Integration · Marketing
Connect Claude & ChatGPT to Plezi
Ask your AI whose lead score changed, which contacts were updated recently, or to add a new contact to Plezi. It can list contacts, contact lists, contact fields and subscriptions, and create contacts with the fields you have set up in Plezi.
Free plan, no credit card. Takes about a minute.
Try asking
“Whose lead score changed recently?”
The AI lists the contacts whose lead score recently changed.
“Which contacts were updated recently?”
It lists the contacts that were recently updated.
“Add [email protected] as a contact at Nordic Foods.”
It checks which contact fields exist, then creates the contact with the email and company.
What your AI can do
Contacts
List contacts and create new ones with any of the contact fields you have set up.
Lead score and changes
See which contacts recently changed lead score and which were recently updated.
Lists, fields and subscriptions
Read your contact lists, your contact fields with their options, and the subscriptions contacts can opt into.
“What contact lists do we have?”
It lists the contact lists in your Plezi account.
“Which topics can contacts subscribe to?”
It lists the subscriptions, the topics contacts have opted into.
“Which fields do we store on a contact?”
It lists your contact fields with their names and options.
7 tools for Plezi
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
create_contactChanges dataCreate a contact. Put the `email` and any other contact fields under `data.attributes`; list_contact_fields shows which fields exist.list_contact_fieldsList the contact fields set up in Plezi, with their names and options.list_contact_listsList the contact lists in the account.list_contactsList contacts in the Plezi account.list_contacts_by_score_changeList contacts whose lead score recently changed.list_subscriptionsList subscriptions (the topics contacts have opted into).list_updated_contactsList contacts that were recently updated.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Plezi from the app list.
- 2
Paste your key
Enter your Plezi API key and your company name. Sign in to Plezi, click Settings (top right) and choose Plezi configuration at the end of the list. The company name is the first field and the API key is the last. If no key is shown, ask Plezi support to enable one.
- 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 Plezi?
The AI can list contacts, contacts whose lead score recently changed, recently updated contacts, contact lists, contact fields and subscriptions. It can also create new contacts.
Does the AI see my Plezi API key?
No. Your Plezi 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. All Plezi tools except create_contact only read, so you can leave that one off and start read-only, or have it 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 Plezi account.
Why does Plezi need my company name?
Plezi uses your company name (the tenant) together with the API key to identify your account. Both are under Settings > Plezi configuration: the company name in the first field and the API key in the last.
Let your AI work in Plezi today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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