Integration · CRM & sales

Connect Claude & ChatGPT to Rings XRM

Ask your AI who can introduce you to a company, what Rings knows about a relationship, or which opportunities sit in a given stage. It can search, create and update people, companies and opportunities, write notes and tasks linked to them, and search your meetings. Rings' own relationship summaries and intro paths come straight into the chat.

Connect Rings XRM free

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

Try asking

“Who in our network can introduce me to someone at Northwind?”
The AI finds the company and gets Rings' recommended warm-introduction paths into it.
“Summarize our relationship with Maria Jensen.”
It finds the person and reads Rings' AI-written relationship summary for her.
“Move the Acme renewal to Negotiation and set the next step to send a proposal.”
It finds the opportunity, looks up the stage in its pipeline and updates the stage and next step.

What your AI can do

People and companies

Search, create and update people and companies, and look up a person by email, domain or LinkedIn URL.

Relationships and intros

Read Rings' AI relationship summaries, list your own relationships and get warm-introduction paths to people and companies.

Opportunities, notes and tasks

Search, create and update opportunities, notes and tasks, move opportunities between stages and search meetings.

“Log a note on Acme: they want pricing for 50 seats by Friday.”
It creates a note with a subject and content, linked to the company.
“Create a task for me to follow up with Jonas on Monday.”
It creates a task with a due date, assigns it to you and links it to the person.
“Which meetings did we have with Contoso last month?”
It searches meetings by company and date range.

30 tools for Rings XRM

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

create_companyChanges dataAdd a company with name, website, location, sector and description. Search first to avoid duplicates.
create_noteChanges dataCreate a note with a `subject` and `content`, optionally linked to people, companies or opportunities via `associations`.
create_opportunityChanges dataCreate an opportunity with `name`, `type_uuid` and `stage_uuid`, plus optional value, probability, owner, next step and associations.
create_personChanges dataAdd a person with name, email, phone, job title, LinkedIn URL and location. Search first to avoid duplicates.
create_taskChanges dataCreate a task with a `title`, optional content, due date, priority, assignees and linked records.
get_companyGet one company by `company_uuid`.
get_company_ai_summaryGet Rings' AI-written relationship summary for a company by `company_uuid`.
get_company_intro_pathsGet recommended warm-introduction paths into a company by `company_uuid`.
get_current_userGet the Rings user this connection is signed in as.
get_noteGet one note by `message_uuid`.
get_opportunityGet one opportunity by `deal_uuid`.
get_personGet one person by `contact_uuid`, with contact details and profile.
get_person_ai_summaryGet Rings' AI-written relationship summary for a person by `person_uuid`.
get_person_intro_pathsGet recommended warm-introduction paths to a person by `person_uuid`: who in your network can introduce you.
list_my_relationshipsList your own relationships, filterable by `relationship_quality`, `priority_score` and company score.
list_opportunity_stagesList the stages of an opportunity type by `type_uuid`. Use to get a `stage_uuid`.
list_opportunity_typesList opportunity types (pipelines). Use to get a `type_uuid` for creating opportunities.
list_usersList users in your Rings workspace, for assigning owners and tasks.
lookup_personFind a person by exact `email`, `domain` or `linkedin_url`.
search_companiesSearch companies by `name`, `domain`, location, industry, size, funding and more. Use it to find a company's UUID.
search_meetingsSearch meetings by text, date range, person or company.
search_notesList notes, optionally filtered by text `search` or by an associated `entity_type` and `entity_uuid`.
search_opportunitiesSearch opportunities (deals) by name, text, company, person, owner, type, stage, value and dates.
search_peopleSearch people by `name`, `email`, `linkedin_url` or `uuids`, with paging and sorting. Use it to find a person's UUID.
search_tasksSearch tasks by text, status, priority, assignee or associated record.
update_companyChanges dataUpdate a company's details by `company_uuid`. Only the fields you pass change.
update_noteChanges dataUpdate a note's subject, content or date by `message_uuid`.
update_opportunityChanges dataUpdate an opportunity by `deal_uuid`, e.g. move its stage, change value or next step. Only the fields you pass change.
update_personChanges dataUpdate a person's details by `contact_uuid`. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`, e.g. mark it done or change its due date. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Rings XRM from the app list.
2
Paste your key
Paste your Rings API key. Sign in to Rings (joinrings.com), open your workspace settings and generate an API key. The key acts with your workspace permissions.
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 Rings XRM?

The AI can search and read people, companies, opportunities, notes, tasks, meetings and users, along with Rings' AI relationship summaries and warm-introduction paths. It can create and update people, companies, opportunities, notes and tasks.

Does the AI see my Rings API key?

No. Your Rings 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. Tools that create or change records, such as updating an opportunity, 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 Rings account.

What is a warm-introduction path?

It is Rings' suggestion of who in your network can introduce you to a person or into a company. The AI reads these paths from Rings for the person or company you name, so you can ask for an intro route in plain language.