Integration · Communication

Connect Claude & ChatGPT to Salesmsg

Ask your AI who is waiting for a reply, what a contact wrote last, or to text someone from the right inbox in Salesmsg. It can search and update contacts, add tags and internal notes, read conversations and full message history, and assign, close or reopen conversations. It can also send or schedule texts and cancel a scheduled one, with your approval if you want it.

Connect Salesmsg free

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

Try asking

“Which conversations are unread right now?”
The AI lists conversations with the unread filter, with the contact and inbox for each.
“What did Mark Jensen write to us last?”
It searches for the contact and reads his message history across conversations.
“Text Mark from the Support inbox that his order is ready for pickup.”
It finds the inbox and sends the text to his number. The text goes out right away and cannot be unsent.

What your AI can do

Contacts and tags

Search, create and update contacts, add or remove tags, add internal notes and opt contacts out of texts.

Conversations

List conversations by status, read messages and full history, and assign, close, reopen or mark conversations as read.

Texts

Send or schedule texts in a conversation or to a number from one of your inboxes, use saved replies and cancel scheduled messages.

“Tag Sarah Lee as VIP and note that she prefers calls in the afternoon.”
It finds the contact, adds the tag and saves an internal note. The note is not sent to her.
“Assign the conversation with Acme to Peter.”
It finds Peter among your team members and assigns the conversation to him.
“Which texts are scheduled? Cancel the one to Tom.”
It lists scheduled messages, finds the one to Tom and cancels it before it is sent.

29 tools for Salesmsg

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 an internal note (`text`) to a contact by `contact` ID. Notes are not sent to the contact.
add_contact_tagsChanges dataAdd one or more `tags` to a contact by `contact` ID.
assign_conversationChanges dataAssign a conversation (`conversation` ID) to a team member by `user_id`.
cancel_scheduled_messageDeletesCancel a scheduled message before it is sent, by `message` ID. This deletes it.
close_conversationVisible to othersClose a conversation by `conversation` ID.
create_contactChanges dataCreate a new contact. Needs `number`; optional first_name, last_name, email and owner_id. Search first to avoid duplicates.
create_tagChanges dataCreate a new tag with the given `label`.
get_contactGet one contact by `contact` ID, with name, number, email, tags and opt-in status.
get_conversationGet one conversation by `conversation` ID, including its contact, inbox and status.
get_current_userGet the Salesmsg user the token belongs to, including name, email and organization.
list_contact_messagesList a contact's full message history across conversations by `contact` ID, with paging.
list_contactsChanges dataList contacts page by page with optional `search`, `sort_by` and `sort_order`.
list_contacts_by_tagList the contacts that have a given `tag` ID, with optional `search` and paging.
list_conversation_messagesList the messages in a conversation by `conversation` ID; use `before` and `limit` to page back.
list_conversationsList conversations by `filter` (open, closed, unread, assigned, unassigned, outbound, optout, nocalls), with optional `query` on contact name, email or number.
list_inboxesList the inboxes (teams with their phone numbers) you can use. Use an inbox's ID as `team_id` when texting a number or starting a conversation.
list_saved_repliesList or search saved replies (canned messages) with optional `search`, to reuse standard answers.
list_scheduled_messagesList messages scheduled to be sent later, with optional `term` search.
list_tagsList the tags in the account, with optional `search` and paging.
list_usersList the members of the Salesmsg organization. Use a member's ID to assign a conversation.
mark_conversation_readVisible to othersMark a conversation as read by `conversation` ID.
opt_out_contactChanges dataOpt a contact out of text messages by `contact` ID, so they will no longer receive texts.
remove_contact_tagDeletesRemove one `tag` from a contact by `contact` ID.
reopen_conversationVisible to othersReopen a closed conversation by `conversation` ID.
search_contactsSearch contacts by `term` (name, email or phone number). Use this to find a contact's ID before other actions.
send_messageVisible to othersSend a text message (`message`, optional media_url_url) in an existing conversation by `conversation` ID. Set `send_at` to schedule it. This texts the contact and cannot be unsent.
send_message_to_numberVisible to othersSend a text message to a phone `number` from an inbox (`team_id`), creating the conversation if needed. Set `send_at` to schedule it. This texts the recipient and cannot be unsent.
start_conversationChanges dataOpen a conversation with a contact (`contact_id`) from an inbox (`team_id`). Use send_message afterwards to text them.
update_contactVisible to othersUpdate a contact's first_name, last_name, email, number, owner_id or custom_fields by `contact` ID. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Salesmsg from the app list.
2
Paste your key
Paste a Salesmsg personal access token. In Salesmsg open Settings > Personal Access Tokens (app.salesmessage.com/settings/developer/access-tokens) and click Create Token. Pick the scopes the AI should have, for example contacts, conversations and messages, then copy the token.
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 Salesmsg?

It can search and read contacts, tags, team members, inboxes, conversations, message history, saved replies and scheduled messages. It can create and update contacts and tags, add notes, opt contacts out, and assign, close or reopen conversations. It can also send and schedule texts and cancel scheduled ones.

Does the AI see my Salesmsg access token?

No. You paste your Salesmsg access token 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. Switch on only the tools you want, for example reading conversations without sending. A text reaches a real person and cannot be unsent, so send_message and send_message_to_number 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 connect your own Salesmsg account, so anything Salesmsg charges is between you and Salesmsg.

Which scopes should the token have?

Salesmsg tokens always have scopes, and Salesmsg refuses calls outside them. Give the token only the scopes the AI needs, for example contacts and conversations if it should only look things up. That limit applies on top of the tools you switch on in PipMCP.