# Connect ChatGPT to LotsCRM Canonical page: https://lotscrm.com/agents/chatgpt Steps checked: 2026-10-16 Ask ChatGPT to add leads, log your conversations, move deals and line up follow-ups in LotsCRM. Add LotsCRM to ChatGPT as a remote MCP server and sign in once. MCP server URL: https://api.lotscrm.com/mcp REST API docs: https://api.lotscrm.com/docs Setup instructions for your agent: https://lotscrm.com/skill.md ## What you can do once connected - Add and update contacts and companies, and import up to 100 prospects at a time. - Create deals on your pipelines and move them between stages, with a reason when one is lost. - Log calls, meetings, emails, messages and notes after they happen. - Set, reschedule and complete follow-ups, and see what is due or overdue. - Search contacts, companies and deals, and read the CRM briefing, a pre-call deal brief or a pipeline summary. - Draft a follow-up from your CRM history, then log it once you send it with the tools you already use. The LotsCRM dashboard does the whole job too: contacts, companies, the pipeline, follow-ups in your Today view and team access. Your agent for speed, the dashboard for control. ## You need - Adding a custom connector with full read and write depends on your ChatGPT plan, and on some plans only admins can add one. Check OpenAI’s current plan details. - A LotsCRM account. You can create one during sign-in. ## Connect ChatGPT to LotsCRM 1. **Add a custom MCP server.** In ChatGPT on the web, go to Plugins, select +, then Add custom MCP server. 2. **Enter the LotsCRM connection.** Name it LotsCRM. Under Connection, enter the server URL below, then choose OAuth for authentication. Tick I understand and want to continue, then select Create as a plugin. ``` https://api.lotscrm.com/mcp ``` 3. **Install it and sign in.** Install the LotsCRM plugin, click Connect and sign in to LotsCRM. New users can create an account during this step. Allow ChatGPT to use LotsCRM when prompted. 4. **Use it in a chat.** In a new chat, type @, select LotsCRM and ask for something read-only first. ``` List my LotsCRM workspaces ``` ## What to ask next - “Add these 20 people from today’s event and tag them “Oct meetup”.” - “Log my call with Priya and move her deal to Proposal.” - “What follow-ups are due today?” - “Brief me on the Acme deal before my call.” ## Questions and troubleshooting ### How do I connect ChatGPT to LotsCRM? In ChatGPT on the web, go to Plugins, select +, then Add custom MCP server. Name it LotsCRM, enter https://api.lotscrm.com/mcp under Connection, choose OAuth, tick I understand and want to continue and select Create as a plugin. Install it, sign in, then in a new chat type @, select LotsCRM and ask “List my LotsCRM workspaces”. Adding a custom connector with full read and write depends on your ChatGPT plan, and on some plans only admins can add one. Check OpenAI’s current plan details. ### Can I connect LotsCRM with a Free or Go ChatGPT account? Adding a custom connector with full read and write depends on your ChatGPT plan, and on some plans only admins can add one. Check OpenAI’s current plan details. You can also connect LotsCRM to Claude or another MCP agent. ### Do I need an API key to use LotsCRM with ChatGPT? No. ChatGPT signs in to LotsCRM in your browser. API keys are for the REST API, for scripts and your own apps. ### What does LotsCRM cost? Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate. ### Does LotsCRM send emails or messages? LotsCRM is the record of your sales work. Your agent drafts and sends messages with the tools you already use, then logs each one in LotsCRM, so every conversation sits on the right contact and deal. Follow-ups you schedule appear in your Today view. ### What can my agent do in my workspace? Your agent acts as you, so it can do exactly what your workspace role allows. Owners can do everything and viewers can only read. ### Can my agent delete CRM records? Your agent archives contacts, companies and deals. Archiving is recoverable and keeps the history, and there is no hard delete through MCP. ### Can one agent work across several clients? Yes. Each workspace is a separate sales book, one per business or client. Your agent lists your workspaces, picks the one you mean and keeps its records apart from the others. ### I cannot find Add custom MCP server If you can’t add the connector: Adding a custom connector with full read and write depends on your ChatGPT plan, and on some plans only admins can add one. Check OpenAI’s current plan details. ### ChatGPT does not use LotsCRM in my chat In a new chat, type @ and select LotsCRM, confirm it is connected and finish any authorization prompt. Ask ChatGPT “List my LotsCRM workspaces” before anything else. If ChatGPT still can’t use its tools, your ChatGPT plan may not allow custom connectors with full read and write. Check OpenAI’s current plan details. ## Sources - [OpenAI: Connect and test your plugin](https://developers.openai.com/plugins/deploy/connect-chatgpt) - [OpenAI: Connecting custom MCP servers in ChatGPT](https://help.openai.com/en/articles/12584461-connecting-custom-mcp-servers-in-chatgpt)