Connect ChatGPT

ChatGPT supports MCP servers for external tool access. This guide covers connecting ChatGPT to your CRM Factory instance.

Prerequisites

• ChatGPT Plus or Team plan
• A CRM Factory account with admin access

Step 1: Create an OAuth Client

1. In CRM Factory, go to Settings → API
2. Click Create Client
3. Fill in:
   • Name: ChatGPT
   • Redirect URIs: Use the redirect URI provided by OpenAI (check ChatGPT's MCP settings for the exact URL)
   • Scopes: crm:read crm:write erp:read
4. Click Create and save the credentials

Step 2: Add MCP Server in ChatGPT

1. Open ChatGPT settings
2. Navigate to the MCP or integrations section
3. Click Add MCP Server
4. Enter:
   • Server URL: https://acme.crmfactory.ai/api/mcp
   • Client ID: Your crm_... client ID
   • Client Secret: Your client secret

Step 3: Authorize

ChatGPT will redirect you to CRM Factory's consent screen. Review the requested permissions and click Allow.

Step 4: Start Using

In any ChatGPT conversation, the CRM tools will be available. Ask questions like:

• "Look up all open cases for Acme Corp"
• "What's our pipeline looking like this quarter?"
• "Create a follow-up task for the Smith opportunity"
• "Search our knowledge base for shipping delay resolutions"

Notes

• ChatGPT determines which MCP tools to use based on your prompt
• Token refresh is handled automatically by ChatGPT
• You can revoke access at any time from CRM Factory's Settings → API