Integration · Marketing

Connect Claude & ChatGPT to Simplero

Ask your AI what a contact has bought, which lists they are on, or to give them access to a course in Simplero. It can find and update contacts, add tags, subscribe or unsubscribe them from lists, look up products and purchases, add notes and tasks, work with deals in your pipelines and reply to support tickets. Customer questions get answered without searching through the admin.

Connect Simplero free

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

Try asking

“What has [email protected] bought from us?”
The AI finds the contact by email and lists their purchases with product, amount and status.
“Tag Jane as VIP and add her to the newsletter list.”
It finds the tag and the list, adds the tag and subscribes her. Tags can trigger automations, and the list may send its welcome email unless you ask it to skip that.
“Give [email protected] access to the Starter Course.”
It finds the contact and the course and grants her access.

What your AI can do

Contacts, tags and lists

Search, create and update contacts, add or remove tags, and subscribe or unsubscribe contacts from mailing lists.

Products, purchases and courses

Look up products, search purchases by contact, product or status, grant course access and refund a purchase.

Deals, tickets and notes

Search, create and move deals between pipeline stages, search and reply to tickets, and add notes and tasks to a contact.

“Create a deal for Jane in our Coaching pipeline, first stage.”
It looks up the pipeline stages and creates the deal with name, contact and stage.
“Which support tickets are open?”
It searches tickets by status and can open any ticket for the details.
“Add an internal comment on ticket 812: waiting for payment confirmation.”
It adds the comment to the ticket as internal, so the customer does not see it.

30 tools for Simplero

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

add_tag_to_contactChanges dataAdd the tag `tag_id` to the contact `customer_id`. This can trigger automations set up on that tag.
create_contactChanges dataCreate a contact with `email` and optional first names, last name, phone and GDPR consent. Search by email first to avoid duplicates.
create_dealChanges dataCreate a deal with `name`, `customer_id` and `pipeline_stage_id`, plus optional product and `value_cents`.
create_noteChanges dataAdd a note to the contact `customer_id` with a `title` and `body` (set `body_is_html` for HTML).
create_taskChanges dataCreate a task about the contact `customer_id` with a `title`, `description` and optional assignee `user_id` and due time.
get_contactGet one contact by `customer_id`, with name, email, phone and status.
get_dealGet one deal by `deal_id`.
get_productGet one product by `product_id`.
get_purchaseGet one purchase by `order_id`, with product, amount and status.
get_ticketGet one support ticket by `ticket_id`.
grant_course_accessChanges dataGive the contact `customer_id` access to the course `course_id`.
list_coursesList or search courses by `q`.
list_listsList or search mailing lists by `q`. Use to find a list's ID.
list_notesList contact notes, filtered by `customer_id`, `q` or dates.
list_pipeline_stagesList pipeline stages, optionally for one `pipeline_id`. Use to find a stage ID for deals.
list_pipelinesList deal and ticket pipelines. Use to find a pipeline's ID.
list_productsList or search products by `q` or `name`.
list_tagsList or search tags by `q`. Use to find a tag's ID.
refund_purchaseMoves moneyRefund the purchase `purchase_id`. This returns money to the buyer and cannot be undone.
remove_tag_from_contactDeletesRemove the tag `tag_id` from the contact `customer_id`.
reply_to_ticketChanges dataAdd a comment to the ticket `ticket_id`. Unless `internal` is true, the reply is visible to (and may be emailed to) the customer.
search_contactsSearch contacts by `q`, `email`, tag, list, product or other filters. Use this to find a contact's ID first.
search_dealsSearch deals by `q`, `customer_id`, `status`, stage or assignee.
search_list_subscriptionsSearch list subscriptions by `email`, `list_id`, `state` and other filters.
search_purchasesSearch purchases by `customer_id`, `product_id`, `state`, dates and other filters.
search_ticketsSearch support tickets by `q`, `status`, `customer_id` or assignee.
subscribe_contact_to_listChanges dataSubscribe the contact `customer_id` to the list `list_id`. May send the list's welcome email and autoresponders unless `skip_welcome` or `skip_auto_responses` is set.
unsubscribe_contact_from_listChanges dataUnsubscribe the contact `customer_id` from the list `list_id`.
update_contactChanges dataUpdate a contact's email, name, phone or do-not-contact flags by `customer_id`. Only the fields you pass change.
update_dealChanges dataUpdate a deal by `deal_id`: name, value, stage (`pipeline_stage_id`) or description.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Simplero from the app list.
2
Paste your key
Paste your Simplero API key. In your Simplero admin go to Settings > Integrations and copy your API key.
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 Simplero?

The AI can search and read contacts, tags, lists, list subscriptions, products, purchases, courses, notes, pipelines, deals and tickets. It can create and update contacts, add and remove tags, subscribe and unsubscribe contacts, grant course access, add notes and tasks, create and update deals, reply to tickets and refund a purchase.

Does the AI see my Simplero API key?

No. Your Simplero 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. Refunding a purchase returns money to the buyer and cannot be undone, and actions like removing tags or replying to tickets 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 Simplero account.

Can the AI send emails to my contacts?

There is no tool for sending broadcasts. Some actions can still reach a contact: subscribing someone to a list may send the list's welcome email and autoresponders unless the AI skips them, adding a tag can start automations you set up on that tag, and a ticket reply is visible to the customer unless it is marked internal. You can require approval for these tools.