Integration · CRM & sales

Connect Claude & ChatGPT to Usherpa

Ask your AI whose loan anniversary is coming up, which contacts have birthdays this month or to add a note to a contact in Usherpa. It can create and update contacts, add addresses, phone numbers, notes, groups and related contacts, and set custom fields. It also reads members, loan details, loan check-ups and referral types.

Connect Usherpa free

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

Try asking

“Whose loan anniversaries fall in the next 30 days?”
The AI finds the member and lists funded-loan anniversaries between today and 30 days from now.
“Which of my contacts have birthdays in June?”
It lists contacts with birthdays in that month for the member.
“Add a note to John Smith: called about refinancing, call back Friday.”
It finds the contact and adds the note.

What your AI can do

Contacts

Find, create and update contacts, add addresses, phones, notes and related contacts, put contacts in groups and set custom fields.

Loans and dates

List loan details, funded-loan anniversaries, loan check-ups and contact birthdays for a member.

Members and setup

List members, groups, custom fields, referral types, contact types and marketing packages, and read your company information.

“Create a contact for Maria Lopez and put her in the Past clients group.”
It looks up the contact types and packages, creates the contact and adds her to the group.
“Add Maria's husband Carlos as a co-borrower.”
It adds a related contact to her existing contact record.
“Which loan check-ups are due this quarter?”
It lists loan check-ups due for the member between the months you give.

22 tools for Usherpa

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

add_contact_addressChanges dataAdd an address to a contact: `member_id`, `contact_id`, `address_type`, `address1`, `city`, `state` and `postal_code`.
add_contact_noteChanges dataAdd a `note` to a contact by `member_id` and `contact_id`.
add_contact_phoneChanges dataAdd a phone number to a contact: `member_id`, `contact_id`, `phone_type` and `number`.
add_contact_to_groupChanges dataAdd a contact to a `group` by `member_id` and `contact_id`.
add_related_contactChanges dataAdd an additional person (e.g. a spouse or co-borrower) to an existing contact given as `parent_id`, with `member_id` and `last_name` required.
create_contactChanges dataCreate a contact for a member: `member_id`, `last_name`, `contact_type` and `package_id` are required; also first name, email, phones, address, birthday, groups and do-not-contact flags.
delete_contactMoves moneyPermanently delete a contact by `member_id` and `contact_id`. This cannot be undone.
get_company_infoGet the company information for the connected Usherpa account.
list_contact_birthdaysList contacts with birthdays in a given `month` for a `member_id`.
list_contact_types_and_packagesList the contact types and marketing packages available (needed when creating contacts).
list_contactsList or find contacts for a `member_id`, filtered by first name, last name, company, contact type, created date or `contact_id`, with `limit` and `offset`.
list_custom_fieldsList the custom fields defined for a member by `member_id`.
list_groupsList the contact groups of a member by `member_id`.
list_loan_anniversariesList funded-loan anniversaries for a `member_id` between `start_date` and `end_date`.
list_loan_checkupsList loan check-ups due for a `member_id` between `start_month` and `end_month`.
list_loan_detailsList contacts' loan details for a `member_id`, filtered by date range, loan type, amount, purpose or interest rate.
list_membersList Usherpa members (the users whose contacts you manage), optionally by first or last name. Use this to find the `member_id` that other tools need.
list_referral_typesList the referral types defined for a member by `member_id`.
set_contact_custom_fieldVisible to othersSet the `value` of a custom field (by `name`) on a contact by `member_id` and `contact_id`.
update_contactVisible to othersUpdate a contact by `member_id` and `contact_id`: name, email, phones, address, birthday, groups and do-not-contact flags.
update_contact_addressVisible to othersUpdate a contact's address of a given `address_type` by `member_id` and `contact_id`.
update_contact_phoneVisible to othersUpdate a contact's phone number of a given `phone_type` by `member_id` and `contact_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Usherpa from the app list.
2
Paste your key
Paste your Usherpa API key. Usherpa issues API keys on request: email [email protected] with the subject "Usherpa API Key Request", your company's full name and a name for the key. Usherpa sends the key within 24 hours.
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 Usherpa?

The AI can read members, contacts, groups, custom fields, referral types, contact types and packages, loan details, loan anniversaries, loan check-ups, contact birthdays and your company information. It can create and update contacts, add addresses, phone numbers, notes, groups and related contacts, set custom fields and delete a contact if you switch that tool on.

Does the AI see my Usherpa credentials?

No. Your Usherpa 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. Updating contact details can require your approval, and deleting a contact is permanent and can require approval too. 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 Usherpa account.

How do I get a Usherpa API key?

Usherpa issues keys on request. Email [email protected] with the subject "Usherpa API Key Request", your company's full name and a name for the key. Usherpa sends the key within 24 hours, and you paste it into PipMCP.