Integration · CRM & sales

Connect Claude & ChatGPT to Ramper Pipeline

Ask your AI about the opportunities, organizations and people in Ramper Pipeline. It can look up a deal with its value, stage and contact, move it to another stage and change the owner. It can also add new organizations, people, products and pre-sales leads, so your CRM stays up to date while you talk.

Connect Ramper Pipeline free

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

Try asking

“What are the stages in our pipeline?”
The AI lists your sales pipeline stages and their IDs.
“Move the Acme deal to the proposal stage and set the value to 40,000.”
It finds the stage ID, then updates the opportunity with the new stage and value.
“Add Nordic Foods as an organization with Anna Berg as contact.”
It creates the organization and the person, with phone and email if you give them.

What your AI can do

Opportunities and stages

List and read opportunities, create new ones in a stage, and update the stage, value, title or owner.

Organizations and people

List, read and create organizations and people, with phone, email, address, tax ID and owner.

Pre-sales, products and users

Create and read pre-sales leads, list and create products, and look up the users in your Ramper company.

“Create an opportunity for Nordic Foods, owned by Lucas.”
It looks up the user and stage, then creates the opportunity linked to the organization and person.
“Log a new pre-sales lead: Maria Silva from Café Aurora, phone +55 11 5555 0100.”
It creates the pre-sales lead with the person name, phone and company name.
“Which products do we sell, and at what value?”
It lists your products with their values.

18 tools for Ramper Pipeline

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

create_opportunityChanges dataCreate an opportunity with a `title` and `stage_id` (see list_stages), plus optional `value`, `person_id`, `organization_id`, owner `user_id` and `close_in`.
create_organizationChanges dataCreate an organization with a `name`, plus optional `phone`, `address`, `document` (tax ID) and owner `user_id`.
create_personChanges dataCreate a person with a `name`, plus optional `email`, `phone` and owner `user_id`.
create_presales_leadChanges dataCreate a pre-sales lead with `person_name`, `phone`, `company_name` and other optional details such as `company_address` and owner `user_id`.
create_productChanges dataCreate a product with a `name`, plus optional `value`, `value_base`, `margin` and `description`.
get_opportunityGet one opportunity by `deal_id`, with its value, stage, contact and organization.
get_organizationGet one organization by `company_id`.
get_personGet one person by `contact_id`.
get_presales_leadGet one pre-sales lead by `lead_id`.
get_userGet one user by `user_id`.
list_opportunitiesList sales opportunities (deals) in Ramper, page by page with `page` and `limit`.
list_organizationsList organizations (companies), page by page with `page` and `limit`.
list_personsList persons (contacts), page by page with `page` and `limit`.
list_presales_leadsList pre-sales leads, page by page with `page` and `limit`.
list_productsList the products you sell, with their values.
list_stagesList the sales pipeline stages and their IDs. Use this to pick a `stage_id` for opportunities.
list_usersList the users in your Ramper company. Use this to find a `user_id` to assign as owner.
update_opportunityChanges dataUpdate an opportunity by `deal_id`, e.g. move it to another `stage_id`, change `value`, `title` or owner `user_id`. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Ramper Pipeline from the app list.
2
Paste your key
Paste your Ramper Pipeline API token. In Ramper Pipeline, click your avatar in the top right, choose API and copy the API Token shown there.
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 Ramper Pipeline?

It can list and read opportunities, organizations, people, pre-sales leads, products, pipeline stages and users. It can create organizations, people, opportunities, pre-sales leads and products, and update an opportunity's stage, value, title or owner.

Does the AI see my Ramper Pipeline API token?

No. You paste your Ramper Pipeline API token into PipMCP once. It is encrypted at rest, never shown to the AI and never shown again after you save it, 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 read-only access to your pipeline. Tools that create records or move a deal to another stage 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, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own Ramper Pipeline account, so your Ramper subscription stays between you and Ramper.

How does the AI pick the right stage and owner?

It first lists your pipeline stages and your Ramper users to get their IDs. Then it uses those IDs when it creates or updates an opportunity, so deals land in the stage and with the owner you name.