Integration · CRM & sales

Connect Claude & ChatGPT to Taskip

Ask your AI which invoices are overdue, to add a new lead, or to move a deal to the next stage in Taskip. It can create and update leads, deals and project tasks, draft invoices and quotations, open support tickets and look up contacts, companies and team members. Your client work gets handled from the chat instead of switching between modules.

Connect Taskip free

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

Try asking

“Which invoices are overdue?”
The AI lists the invoices that have the overdue status.
“Add a lead: Maria Holm, [email protected], interested in a website project.”
It searches for an existing lead first and then creates the lead with name, email and description.
“Move the Acme deal to the Proposal stage.”
It finds the pipeline and its stages and updates the deal's stage.

What your AI can do

Leads, deals and pipelines

Create and update leads, create deals and move them through pipeline stages, and list companies and contacts.

Projects and tasks

Create projects and project tasks, update tasks, and list tasks by status or assignee.

Invoices, quotes and tickets

Create and read invoices and quotations, filter them by status, and create and look up support tickets.

“Draft an invoice for contact 214 for 20 hours of design at 800 DKK.”
It creates the invoice as a draft with an invoice number, currency and one line, so it stays unpublished.
“What tasks are open in the website redesign project?”
It finds the project's UUID and lists its tasks with status.
“Open an urgent ticket for Nordic Foods: login page is down.”
It creates a support ticket with urgent priority and the description, and can assign it to a team member.

30 tools for Taskip

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

create_companyChanges dataCreate a company. `name` and `email` are required; add phone, website, address and industry as needed. Search first to avoid duplicates.
create_dealChanges dataCreate a deal in a sales pipeline by `sales_pipeline_uuid` with a `title`, and optionally a `stage_id` and `contact_id`.
create_invoiceChanges dataCreate an invoice for a contact. Required: `subject`, `currency`, `contact_id` and a unique `invoice_no`; add `items`, `issue_date`, `due_date` and `terms`. Use `body_status` draft to keep it unpublished.
create_leadChanges dataCreate a lead. `email` and `first_name` are required; add last name, phone, company, value, description and assignees as needed. Search first to avoid duplicates.
create_projectChanges dataCreate a project. Required: `title`, `body_status`, `privacy` (0 private, 1 public) and `priority` (1-5); optionally clients, assignees, dates and description. `notify_client` emails the client.
create_project_taskChanges dataCreate a task in a project by `project_uuid`. Required: `title`, `body_status`, `privacy` (0 private, 1 public) and `priority` (1-5); optionally assignees, dates and description.
create_quotationChanges dataCreate a quotation for a contact. Required: `subject`, `contact_id` and `items`; optionally currency, expiry date, terms and upfront payment.
create_ticketChanges dataCreate a support ticket. Required: `subject` and `body_priority` (0 low to 4 urgent); optionally description, client and assignee.
get_contactGet one contact by `contact_id`.
get_dealGet one deal by `sales_pipeline_uuid` and `deal_id`.
get_invoiceGet one invoice by `invoice_id`, with its items, totals and status.
get_leadGet one lead by `lead_id`.
get_projectGet one project by `project_id`, including its UUID.
get_project_taskGet one task by `project_uuid` and `task_id`.
get_ticketGet one support ticket by `ticket_id`.
list_companiesList companies, filtered by `search` text, `status` or `industry`.
list_contactsList contacts (clients), with optional `search` text and paging via `page` and `limit`.
list_dealsList deals in a sales pipeline by `sales_pipeline_uuid`, filtered by `search`, `stage_id`, `contact_id`, `status` or value range.
list_invoicesList invoices, filtered by `search`, `status` (draft, sent, paid, overdue, cancelled), `client_id` or date range.
list_leadsList leads, filtered by `search` text, `status_id`, `source_id`, `assigned_to`, interaction date or `is_converted`.
list_pipeline_stagesList the stages of a sales pipeline by `sales_pipeline_uuid`.
list_pipelinesList sales pipelines. Each has a UUID that the deal and stage tools need.
list_project_tasksList the tasks in a project by `project_uuid`, optionally filtered by `search`, `status` or `assigned_to`.
list_projectsList projects, filtered by `search` text, `status`, `client_id` or `assigned_to`. Each project has an ID and a UUID; task tools need the UUID.
list_quotationsList quotations, filtered by `search`, `status` (draft, sent, accepted, rejected, expired), `client_id` or date range.
list_team_membersList team members, filtered by `search`, `role`, `status` or `department`. Use to find user IDs for assigning work.
list_ticketsList support tickets, filtered by `search`, `status`, `priority`, `category`, `client_id`, `assigned_to` or date range.
update_dealChanges dataUpdate a deal by `sales_pipeline_uuid` and `deal_id`, such as its `title` or `stage_id` to move it along the pipeline.
update_leadChanges dataUpdate a lead by `lead_id`. Pass its `email` and `first_name` again, plus the fields to change such as status, value or assignees.
update_project_taskChanges dataUpdate a task by `project_uuid` and `task_id`. Pass `title`, `body_status`, `privacy` and `priority` again, plus the fields to change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Taskip from the app list.
2
Paste your key
Paste your Taskip secret key. In your Taskip dashboard go to Settings > API Application and click Create App. Enter a title (and an optional expiry date), click Submit and copy the secret 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 Taskip?

The AI can list and read contacts, companies, leads, deals, pipelines, projects, project tasks, invoices, quotations, support tickets and team members. It can create companies, leads, deals, projects, tasks, invoices, quotations and tickets, and update leads, deals and project tasks.

Does the AI see my Taskip secret key?

No. Your Taskip 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. Actions that reach your clients, like creating an invoice or a project that emails the client, 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 Taskip account.

Can I limit how long the AI has access?

Yes. When you create the API app in Taskip under Settings > API Application, you can set an optional expiry date for the secret key. In PipMCP you can also switch individual tools off at any time.