Integration · CRM & sales

Connect Claude & ChatGPT to Skalin

Ask your AI which customer accounts have alerts, what happened in the last calls with a client, or to log a meeting in Skalin. It can create and update customers, contacts and opportunities, work through tasks and search across your whole workspace. Customer success questions get answered without opening each account.

Connect Skalin free

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

Try asking

“Which customers have alerts right now?”
The AI lists alerts raised on customer accounts, such as churn or health signals, with the account they belong to.
“What has happened with Acme over the last month?”
It finds the customer and reads its interaction history: emails, calls, meetings, notes and tickets.
“Log today's call with Acme: they want to add 10 seats in Q3.”
It adds a CALL interaction to the customer's timeline with title, notes and time. Nothing is sent to the customer.

What your AI can do

Customers and contacts

List, create and update customer accounts with stage, CSM owner, tags and health profile, and manage their contacts.

Interactions and alerts

Read each customer's timeline, log emails, calls, meetings, notes and tickets, and list alerts on accounts.

Deals and tasks

Create and update opportunities in your pipelines, and read, update, complete and comment on tasks.

“Create a 12,000 EUR upsell opportunity for Acme closing end of June.”
It looks up your pipelines and stages, then creates the deal with amount, stage, close date and customer.
“Mark my onboarding task for Acme as completed.”
It finds the task linked to the customer and sets its status to COMPLETED.
“Add Jane Doe, [email protected], as a contact at Acme.”
It finds the customer and adds the contact with name, email and job title if you give one.

28 tools for Skalin

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

comment_on_taskChanges dataAdd a comment to a task by `task_id` with `content`; `visibility` PUBLIC (whole workspace) or PRIVATE (only you).
create_contactChanges dataAdd a contact to a customer. Requires `customer_id` and `email`; optionally first/last name, phone, job title, language (fr, en, de), tags and description.
create_customerChanges dataCreate a customer account. Requires `name` and `domain`; optionally stage, tags, CSM owner email (`csm_owner`), health score profile, currency, ref_id and description.
create_opportunityChanges dataCreate an opportunity (deal) with title, amount, customer (customer_id, or `customer` as domain/refId/name), pipeline_id, stage, close_date, owner user_id and description.
get_contactGet one contact by `contact_id`, with name, email, phone, job title, language, NPS score and tags.
get_customerGet one customer account by `customer_id`, including stage, health profile, CSM owner, tags and currency.
get_interactionGet one interaction by `interaction_id`, with its type, title, body, contacts and timestamp.
get_opportunityGet one opportunity by `deal_id`, with title, amount, stage, pipeline, close date and customer.
get_taskGet one task by `task_id`, with type, title, status, due date, assignee and linked customer or contact.
list_alertsList alerts raised on customer accounts (for example churn or health signals), with optional `filters`, `sort`, `page` and `limit`.
list_contactsList contacts across all customers, with optional `filters`, `sort`, `limit` and `cursor`.
list_customer_contactsList the contacts that belong to one customer, by `customer_id`.
list_customer_interactionsList the interaction history of one customer, by `customer_id`.
list_customer_opportunitiesList the opportunities (deals) of one customer, by `customer_id`.
list_customer_tasksList the tasks linked to one customer, by `customer_id`.
list_customersList customer accounts with optional `filters`, `sort`, `limit` and `cursor` for the next page. Use to find a customer's ID.
list_interactionsList interactions (emails, calls, meetings, notes, tickets) across all customers, with optional `filters`, `sort`, `page` and `limit`.
list_opportunitiesList opportunities (deals) with optional `filters`, `sort`, `page` and `limit`.
list_opportunity_pipelinesList opportunity pipelines and their stages. Use to get pipeline and stage IDs before creating or moving a deal.
list_tagsList the tags available in your workspace.
list_tasksList tasks across the workspace, with optional `filters`, `sort`, `page` and `limit`.
list_usersList the Skalin users in your workspace, optionally filtered by `name` or a comma-separated list of `ids`. Use to find a user ID for assigning tasks or deals.
log_interactionChanges dataLog an interaction on a customer's timeline. Requires `customer_id`, `type` (EMAIL, CALL, MEET, NOTE, TICKET), `title`, `body` and `ts` (date-time); optionally direction (IN/OUT), contacts, sentiment score 1-5 and tags. This only records it; nothing is sent.
search_skalinSearch across all Skalin records (customers, contacts, deals, tasks and more) by a text term `q`, matched against labels and descriptions. Good first step when you only know a name.
update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, job title, language, NPS score, tags or description. Only the fields you pass change.
update_customerChanges dataUpdate a customer by `customer_id`: name, domain, stage, tags, CSM owner, csm_score (1-5 pulse), health profile, currency or description. Only the fields you pass change.
update_opportunityChanges dataUpdate an opportunity by `deal_id`: title, amount, stage, close_date, owner or description. Moving it to the won or lost stage closes the deal.
update_taskChanges dataUpdate a task by `task_id`: title, status (DRAFT, TODO, COMPLETED), due_date, priority (0, 1, 5, 10), assignee user_id, type or description. Set status COMPLETED to close it.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Skalin from the app list.
2
Paste your key
In Skalin, open Integration > API keys (app.skalin.io/#/integration/apiKeys), give a new key a name and save it. Paste the Client token ID and the Secret client token. The secret is shown only once, so copy it right away. Also enter your Skalin client ID.
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 Skalin?

The AI can read and search customers, contacts, interactions, opportunities, pipelines, tasks, alerts, tags and users. It can create customers, contacts and opportunities, log interactions, update customers, contacts, opportunities and tasks, and comment on tasks.

Does the AI see my Skalin credentials?

No. Your Skalin tokens 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. Changes like moving a deal to won or lost, or changing a customer's stage, 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 Skalin account.

Does logging an interaction send anything to my customer?

No. Logging an interaction only records an email, call, meeting, note or ticket on the customer's timeline in Skalin. Nothing is sent. The same goes for comments on tasks, which you can make visible to the whole workspace or only to you.