Integration · CRM & sales

Connect Claude & ChatGPT to SalesCaptain

Ask your AI which conversations are waiting for a reply, what a customer wrote last, or to text a contact back in SalesCaptain. It finds, creates and updates contacts, reads conversations and messages, manages tags and pulls call analytics for a period.

Connect SalesCaptain free

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

Try asking

“Which conversations are waiting for a reply?”
The AI lists the company's conversations that are awaiting a reply.
“What did +45 20 30 40 50 write to us last week?”
It finds the conversation for that number and lists its messages in that date range.
“Reply to Emma that her table is ready at 7.”
It sends the text in Emma's conversation. The message goes to her right away.

What your AI can do

Contacts and tags

Search, create and update contacts with custom fields, create tags and add or remove them on a contact.

Conversations and messages

List conversations by contact, status or awaiting reply, read their messages, and send a text or a saved template.

Companies and analytics

List the companies you can access, their user accounts and conversation profiles, and read call analytics for a period.

“Add Lars Holm, [email protected], as a new contact and tag him VIP.”
It creates the contact, finds the VIP tag and adds it to him.
“How did our calls go last month?”
It reads call analytics for your company for last month.
“Which SMS templates do we have?”
It lists the company's saved SMS templates, which it can also use when it sends a message.

21 tools for SalesCaptain

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

add_contact_tagChanges dataAdd a tag to a contact, by `company_id`, `tag_id` and `contact_id`.
create_contactChanges dataCreate a contact in a company with `company_id` and `contact_name`, plus optional email, phone and custom fields.
create_tagChanges dataCreate a new contact tag with `tag_name` in a company (`company_id`).
delete_contactDeletesPermanently delete a contact by `company_id` and `contact_id`. This cannot be undone.
get_call_analyticsChanges dataGet call analytics for one or more companies (`company_ids`), optionally for a `start_time`/`end_time` period. Read-only.
get_companyGet one company's details by `company_id`.
get_contactGet one contact by `contact_id`.
get_conversationGet one conversation by `conversation_id`.
get_messageGet one message by `message_id`.
list_accountsList the user accounts of a company by `company_id`.
list_companiesList the companies your SalesCaptain user can access. Most other tools need a `company_id` from here.
list_contactsList a company's contacts by `company_id`, with `search_key` to search by name, email or phone, plus paging and sorting.
list_conversation_messagesList the messages in a conversation by `company_id` and `conversation_id`, optionally within a `created_after`/`created_before` range.
list_conversation_profilesList a company's conversation profiles by `company_id`.
list_conversationsList a company's conversations by `company_id`, filterable by contact `email` or `number`, `chat_status` and `awaiting_reply`.
list_custom_fieldsList a company's custom contact fields by `company_id`, with their IDs for creating or updating contacts.
list_sms_templatesList a company's saved SMS templates by `company_id`.
list_tagsList a company's contact tags by `company_id`, optionally searching by name.
remove_contact_tagDeletesRemove a tag from a contact, by `company_id`, `tag_id` and `contact_id`. The tag itself is kept.
send_messageVisible to othersSend a text message to the contact in a conversation, by `company_id`, `conversation_id` and `message_body` (or a `template_id`). The message is delivered to the customer immediately.
update_contactChanges dataUpdate a contact's name, email, phone or custom fields by `contact_id` and `company_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose SalesCaptain from the app list.
2
Paste your key
Paste your SalesCaptain API key. In the SalesCaptain dashboard, open Settings › Your Profile and copy the API Key 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 SalesCaptain?

The AI can list your companies, their user accounts, contacts, tags, custom fields, SMS templates, conversation profiles and conversations, and read messages and call analytics. It can create and update contacts, create tags, add or remove a tag on a contact, send a text message in a conversation and delete a contact.

Does the AI see my SalesCaptain API key?

No. Your SalesCaptain API key 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 read-only. Sending a message reaches the customer immediately and deleting a contact cannot be undone, and both 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 also need your own SalesCaptain account.

Why does the AI ask which company to use?

Most SalesCaptain tools work inside one company, so the AI first lists the companies your user can access and picks the right company ID. If you have access to several, tell it which one you mean.