Integration · CRM & sales

Connect Claude & ChatGPT to Prospect CRM

Ask your AI to find a contact or company in Prospect CRM, check a lead or pull up a quote. It can create contacts, companies, leads, quotes, tasks and notes, update existing records, and list sales orders and sales invoices. Your B2B pipeline is one question away instead of several screens.

Connect Prospect CRM free

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

Try asking

“Find the contact details for Sarah at Hargreaves Ltd.”
The AI searches contacts and companies, then shows her job title, email, phone and the company she belongs to.
“Create a lead for Hargreaves Ltd: new racking system, 12,000 GBP, closing end of next month.”
It finds the company and contact, then creates the lead with description, value and close date.
“What is the status and value of quote Q-2041?”
It searches quotes, then reads the quote with its value, status, dates and linked contact.

What your AI can do

Contacts and companies

Search, create and update contacts and companies (divisions), and add notes to them.

Leads and quotes

Search, list, create and update leads and quotes, with value, status and close date.

Tasks, orders and invoices

Create, reschedule and reassign tasks, look up products, and list sales orders and sales invoices.

“Set a follow-up task for Tom on Friday to call Sarah about the quote.”
It looks up Tom in the user list and creates a task with date, description and the link to Sarah.
“Show me the latest sales orders and invoices.”
It lists recent sales orders and sales invoices, sorted the way you ask.
“Log a note on Hargreaves Ltd that they want delivery in March.”
It adds a note to the company record in Prospect CRM.

28 tools for Prospect CRM

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

add_noteChanges dataAdd a note (notepad entry) with `text`, linked to a record through `contact_id`, `division_id` or `object_type` plus `object_id`.
create_contactChanges dataCreate a new contact with fields in `body` such as Forename, Surname, Email, PhoneNumber, JobTitle and DivisionId (the company).
create_divisionChanges dataCreate a new company (division) with fields in `body` such as Name, PhoneNumber and Website. Search first to avoid duplicates.
create_leadChanges dataCreate a new lead (sales opportunity) with fields in `body` such as Description, Value, CloseDate, ContactId and DivisionId.
create_quoteChanges dataCreate a new quote with fields in `body` such as Description, ContactId, DivisionId and LeadId.
create_taskChanges dataCreate a task with `name`, `description`, `task_date_utc`, `assigned_to` and a link to a `contact_id`, `division_id` or `lead_id`.
get_contactGet one contact by `contact_id`, with name, job title, email, phone and linked division.
get_divisionGet one company (division) by `division_id`, with phone, website, status and account manager.
get_leadGet one lead by `lead_id`, with value, status, close date, owner and linked contact and division.
get_productGet one product by `operating_company_code` and `product_item_id`, with description and pricing.
get_quoteGet one quote by `quote_id`, with value, status, dates and linked contact and division.
get_taskGet one task by `task_id`, with its description, date, assignee and status.
list_leadsList leads (sales opportunities), with `limit`, `offset` and `orderby` for paging and sorting.
list_quotesList quotes, with `limit`, `offset` and `orderby` for paging and sorting.
list_sales_invoicesList sales invoices, with `limit`, `offset` and `orderby` for paging and sorting.
list_sales_ordersList sales orders, with `limit`, `offset` and `orderby` for paging and sorting.
list_tasksList tasks, with `limit`, `offset` and `orderby` for paging and sorting.
list_usersList the users (staff) in your Prospect CRM account. Use it to find a user code for assigning tasks or leads.
search_contactsSearch contacts by a free-text `term` such as a name or email. Use it to find a contact ID.
search_divisionsSearch companies (called divisions in Prospect CRM) by a free-text `term` such as a name. Use it to find a division ID.
search_leadsSearch leads (sales opportunities) by a free-text `term`.
search_productsSearch products by a free-text `term` such as a product code or name.
search_quotesSearch quotes by a free-text `term` such as a quote number or customer name.
update_contactVisible to othersUpdate a contact by `contact_id`. Only the fields you pass in `body` change.
update_divisionVisible to othersUpdate a company (division) by `division_id`. Only the fields you pass in `body` change.
update_leadVisible to othersUpdate a lead by `lead_id`, for example its value, status or close date. Only the fields you pass in `body` change.
update_quoteVisible to othersUpdate a quote by `quote_id`. Only the fields you pass in `body` change.
update_taskVisible to othersUpdate a task by `task_id`, for example to reschedule it, reassign it or record its `outcome`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Prospect CRM from the app list.
2
Paste your key
Paste a Prospect CRM personal access token (PAT). In Prospect CRM, click your user icon bottom-left, open Tokens and click Create Token. Choose the OData API scope, give it a name and an expiry date, then copy the token. It is shown only once.
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 Prospect CRM?

The AI can search and read contacts, companies (divisions), leads, quotes, products and tasks, and list sales orders, sales invoices and users. It can create contacts, companies, leads, quotes, tasks and notes, and update contacts, companies, leads, quotes and tasks.

Does the AI see my Prospect CRM access token?

No. Your Prospect CRM access token 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 searches and lookups only. Updates to contacts, companies, leads, quotes and tasks 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 Prospect CRM account.

Why does the AI talk about divisions?

In Prospect CRM a company is called a division. When you ask about a company, the AI searches divisions to find it, and new companies are created as divisions. Contacts, leads and quotes are linked to a division by its ID.