Integration · CRM & sales

Connect Claude & ChatGPT to Salesdock

Ask your AI which leads you have, what changed on a sale, or to plan a follow-up call in Salesdock. It can create and update leads, relations and tasks, change a lead's status, read sales with their products and history, and look up products, users and lead sources.

Connect Salesdock free

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

Try asking

“List my leads and their status.”
The AI lists the leads you can see in Salesdock, with lead IDs and status.
“Create a lead for Sanne de Vries, [email protected], 06 12345678, Utrecht.”
It creates the lead with name, email, phone and city, and can assign it to a user.
“Change the status of lead 5120 and add a remark that we called.”
It checks the available statuses, then updates the lead's status with your remark.

What your AI can do

Leads

Create, read, list and update leads, change their status with a remark, and see lead history, sources, statuses and results.

Relations and tasks

Create, read, list and update relations, and plan, update and complete calls, appointments and to-dos.

Sales and products

List and read sales with their products and change history, update sale details, and look up products and users.

“What changed on sale 8841?”
It reads the sale's change history and the products in the sale.
“Plan a call with relation 312 on Tuesday at 10:00 and assign it to Tom.”
It finds Tom's user ID and creates a task linked to the relation with the date and times.
“Mark task 77 as done.”
It updates the task and marks it completed.

26 tools for Salesdock

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

create_leadChanges dataCreate a new lead with the person's `firstname`, `lastname`, `email`, `phone`, address (`streetname`, `housenumber`, `postcode`, `city`), optional company details (`company_name`, `coc`, `vat`) and planning dates. Optionally assign it to a `user`.
create_relationChanges dataCreate a new relation (customer) with name (`firstname`, `infix`, `lastname`), `email`, `phone`, address and optional company details (`company_name`, `company_coc`, `company_vat`). Check list_relations first to avoid duplicates.
create_taskChanges dataCreate a task with a `title`, `type`, `description`, `planned_date` and start/end times, optionally linked to a relation (`relation_id`) and assigned to a user (`user_id`).
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
get_leadGet one lead by `lead_id`, with contact details, status and planning.
get_lead_historyGet the change history of a lead by `lead_id`.
get_productGet one product by `product_id`, with its details.
get_relationGet one relation (customer) by `relation_id`, with contact, address and company details.
get_saleGet one sale by `sale_id`, with customer, products and status.
get_sale_historyGet the change history of a sale by `sale_id`.
get_taskGet one task by `task_id`.
list_lead_resultsList the possible results (outcomes) that can be recorded on leads.
list_lead_sourcesList the lead sources configured in your account, with their IDs.
list_lead_statusesList the statuses available in your Salesdock account.
list_leadsList the leads you can see in Salesdock, with their lead IDs and status.
list_productsList the products you can sell in Salesdock, with their product IDs.
list_relationsList your relations (customers and contacts), with their relation IDs.
list_sale_productsList the products included in a sale by `sale_id`.
list_salesList the sales you can see in Salesdock, with their sale IDs and status.
list_tasksList your tasks (calls, appointments and to-dos), with their task IDs.
list_usersList the users in your Salesdock account, with their user IDs. Use to find who to assign leads or tasks to.
update_leadChanges dataUpdate a lead by `lead_id`: contact details, address, company details, labels, source or planning dates. Only the fields you pass change.
update_lead_statusChanges dataChange a lead's `status` by `lead_id`, with an optional `remark`. Use list_lead_statuses to find valid statuses.
update_relationChanges dataUpdate a relation by `relation_id`: name, email, address or company details. Only the fields you pass change.
update_saleChanges dataUpdate a sale by `sale_id`: change the `customer` details, `agreements` or `product_questions` answers. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`: title, description, planning, assignee or mark it `completed`. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Salesdock from the app list.
2
Paste your key
Fill in your API token, the scope and your account domain. Ask your Salesdock account admin to generate an API token for your user (tokens may be restricted to specific IP addresses). Scope is 'account' for access across the account (admin roles) or 'user' for only your own data. The account domain is the name in your Salesdock URLs, for example testomgeving in app.salesdock.nl/testomgeving. The API version can stay at v1.
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 Salesdock?

The AI can list, read, create and update leads and relations, change a lead's status and read lead history. It can list, read, create and update tasks, list and read sales with their products and history, and update sale details. It can also list products, users, lead sources, statuses and results, and delete a task if you switch that tool on.

Does the AI see my Salesdock API token?

No. Your Salesdock 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. Updates to leads, relations and sales change your records, and deleting a task is permanent. These 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 Salesdock account.

What is the difference between account and user scope?

With the account scope, the AI works across the whole Salesdock account, which fits admin roles. With the user scope, it only sees your own data. You pick the scope when you connect, together with your API token and account domain.