AI integrations

Groundbase ships a built-in Model Context Protocol (MCP) server so Claude, ChatGPT, Cursor, and any other MCP-compatible AI can read your CRM and act on it. Once connected, you can talk to your CRM in plain English — "draft 10 personalized follow-ups to my hottest leads" — and the AI does it.

You use the Claude/ChatGPT subscription you already pay for. Groundbase doesn't charge per AI message; we just expose the tools. The token cost is between you and your AI provider.

The fast path

1. Settings → AI integrations → Copy the connection URL
2. In your AI client (Claude Desktop, ChatGPT Pro, Cursor, Windsurf), add a custom connector
3. Paste the URL, leave the optional OAuth fields blank
4. A Groundbase sign-in page opens — sign in with your normal credentials
5. Done. Try "List my contacts" in a fresh chat.

Full per-client setup guides live at groundbasecrm.com/mcp.

What the AI can do

Most of what you do day to day in Groundbase can be done by asking. Each area has one tool to look things up and one to make changes, so your assistant picks the right one quickly. These stay in the app: connecting Twilio, Google Calendar, a mailbox or a send-as address; your subscription; card refunds; importing a spreadsheet; and making a document template (uploading the PDF and placing the fields).

• Contacts, companies, deals, tasks, notes — create, read, update, delete, search and link; filter contacts by tag, company or opt-out; find and merge duplicates; bring back something deleted in the last 30 days; set one value on many contacts at once; addresses and custom fields; deal stages, including deleting one (its deals move to another stage)
• Tags — create, apply, remove, list, rename
• SMS — send now, schedule, cancel, read a conversation by number or contact, delete a conversation, the opt-out list, templates
• Email — send, read your inbox and message bodies, mark read or unread, archive, list your mailboxes, templates; the do-not-email list; the daily campaign send cap; your Resend connection's status and domains
• Campaigns — email and SMS campaigns and drips: create, preview the audience, see results and recipients
• Invoices and quotes — draft, issue, send (with your own subject and message) and void; filter invoices by customer; record and reverse payments; credit notes; repeat invoices; customer pay and accept links; turn a quote into an invoice. An invoice with payments or credit notes on it is not voided until you confirm: the AI has to ask you and then try again
• Documents & e-signatures — send a saved template to sign, see what's waiting, remind, cancel
• Meetings & booking links — create, edit and delete meeting types; find open times and book a contact in, outside your usual hours if you ask
• Workflows and webhooks — create, run, pause, resume, see run history; inbound and outbound webhooks
• Lead forms — create, edit and delete forms, start from a template, and read submissions
• Calls and voicemail drops — read call history; your phone numbers and Twilio balance; create a drop from a script, edit, delete, list and drop voicemail messages
• Dashboard, saved views, merge tags — summaries, the pipeline by stage, and lookups
• Time tracking — start and stop the timer, log time, edit entries, and put time on an invoice

Tasks and meetings the AI creates sync to Google Calendar the same way yours do, if you have it connected.

Use cases — what to actually say

Outreach at scale

The killer use case. Have actual conversations with hundreds of contacts, personalized to each one, with you in the loop on what gets sent.

• "Draft a personalized SMS to my 20 contacts tagged 'demo-requested' who haven't replied in 5 days. Reference each contact's notes. Show me before sending."
• "Read my last 10 inbound SMS replies and tag each contact by intent — interested, not interested, needs-pricing, wants-demo."
• "Find any contact tagged 'cold-lead' who replied to my last outreach. Move them to 'warm-lead' and create a task to call them today."

Operations + cleanup

The bulk-edit operations that take 200 clicks in any other CRM.

• "Move every deal stuck in Proposal for more than 7 days back to Discovery and tag them stalled."
• "Find duplicate contacts by email and tag them 'review-dupes'."
• "Remove the 'newsletter' tag from anyone whose email is empty."

Daily briefings

Mornings without opening the CRM.

• "Summarize my day. Who do I need to follow up with? Any deals at risk? What came in overnight?"
• "What's my pipeline forecast for next quarter? Which deals are most at risk?"
• "How many deals over $5k closed last quarter?"

Calendar + scheduling

• "Book a 30-minute call with John Park tomorrow at 2pm. Sync to my Google Calendar."
• "What's on my calendar this week? Any conflicts?"
• "Remind me every Friday at 4pm to send my weekly recap."

AI for outreach — the longer story

If you've ever templated bulk SMS or email, you know they read like templates. AI changes that. Connect Groundbase, point Claude at a segment, and each message references each contact's actual history — what they signed up for, what they last asked about, when you last spoke.

A real flow looks like this:

1. You: "Draft personalized follow-ups for my 30 'demo-requested' contacts who haven't replied in a week. Each message should reference their notes. Show me before sending."
2. Claude reads each contact's notes + last interaction + tags, drafts 30 unique messages.
3. You review the list, approve 25, edit 3, kill 2.
4. Claude sends the 28 approved ones through your Groundbase SMS number.
5. Replies start coming in. Claude reads them, tags each contact by intent (interested / not / needs info), drafts initial responses, escalates anything weird to you.
6. You approve the routine replies and personally handle the escalations.

You stay in the loop on what matters. Claude handles the volume. Your contacts get real, personalized conversations, not blast templates.

Security

• Sign-in uses OAuth 2.1 — the AI never sees your password.
• Each AI client gets its own access token that you can revoke independently from Settings → AI integrations.
• Limits on what an AI can send. Through an AI connection or an API key, your account can send at most 100 texts and emails an hour, start at most 10 campaigns or bulk sends an hour, and run workflows by hand at most 30 times an hour. One email can go to at most 50 people, and one tag change can cover at most 500 contacts. Doing it yourself in the app has no such limit.
• You're told about new webhooks. If an AI (or anyone) sets up a webhook that sends your data to another address, or points one somewhere new, you get an email naming where it goes.
• Booking a meeting through one of your meeting types sends the contact the usual confirmation email and reminders, and a text too if they have a mobile number, just as when they book themselves; these bookings count toward the 100 an hour. A meeting the AI only adds to your calendar as a task doesn't text the contact unless you ask it to.
• Most changes the AI makes to your records show up in your activity feed the same way yours do: contacts, companies, deals, tasks, notes, texts, invoices, quotes, payments and time. They aren't marked as coming from the AI. Changes to tags, templates, campaigns, workflows and webhooks, and emails the AI sends, add nothing to the feed, so check those on their own screens.
• We don't share your data with the AI vendor. The AI only sees what it asks for, in response to your prompt, and that data flows through your own AI subscription.
• Deleted contacts, companies and deals can be restored from Settings → Recently deleted for 30 days. A sent email or text can't be called back.

For ChatGPT Custom GPTs

ChatGPT Custom GPT Actions use OpenAPI, not MCP. Use the spec at https://api.groundbasecrm.com/openapi.json — Actions wizard → "Import from URL". Authentication: generate an MCP key in Settings, paste it as the Bearer token.

FAQ

• Does Groundbase have its own AI / chat panel? No — we lean into your existing Claude or ChatGPT subscription so we don't have to mark up tokens. You use the same AI surfaces you already pay for.
• What does it cost? Whatever your Claude or ChatGPT subscription costs you. Groundbase doesn't charge anything extra for AI usage.
• What if I don't have a Claude or ChatGPT subscription? Groundbase doesn't include one. Check claude.ai or chatgpt.com for which of their plans let you connect outside tools, then connect Groundbase as your first integration.
• Can the AI delete my data by accident? Possible but unlikely — Claude is trained to confirm destructive actions before performing them. Deleted contacts, companies and deals can be restored from Settings → Recently deleted for 30 days; a sent email or text can't be called back.
• Which AI is best for Groundbase? Both Claude and ChatGPT work well. Claude tends to be better at multi-step tool use (bulk edits, clean-ups across many records); ChatGPT tends to be slightly faster on simple queries. Try both and use whichever you prefer.