OnePageCRM MCP – AI Integration with Claude, ChatGPT, etc.
OnePageCRM connects to AI assistants via MCP (Model Context Protocol).
The OnePageCRM MCP lets you manage your CRM from Claude.ai, ChatGPT, Claude Code, Codex, and Mistral Le Chat.
In this article:
| What you can do | Access Level |
| How to connect | Disconnect |
| Requirements | Troubleshooting |
What you can do
Describe what you want in natural language, and the AI figures out how to do it.
It can read from and write to your contacts, companies, deals, actions, notes, calls, and meetings.
Example of prompts to get started
- "Log a 30-minute call I just had with John at TechCorp about pricing. Queue a follow-up for Friday."
- "Show me all open deals over $20k closing this quarter, ordered by close date."
- "Find contacts with no activity for the last 90+ days and suggest how to re-engage them."
- "Move the Acme deal to Negotiation and update the value to $45,000."
These are just starting points. Ask anything you'd normally do in OnePageCRM, or anything that combines searching, analyzing, and updating your data.
How to connect
When your AI client asks you to name the connector, use OnePageCRM .
Claude.ai
💡 Paid Claude plan required.
ChatGPT
Mistral Vibe (formally Mistral Le Chat)
Claude Code
claude mcp add --transport http OnePageCRM https://app.onepagecrm.com/mcp
Codex and other clients
Each client has its own setup flow, but generally:
- Use the server URL:
https://app.onepagecrm.com/mcp - Connector name:
OnePageCRM
💡 Connecting OnePageCRM via MCP with compatible AI clients that support OAuth 2.1 and Dynamic Client Registration.
Follow that client's documentation, using the server URL https://app.onepagecrm.com/mcp and OnePageCRM as the connector name.
Connection is automatic for any MCP client that supports OAuth 2.1 with Dynamic Client Registration.
Requirements
- An active OnePageCRM account (free trial or any paid plan).
- A standard user role. The integration is not available to restricted users (learn more about Focused Users).
Access levels
When you connect, you'll be asked to choose what level of access AI has to your CRM.
Pick the lowest level that suits your needs.
You can change it later by disconnecting and reconnecting.
Disconnect at any time
To revoke the MCP access, remove the connector from that assistant's settings (typically in the same Connectors menu where you added it).
Troubleshooting
- OAuth errors when connecting: confirm your OnePageCRM account is active and you are signed in as a non-Focused user.
- The AI says it doesn't have permission: your current access level may be read-only. Disconnect and reconnect with a higher access level.
- The AI can't find a record you know exists: try rephrasing. Describing the record by name, company, or recent activity often helps the AI form a more specific query.
💡 Contact OnePageCRM support if encountering any issues