# Connect OpenAI dots to LotsCRM

Canonical page: https://lotscrm.com/agents/openai-dots
Steps checked: 2026-10-01

Ask OpenAI dots to add leads, log your conversations, move deals and line up follow-ups in LotsCRM. Use the LotsCRM REST API from OpenAI dots’s computer with an API key.

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

- A ChatGPT account with dots access
- A cloud or connected computer available to your dot
- A LotsCRM API key
- A LotsCRM account. You can create one during sign-in.

## Connect OpenAI dots to LotsCRM

1. **Create your LotsCRM API key.** Sign in to the LotsTech API page and create an API key. Your dot will use it to access LotsCRM.

```
https://www.lotstech.com/api
```

2. **Give your dot the API instructions.** Ask your dot to use the REST API from its computer. Share the prompt below, then provide the key privately in the task environment, rather than in the conversation.

```
Use https://api.lotscrm.com/docs to connect LotsCRM from your computer. Read the API reference, authenticate with my privately configured LOTSCRM_API_KEY and list my LotsCRM workspaces. Never include the key in messages or logs.
```

3. **Give your dot the brief.** Tell your dot what to work on in LotsCRM. For recurring work, put the brief in the dot’s instructions. Start with read-only requests, then let it make changes.

## 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 OpenAI dots to LotsCRM?

Use the LotsCRM REST API from OpenAI dots’s computer. Create an API key at https://www.lotstech.com/api, configure it privately for the task and share https://api.lotscrm.com/docs with your agent. Ask it for something read-only first.

### Does LotsCRM include its own always-on agent?

Your dot handles the recurring work. This guide connects its computer to the LotsCRM REST API. LotsCRM holds your contacts, companies, deals and follow-ups and returns results to your dot.

### Do I need an API key to use LotsCRM with OpenAI dots?

Yes. Create one at https://www.lotstech.com/api and keep it out of chats, logs and committed files. Where OpenAI dots offers sign-in, use that instead.

### 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.

### My dot cannot access the API key

The dot’s cloud computer has its own environment. A key saved on your laptop is not automatically available there. Open the assigned computer or use a connected local computer, and configure the key privately for the task.

## Sources

- [OpenAI: computers and apps for dots](https://learn.chatgpt.com/docs/dots/computers-and-apps)
- [OpenAI: dot tasks and memory](https://learn.chatgpt.com/docs/dots/tasks-and-memory)