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Integration · Communication

Connect Claude & ChatGPT to Switchboard

Ask your AI about your supporters, broadcasts and contributions in Switchboard. It can look up a phone number and its conversation, list recent donations and form responses, and check how a broadcast was delivered. It can also add supporters, tag them with labels, draft and schedule broadcasts and send texts, with your approval if you want it.

Connect Switchboard free

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

Try asking

  • “Did +12345556789 opt out, and what did we last text them?”

    The AI reads the supporter phone with its opt-out status and lists the text conversation with that number.

  • “Draft a broadcast to the Volunteers list about Saturday's canvass.”

    It creates a draft broadcast with a title, message text and audience. Nothing is sent until you send or schedule it.

  • “Send a test of that broadcast to my phone first.”

    It sends a sample copy of the broadcast to the phone numbers you give.

What your AI can do

Supporters

Add, look up and list supporter phones and emails, read a text conversation and add or remove labels.

Broadcasts and email blasts

Draft, update, test, schedule, send and pause text broadcasts, check delivery, and read email blasts.

Contributions and forms

List and read contributions and recurring contributions, issue refunds, and read forms and their responses.

  • “Schedule it for Friday at 16:00 UTC.”

    It schedules the broadcast, which then texts its whole audience at that time.

  • “How many contributions came in this week, and which are recurring?”

    It lists succeeded contributions filtered by date, and your active recurring contributions.

  • “Tag everyone who answered the event form with the label RSVP.”

    It lists the form responses and adds the label to each supporter's phone number.

30 tools for Switchboard

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

  • create_broadcastVisible to othersCreate a draft text broadcast with a `title`, `message_text`, `audience` (a phone list or saved search) and optional media. Nothing is sent until you send or schedule it.
  • create_emailVisible to othersAdd a supporter email address (`email_address`) with optional name, phone, address, custom fields and labels.
  • create_phoneChanges dataAdd a supporter phone number (`phone_number`, E.164) with optional name, email, address, custom fields and labels.
  • get_broadcastGet one broadcast by `broadcast_id`, including audience, message text, status and schedule.
  • get_contributionGet one contribution by its id, including amount, donor and status.
  • get_current_accountGet the Switchboard account and organizations your credentials belong to. Use to find an `organization_id` if you have access to several.
  • get_email_blastGet one email blast by `blast_id`, optionally with its HTML or text content.
  • get_phoneGet one supporter phone by E.164 `phone_number` (e.g. +12345556789), with name, labels and opt-out status.
  • get_phone_listGet one phone list by `phone_list_id`, including its size and import status.
  • list_broadcast_messagesList the individual messages a broadcast sent, with delivery status, by `broadcast_id`.
  • list_broadcastsList text broadcasts, optionally filtered by title, description or status; page with `cursor`.
  • list_contributionsList contributions (donations); `status` defaults to succeeded (pass all for every status) and `filter` narrows by source, provider or date.
  • list_email_blastsVisible to othersList email blasts (sent or draft email campaigns), optionally filtered by title or status; page with `cursor`.
  • list_emailsList supporter email addresses, optionally filtered by created or updated time; page with `cursor`.
  • list_form_responsesList form responses, optionally filtered by `form_id` or date; page with `cursor`.
  • list_formsList your Switchboard forms, optionally filtered by name, slug or status.
  • list_labelsList the labels used to tag phones and emails, optionally filtered by name.
  • list_phone_listsList phone lists, optionally filtered by name or description; page with `cursor`.
  • list_phone_messagesList the text conversation with one supporter by `phone_number`; optionally filter by sent time.
  • list_phonesList supporter phone numbers, optionally narrowed with a `filter` expression (e.g. by created_at); page with `cursor`.
  • list_recurring_contributionsList recurring contributions, optionally filtered by status (active or cancelled).
  • pause_broadcastVisible to othersPause a broadcast that is currently sending, by `broadcast_id`.
  • refund_contributionMoves moneyRefund a contribution by `contribution_id` with a `reason`; omit `amount_in_cents` to refund the full remaining amount. Money is returned to the donor and this cannot be undone.
  • schedule_broadcastVisible to othersSchedule a broadcast to send automatically at `scheduled_time` (UTC, in the future). It will text its whole audience at that time.
  • send_broadcastVisible to othersSend a broadcast to its whole audience now, by `broadcast_id`. Texts go out to every recipient and cannot be recalled.
  • send_broadcast_sampleVisible to othersSend a test copy of a broadcast to a few `phone_numbers` (E.164) before sending it for real.
  • send_text_messageVisible to othersSend a text message (`text`, optional `media_id` for MMS) to one supporter's `phone_number`. The message is delivered immediately and cannot be recalled.
  • update_broadcastVisible to othersUpdate a draft broadcast's title, message text, audience, media or scheduled time by `broadcast_id`.
  • update_phone_labelsChanges dataAdd or remove labels on one phone number: `action` is add or remove, with `label_names` or `label_ids`.
  • update_phone_listChanges dataUpdate a phone list's `name`, `description` or `acquisition_cost` by `phone_list_id`.

Set up in three steps

  1. 1

    Pick the app

    Create a free PipMCP account and choose Switchboard from the app list.

  2. 2

    Paste your key

    Enter your Switchboard Account ID and Secret Key. In Switchboard open Organization Settings → API (or Account Settings → API for a key covering several organizations) and generate API credentials. The Secret Key is shown only once, so copy it right away.

  3. 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 Switchboard?

The AI can read supporter phones and emails, phone lists, labels, text conversations, broadcasts, email blasts, forms, form responses and contributions. It can add supporters, update labels and phone lists, draft, schedule, send and pause broadcasts, send single texts and refund contributions.

Does the AI see my Switchboard credentials?

No. Your Switchboard 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 with lookups only. Sending texts and broadcasts reaches real people and cannot be recalled, and a refund returns money to the donor. These actions 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 Switchboard account.

Will the AI text my supporters without asking?

Only if you let it. Creating a broadcast makes a draft, and nothing goes out until it is sent or scheduled. You can leave the send tools off, or turn on approval so every send_broadcast, schedule_broadcast and send_text_message call waits for you.

Let your AI work in Switchboard today.

Start free. Your key stays encrypted, and you decide what the AI may do.

Connect Switchboard free

PipMCP is not affiliated with Switchboard. Product names are trademarks of their owners.