Integration · CRM & sales

Connect Claude & ChatGPT to webCRM

Ask your AI what is on your to-do list, which open deals a customer has, or to book a meeting in webCRM. It can create and update organisations, persons, opportunities, activities and meetings, and read quote lines and pipelines. Sales questions get answered without clicking from record to record.

Connect webCRM free

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

Try asking

“What are my to-dos?”
The AI finds your user ID and lists the activities you are responsible for.
“Find Lise Holm and tell me which company she works at.”
It searches persons for Lise Holm and reads her record, including the organisation she belongs to.
“Which deals do we have with Acme?”
It lists the opportunities for the organisation, with level, value and responsible.

What your AI can do

Organisations and persons

List, read, create and update organisations and contact people, and search persons by name or email.

Deals and quotes

List, read, create and update opportunities, move them through pipeline levels, and read quote lines.

Activities and meetings

See your to-dos, create and update activities and notes, and list, book and move meetings.

“Move the Acme deal to the next stage.”
It reads the pipelines and the opportunity, then updates it to the next level without losing other fields.
“Book a meeting with Acme on Thursday from 10 to 11 for me.”
It creates the meeting in the webCRM calendar with start, end and you as the user.
“What products are on the quote for deal 311?”
It lists the quotation lines on the opportunity with products, quantities and prices.

28 tools for webCRM

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

add_activity_noteChanges dataAdd a note (`comment`) to an activity by `activity_id`.
create_activityChanges dataCreate an activity (to-do or follow-up). Put the fields in `body` using webCRM's field names, e.g. ActivityType, ActivityAction, ActivityNote, plus the organisation, responsible and date fields seen on an existing activity.
create_meetingChanges dataCreate a meeting in the webCRM calendar. Put the fields in `body`, e.g. MeetingStart, MeetingEnd and MeetingUsers (user IDs), plus the title and organisation fields seen on an existing meeting.
create_opportunityChanges dataCreate an opportunity (deal). Put the fields in `body` using webCRM's field names, e.g. OpportunityLevel, OpportunityNumber, OpportunityMemo, plus the organisation and value fields seen on an existing opportunity.
create_organisationChanges dataCreate an organisation. Put the fields in `body` using webCRM's field names, e.g. OrganisationName, OrganisationCity, OrganisationWww, OrganisationType, OrganisationOwner (user ID). Returns the new ID.
create_personChanges dataCreate a person (contact). Put the fields in `body` using webCRM's field names, e.g. PersonName, PersonEmail, PersonTitle, plus the organisation link field seen on an existing person. Search first to avoid duplicates.
get_activityGet one activity by ID (`task_id`). The field names shown here are the ones to use when creating or updating activities.
get_opportunityGet one opportunity (deal) by ID (`deal_id`), with level, value, responsible and organisation. The field names shown here are the ones to use when creating or updating opportunities.
get_organisationGet one organisation by its ID (`company_id`), with address, owner, type and custom fields. The field names shown here are the ones to use when creating or updating organisations.
get_personGet one person by ID (`contact_id`), including the organisation they belong to. The field names shown here are the ones to use when creating or updating persons.
list_active_usersList the active webCRM users with their IDs. Use a user ID to find someone's activities or meetings, or to set a responsible/owner.
list_activitiesList activities (to-dos, calls and follow-ups) page by page with `page` and `limit`.
list_activity_notesList the notes on an activity by `activity_id`.
list_meetingsList meetings between `from` and `to`, optionally for one `user_id`. Set `include_recurring` to include recurring meetings.
list_opportunitiesList opportunities (deals) page by page with `page` and `limit`.
list_opportunity_quote_linesList the quotation lines (products, quantities, prices) on an opportunity by `opportunity_id`.
list_organisation_activitiesList the activities for one organisation by `organisation_id`.
list_organisation_opportunitiesList the opportunities (deals) for one organisation by `organisation_id`.
list_organisation_personsList the persons (contact people) at one organisation by `organisation_id`.
list_organisationsList organisations (companies) page by page with `page` and `limit`.
list_pipelinesList the sales pipelines and their levels, used for opportunity stages.
list_user_activitiesList the activities a user is responsible for, by `user_id`. Use this for 'my to-dos'.
search_personsSearch persons (contact people) by text in `input`, such as a name or email. Use this to find a person's ID.
update_activityChanges dataUpdate an activity by `task_id`, e.g. mark it done or change its date. Get the activity first and send it back in `body` with your changes, so no fields are lost.
update_meetingChanges dataUpdate a meeting by `meeting_id` with the fields in `body`, e.g. a new MeetingStart and MeetingEnd.
update_opportunityChanges dataUpdate an opportunity by `deal_id`, e.g. move it to another pipeline level. Get the opportunity first and send it back in `body` with your changes, so no fields are lost.
update_organisationChanges dataUpdate an organisation by `company_id` with the fields in `body`. Get the organisation first and send it back with your changes, so no fields are lost.
update_personChanges dataUpdate a person by `contact_id` with the fields in `body`. Get the person first and send it back with your changes, so no fields are lost.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose webCRM from the app list.
2
Paste your key
Paste a webCRM application token. You need webCRM Plus or Enterprise. Sign in to webCRM and go to Configuration > Integration > API > REST, create an application token and copy it. You can limit its access rights, for example to read-only.
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 webCRM?

The AI can read organisations, persons, opportunities, quote lines, pipelines, activities, activity notes, meetings and active users. It can create and update organisations, persons, opportunities, activities and meetings, and add notes to activities.

Does the AI see my webCRM credentials?

No. Your webCRM 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. Creating and updating records can require your approval before it runs. You can also limit the application token's access rights in webCRM. 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 webCRM account.

Which webCRM plan do I need?

API access needs webCRM Plus or Enterprise. You create the application token under Configuration > Integration > API > REST. When you create it, you can limit its access rights, for example to read-only, on top of the tools you switch on in PipMCP.