SSalesCrew

MCP & API · 5 min · reviewed 2026-09-24

How do I connect my CRM to ChatGPT with an MCP token?

Mint a token under Settings → API access (MCP) in SalesCrew, then add it to ChatGPT as a Streamable HTTP server with a Bearer header. ChatGPT then works in your CRM as you. Every tool call lands in the audit log under your token.

What you will need

  • Any account in SalesCrew. Managers and admins can mint a token that writes.
  • The ChatGPT desktop app, or the Codex CLI. Both read the same MCP settings file, ~/.codex/config.toml.
  • Your server URL: https://<your-workspace>/functions/v1/salesops-mcp

Steps

  1. 1

    Step 1

    In SalesCrew, open Settings → API access (MCP). Type a label such as chatgpt laptop.

  2. 2

    Step 2

    Tick Allow writes only if ChatGPT should create or change records. Click Generate and copy the token. You see it once.

  3. 3

    Step 3

    Save the token in your shell as an environment variable: export SALESCREW_MCP_TOKEN=<token>

  4. 4

    Step 4

    In the ChatGPT desktop app, open Settings → MCP servers → Add server. Name it salescrew, pick Streamable HTTP and paste https://<your-workspace>/functions/v1/salesops-mcp.

  5. 5

    Step 5

    Open ~/.codex/config.toml. Under [mcp_servers.salescrew], add the line bearer_token_env_var = "SALESCREW_MCP_TOKEN". The Codex CLI command codex mcp add salescrew --url https://<your-workspace>/functions/v1/salesops-mcp writes the same block.

  6. 6

    Step 6

    Restart ChatGPT. Ask: *"Which SalesCrew tools do you have?"*

  7. 7

    Step 7

    Building your own agent on the OpenAI Responses API? Add a tool with "type": "mcp", "server_url" set to https://<your-workspace>/functions/v1/salesops-mcp and your token in "authorization".

Common errors

401 Unauthorized
the token was revoked, or the variable is empty in the shell that started ChatGPT. Restart the app from that shell.
Writes fail as read-only
the token has no write rights, or your role blocks the change. Mint a new token with Allow writes.
A tool is missing
its module is off for this workspace, or your access scope leaves it out. Check Settings → Deployment.
An email didn't send
sends wait in Agents → Approvals by default. Approve it there.

How you know it worked

Settings → API access shows Last used move to now. Settings → Audit log lists each change with your token as the actor.

Where this goes in SalesCrew

Ask ChatGPT 'which SalesCrew tools do you have?' and it lists them. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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