competitor.com.”
It adds competitor.com to the Do Not Contact list, so no leads at that domain are emailed.
“How are our campaigns performing?”
It lists campaigns with their stats, and can filter by name or owner.

13 tools for PersistIQ

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

add_do_not_contact_domainChanges dataAdd a domain (`name`, e.g. example.com) to the Do Not Contact list so no leads at that domain are emailed.
add_lead_to_campaignChanges dataAdd an existing lead (`lead_id`) or up to 100 leads (`leads`) to a campaign by `campaign_id`, optionally with a `mailbox_id`. The campaign will start emailing them.
create_leadChanges dataCreate up to 10 leads in `leads` (each needs an email; name, company, title, phone optional). `dup` decides whether existing emails are skipped or updated.
get_leadGet one lead by `lead_id`, including contact details, status and custom data.
list_do_not_contact_domainsList the Do Not Contact domains for your company.
list_eventsList account events (emails sent, opens, replies and more), filtered by `campaign`, `lead`, `user`, `group` or a `start_at`/`end_at` range.
list_lead_fieldsList all lead fields (built-in and custom) for your company.
list_lead_statusesList the lead statuses defined for your company. Use to pick a status for update_lead.
list_leadsList leads, optionally filtered by `status` or `updated_after`. Returns up to 100 per page.
list_usersList the users in your PersistIQ company, with their IDs. Use to find a creator_id or campaign owner.
remove_lead_from_campaignDeletesRemove a lead from a campaign by `campaign_id` and `lead_id`. The lead itself is kept.
search_campaignsList campaigns with stats, optionally filtered by `name`, `owner_id` or `lead_id`.
update_leadChanges dataUpdate a lead by `lead_id`: set `status` or `status_id`, mark bounced or opted out, or change attributes in `data`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose PersistIQ from the app list.
2
Paste your key
Paste your PersistIQ company API key. It grants access to all users' data in your company. If you cannot find it in your PersistIQ account, ask PersistIQ support for it.
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 PersistIQ?

The AI can read leads, lead fields, lead statuses, campaigns with stats, users, account events and your Do Not Contact domains. It can create and update leads, add leads to campaigns, remove a lead from a campaign and add domains to the Do Not Contact list.

Does the AI see my PersistIQ credentials?

No. Your PersistIQ API key is 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. Adding leads to a campaign starts emailing them, and removing a lead from a campaign stops its sequence, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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 PersistIQ account.

Does the AI only see my own leads?

No. The PersistIQ company API key grants access to all users' data in your company, so the AI can see leads and campaigns across the team. Switch on only the tools you need if you want to limit what it does with that access.