MODEL CONTEXT PROTOCOL (MCP) · CHATGPT · CLAUDE · GEMINI

Connect ChatGPT, Claude or Your AI of Choice to Your CRM.

The official iri CRM MCP server works with every AI assistant that supports MCP: ChatGPT, Claude, Gemini, Copilot, Cursor. Paste one URL, sign in with your iri CRM account and choose what to allow. Then create leads, send WhatsApp messages, pull revenue reports and edit your workflows in plain language.

https://iricrm.com/api/mcp
Works with:ChatGPTClaudeGeminiGitHub CopilotCursor

No API Key Needed

Connects with OAuth: you sign in to iri CRM and approve. Your password or key is never shared with the AI.

You Control the Permissions

Switch each of the 44 permissions on or off. The AI only sees the tools you allow.

One URL, Every AI

ChatGPT, Claude, Gemini, GitHub Copilot and Cursor all use the same URL. Switch AI tools and your CRM connection stays the same.

44 Ready-to-Use AI Tools

WhatsApp, email, Instagram, leads, appointments, workflows, AI sales bot, finances and Google Ads.

SET UP IN 1 MINUTE

How to Connect Your AI to iri CRM

1. Paste the URL

Add a new connector or MCP server in your AI tool and paste the URL below. The steps for each tool are further down.

2. Sign in and approve

Sign in with your account on the iri CRM screen that opens and choose what to allow. Switch off anything you do not want.

3. Run it from chat

Just type "list today's new leads" or "send Ayşe an appointment reminder".

EXAMPLE

Tell Your AI, Watch It Happen in Your CRM.

ChatGPT — iri CRM
44 TOOLS CONNECTED
List the new WhatsApp leads from yesterday and summarize our total revenue.
U
Running tools: get_analytics_summary · list_leads

I pulled the latest data from your CRM. Here is the summary (sample data):

💰 Revenue This Month: 412.500 TL
👥 Total Leads: 1.046
📈 New from WhatsApp Yesterday: 4
💬 Chats Awaiting Reply: 7

Shall I show the details of these 4 leads or draft a follow-up message for them?

Things you can ask

  • “List today's new leads and summarise the three hottest.”
  • “Draft a follow-up for customers who asked for a price yesterday and got no reply.”
  • “Show this month's revenue and the best performing sales channel.”
  • “Change the DM text in my Instagram comment automation to: ...”
  • “Add the new campaign prices to the AI sales bot's knowledge base.”
  • “Book a check-up appointment for Mehmet tomorrow at 14:00.”
SETUP OPTIONS

Setup for the AI Tool You Use

In ChatGPT go to Settings > Apps & Connectors, create a new connector named "iri CRM", paste this URL and choose OAuth for authentication. Depending on your plan you may first need to turn on developer mode under Advanced settings.

ChatGPT · Settings > Apps & Connectors > Create
https://iricrm.com/api/mcp
SECURITY AND CONTROL

You Decide What the AI Can Do

Your password stays private

The connection uses OAuth 2.1. The AI never sees your password or API key.

Pick permissions one by one

Each of the 44 permissions has its own switch. For example allow WhatsApp messages but not broadcast campaigns.

Only your own data

The AI works as you: it cannot see what your role cannot see, and it cannot reach other businesses' data.

Workflow edits are saved switched off

A workflow the AI creates or edits is saved switched off for you to review and enable. There is no tool that deletes records.

Remove it any time

Remove the connection from the MCP section of your dashboard and access ends immediately.

44 OFFICIAL MCP TOOLS

Everything Your AI Assistant Can Do

Leads & Pipeline

8 Tools

List, search and create leads, update stage and value, add notes and tags, view documents.

Omnichannel Messaging

6 Tools

Send WhatsApp, email and Instagram DMs, read the inbox and chat history.

Workflows (Automation)

6 Tools

Read workflows, build one from scratch, change the messages and settings of steps, switch them on or off.

AI Sales Bot

3 Tools

Switch the bot on or off, update its instructions, knowledge base and scenario rules, hand a chat to a human.

Broadcast Campaigns

3 Tools

List campaigns and approved templates, start a WhatsApp broadcast to an audience.

Follow-ups

3 Tools

List overdue, today's and upcoming follow-ups, create and complete them.

Google Ads AI

3 Tools

Campaign performance, AI optimisation recommendations and spend audit.

Appointments & Calendar

2 Tools

Query the calendar and book a new appointment for a customer.

Contracts & E-Sign

2 Tools

Create a digital contract with a signing link and check its status.

AI Business Audit

2 Tools

Scan the sales funnel for a growth report and read the latest one.

Finances & Expenses

2 Tools

Record expenses by category and view the expense list.

Service Catalog

2 Tools

View services and prices, add a new service.

Revenue & Analytics

1 Tools

Live revenue, lead counts, conversion and sales channel summary.

Team

1 Tools

List representatives and team members with their roles.

Related features: Visual Workflows · AI Sales Bot · Developer REST API · WhatsApp CRM

FAQ

Frequently Asked Questions About the ChatGPT, Claude and MCP Integration

In ChatGPT go to Settings > Apps & Connectors, create a new connector and paste https://iricrm.com/api/mcp. Sign in on the iri CRM screen that opens and choose what to allow. Depending on your plan you may first need to turn on developer mode.
In Claude go to Settings > Connectors > Add custom connector and paste https://iricrm.com/api/mcp. Sign in on the iri CRM screen that opens and choose what to allow. Setup takes under a minute.
MCP is an open standard for connecting AI assistants to outside systems. ChatGPT, Claude, Gemini, GitHub Copilot and Cursor all support it, so whichever AI you use can read from and act in iri CRM within the limits you allow.
Every tool that supports remote MCP servers: ChatGPT, Claude (web, desktop, mobile), Gemini CLI, GitHub Copilot in VS Code and Cursor. They all use the same URL. For tools without remote connections there is a local setup with an API key.
Not when you connect with the URL. Sign-in and approval use OAuth, so your password or key is never shared with the AI. An API key is only needed for the local (npx) setup and REST API integrations.
With 44 tools it can create and update leads, send WhatsApp, email and Instagram messages, book appointments and follow-ups, pull revenue and Google Ads reports, and edit workflows and the AI sales bot's settings. You choose which of these to allow when you connect.
When connecting you can switch off the messaging permissions or allow only specific tools. ChatGPT and Claude usually ask for your confirmation before taking an action. If you have several WhatsApp lines, the AI asks which one to use and only sends from lines you are allowed to use. Edits to workflows are saved switched off and do not run until you enable them.
Remove it from the Connected apps list in the MCP section of your iri CRM dashboard; access ends immediately. To change permissions, remove the connection and connect again.

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