Integration · CRM & sales

Connect Claude & ChatGPT to SuiteDash

Ask your AI to find a client in SuiteDash, add a new lead or update the status of a project. It can list, create and update contacts and companies, read the contact fields including custom fields, and read and update projects. Client admin gets done from the chat instead of from the portal menus.

Connect SuiteDash free

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

Try asking

“Add Jane Miller, [email protected], as a new lead.”
The AI creates the contact with name, email and the Lead role. It only sends a portal welcome email if you ask for it.
“What do we have on file for Nordic Foods?”
It looks up the company by name and shows its phones, address, website, category and tags.
“Which contacts were created this month?”
It lists the contacts created in that date range.

What your AI can do

Contacts

List, look up, create and update contacts with roles, phones, address, tags, notes and custom fields.

Companies

List, look up, create and update companies, optionally with a primary contact.

Projects and Worlds

List, read and update projects, and list the Worlds that group your client portals.

“Change Peter Hansen from Prospect to Client and add the tag VIP.”
It finds the contact and updates only the fields you name.
“Mark the website redesign project as completed.”
It finds the project and updates its status, keeping the name and other details.
“Which custom fields can I fill in on a contact?”
It lists the contact fields in your account, including custom fields.

13 tools for SuiteDash

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

create_companyChanges dataCreate a company with `name` and `role` (e.g. Lead, Prospect or Client), optionally with a primary contact.
create_contactChanges dataCreate a contact with first name, last name, email and `role` (e.g. Lead, Prospect or Client). Set `send_welcome_email` to email them a portal invite.
get_companyGet one company by `company_identifier` (company UID or name).
get_contactGet one contact by `contact_identifier` (contact UID or email).
get_projectGet one project by `type` and `project_identifier`.
list_companiesList companies page by page, optionally filtered by created date range.
list_contact_fieldsList the fields available on contacts, including custom fields. Use before creating or updating contacts.
list_contactsList contacts page by page, optionally filtered by created date range and sorted with `order_by`.
list_projectsList projects page by page, optionally filtered by created date range.
list_worldsList the Worlds (client portal groupings) in the account.
update_companyChanges dataUpdate a company by `company_identifier`: name, phones, address, website, category, tags and custom fields.
update_contactChanges dataUpdate a contact by `contact_identifier`: name, email, phones, address, company, tags, notes and custom fields. Only the fields you pass change.
update_projectChanges dataUpdate a project by `type` and `project_identifier`; `name` and `status` are required, plus optional dates, value and descriptions.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose SuiteDash from the app list.
2
Paste your key
Paste your SuiteDash Public ID and Secret Key. Log in to SuiteDash as an admin and open Integrations > Secure API. Copy the Public ID and generate a Secret Key on the same tab.
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 SuiteDash?

The AI can read contacts, companies, projects, contact fields and Worlds. It can create and update contacts and companies and update projects. When it creates a contact, it can send a portal welcome email if you ask for one.

Does the AI see my SuiteDash Secret Key?

No. Your SuiteDash Secret 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. Creating and updating contacts, companies and projects changes your SuiteDash data, and those tools 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 SuiteDash account.

Who can create the SuiteDash API credentials?

The Secure API is for SuiteDash admins. An admin opens Integrations > Secure API, copies the Public ID and generates a Secret Key. You paste both into PipMCP.