Integration · CRM & sales

Connect Claude & ChatGPT to SalesNexus

Ask your AI to find a contact, check an opportunity or plan your follow-ups in SalesNexus. It can create and update contacts, opportunities, notes and tasks, move deals to another stage and read call transcripts and form submissions. You get answers about your pipeline without clicking through the CRM.

Connect SalesNexus free

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

Try asking

“Find Maria Jensen and show me her phone number and company.”
The AI searches your contacts and reads Maria's record, including phone, email, address, company and custom fields.
“Add a new contact, Tom Berg, CFO at Nordlys ApS, [email protected].”
It searches first to avoid a duplicate, then creates the contact with name, title, company and email.
“Move the Nordlys opportunity to the next stage and set the amount to 45,000.”
It looks up the pipeline stages, then updates the opportunity with the new stage and amount.

What your AI can do

Contacts and notes

Search, create and update contacts with custom fields, and add or edit notes on contacts, companies and opportunities.

Opportunities and pipelines

Create and update opportunities, read goals, pipelines and stages, and move deals to another stage.

Tasks, calls and forms

Create, update and complete tasks, read call transcripts, and list forms, form submissions, documents and templates.

“What tasks do I have this week?”
It lists tasks and calendar items in this week's date range, with titles and dates.
“Summarize my last call with Tom Berg.”
It searches call transcripts by contact, reads the transcript and gives you the main points.
“Who filled in our demo request form this month?”
It finds the form and lists its submissions for the date range you give.

27 tools for SalesNexus

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

create_contactChanges dataCreate a contact. `first_name` is required; also set last name, email, phone, company, title, address, owner (`manager_user_id`) and custom fields. Search first to avoid duplicates.
create_noteChanges dataAdd a note (`note_text`) to a contact, company or opportunity.
create_opportunityChanges dataCreate an opportunity for a contact. Requires `goal_id` and `contact_id`; also set title, amount, currency, stage (`current_stage_id`) and owner.
create_taskChanges dataCreate a task or appointment. Requires `title`, `date_from` and `date_to`; optionally link a contact or opportunity, set type, priority, notes and assignee.
delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
get_call_transcriptGet one call transcript by `call_transcript_id`.
get_contactGet one contact by `contact_id`, including phone, email, address, company and custom fields.
get_dealGet one opportunity by `deal_id`, with title, amount, stage, owner and contact.
get_taskGet one task by `task_id`.
list_contact_fieldsList the contact fields in the account, including custom fields, so you know which field names to use.
list_dealsList opportunities, filtered by goal (`goal_id`), stage, contact or company.
list_documentsList documents attached to a contact, company or opportunity.
list_form_submissionsList submissions of one form by `form_id`, optionally by date range or status.
list_formsList the web forms in the account.
list_goal_pipelinesList the pipelines of one goal by `goalId`.
list_goalsList goals (the sales processes opportunities belong to). Use to find the `goal_id` for new opportunities.
list_notesList notes, filtered by contact, company or opportunity.
list_pipeline_stagesList the stages of a pipeline by `pipeline_id`. Use to find stage IDs for moving opportunities.
list_tasksList tasks and calendar items, filtered by date range (`start_date`, `end_date`), company or scope.
list_templatesList email and message templates in the account.
list_usersList the users (team members) in the SalesNexus account, e.g. to find an owner or assignee ID.
search_call_transcriptsSearch call transcripts by text, contact, user, status or date range.
search_contactsSearch contacts by name, email or other text in `search`, with paging. Use this to find a contact's ID before other lookups.
update_contactChanges dataUpdate a contact's name, email, phone, company, address, owner or custom fields by `contact_id`.
update_noteChanges dataChange the text of a note by `message_id`.
update_opportunityChanges dataUpdate an opportunity by `deal_id`, e.g. move it to another stage (`current_stage_id`), change amount, title or owner.
update_taskChanges dataUpdate a task by `task_id`, e.g. mark it done via `status`, reschedule, reassign or edit notes.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose SalesNexus from the app list.
2
Paste your key
Paste your SalesNexus API key. You create it in your SalesNexus account under API access. PipMCP sends it in the X-Api-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 SalesNexus?

The AI can search and read contacts, opportunities, tasks, notes, call transcripts, forms, form submissions, documents, templates, users, goals, pipelines and stages. It can create and update contacts, opportunities, notes and tasks, and delete a contact if you switch that tool on.

Does the AI see my SalesNexus API key?

No. Your SalesNexus 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 with lookups only. Deleting a contact is permanent and cannot be undone, so it can require your approval before it runs. 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 SalesNexus account.

How does the AI find the right stage for an opportunity?

In SalesNexus, opportunities belong to a goal, and each goal has pipelines with stages. The AI lists the goals, then the pipelines and stages, and uses the stage ID to create or move the opportunity. You can simply name the stage in plain words.