Integration · CRM & sales

Connect Claude & ChatGPT to TeamGram

Ask your AI which deals are open, what happened with a customer, or to create a follow-up task in TeamGram. It can search across companies, contacts, leads, opportunities, tasks and orders. It can create and update companies, contacts, leads, opportunities and tasks, convert leads, post notes on the timeline and read sales orders and products.

Connect TeamGram free

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

Try asking

“Which opportunities are open right now?”
The AI lists opportunities filtered on the open active status, with amount, stage and expected closing date.
“What do we have on Nordic Foods?”
It searches TeamGram and reads the company with its contact info, tags and recent timeline notes.
“Convert lead 912 and open a 40,000 DKK opportunity for it.”
It converts the lead into a company and contact and creates the opportunity with the amount you give.

What your AI can do

Companies, contacts and leads

Search, create and update companies and contacts, save leads, change their status and convert them.

Opportunities

List opportunities by status, create and update them, and mark them won or lost with a reason.

Tasks, notes and orders

Create, update and complete tasks, read and post timeline notes, and read sales orders and products.

“Mark the Acme renewal as won.”
It finds the opportunity and updates its status and stage, with a reason and realized amount if you give them.
“Create a task for me to call Jane on Friday.”
It creates a task with subject, due date and the related contact.
“Log a note on Acme that we sent the new price list.”
It posts the note on the timeline, linked to the company, and can mark that the customer was contacted.

30 tools for TeamGram

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

add_noteChanges dataPost a note (`body`) linked to records given in `relations`, optionally marking that the customer was contacted.
change_lead_statusChanges dataChange a lead's `status` by `id`, with a `rating` and `reason`.
complete_taskMark a task as completed by `id`.
convert_leadChanges dataConvert a lead (`id`) into a company/contact, optionally also creating an opportunity with name, amount, stage and expected closing date.
create_companyChanges dataCreate a company with name, contact info, tags, owner, industry, tax details and custom fields. Search first to avoid duplicates.
create_contactChanges dataCreate a contact with name, last name, position, company, contact info, tags and custom fields. Search first to avoid duplicates.
create_opportunityChanges dataCreate an opportunity with name, related company or contact, amount, currency, stage, status, probability and expected closing date.
create_taskChanges dataCreate a task with subject, description, start and due dates, priority, assignees and related records.
get_companyGet one company by `id`, with its contact info, tags and custom fields.
get_contactGet one contact by `id`.
get_current_userGet the TeamGram user you are connected as.
get_leadGet one lead by `id`.
get_opportunityGet one opportunity by `id`.
get_orderGet one sales order by `id`, with its line items and totals.
get_taskGet one task by `id`.
list_companiesList companies, paginated with `page` and `limit`, optionally by starting `letter`.
list_contactsList contacts (people), paginated with `page` and `limit`, optionally by starting `letter`.
list_leadsList leads, paginated with `page` and `limit`.
list_notesList notes on the timeline, optionally for one record (`id`) and within a date range; paginated.
list_opportunitiesList opportunities (deals), paginated, with optional status filters (open active, on hold, won, lost, abandoned, cancelled).
list_ordersList sales orders, paginated with `page` and `limit`.
list_productsList products, paginated with `page` and `limit`.
list_tasksList tasks, paginated, optionally searching by text in `q`.
quick_searchSearch TeamGram by text in `query` across companies, contacts, leads, opportunities, tasks, products, orders and more; set the get* flags to choose which kinds to include.
save_leadChanges dataCreate a lead, or update one by passing its `id`, with name, company, contact info, status, rating, source channel and custom fields.
update_companyChanges dataUpdate a company by `id` with the fields you pass.
update_contactChanges dataUpdate a contact by `id` with the fields you pass.
update_opportunityChanges dataUpdate an opportunity by `id` with the fields you pass.
update_opportunity_statusChanges dataUpdate an opportunity's status and stage by `id`, e.g. mark it won or lost with a reason and realized amount.
update_taskChanges dataUpdate a task by `id` with the fields you pass, e.g. due date, assignees or progress.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose TeamGram from the app list.
2
Paste your key
Paste a TeamGram API token and your TeamGram domain name. Create the token in TeamGram under Control Panel › My Profile › API Tokens. The domain name is the company name in your TeamGram address, as used in https://api.teamgram.com/[COMPANYNAME].
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 TeamGram?

The AI can search and read companies, contacts, leads, opportunities, tasks, notes, sales orders and products. It can create and update companies, contacts, leads, opportunities and tasks, change lead status, convert leads, update opportunity status, complete tasks and post notes.

Does the AI see my TeamGram API token?

No. Your TeamGram API token 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. Converting leads, changing opportunity status and other changes 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 TeamGram account.

What is my TeamGram domain name?

It is the company name in your TeamGram address, the part used in https://api.teamgram.com/[COMPANYNAME]. PipMCP needs it together with your API token so the AI works in your company's TeamGram account.