Integration · Customer support

Connect Claude & ChatGPT to Tactful UCX

Ask your AI which tickets are open, what a customer has ordered, or to add a comment to a ticket in Tactful UCX. It can create and update tickets, customers, companies, orders and catalog products, and read your FAQs and branches. Support questions get answered without switching between screens.

Connect Tactful UCX free

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

Try asking

“Which high-priority tickets are still open?”
The AI searches tickets by status and priority and lists them with subject and assignee.
“Add an internal comment to ticket 4410 that we are waiting on the courier.”
It adds a comment to the ticket that only your team sees. A public comment may be sent to the customer.
“What has Sara Nielsen ordered from us?”
It searches the customer by name, email or phone and lists her orders.

What your AI can do

Tickets

Search tickets by status, priority, assignee or date, create and update them, and read or add comments.

Customers and companies

Search, create and update customers and companies, and see a customer's orders.

Orders, products and FAQs

List, create and update orders and their delivery status, manage catalog products, and read categories, FAQs and branches.

“Mark order 9921 as delivered today at 14:00.”
It sets the order's delivery status with the delivery time.
“Create a ticket for Nordic Foods about a missing invoice, normal priority.”
It finds the requester and creates the ticket with subject, description, status, priority and type.
“What does our FAQ say about return windows?”
It lists FAQs by title or topic and reads the answer.

28 tools for Tactful UCX

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

add_ticket_commentChanges dataAdd a comment to a ticket by `ticket_id` with `comment_body`. Set `is_public` to true only if the customer should see it; a public comment may be sent to the customer.
create_companyChanges dataCreate a company (organization) with `name`, `domains` and `description`.
create_customerChanges dataCreate a customer with name, email, phone number, tags and other fields in `body`. Search first to avoid duplicates.
create_orderChanges dataCreate an order with `order_lines`, owner (customer), branch, prices, delivery details and notes.
create_productChanges dataCreate a catalog product with title, price, SKU, inventory, images and categories in `body`.
create_ticketChanges dataCreate a support ticket with `subject`, `description`, `status`, `priority`, `type`, and a requester or assignee.
get_companyGet one company (organization) by `company_id`.
get_customerGet one customer by `customer` ID, with contact details, tags and custom fields.
get_faqGet one FAQ with its answer by `faq_key`.
get_orderGet one order by its `order` ID, including its lines, totals and delivery status.
get_productGet one catalog product by `product_id`, with price, inventory and categories.
get_ticketGet one ticket by its `ticket` ID, with subject, description, status, priority and assignee.
list_branchesList your business branches (locations), used on orders.
list_categoriesList catalog categories, filtered by title, SKU or parent category. Results are paginated.
list_customer_ordersList the orders placed by one customer by `customer` ID.
list_faqsList FAQs, filtered by title, topics or language. Results are paginated.
list_ordersList orders, filtered by status, date range (`since`, `until`), branch, owner, customer name or phone number. Results are paginated.
list_productsList catalog products, filtered by title, SKU, category, product IDs or tags. Results are paginated.
list_ticket_commentsList the comments on a ticket by `ticket_id`, optionally only public ones.
search_companiesSearch companies (organizations) by `name`. Results are paginated.
search_customersSearch customers by text `q`, name, email, phone number or channel IDs. Use this to find a customer's ID before other lookups.
search_ticketsSearch tickets by text `q`, status, priority, type, subject, assignee, requester, organization or created date. Results are paginated.
update_companyChanges dataUpdate a company's name, domains or description by `company_id`.
update_customerChanges dataUpdate a customer by `customer` ID; put only the fields to change in `body`.
update_orderChanges dataUpdate an order by its `order` ID, e.g. notes, lines, delivery details or prices. Only the fields you pass change.
update_order_statusChanges dataSet an order's delivery status by `order_id`, with the required `delivery_time` and an optional `delivery_status`.
update_productChanges dataUpdate a catalog product by `product_id`; put only the fields to change in `body`.
update_ticketChanges dataUpdate a ticket by its `ticket` ID, e.g. status, priority, assignee, tags or due date. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Tactful UCX from the app list.
2
Paste your key
Enter the email and password you sign in to Tactful with, plus your Workspace ID (profile_id), the number of your organization's workspace. An admin can find it via the Memberships › Profiles API, or you can ask Tactful support. The AI acts with your role in that workspace.
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 Tactful UCX?

The AI can search and read tickets, ticket comments, customers, companies, orders, catalog products, categories, FAQs and branches. It can create and update tickets, customers, companies, orders and products, add comments to tickets and set an order's delivery status.

Does the AI see my Tactful UCX credentials?

No. Your Tactful 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. Public ticket comments can reach the customer, and those, like creating orders, 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 Tactful account.

Why does Tactful UCX need my login and Workspace ID?

Tactful's API signs you in with the email and password you use for Tactful, for one workspace, identified by its Workspace ID (profile_id). PipMCP stores these encrypted and uses them to get an access token. The token acts with your role in that workspace. Accounts that can only sign in with SSO cannot connect this way.