Integration · CRM & sales

Connect Claude & ChatGPT to Salesgear

Ask your AI who is in a sequence, which tasks are due, or what a prospect wrote back, and get the answer from your Salesgear account. It can search and update contacts and accounts, add notes, create and complete tasks, and read the unified inbox. It can also enroll contacts in sequences and send or reply to emails, with your approval if you want it.

Connect Salesgear free

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

Try asking

“Which call tasks are still open for me this week?”
The AI finds your team member ID and lists open call tasks with contact, due date and notes.
“What has happened with Jane Miller at Acme so far?”
It searches for the contact and lists her activity history: emails, calls, LinkedIn steps and tasks.
“Add these three people from Nordic Foods to the Q3 outbound sequence.”
It searches for existing contacts, creates the missing ones and enrolls them in the sequence. They then start receiving its steps.

What your AI can do

Contacts and accounts

Search, create and update contacts and companies, add notes, read activity history and add contacts to lists.

Sequences and tasks

List sequences and who is enrolled, enroll or stop contacts, and create, update and complete call, email and LinkedIn tasks.

Inbox and email

Read conversations in the unified inbox, reply to emails and send one-off emails, and list your email templates.

“Show me unread replies in the inbox and draft an answer to the newest one.”
It lists unread conversations, reads the latest one and writes a reply for you to check before it is sent.
“Complete my call task with contact 5821 and add a note that they want a demo in October.”
It completes the call task with the call outcome and adds a note to the contact.
“Stop Tom Berg in every sequence, he asked us not to follow up.”
It checks the contacts enrolled in your sequences and stops his progress in each one, so no further steps go out.

30 tools for Salesgear

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

add_contact_noteChanges dataAdd a note to a contact by `contact_id`, with a `title` and `text`.
add_contacts_to_listChanges dataAdd contacts to a contact list by `contact_list_id`, passing their IDs in `contact_ids`.
add_contacts_to_sequenceChanges dataEnroll contacts in a sequence by `sequence_id`, passing them in `contacts` (each with at least an id or email). Enrolled contacts will start receiving the sequence's emails and steps.
complete_taskVisible to othersMark a task as completed by `task_id`; for a call task you can record the `call_outcome`.
create_accountsChanges dataAdd one or more new accounts (companies) in `accounts`; each needs a `domain` and can include name, industry and phone.
create_contactsChanges dataAdd one or more new contacts in `contacts`, each with fields such as firstName, lastName, email, company, jobTitle and phone. Search first to avoid duplicates.
create_taskChanges dataCreate a task for a contact: `contact_id`, `type` (e.g. call, email, LinkedIn or custom), `due_date`, `time_zone` and a `note`.
delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
get_accountGet one account (company) by `account_id`, with name, domain, industry, size and stage.
get_contactGet one contact by `contact_id`, with name, email, phone, company, job title, stage and tags.
get_current_userGet the Salesgear user this connection is signed in as, including name, email, role and team. Use to confirm whose account you are working in.
get_inbox_conversationGet the full content of an inbox conversation by its `task_id`, including the messages exchanged.
get_sequenceGet one sequence by `sequence_id`, including its name, status and steps.
get_taskGet one task by `task_id`, with its type, due date, contact and notes.
list_contact_activityList the activity history of a contact by `contact_id` (emails, calls, LinkedIn steps and tasks), with paging.
list_contact_listsList your contact lists with their IDs and names.
list_inboxList conversations in the unified inbox (email, LinkedIn, WhatsApp), filtered by `read_status`, `channel`, `status`, sequence or sender/recipient address.
list_sequence_contactsList the contacts enrolled in a sequence by `sequence_id`, optionally filtered by their status in it.
list_sequencesList or search outreach sequences by `name`, optionally only active ones (`active_only`). Use to find a sequence's ID.
list_tasksList tasks (calls, emails, LinkedIn and to-dos), filtered by `status`, `task_type`, `owner_ids` or `sequence_ids`.
list_team_membersList the members of your Salesgear team, with their IDs, names and roles. Use to find owner IDs for filters.
list_templatesList email templates, optionally filtered by `folder_id` or shared templates only.
reply_to_emailVisible to othersSend a reply to an email conversation by `task_id`, with `content`, optional `subject`, `to`, `cc` and `bcc`. This sends a real email, or schedules it if `due_date` is set.
search_accountsSearch accounts (companies) by free text across name and domain (`search`), or filter by stage or owner. Use to find an account's ID.
search_contactsSearch your saved contacts by free text across name, email and company (`search`), or filter by contact list (`list_id`) or stage (`stage_id`). Use to find a contact's ID.
send_emailVisible to othersSend a one-off email: `to`, `subject`, `content`, optional `cc`, `bcc` and `from`. This sends a real email, or schedules it if `due_date` is set.
stop_contact_in_sequenceChanges dataStop a contact's progress in a sequence by `sequence_id` and `contact_id`, so no further steps are sent to them.
update_accountChanges dataUpdate an account by `account_id`: name, domain, industry, revenue, employee count or custom fields. Only the fields you pass change.
update_contactChanges dataUpdate a contact's details by `contact_id`; put the fields to change (e.g. email, firstName, lastName, jobTitle, company, phone) in `body`.
update_taskChanges dataUpdate a task by `task_id`: change its type, due date, time zone, contact or note.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Salesgear from the app list.
2
Paste your key
Paste a Salesgear API key. In Salesgear go to Settings > API Keys and click Generate New Key. Copy the key right away, because it is shown only once.
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 Salesgear?

It can search and read contacts, accounts, sequences, enrolled contacts, tasks, inbox conversations, contact lists, templates and team members. It can create and update contacts, accounts and tasks, add notes, complete tasks, add contacts to lists and enroll or stop contacts in sequences. It can also reply to emails, send one-off emails and delete contacts if you switch those tools on.

Does the AI see my Salesgear API key?

No. You paste your Salesgear API key into PipMCP once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Sending an email, enrolling contacts in a sequence and deleting a contact reach real people or cannot be undone, and they 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 Salesgear account.

Are the emails the AI sends real?

Yes. The send and reply tools go through your Salesgear account, so the emails reach the recipient. You can set a due date to schedule an email instead of sending it right away, and you can require approval so nothing goes out before you have read it.