Integration · CRM & sales

Connect Claude & ChatGPT to RAYNET CRM

Ask your AI which deals are open for a customer, what is planned this week or to log the call you just finished. It can search and update companies, contacts, leads and business cases, read offers and products, and create tasks, meetings and phone call records in RAYNET.

Connect RAYNET CRM free

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

Try asking

“Which open business cases do we have with Nordic Foods?”
The AI searches business cases by company and lists them with value, phase and probability.
“Move the Nordic Foods deal to the next phase and set probability to 60%.”
It lists the business case phases and updates the deal with the new phase and probability.
“Log a call with Jane Miller at Nordic Foods about the renewal.”
It records a phone call activity with title, owner and time, linked to the company and person.

What your AI can do

Companies and contacts

Search, create and update companies and contact persons, with owner, rating, addresses and contact info.

Leads, deals and offers

Search, create and update leads and business cases, move deals through phases, and read offers and products.

Activities

Create tasks, meetings and phone call records, update tasks, and list activities by owner, date or linked record.

“Create a task to send the offer by Friday.”
It creates a task with title, deadline and priority, owned by the user you name and linked to the deal.
“What meetings do I have this week?”
It lists meetings by owner and date range, with the linked company, person or deal.
“Add a new lead: Acme ApS is interested in our service plan.”
It creates a lead with topic, priority and company name, and you can add contact details and owner.

29 tools for RAYNET CRM

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

create_business_caseVisible to othersCreate a business case (deal) with `name`, `company` ID, and optional person, phase, estimated value, probability, currency and owner.
create_companyVisible to othersCreate a company with `name`, `role` (e.g. A_SUBSCRIBER), `state` (e.g. B_ACTUAL), `rating` (A/B/C), addresses and owner. Search first to avoid duplicates.
create_leadVisible to othersCreate a lead with `topic`, `priority` and optional company name, contact person name, contact info, lead phase and owner.
create_meetingVisible to othersCreate a meeting with `title`, `owner`, `priority`, scheduled from/till and optional company, person or business case link.
create_personVisible to othersCreate a contact person with `last_name`, first name, contact info (email, phones), owner and relationship to a company.
create_taskVisible to othersCreate a task with `title`, `owner` (the user's person ID), `deadline`, `priority` (MINOR, DEFAULT or CRITICAL) and optional company, person, lead or business case link.
get_business_caseGet one business case (deal) by `ticket_id`, with value, phase, probability and company.
get_companyGet one company by `company_id`, with addresses, contacts info, owner, rating and classification.
get_leadGet one lead by `lead_id`.
get_offerGet one offer (quote) by `quote_id` (the offer ID), with items and totals.
get_personGet one contact person by `contact_id`.
get_taskGet one task by `task_id`.
list_activitiesList all activities (tasks, meetings, calls, emails, letters, events) filtered by owner, status, date range, company, person or business case.
list_business_case_phasesList business case phases with their IDs, for moving deals through the pipeline.
list_meetingsList meetings, filtered by owner, status, date range or linked company/person/business case.
list_user_accountsList CRM user accounts, to find the person ID to use as `owner` on new records.
log_phone_callVisible to othersRecord a phone call activity with `title`, `owner`, `priority`, time and optional company, person or business case link.
search_business_casesSearch business cases (deals) by `fulltext`, name, company, owner, status, phase or dates.
search_companiesSearch companies (accounts) with `fulltext`, name, reg/tax number, owner, state, role or category, with paging (`offset`, `limit`).
search_leadsSearch leads by `fulltext`, topic, company name, status, lead phase, owner or date.
search_offersSearch offers (quotes) by `fulltext`, name, company, business case, status or dates.
search_personsSearch contact persons by `fulltext`, name, email, owner or primary company.
search_productsSearch products in the catalog by `fulltext`, name, code, category or product line.
search_tasksSearch tasks by `fulltext`, title, owner, status, deadline, completion or linked company/person/business case.
update_business_caseChanges dataUpdate a business case by `ticket_id` (the business case ID): phase, value, probability, owner, dates or description.
update_companyChanges dataUpdate a company by `company_id`. Only the fields you pass change.
update_leadChanges dataUpdate a lead by `lead_id`: topic, phase, priority, owner or contact details.
update_personChanges dataUpdate a contact person by `contact_id`. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`: title, deadline, status, priority, solution, or mark it completed.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose RAYNET CRM from the app list.
2
Paste your key
Choose your RAYNET server (app.raynetcrm.com, eu.raynetcrm.com, app.raynet.cz or app.raynetcrm.sk) and enter your username (login email), an API key and your instance name. An administrator (PROFESSIONAL plan or higher) opens the menu in the top right corner > Settings, scrolls to API keys, clicks NEW API KEY, selects the user and copies the key.
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 RAYNET?

The AI can search and read companies, contact persons, leads, business cases, offers, products, tasks, meetings, activities, users and business case phases. It can create and update companies, contact persons, leads, business cases and tasks, and create meetings and phone call records.

Does the AI see my RAYNET API key?

No. Your RAYNET 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, so you can start read-only. Creating and changing records can 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 RAYNET account.

What do I need to fill in to connect RAYNET?

Four things: the RAYNET server your account runs on, the login email of the user the API key belongs to, the API key itself and your instance name, which is the name in the address you log in to. The AI then works with that user's access.