Integration · CRM & sales

Connect Claude & ChatGPT to SumoQuote

Ask your AI to find a project by customer name or address, create a new project for a lead, or check whether a proposal has been signed in SumoQuote. It can update customer details, estimates, won and lost dates and callbacks, list the reports on a project and download them. Your sales team gets answers without opening every project.

Connect SumoQuote free

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

Try asking

“Find the project for 14 Oak Street.”
The AI searches your projects by address and shows the customer, salesperson and status.
“Create a project for Tom Harris at 22 Maple Road and give it to Sarah.”
It looks up Sarah in your user list and creates the project with the customer, address and salesperson.
“Which reports are on the Harris project?”
It lists the reports on the project, such as quotes and proposals, with their status and totals.

What your AI can do

Projects

Search, create and update projects with customer details, address, estimate, project state, won and lost dates and callbacks.

Reports and signatures

List the reports on a project, read status and totals, see who signed and when, and download a report as a file.

Users and salespeople

See the connected user and list the users in your SumoQuote company to assign the right salesperson.

“Has Tom Harris signed the proposal yet?”
It reads the signing details on the report and tells you who signed and when.
“Mark the Harris project as won and set a callback for Friday.”
It updates the project's won date and next callback. Only the fields you mention change.
“Download the latest report on project 5821.”
It finds the report on the project and downloads it as a file.

10 tools for SumoQuote

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

create_projectChanges dataCreate a new project for a customer. Requires `customer_first_name` and `address_line1`; optional last name, email, phone, city, postal code, project type and salesperson.
download_reportDownload a report as a file by `project_id` and `report_id`.
get_current_userGet the profile of the connected SumoQuote user.
get_projectGet one project by `project_id`, with customer, address, salesperson, status and estimate details.
get_project_reportGet one report on a project by `project_id` and `report_id`, including its status and totals.
get_report_signing_detailsGet signing details for a report (who signed and when) by `project_id` and `report_id`.
list_project_reportsList the reports (quotes/proposals) on a project by `project_id`.
list_usersList the users in your SumoQuote company, e.g. to find a salesperson's ID or email.
search_projectsSearch SumoQuote projects by text in `q` (customer name, address, etc.). Use this to find a project's ID.
update_projectChanges dataUpdate a project by `project_id`: customer details, address, estimate, project state, won/lost dates, next callback or salesperson. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose SumoQuote from the app list.
2
Paste your key
Paste a SumoQuote API key. Log in to SumoQuote as an admin user, go to Configuration > Account Settings > API and create a new 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 SumoQuote?

The AI can search and read projects, list the reports on a project, read a report's status, totals and signing details, and download reports. It can create and update projects and list the users in your company.

Does the AI see my SumoQuote API key?

No. Your SumoQuote credentials 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. Creating and updating projects 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 SumoQuote account.

Who can create the SumoQuote API key?

An admin user in SumoQuote. Go to Configuration > Account Settings > API, create a new API key and paste it into PipMCP.