Integration · CRM & sales

Connect Claude & ChatGPT to Terros

Ask your AI which leads a rep has in a ZIP code, when a closer has a free slot, or what a team did yesterday. It can create and update accounts and appointments, check for an existing account at an address, look at territories, teams and workflows, and update tasks. Your field sales data answers questions from a chat.

Connect Terros free

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

Try asking

“Show the accounts in ZIP 84101 owned by Sam.”
The AI filters accounts by ZIP code and owner and lists them with status and workflow stage.
“Is there already an account at 12 Oak Street?”
It matches accounts by address before anything new is created, to avoid duplicates.
“Book Lisa an appointment with account 7731 on Thursday or Friday.”
It looks up Lisa's available time slots and creates the calendar event with the account, date, duration and location.

What your AI can do

Accounts and leads

Search, list, create, update and remove accounts, filter by status, owner, stage or location, and match by address.

Appointments and tasks

Find open time slots, create and update calendar events with outcomes and notes, and update tasks.

Teams, areas and activity

Read users, teams, territories, workflows and custom fields, and list field activity such as knocks and stage changes.

“How many doors did the north team knock yesterday?”
It lists field activity for the workflow, filtered by team and time range, including knocks, actions and stage changes.
“Move account 7731 to the next workflow stage and add a note.”
It reads the workflow's stages and updates the account's stage and notes.
“Which territories does Mike's team cover?”
It lists areas filtered by team, with assigned users and account counts.

28 tools for Terros

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

create_accountChanges dataCreate an account (lead/customer) in `account`: contacts, location, owner, status, workflow and custom fields.
create_calendar_eventChanges dataCreate a calendar event (e.g. an appointment) in `event`: title, date, duration, owner, attendee, account and location.
delete_accountChanges dataRemove an account by `account_id`.
delete_calendar_eventChanges dataRemove a calendar event by `event_id`.
find_available_timeslotsChanges dataFind available appointment time slots for a closer or team (`target_id`) from a start time over a number of `days`.
get_accountChanges dataGet one account by `account_id`, including contacts, location, owner, status, workflow stage and custom fields.
get_areaChanges dataGet one territory (area) by `area_id`, including assigned users and account counts.
get_calendar_eventChanges dataGet one calendar event by `event_id`.
get_taskChanges dataGet one task by `task_id`.
get_teamChanges dataGet one team by `team_id`, including members and hierarchy.
get_userChanges dataGet one user by `user_id`, or the connected user when omitted.
get_workflowChanges dataGet one workflow by `workflow_id`, including its stages and actions.
list_accountsChanges dataList and filter accounts (leads/customers) via `search_input`: text query, status, owner, team, workflow stage, city, state, ZIP or date range; or find accounts `nearby` a point.
list_activityChanges dataList field activity (knocks, actions, stage changes) for a `workflow_id`, filtered by users, teams, actions, location or time range.
list_areasChanges dataList territories (areas), filtered by team, user, state or dates.
list_calendar_eventsChanges dataList calendar events such as appointments, filtered by owner, team, type, closed status or time range.
list_custom_fieldsChanges dataList custom fields for a record type (`table_type`), optionally for a workflow. Use to know which custom fields accounts accept.
list_tasksChanges dataList tasks, filtered by owner, sender, date range or archived.
list_teamsChanges dataList teams in the company.
list_usersChanges dataList users (reps), optionally by team or IDs.
list_workflowsChanges dataList sales workflows with their stages and actions. Use to find workflow, stage and action IDs.
match_accountChanges dataFind an existing account matching an address (`location`), `account_id` or `external_lead_id`. Use before creating to avoid duplicates.
searchChanges dataSearch across accounts, calendar events, teams, users and locations by text `query`; narrow with `scopes`.
search_addressesChanges dataLook up addresses and property locations using a `filter`.
search_usersChanges dataSearch users by name or email `query`, optionally within teams.
update_calendar_eventChanges dataCreate or update a calendar event in `event` (include eventId to update): date, duration, owner, outcome or notes.
update_taskChanges dataUpdate a task in `task` (include taskId): status, due date, owner, priority or snooze.
upsert_accountChanges dataCreate or update an account in `account` (matched by accountId or externalLeadId), e.g. to change owner, status, notes or workflow stage.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Terros from the app list.
2
Paste your key
Paste a Terros API key. In Terros open your company settings › API Keys and create a key. You must be a company admin or have permission to create API keys. Copy the 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 Terros?

It can search, list, read, create, update and remove accounts, and match accounts by address or ID. It can find open time slots and create, update and remove calendar events. It can read and update tasks, read teams, users, areas, workflows, custom fields and field activity, and look up addresses.

Does the AI see my Terros API key?

No. Your Terros 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. Removing an account or a calendar event can require your approval before it runs. 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 Terros account.

Can the AI book appointments?

Yes. It finds available time slots for a closer or a team over a number of days, then creates a calendar event with title, date, duration, owner, attendee, account and location. Later it can update the event with an outcome or notes.