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", "build a workflow that pings me when a hot lead replies", "connect my Typeform" — 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

100+ tools today, organized into the areas below. The shorthand: anything you can do in the Groundbase UI, the AI can do via a prompt.

• Contacts, companies, deals, tasks, notes — full create / read / update / delete + search + linking
• Tags — create, apply, remove, list, rename
• SMS — send now, schedule, read threads, manage templates
• Email — send, list, manage templates and send-as aliases
• Cadences — build multi-step outreach sequences (SMS / email / task), enroll contacts, pause/resume, inspect run history
• Meeting types & booking links — create / edit / share public booking URLs (Calendly-style)
• Workflows — list, build, edit, pause / resume, run manually, inspect run history
• Webhooks — create inbound + outbound subscriptions, rotate tokens/secrets, debug deliveries, fire test events
• Google Calendar — connect, check sync status, force sync, list external events
• Dashboard + activity feed — pull summaries, query recent activity

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."

Build automations by chat

Skip the workflow editor. Just describe what you want.

• "Build a workflow: when a contact is tagged 'demo-requested', send them a Calendly link via SMS, then create a follow-up task for 3 days from now."
• "My deal-won workflow keeps failing — what's wrong?" (Claude reads the run history and explains.)
• "Pause every workflow that hasn't fired in 30 days, but don't delete them."

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?"

Connect anything (webhooks by chat)

Replace 17-click Zapier setup with one sentence.

• "Connect my Typeform so every form submission creates a contact." — Claude creates the inbound webhook, hands you the URL, walks you through pasting it into Typeform.
• "Push every new deal.won event to my Slack #wins channel." — Claude creates the outbound webhook subscription.
• "Why isn't my Typeform creating contacts? Debug it." — Claude reads the recent failed deliveries and explains the fix.

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.
• Every action shows up in your activity feed alongside human-initiated actions. You can audit exactly what the AI did and when.
• 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.
• Destructive operations (delete, bulk update, bulk send) leave a clear trail you can roll back from the activity feed.

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? Both have free trials. Start with claude.ai (free Plus trial) or chatgpt.com — 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. Plus everything's in your activity feed, soft-deleted, and recoverable.
• Which AI is best for Groundbase? Both Claude and ChatGPT work well. Claude tends to be better at multi-step tool sequences (building workflows, debugging deliveries); ChatGPT tends to be slightly faster on simple queries. Try both and use whichever you prefer.