Connect ChatGPT to your CRM
SalesCrew's MCP server hands ChatGPT 140+ tools. It works inside your login's scopes, and outside sends queue for a person to approve.
- Works through MCP
- Writes only when you allow
- One approval queue
The short answer
- SalesCrew connects to ChatGPT through its MCP server. ChatGPT reaches MCP servers through its own connector settings, and once SalesCrew is added it can read and update your pipeline in plain language.
- Writes are opt-in per token. A token minted without Allow writes can answer questions all day and never change a record.
- Every tool ChatGPT calls is the twin of a button in the app, so an update from chat is identical to one made by hand. Nothing lives only in the chat window.
- Emails, LinkedIn messages and proposals that ChatGPT prepares wait in the SalesCrew approval queue by default, next to the evidence and the cost.
Mechanism
What a ChatGPT request turns into inside SalesCrew.
| What | Mechanism | Direction | Objects | Status |
|---|---|---|---|---|
| Ask about the pipeline | pipeline_query, stalled_deals, next_actions_list | Outbound | Deals, tasks | Available |
| Update a deal | deal_update_stage, deal_contact_add, note_add | Inbound | Deals, notes | Available |
| Update a contact | contact_update, lead_update, task_create | Inbound | Contacts, leads, tasks | Available |
| Prepare a reply | inbox_draft_reply, then the approval queue | Inbound | Drafts, approval items | Available |
| Daily summary | daily_briefing and record_summary | Outbound | Pipeline, inbox, channels | Available |
| Access control | Per-user token with channel, profile and area scopes | Internal | MCP tokens | Available |
Tool names read from the SalesCrew MCP server, September 2026. OpenAI's own help pages are the authority on where ChatGPT keeps its connector settings.
Setup
A token in SalesCrew, a connector in ChatGPT, then a test question.
- 1
Mint a personal token
Settings → API access (MCP) in SalesCrew. Label it "ChatGPT" and tick Allow writes only if ChatGPT should change records. Copy the token, because it's shown once.
- 2
Copy your server URL
The same settings page shows your instance's MCP server address. Every SalesCrew instance has its own.
- 3
Add SalesCrew in ChatGPT
In ChatGPT's connector settings, add a custom MCP server. You'll give it the SalesCrew URL and your personal token, following OpenAI's steps for your plan.
- 4
Ask a read question first
Try "which deals haven't moved in 14 days?" before you ask ChatGPT to change anything. If the answer matches the kanban, the scopes are right.
- 5
Watch the approval queue
Ask for a follow-up email and it appears in the SalesCrew queue, not in the prospect's inbox. Approve or reject it there.
One token per person, never a shared one
Questions
- Can ChatGPT update deals and contacts in SalesCrew?
- Yes, when your token allows writes. ChatGPT calls the same tools the app uses, such as deal_update_stage, contact_update and note_add, and each change has the same effect as clicking it in the UI.
- What stops ChatGPT from emailing a prospect by mistake?
- The approval queue. Any external send defaults to review, so a prepared email waits until a person approves it, and the decision is logged with that person's name.
- Does each salesperson need their own connection?
- Yes, and that's the point. Each person mints a personal token, so ChatGPT sees only what that person's login sees and the audit log shows who did what. Seats are unlimited on every plan.
- Can I switch ChatGPT off for the whole team at once?
- Revoke the tokens in Settings → API access or with mcp_token_revoke. For SalesCrew's own agents, the kill switch on the Agents page stops every agent in one move.
Put ChatGPT on your pipeline, with a person on the send button
140+ tools, per-user scopes, and every outside message held in one queue.