You can run a CRM from Claude or ChatGPT today by connecting it through MCP, the Model Context Protocol. Create a free CRM at crm.kissmyskills.com, add the KissMySkills connector to your AI app, and then type what you want in plain English: "add a lead," "log this call," "what should I do today," "add a stage called Proposal sent." The agent reads and writes the same pipeline you see in the browser, so you can switch between chat and the board whenever you like.
This guide explains what MCP is without the jargon, walks through setup in three steps, and then gives you 15 prompts that cover the real daily work of a CRM: capturing leads, updating after calls, planning the day, reviewing the pipeline, changing the CRM itself, and undoing changes when something goes wrong.
What MCP is, in plain words
MCP stands for Model Context Protocol. It is an open standard for connecting AI apps to outside tools. Think of it as a plug: the AI app (Claude or ChatGPT) is on one side, a tool (here, a CRM) is on the other, and MCP is the shape of the plug so they fit together.
Without a connector, an AI chat can only give you advice about your pipeline. You paste in notes, it writes a nice summary, and then you copy that summary back into your CRM by hand. With a connector, the AI can call the CRM's actions directly: create a deal, move it to a new stage, add a note, read today's reminders. You stay in the conversation, and the data ends up where it belongs.
An MCP server is simply the piece of software on the tool's side that exposes those actions. When people search for a "crm mcp server," this is what they mean: a CRM that an AI agent can operate, not just talk about.
One CRM, two ways in
The KMS AI CRM is a normal web CRM. It has a pipeline board, deals, notes and reminders, and you can use it in the browser like any other CRM. It also works from Claude (claude.ai, the desktop app and Claude Code) and from ChatGPT through the KissMySkills connector.
Both paths touch the same data. If you drag a deal to "Negotiation" on the board, the agent sees it there on your next question. If you tell Claude "move the Carter deal to Won," the board shows it the next time you look. This two-way setup matters because chat is great for quick updates and questions, while a board is better for scanning twenty deals at once. You do not have to pick one.
Setup in three steps
- Create your CRM. Go to crm.kissmyskills.com and sign up. Pick one of the 8 industry templates (real estate, recruiting, agency, home improvement, construction and trades, B2B sales, nonprofit, e-commerce wholesale) or start with the default pipeline. You can change all of it later from chat.
- Add the KissMySkills connector. Follow the instructions on the connector page to add it to Claude or ChatGPT. This is a one-time step per app.
- Ask. Open a new chat and type something simple, like "show me my CRM setup" or "what is on my agenda today." The agent will use the CRM tools and tell you what it did.
A tip for the first week: ask the agent to tell you which stage and fields it changed after each update. You will quickly see how it interprets your requests, and you can correct it in the same chat.
15 prompts that work
These prompts are written the way people actually type. You do not need special syntax. Replace the names and details with your own.
Capture leads
Add a new lead: Emma Carter from Carter Interiors, wants a quote for a kitchen remodel, budget around 40k, met her at the home show today.-
Here is an email I got. Create a deal from it and put the key details in a note.(Paste the email text after the prompt.) Before you add J. Rivera, search the CRM to check he is not already in there.
Update after calls
Just got off the phone with S. Patel. She liked the proposal but needs sign-off from her CFO. Log the call, move the deal to Negotiation, and remind me to follow up Thursday.Mark the Rivera deal as lost. Reason: went with a cheaper option.Update the Carter deal: value is now 46,000 and the expected close date is end of next month.
Plan the day
What is on my agenda today? Order it by what is most urgent.Which deals have not been touched in a while? Give me a short list and a one-line next step for each.
Review the pipeline
Give me a pipeline summary: how many deals per stage and the total value in each.Why are we losing deals? Look at the lost reasons and tell me the pattern.
Change the CRM itself
Add a stage called "Site visit booked" between "Qualified" and "Proposal sent."Add a custom field "Lead source" with options: referral, website, trade show, cold outreach.Set the follow-up reminder so a deal gets flagged if nothing happens for 5 days.-
Replace my lost reasons with: price, timing, chose competitor, no response, not a fit.Or switch the whole setup:Show me the industry templates and apply the recruiting one.
Undo via history
Show me the history of setup changes from this week, then roll back to the version before I applied the template.
What the agent does with each prompt
Here is what happens behind each prompt. The agent picks the right CRM action on its own; you just describe the result you want.
| Prompt | What the agent does |
|---|---|
| 1. Add a new lead | Creates a deal with the contact, company, value and a note about where you met. |
| 2. Create a deal from an email | Pulls name, company and need from the text, creates the deal, adds a note. |
| 3. Check for duplicates | Searches deals by name before creating anything. |
| 4. Log a call and move the deal | Adds a call log, updates the stage, sets a follow-up. |
| 5. Mark as lost | Updates the stage to lost and records the reason. |
| 6. Change value and date | Updates the deal's fields. |
| 7. Today's agenda | Reads today's agenda and sorts it for you. |
| 8. Stale deals | Searches deals and suggests next steps based on their notes. |
| 9. Pipeline summary | Runs analytics: counts and value by stage. |
| 10. Lost reasons pattern | Reads analytics and lost reasons, then summarizes. |
| 11. Add a stage | Adds a new pipeline stage in the position you named. |
| 12. Add a custom field | Creates the field with the options you listed. |
| 13. Reminder timer | Sets the reminder timer for inactive deals. |
| 14. Lost reasons or template | Sets the lost reasons list, or lists and applies an industry template. |
| 15. History and rollback | Shows the setup change history and rolls back to the version you pick. |
Why changing the CRM from chat matters
Most CRM tutorials stop at "log a call." The bigger time saver is that the agent can also change the structure of the CRM. In a typical CRM, adding a field or reordering stages means digging through settings screens. Here you describe the process you want and the agent builds it: stages, custom fields, reminder timing, lost reasons. You can even rename the record label, so a "Deal" shows up as a "Candidate" or a "Project" if that fits your work better.
Because every setup change is saved in history, you can try things without much risk. If a new stage layout feels wrong after a week, ask for the history and roll back. The agent will describe what will change before a destructive step like removing a stage or a field, and you confirm it.
Bring a specialist into the same chat
The same KissMySkills connector also loads more than 2,500 AI skills, prompts and agents. That means you can say "load the sales specialist" and then "review my Negotiation stage and draft follow-up emails for each deal." The specialist reads your real pipeline through the CRM tools instead of guessing. You still send the emails yourself; the CRM does not sync or send email.
Honest limits
- No marketing automation or email sync. It will not send sequences or pull in your inbox. You paste in what matters, or log it by chat.
- It does not run in the background on its own. The agent acts when you ask it, or when a scheduled task in your AI app runs it.
- No large integration marketplace. If you rely on dozens of plug-ins, a larger CRM will fit better. Our roundup of AI CRMs covers the trade-offs.
- Check its work. AI agents can misread a name or a number. Ask it to confirm what it changed, and glance at the board now and then.
Pricing
The CRM is free for up to 300 deals and 1 user. All-Access is $9 a month and adds unlimited deals plus the full KissMySkills library. The Team plan is $29 a month for 5 seats.
FAQ
Does this work in ChatGPT as well as Claude?
Yes. The KissMySkills connector works in Claude (claude.ai, the desktop app and Claude Code) and in ChatGPT. The prompts in this guide work in both, and both see the same CRM data.
Do I have to use the CRM only through chat?
No. It is a normal web CRM at crm.kissmyskills.com with a pipeline board, deals, notes and reminders. Use the browser when you want to scan the board, and chat when you want quick updates. The data is the same either way.
What happens if the agent makes a wrong change to my setup?
Setup changes such as stages, fields, reminder timers, lost reasons and templates are saved in history. Ask the agent to show the history and roll back to an earlier version. For deal updates, simply tell it what to correct.
Is MCP safe to use with my CRM data?
MCP is an open standard for connecting AI apps to tools. On the CRM side, the connector gives the agent only the actions listed in this article, such as creating, updating and searching deals or changing the setup. You add it yourself, and you can remove it from your AI app at any time.
Can I start with a template for my industry?
Yes. There are 8 templates: real estate, recruiting, agency, home improvement, construction and trades, B2B sales, nonprofit, and e-commerce wholesale. Ask "list the templates" in chat, apply one, and then adjust stages and fields to match how you work.
Ready to try it? Create your free CRM, add the connector, and start with prompt 7: "What is on my agenda today?"
