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 — create contacts, send SMS, schedule follow-ups, draft emails, all from a conversation in your AI assistant.

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

51 tools at the moment, covering contacts (CRUD), companies, deals (including stage moves), tasks/events/appointments, notes, tags, SMS (send now or schedule), email send, SMS + email templates, dashboard summary, and activity feed.

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, so you can audit what the AI did
• We don't share your data with the AI vendor. The AI only sees what it asks for, in response to your prompt

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.