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PipMCP

Integration · CRM & sales

Connect Claude & ChatGPT to Valuecase

Ask your AI to find a customer space, create a new one from a template, or check which forms your customers have filled in on Valuecase. It can search spaces, create, update, archive and delete them, set custom properties, and read and submit form answers.

Connect Valuecase free

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

Try asking

  • “Find the space for Acme and show its custom properties.”

    The AI searches spaces by name and lists the space's custom properties.

  • “Create a space for Nordic Foods, contact Tom Berg, from our onboarding template.”

    It creates the space from the template with company and contact name, then checks the creation status until it is ready.

  • “Which forms are still not completed?”

    It lists forms across your spaces filtered by completion status.

What your AI can do

Customer spaces

Search spaces by name, owner, template, type or date, create them from a template, and archive, reassign or delete them.

Custom properties

Read the custom properties of a space, including hidden ones, and set new values.

Forms and answers

List forms and their submissions, and create or update answers and mark a form as submitted.

  • “Show me the answers to the kickoff questionnaire in the Acme space.”

    It finds the form and lists its submissions with the answers.

  • “Set the Deal stage property on the Acme space to Negotiation.”

    It sets the custom property on the space to the new value.

  • “Archive the Globex space and hand it over to Maria.”

    It archives the space and changes the owner.

10 tools for Valuecase

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

  • create_spaceChanges dataCreate a customer space from a template (`template_id`) with `data` holding companyName, contactFirstName, contactLastName and optional contact email, website and logo. Optional owner, teams and custom properties. Search first to avoid duplicates.
  • delete_spaceDeletesPermanently delete a space by `space_slug`. This cannot be undone.
  • get_space_creation_statusCheck the status of an asynchronous space creation request by `async_id`.
  • list_form_submissionsList the submissions of one form by `form_node_id`, with paging.
  • list_formsList forms across spaces, optionally filtered by space IDs, completion date or completion status, with paging.
  • list_space_propertiesList the custom properties (fields) of a space by `space_slug`, optionally including hidden ones.
  • search_spacesSearch customer spaces by name (`space_name`), owner, template, type or date, with paging. Use to find a space's slug or ID before other calls.
  • submit_form_answersChanges dataCreate or update a form submission for `form_node_id` with `question_answers` (questionNodeId + answer each). Set `is_submitted` to mark it complete.
  • update_spaceChanges dataUpdate a space by `space_slug`: archive or unarchive it, change the owner, or turn downloads and sharing on or off.
  • update_space_propertyChanges dataSet a custom property on a space: `space_slug`, the property `property_key`, its `name` and new `value`.

Set up in three steps

  1. 1

    Pick the app

    Create a free PipMCP account and choose Valuecase from the app list.

  2. 2

    Paste your key

    Paste the Client ID and Client secret from Valuecase. In Valuecase open Administration → Developer and copy your Client ID and Client Secret.

  3. 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 Valuecase?

It can search customer spaces, read their custom properties, list forms and form submissions, and check the status of a space being created. It can create spaces from a template, update, archive or delete them, set custom properties, change the owner, turn downloads and sharing on or off, and submit form answers.

Does the AI see my Valuecase credentials?

No. Your Valuecase Client ID and Client secret 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. Deleting a space is permanent and 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 Valuecase account.

Why does a new space not appear right away?

Valuecase creates spaces in the background. When the AI creates a space, it gets a request ID back and checks the creation status until the space is ready.

Related integrations

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PipMCP is not affiliated with Valuecase. Product names are trademarks of their owners.