CRM for Claude and ChatGPT
An AI agent CRM over MCP.
KMS AI CRM is built to be run by an AI agent. Connect it to Claude or ChatGPT once through the KissMySkills MCP connector, and your AI can add and update deals, move stages, set reminders and change the CRM setup itself, with every setup change versioned.
- Claude: any plan
- ChatGPT Plus and up, web
- Claude Code, Codex, Cursor
- One MCP connector
The CRM is free up to 300 records and 1 user, and your AI can do everything on Free.
// example prompts
Prompts that work today.
Type them as you would to a colleague. For setup changes, bulk edits and imports the AI shows a dry run first and applies it after you confirm.
› what needs attention today in my CRM?
2 red: Northwind, proposal sent 9 days ago; Okafor & Co, call overdue since Monday. Due tomorrow: Brightside contract. Want follow-up drafts?
› add a deal: Coastline HR, 7,500, from LinkedIn, next step proposal by Thursday
Created Coastline HR in New: amount 7,500, source LinkedIn, next step proposal, due Thursday.
› move Lumen Studio to Won and add a note: signed a 12-month retainer
Moved Lumen Studio to Won and added the note.
› show win rate by lead source for July to September
Referral 42% (5 of 12), LinkedIn 18% (3 of 17), website 9% (2 of 23). 4 deals are stalled in Proposal sent.
› switch my workspace to the Agency template
Dry run: 7 stages, your 12 deals mapped to the closest stage. Apply?
› undo the last change to the pipeline
Restored the previous setup as a new version. Nothing was deleted.
// what the agent can do
What your AI can do
Records
Create, update, search and open deals or tasks; add notes and comments.
Pipeline
Move records between stages, or bulk-update up to 100 at once after a dry run.
Follow-ups
Read the list of overdue and red or amber reminders, and set reminder timers per stage.
Setup
Add, rename, reorder and remove stages and fields; set priorities and lost reasons.
Templates
Pick from 17 industry and sales templates and switch, with a preview of how records are mapped.
History and rollback
See every setup version and restore any of them. A rollback is itself a new version.
Import
Turn a pasted spreadsheet into records: up to 2,000 rows per run, duplicates by email or phone skipped.
Reports and team
Funnel by lead source with win rate and stalled deals; invite teammates on the Team plan.
// where it works
Connect once.
One connector URL for every app: https://mcp.kissmyskills.com/mcp. The same connector also loads KissMySkills AI skills.
| App | How to connect |
|---|---|
| Claude (web and desktop) | Any plan, Free included. Customize › Connectors › Add custom connector, paste the URL, then sign in with the 6-digit code we email you. |
| Claude on iPhone and Android | Add the connector once on the web or desktop; it appears in the phone app. |
| ChatGPT | Plus, Pro, Business, Enterprise or Edu, on the web, in developer mode. Select the app in each new chat. Not in the ChatGPT phone app yet; Free and Go plans do not support custom connectors. |
| Claude Code | claude mcp add --transport http kissmyskills https://mcp.kissmyskills.com/mcp, then /mcp › Authenticate. |
| Codex CLI | codex mcp add kissmyskills --url https://mcp.kissmyskills.com/mcp, then codex mcp login kissmyskills. |
| Cursor | Add the server in Cursor Settings › MCP, then click Connect and sign in. |
| Other MCP clients | We test and document the apps above. Other clients that support remote MCP servers with OAuth sign-in may work, but we have not tested them. |
Step-by-step guide for each app: KissMySkills connector setup.
// make it yours
Your AI reshapes the CRM itself
Ask for a new stage, a field or a reminder timer, or switch to one of 17 templates. Every setup change is saved as a version, so you can see who changed what and roll back.
- Add, rename or remove stages
- Add fields that fit your work
- Set reminder timers per stage
- Start from an industry template
- Every change saved as a version
- Roll back in one step
- Added field "Budget"by your AI · just now
- Switched to the Agency templateby your AI · yesterday
- Renamed stage "Proposal"by you · last week
› undo the last change to the pipeline
// pricing
Start free. Grow when you need to.
$9/month
Unlimited records, plus 2,500+ AI skills, prompts and agents in your chat.
See All-Access →// faq
Questions about AI and MCP
What is an AI agent CRM?
Does it work with ChatGPT, or only Claude?
What is a CRM MCP server?
Can the AI mess up my CRM?
How much does it cost?
Connect it in three minutes.
Open the CRM free, add the KissMySkills connector to Claude or ChatGPT, and ask what needs attention today.
← KMS AI CRM overview: how it works, all templates and pricing