Guides

Connect an AI assistant

Ask questions about your accounts, get updates and add or change records in plain language, from the assistant you already use.

How it works

XPI CRM has an AI connector (an MCP server) at https://xpicrm.com/mcp. You add that address once in your assistant, sign in to XPI CRM, choose a workspace and approve. You don't need an API key. The assistant then acts as you: it sees what you can see, and view-only members can only read. It can't delete anything. Every change it makes shows in History as "via AI assistant · <app>". Your conversations run on your own AI account, and XPI CRM only answers the assistant's requests.

Claude (claude.ai, desktop and mobile)

  1. Open Settings → Connectors.
  2. Click Add custom connector, name it XPI CRM and paste https://xpicrm.com/mcp.
  3. Click Connect. Sign in to XPI CRM, choose a workspace and click Approve.
  4. In a chat, open the tools menu and make sure XPI CRM is switched on.

Claude Code

claude mcp add --transport http xpicrm https://xpicrm.com/mcp

Then run /mcp inside Claude Code, choose xpicrm and Authenticate. Your browser opens the XPI CRM approval page.

ChatGPT

  1. Go to Settings → Apps & Connectors → Advanced settings and switch on Developer mode. Your plan or workspace admin may need to allow it.
  2. Back in Apps & Connectors, click Create, name it XPI CRM, paste https://xpicrm.com/mcp and choose OAuth as the authentication.
  3. Sign in to XPI CRM and approve. In a chat, pick XPI CRM from the tools (+) menu.

Microsoft Copilot (Copilot Studio)

  1. In Copilot Studio, open your agent, go to Tools → Add a tool → New tool → Model Context Protocol.
  2. Paste https://xpicrm.com/mcp as the server URL and choose OAuth 2.0 → Dynamic discovery.
  3. Create the connection, sign in to XPI CRM and approve.

VS Code and Cursor

VS Code (GitHub Copilot agent mode): run MCP: Add Server, choose HTTP and paste the address, or add this to .vscode/mcp.json:

{ "servers": { "xpicrm": { "type": "http", "url": "https://xpicrm.com/mcp" } } }

Cursor: open Settings → MCP → Add new MCP server, or add this to ~/.cursor/mcp.json:

{ "mcpServers": { "xpicrm": { "url": "https://xpicrm.com/mcp" } } }

Both open your browser to sign in and approve the first time.

What it can do

  • Read: search, list records with filters and sorting, get a record with its related records, a client overview (health score and factors, alerts, renewals, open tasks, recent conversations and meetings, playbooks), My day, Dashboard figures, alerts, ARR movement, and a description of your objects and fields.
  • Create and update (not for view-only members): create or update any record, log a conversation or meeting, create or complete a task, add a note, start a playbook. Changes are checked the same way as in the app, so calculated fields can't be set.
  • Results are sent 50 rows at a time, and the assistant can ask for the next page. Each person can make up to 120 requests a minute, 3,000 an hour and 30 changes a minute.

Example prompts

  • "Which renewals this quarter are at risk, and why?"
  • "Give me an overview of Globex: health, open tasks and the last conversations."
  • "What's on my plate today?"
  • "Log a call with Globex: they're happy with onboarding, and want a pricing review next month. Add a follow-up task for Friday."
  • "Start the At-risk recovery playbook for Stark Logistics."
  • "How did ARR move month by month this year?"

Control and safety

  • See and disconnect your assistants in Account → Connected apps. Disconnecting ends the app's access straight away.
  • Admins can switch the connector off for the whole workspace in Setup → AI connector.
  • Everything goes through the same permissions and row-level security as the app. An assistant only ever reaches the one workspace you chose.

See also the API reference and the webhooks guide.