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AI Connections in BaseCloud CRM

A CRM MCP server that puts your CRM inside Claude and ChatGPT

Connect the AI app you already use to BaseCloud CRM. Ask about any client, catch up on your inbox, send an email, raise an invoice or have a whole automation workflow built for you, just by asking. It is built on the open MCP standard, so it works with Claude, ChatGPT and any other AI app that supports MCP. The AI works as you, and can only do what your own BaseCloud access allows.

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At a glance

  • Works with Claude, ChatGPT and any AI app that supports MCP
  • Builds and fixes automation workflows for you
  • Answers from your clients, calls, emails and invoices
  • Sends email, SMS and WhatsApp as you
  • Your permissions, your choice, every action logged

See it in action

Ask for a workflow. Get a workflow.

One request, typed into Claude or ChatGPT with BaseCloud connected. A minute later the workflow is in the CRM, switched off and waiting to be checked.

Client onboarding automation workflow

You ask Claude: Can you build me a new automation workflow? When a client moves to Onboarding, create a workflow note for Sarah asking her to confirm the finances are in order, then email the client to welcome them. Make it a nice, neat email. Some fireworks.

Claude answers:

I'll build this in BaseCloud CRM: an onboarding trigger, a workflow note for Sarah, then a celebratory welcome email.

Used BaseCloud CRM

The workflow is built in BaseCloud as Client Onboarding: Finance Check and Welcome Email. It's switched off so you can look it over first: open it here.

How it runs:

  1. Trigger: A client's status changes. Starts the workflow for that client.
  2. If: The new status is Onboarding. Any other status change stops here.
  3. Workflow Note: Sarah is asked to confirm the finances. High priority, due today, in her inbox.
  4. Send Email: The client gets a welcome email. Branded, with the client's name filled in.

A minute later, in BaseCloud CRM

Client Onboarding: Finance Check and Welcome Email

  1. TriggerA client's status changesStarts the workflow for that client.
  2. IfThe new status is OnboardingAny other status change stops here.
  3. Workflow NoteSarah is asked to confirm the financesHigh priority, due today, in her inbox.
  4. Send EmailThe client gets a welcome emailBranded, with the client's name filled in.

Switched off, ready for you to review

Welcome aboard, Acme Roofing

You're in. Welcome to the team!

We're glad to have you. Here is what happens next, and who to call if you need anything.

Meet your account manager
An illustration of a conversation in Claude and ChatGPT. The workflow and the email are created in your own BaseCloud account.

The problem

Your AI assistant can't help with what it can't see

Most teams already use Claude or ChatGPT every day. Without a connection to the CRM, the assistant knows nothing about your clients, so you end up carrying information back and forth by hand.

  • Copy, paste, repeat

    You copy a client's history into a chat, then paste the answer back into the CRM as a note or an email.

  • Automation waits for the one person who knows how

    Everyone has an idea for a workflow. Building it waits until someone has time to sit down with the builder.

  • Simple questions take ten clicks

    Who owes us money? What did we promise this client on the last call? The answers exist, but someone has to go and find them.

  • Pasting client data into a chat has no controls

    Nobody chose what was shared, and there is no record of what left the building.

  • Built-in AI ties you to one vendor

    Most CRMs give you their own assistant and nothing else. When a better AI comes along, you can't bring it with you.

How it works

Connected in about a minute

There is nothing to install and no API key to copy. You sign in with your normal BaseCloud login, two-factor sign-in included.

  1. Copy your connector link

    In BaseCloud, open Settings, then AI Connections, and copy the link.

  2. Add it to your AI app

    In Claude, ChatGPT, Cursor or any other MCP app, add a custom connector and paste the link. Sign in with your BaseCloud account.

  3. Choose what the AI may do

    Reading is always included. You decide whether it may also make changes, send messages, record payments, delete records or change your automations.

  4. Ask in plain words

    Ask a question or give an instruction. The AI works in BaseCloud as you, and everything it does shows in the activity log.

What it does

What you can ask your AI to do in BaseCloud

The AI gets the same building blocks you use in the CRM, so it can answer from real records and do real work. What it may do depends on the permissions you chose and on your own access.

  • Use the AI you already pay for

    Claude, ChatGPT, Microsoft Copilot Studio, Gemini CLI, Mistral Le Chat, Cursor, Windsurf and VS Code with GitHub Copilot all connect with one link. Switch AI apps whenever you like.

  • Build automation workflows

    Describe what should happen and the AI builds the workflow, with triggers, conditions, loops, notes and designed emails. A new workflow always starts switched off.

  • Find out why a workflow failed, and fix it

    Ask why a run failed. The AI reads the run, explains what went wrong, changes the setting and re-runs it. Every change can be undone.

  • Know a client before you call

    One question brings back the client's details, contacts, open notes, recent conversations, quotes and invoices.

  • Work through your inbox

    Ask what needs doing today. Reply to notes, mark them done, move a note to the right client or leave a reminder for a colleague.

  • Send email, SMS and WhatsApp

    Messages go out as you, from your own mailbox and numbers, and land on the client's record. The AI can only message contacts that are on a client record.

  • Quotes, invoices and payments

    Draw up a quote from your pricebook, raise an invoice, turn quotes into invoices, see who owes you money and mark invoices paid.

  • Calendar and meetings

    See your day, book a meeting, invite a client's contacts, answer an invitation or propose a better time.

  • Search everything, including the help docs

    Search notes, emails, WhatsApp and SMS messages, call transcripts and client files. Ask how BaseCloud works and the AI answers from its documentation, with the link.

  • Keep records tidy

    Add and update clients and contacts, change the status of many clients at once, and add or edit custom fields.

Reference

Built so you stay in control

Giving an AI access to client data is a serious decision. These are the rules the connection works under, for every account and every request.

You decide what it can do

  • Each person connects the AI app they prefer and chooses its permissions.
  • The AI can never do more than that person can do in BaseCloud.
  • Administrators can limit what any AI app may do, or switch AI connections off for the whole account.
  • Disconnect an app at any time. Administrators can disconnect anyone's.

Mistakes can be undone

  • New workflows start switched off, for you to check first.
  • Every workflow change can be undone.
  • Clients and notes deleted in the last 24 hours can be put back.
  • Recording a payment marks an invoice paid. It never moves money.

Your data is protected

  • Every action is logged against the person and the AI app that made it.
  • Passwords, API keys and tokens stored in workflow settings are never shown to the AI.
  • Messages only go to contacts on a client record, never to an address typed into the chat.
  • Text from outside your business, like incoming emails, is marked so the AI treats it as information and not as instructions.

One platform

One connection to the whole platform

The AI isn't limited to one corner of the CRM. It works across clients, communication, billing, calendars and automation, because they all sit on the same client record.

Popular with

Learn more

Step-by-step docs

See every BaseCloud CRM feature

FAQ

Questions buyers ask

Which AI apps can connect to BaseCloud CRM?
Any AI app that supports the Model Context Protocol (MCP): Claude, ChatGPT, Microsoft Copilot Studio, Gemini CLI, Mistral Le Chat, Cursor, Windsurf, VS Code with GitHub Copilot and more. MCP is the open standard for connecting AI to business software, so BaseCloud is not tied to one AI company. Every app connects with the same link and the same BaseCloud sign-in.
What is an MCP server?
It is the part of BaseCloud that an AI app talks to. It gives the AI a fixed list of things it may do in the CRM, such as find a client, send an email or build a workflow, and checks your permissions on every request. You don't install or host anything. You paste one link into your AI app.
Can the AI see everything in our CRM?
No. It sees what the person who connected it can see in BaseCloud, and nothing more. That person chooses whether it may also make changes, send messages, record payments, delete records or change automations. An administrator can limit those choices for the whole account or switch AI connections off.
What stops the AI from making a mistake?
Claude and ChatGPT ask you to approve an action before it runs, unless you have told them not to. On top of that, a new workflow starts switched off, every workflow change can be undone, and a client or note deleted in the last 24 hours can be put back. Messages only go to contacts on a client record.
Where does our data go?
Nothing leaves BaseCloud until one of your users connects their own Claude or ChatGPT account and chooses what to allow. What the AI reads is then handled by that AI provider under the user's own account and its terms. Every request is logged in BaseCloud, and stored passwords, API keys and tokens are never shown to the AI.
What does it cost, and is it on my account?
BaseCloud does not charge for AI Connections. Calls, texts, WhatsApp messages and AI steps that a workflow runs are billed at the usual usage rates. AI Connections is being switched on account by account. If you don't see it under Settings, ask us and we will switch it on.
What can't the AI do through the connection?
It can't move money, send a document for signature, delete a custom field, change rows in a custom table, or message an address that isn't on a client record. It also can't do anything the connected person isn't allowed to do in BaseCloud.

Put your CRM inside your AI

Book a demo to watch Claude build a workflow, brief you on a client and send the follow-up email on a live BaseCloud account.

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