Integration · CRM & sales

Connect Claude & ChatGPT to Tapni

Ask your AI which leads your team collected at an event, how many taps a profile got, or to update someone's digital business card in Tapni. It can search connections and scanned paper cards, add and approve leads, manage wallet-pass members and read company and per-user analytics. You get answers without clicking through the dashboard.

Connect Tapni free

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

Try asking

“Which leads did we collect this week?”
The AI searches your connections by date range and lists names, companies and contact details.
“Show the connections Maria collected on her card.”
It finds Maria's profile and lists the connections tied to her user ID.
“Update Jonas's bio and make his profile public.”
It updates the bio and the public setting on his profile. Fields you do not mention stay as they are.

What your AI can do

Leads and connections

Search, add and approve connections, search scanned paper business cards, and see the leads each person collected.

Profiles and teams

List and update digital business card profiles, and read teams, events, event guests and NFC products.

Members and analytics

Search, create and update wallet-pass members and tiers, and read company and per-user analytics.

“Add a lead: Anna Berg, Head of Sales at Nordwind, [email protected].”
It creates a new connection with name, title, company and email.
“How did our profiles perform last month?”
It reads the analytics overview and daily analytics per user for the date range, such as views, taps and connections.
“Add a new wallet-pass member on the Gold tier.”
It checks the available tiers, searches for duplicates and creates the member with name, email and tier.

25 tools for Tapni

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

approve_connectionVisible to othersAccept a pending company connection by `connection_id`.
create_connectionChanges dataAdd a new connection (lead) with `name` (required), email, phone, title, company, website, address, note, markers and optional owner_id.
create_memberChanges dataCreate a wallet-pass member. Pass `data` with t_member_name and t_member_email (required), and optionally phone, title, company, tier, status and notes.
delete_connectionDeletesPermanently delete a company connection by `connection_id`. This cannot be undone.
get_analytics_overviewGet the company analytics overview summary.
get_company_analyticsGet the company's analytics, such as profile views, taps and connections.
get_connectionGet one connection by `connection_id`, with name, email, phone, company and notes.
get_eventGet one event by `event_id`.
get_meGet the signed-in Tapni admin and their company. Use to confirm which company you are working in.
get_memberGet one wallet-pass member by `user_id`.
get_profileGet one company user profile by `user_id`, including name, bio, links and status.
get_teamGet one team by `team_id`.
get_user_daily_analyticsGet daily analytics per user, filtered by user_id, team_id and date range (Unix timestamps).
list_event_guestsList guests registered for the company's events.
list_eventsList the company's events.
list_member_tiersList the membership tiers available for wallet-pass members.
list_profile_connectionsList the connections collected by one company user, by `user_id`.
list_profilesList the company's user profiles (digital business cards), filtered by `search`, roles, teams, date range, whether they have a product or have signed in, with sort and paging. Use to find a profile's user ID.
list_teamsList the company's teams.
search_card_scansSearch scanned paper business cards by `search` text, with paging.
search_connectionsSearch collected connections (leads and contacts exchanged via cards) by `search` text, type, markers or date range, with sorting. Use to find a connection's ID.
search_membersSearch wallet-pass members by `search` text, with sort and paging. Use to find a member's ID or check for duplicates.
search_tagsSearch the company's Tapni products (NFC cards and tags) by `search` text, assignment status or use, with paging and optional analytics.
update_memberChanges dataUpdate a wallet-pass member by `user_id`. Pass `data` with the t_member_* fields to change (name, email, phone, title, company, tier, status, notes).
update_profileChanges dataUpdate a company user profile by `user_id`: name, bio, comment, metadata, is_active or is_public. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Tapni from the app list.
2
Paste your key
Paste a Tapni API key. In the Tapni dashboard, open Settings > API Keys and create a key. Copy it right away, since it is shown only once. The key has the same permissions as your dashboard role.
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 Tapni?

The AI can read profiles, connections, scanned business cards, teams, events, event guests, NFC products, wallet-pass members, member tiers and analytics. It can create and approve connections, update profiles, and create and update wallet-pass members. It can also delete a connection if you switch that tool on.

Does the AI see my Tapni credentials?

No. Your Tapni 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. Approving a connection and deleting one, which is permanent, 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 Tapni account.

Which permissions does the Tapni API key have?

A Tapni API key has the same permissions as the dashboard role of the person who created it. If you want the AI to reach less, create the key from an account with a more limited role, and switch off the tools you do not need in PipMCP.