Integration · CRM & sales

Connect Claude & ChatGPT to Sure Send

Ask your AI who a contact is assigned to, what happened on the last call or which tasks are due. It can search and update people and companies, log calls, notes, texts and emails, create tasks and appointments, and create loans and move them through your loan stages.

Connect Sure Send free

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

Try asking

“Find Jane Miller and tell me her stage and who she is assigned to.”
The AI searches people by name and reads her record with emails, phones, stage, tags and assigned user.
“Log a 10-minute outbound call with Jane: she wants to refinance.”
It logs the call on her record with direction, duration, outcome and note.
“Create a follow-up call task for Jane on Friday.”
It creates a call task on her record with the due date and assigns it to the user you name.

What your AI can do

People and companies

Search, create and update people and companies with emails, phones, addresses, stage, tags and assigned user.

Activity and follow-up

Log calls, notes, texts and emails, and create or update tasks and appointments.

Loans

Create and update loans for a borrower, read loan details and move loans between stages.

“Book a meeting with Jane on Tuesday at 14:00 at our office.”
It creates an appointment with title, start time and location.
“Move Jane's loan to the next stage.”
It lists the loan stages for the loan's purpose and moves the loan to the stage you pick.
“Text Jane that her documents arrived.”
It logs the text on her record, or sends it by SMS if you ask it to send. Sending delivers a real text.

30 tools for Sure Send

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

add_person_tagsChanges dataAdd one or more `tags` to a person (`person_id`).
create_appointmentChanges dataCreate an appointment with a person (`person_id`): `title`, `starts_at`, optional end, location, type and description.
create_companyChanges dataCreate a company with `name` and optional emails, phones, addresses, website, industry, stage, tags and assigned user.
create_loanChanges dataCreate a loan for a borrower (`contact_id` is the person ID) with `purpose` (purchase or refinance), amount, stage key, loan type and assigned loan officer.
create_noteChanges dataAdd a note with `body` (and optional subject) to a person (`person_id`) or contract; `is_pinned` pins it.
create_personChanges dataCreate a person with first/last name, emails, phones, addresses, stage, source, tags, company name and assigned user. Search first to avoid duplicates.
create_taskChanges dataCreate a task for a person (`person_id`) with `name`, type (call, email, meeting...), due date/time, description and assigned user.
delete_taskDeletesPermanently delete a task by `task_id`.
get_companyGet one company by `company_id`.
get_loanGet one loan by `loan_id`, with amount, stage, type, rate lock and assigned loan officer.
get_personGet one person by `contact_id`, with emails, phones, addresses, stage, tags and assigned user.
list_appointmentsList appointments, filtered by person, user or `start` / `end` dates.
list_email_messagesVisible to othersList email messages, optionally for one person (`person_id`).
list_loan_stagesList loan stages and their keys, optionally for one `purpose` (purchase or refinance).
list_notesList notes, optionally for one person (`person_id`).
list_person_loansList the loans for a borrower (`contact_id` is the person ID).
list_tasksList tasks, optionally for one person (`person_id`).
list_text_messagesList text messages, optionally for one person (`person_id`).
log_callChanges dataLog a phone call with a person (`person_id`, `phone`): direction, duration, outcome, note and time.
move_loan_stageVisible to othersMove a loan (`loan_id`) to another `stage` (a stage key from list_loan_stages).
search_companiesSearch companies by name, email, phone or industry.
search_peopleSearch people (contacts) by name, email, phone, tags, stage, source, assigned user or last activity dates. Use this to find a person ID before other calls.
search_usersSearch team users by name or email, to find a user ID for assigning people, tasks or loans.
send_email_messageVisible to othersLog an email on a person (`person_id`) with `subject` and `body`, or set `send` to true to actually send it. Sending delivers a real email to the person.
send_text_messageVisible to othersLog a text message on a person (`person_id`) with `body`, or set `send` to true to actually send it by SMS. Sending delivers a real text to the person.
update_appointmentChanges dataUpdate an appointment by `appointment_id`: title, times, location or description.
update_companyChanges dataUpdate a company by `company_id`. Only the fields you pass change.
update_loanChanges dataUpdate a loan by `loan_id`: amount, interest rate, loan type, property address, appraisal/underwriting status or expiry dates.
update_personChanges dataUpdate a person by `contact_id`: name, emails, phones, addresses, stage, tags or assignment. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`: name, due date, assignee, or mark it done with `is_completed`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Sure Send from the app list.
2
Paste your key
Paste a Sure Send API token. In Sure Send CRM open Settings > API Tokens and click Create API Token. Give it a name, choose Team scope (all team records) or User scope (only your records), click Generate and copy the token. It is shown only once.
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 Sure Send?

The AI can search and read people, companies, users, loans, loan stages, appointments, tasks, notes and text and email messages. It can create and update people, companies, loans, tasks and appointments, add tags, log calls and notes, move loans between stages, and log or send texts and emails.

Does the AI see my Sure Send API token?

No. Your Sure Send 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. Sending a text or email reaches a real person and deleting a task is permanent, and these 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 Sure Send account.

Does the AI send texts and emails or only log them?

By default the text and email tools only log the message on the person's record. The message is only delivered when send is set to true, for example when you ask the AI to actually send it. You can require approval for these tools.