How to run your CRM from ChatGPT
Once agentlyleads is connected as an MCP connector, ChatGPT stops being a place you paste CRM data into and starts being a window onto the CRM itself. Here is what connecting looks like, what to actually ask, and where the line sits.
What the MCP connector is
agentlyleads exposes the CRM to ChatGPT and Claude through a remote MCP connector, a small set of tools an assistant can call: search contacts, pull a timeline, list what is due today, draft outreach, log a conversation, report on the pipeline. If you have not read the background on what MCP is and why it beats copy-pasting into a chat window, that is covered in what is an MCP connector. This post is the practical side: connecting it and using it.
What connecting it looks like
In ChatGPT, you add agentlyleads as a connector and sign in with your usual CRM login. That sign-in happens in a browser tab, over OAuth 2.1, not inside the chat, so ChatGPT never sees your password. Once you approve it, ChatGPT is holding a token scoped to your workspace, and the connector’s tools show up as things it can call the next time you ask something a CRM would know the answer to.
The full setup steps, plus what each tool does, are documented at the connector page. This post assumes you have already gone through that once and is about what to do next.
What to actually ask for
The useful questions are the ones you would otherwise have to build a saved view or run a report to answer. “Who haven’t I followed up with this week?” pulls contacts whose most recent activity is old enough to matter, without you first deciding what “old enough” means in a filter builder. “Draft a reply to this thread” reads the actual message and the contact’s history and writes something specific to it, not a template with the name swapped in. “What’s in the pipeline for October?” reads your deals and their stages and answers in a sentence instead of you opening the board and adding up numbers by eye.
These work because the assistant is calling the same data functions the CRM’s own pages call, not guessing from something you summarized for it. Ask it something specific to a contact, a deal, or a time window, and it goes and gets the real answer.
A morning routine, as an example
A reasonable way to start the day: ask what is due today, ask which of those threads have gone quiet, and ask for a draft reply on the two or three that need one. None of that requires opening the CRM first. You open it afterward, to read the drafts it wrote and decide which ones to send, because that decision is the one part of this that stays yours.
What it deliberately cannot do without you
Every write the connector can make is confirmation-gated: creating a task, logging a note, updating a deal stage, all of it asks you to confirm before it happens, the same way the assistant asks before running a command with side effects. Outbound email goes further than a confirmation. Whatever ChatGPT drafts is saved to the contact’s record as a draft and stops there. It does not send. You open it in agentlyleads, read it, and send it yourself, or edit it first.
And there are no delete tools in the connector at all, for anything. Not contacts, not deals, not notes. That is not a permission you can grant it later either; the tool simply does not exist. The worst an over-eager instruction can do is create a record or change a field, both of which you can undo by hand. It cannot make something disappear.
Where to go from here
If you have not connected it yet, start at /connector. The full list of tools, what each one takes as input, and the setup steps for both Claude and ChatGPT live at the docs, including the MCP connector guide.
Common questions
- Does this work in Claude too, or only ChatGPT?
- Both. It's the same MCP connector either way: Claude and ChatGPT can both act as an MCP client, so the setup and the tools available are the same regardless of which one you open.
- Can ChatGPT send an email on my behalf through this?
- It can draft one and save it to the contact's record, but it cannot send it. Outbound email always lands as a draft, and a person sends it from inside agentlyleads after reading it.
- What happens if I ask it to delete a contact?
- It can't. There are no delete tools in the connector at all, so an instruction like that has nothing to call. The most a mistaken instruction can do is create or change a record, which you can then fix.