Integration · CRM & sales

Connect Claude & ChatGPT to Runo CRM

Ask your AI which calls your team logged yesterday, who a lead is assigned to, or to add a new lead for one of your agents in Runo. It can list call logs, customers, CRM allocations, interactions and WhatsApp interactions, and look up your processes, users and CRM fields. It can also create allocations and log interactions for a customer.

Connect Runo CRM free

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

Try asking

“Which calls were logged yesterday in the Sales process?”
The AI lists the call logs for that date and process, page by page.
“Add Priya Shah from Acme as a high-priority lead for Rahul.”
It looks up Rahul's phone number in your users and creates an allocation with the customer, priority 3 and your notes.
“Log that I spoke with Priya and she wants a demo next week.”
It creates a CRM interaction for the customer with your notes.

What your AI can do

Calls and messages

List call logs and WhatsApp interactions by date or process, or only each customer's latest call.

Customers and leads

List customers and allocations, and create a lead assigned to a user with priority, notes and custom fields.

Account setup

Look up processes, users with their phone numbers and CRM fields, so new records land in the right place.

“Which WhatsApp interactions came in today?”
It lists WhatsApp interactions for today's date.
“Which custom fields do we use in the Renewals process?”
It lists the CRM fields for that process, so new records can fill them correctly.
“Show the latest interaction for each customer in the Sales process.”
It lists interactions for the process with only each customer's latest one.

11 tools for Runo CRM

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

create_allocationChanges dataCreate a lead and assign it to a user. Pass `customer` (name and phoneNumber required, optional email and company) and `assigned_to` (the user's phone number), plus optional `process_name`, `priority` (3 high to 1 low), `notes` and `user_fields`.
create_interactionChanges dataLog a CRM interaction for a customer. Pass `customer` (name and phoneNumber required), plus optional `notes`, `priority`, `assigned_to` (user's phone number), `process_name` and `user_fields`.
delete_customerDeletesPermanently delete a customer by `customer_id`. This cannot be undone.
list_allocationsList CRM allocations (customers assigned to users) page by page (`page_no` required), optionally for a `date` and `process_name`.
list_call_logsList call logs page by page (`page_no` required), optionally for a `date` (YYYY-MM-DD), a `process_name`, or only each customer's latest call.
list_crm_fieldsList the CRM fields defined for your account, optionally for one `process_name`. Use before filling `user_fields`.
list_customersList customers page by page (`page_no` required), optionally for a `date` (YYYY-MM-DD) created or updated (`date_type`) and a `process_name`.
list_interactionsList CRM interactions page by page (`page_no` required), optionally for a `date`, a `process_name`, or only each customer's latest with `is_latest_only`.
list_processesList the processes (pipelines) in your Runo account. Use to find a `process_name` for other tools.
list_usersList the users (agents) in your Runo account with their phone numbers. Use to find who to assign customers to.
list_whatsapp_interactionsList WhatsApp interactions page by page (`page_no` required), optionally for a `date` and `process_name`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Runo CRM from the app list.
2
Paste your key
Paste a Runo API key. Log in to the Runo Admin web application and generate an API key there. PipMCP sends it in the Auth-Key header.
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 Runo CRM?

The AI can read call logs, customers, CRM allocations, interactions, WhatsApp interactions, processes, users and CRM fields. It can create allocations that assign a customer to a user, log interactions, and delete a customer if you switch that tool on.

Does the AI see my Runo CRM API key?

No. Your Runo CRM 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. Deleting a customer is permanent and cannot be undone, so it can require your approval before it runs, and so can creating allocations. 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 Runo account.

How does the AI know who to assign a lead to?

Runo assigns customers to users by the user's phone number. The AI lists the users in your account with their phone numbers, finds the person you named and uses that number when it creates the allocation.