Question 1

How do I connect Claude to your CRM?

Accepted Answer

Create a free leadspine.io account, connect your CRM workspace once, and copy the connection URL into Claude's MCP settings. Claude can then read your CRM and build workflows for you in plain English.

Question 2

Can Claude connect to your CRM?

Accepted Answer

Yes. Claude connects to your CRM through the leadspine.io hosted MCP server. Once linked, Claude can build workflows, manage contacts, send messages, book calendars, and audit automations inside your account.

Question 3

Does it work with ChatGPT?

Accepted Answer

Yes. ChatGPT supports the same MCP connector standard. Paste your leadspine.io connection URL into ChatGPT's connectors and it can drive your CRM exactly like Claude does.

Question 4

Is it safe to connect my your CRM account?

Accepted Answer

Your connection is scoped to a single sub-account, tokens are encrypted at rest, writes are metered so a runaway agent cannot spam your CRM, and every AI action is logged. You can revoke access instantly.

Question 5

Is it free, and how much does it cost?

Accepted Answer

Free is genuinely free and needs no card: unlimited audits and unlimited reads, forever, with one sub-account. Building and editing needs a paid plan. Solo is $49/mo (or $490/yr) with unlimited builds and 3 sub-accounts; Agency is $149/mo (or $1490/yr) with unlimited builds and unlimited sub-accounts. Both start with a 3-day trial. Cancel anytime.

Question 6

Can I cancel anytime?

Accepted Answer

Yes. Manage everything from the billing portal — cancel, downgrade, update card, or grab invoices. 14-day money-back guarantee on paid plans.

Question 7

What can the AI actually do inside your CRM?

Accepted Answer

Build and edit workflows, create triggers, manage folders, add or update contacts, send SMS and email, manage opportunities and pipelines, book calendar events, train AI voice and chat agents, and audit workflows for broken steps.

Connect ChatGPT to your CRM

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Add MCP connector

Chat & ship

What ChatGPT can do inside your CRM

Frequently asked questions