# Octapipe MCP connector Connect Octapipe to Elaichi and Claude, ChatGPT, Cursor, or any MCP client can read and update your Octapipe pipelines, cards, database records, notes, and files inside each person's own access, with every action logged. Source: https://elaichi.ai/connectors/octapipe/ ## Facts | | | | --- | --- | | Application | Octapipe | | Category | CRM | | AI tools | 42 | | Authentication | Connects with an API key | | Needs your own OAuth app | No | | MCP endpoint | https://api.elaichi.ai/mcp | | Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent | | Tools advertised by name | No. 42 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` | ## What you can ask once Octapipe is connected - List the Octapipe databases my team writes to most. - How many records were created in Octapipe last week? - Export contact records from the Octapipe pipeline database. ## Connect Octapipe in Elaichi This happens once for the organization, before any client is involved. 1. Open Connections, choose Add connection, and pick Octapipe. 2. Optionally set Share with, then press Connect. 3. Paste an Octapipe API key. One person generates a token in Octapipe and pastes it once. Everyone else works through Share with, and never sees it. Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Octapipe tools are exposed, rename them, or freeze arguments before anyone points a client at it. ## Connect Octapipe to Claude Endpoint: https://api.elaichi.ai/mcp 1. Open Customize, then Connectors. 2. Press Add. 3. Name it, paste the MCP server URL, then Continue. 4. Sign in and approve. On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves. ## Connect Octapipe to ChatGPT Endpoint: https://api.elaichi.ai/mcp 1. Open Plugins, then press the + button. 2. Name it and paste the endpoint into Server URL. 3. Leave Authentication on OAuth, then tick the risk acknowledgement. 4. Press Create, then sign in and approve. Works on the web today. The plugin directory lives at chatgpt.com/plugins. ## Connect Octapipe to Cursor Endpoint: https://api.elaichi.ai/mcp 1. Open `~/.cursor/mcp.json`. 2. Add the endpoint under `mcpServers`. 3. Reload Cursor, then sign in and approve. Set up per machine, so repeat it on each computer you work from. ## Connect Octapipe to any MCP client Endpoint: https://api.elaichi.ai/mcp 1. Add the endpoint as a remote MCP server. 2. Sign in and approve. The Elaichi Agent already has these tools, with nothing to set up. ## What the consent screen decides Only Read is granted by default, which is not enough to call a Octapipe tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone. ## What teams do with Octapipe through Elaichi ### Catch a pipeline card up after a call Sales. Tell the agent what happened on the call and it adds a note to the Octapipe pipeline card and updates the matching database record, so nothing waits until the end of the day. ### See what is sitting in each stage Sales. Ask which cards have been in the same Octapipe pipeline stage for more than two weeks and get the list back, ready to work through before the pipeline review. ### Log a customer issue on their record Support. When a customer writes in, the agent finds their Octapipe record, adds a note describing the problem, and attaches the file they sent. ### Clean up a database in bulk Operations. Fix an owner, a region, or a status across hundreds of Octapipe database records in one pass, or export the whole set to check it in a spreadsheet first. ### Load a batch of new leads at once Marketing. Hand over the attendee list from an event and the agent creates the Octapipe database records in bulk, then opens a pipeline card for the ones worth following up. ### Get a plain-language read on the pipeline Leadership. Ask how many Octapipe pipeline cards moved this week and which notes were added to the biggest ones, and get an answer in a few sentences instead of clicking through each pipeline. ## Frequently asked questions ### How do I connect Octapipe to Claude? Connect Octapipe in Elaichi first: pick Octapipe from the catalog and paste in the API key from your Octapipe settings, which is the only sign-in step. There is no OAuth application to register and no client ID or secret to generate. Then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Claude asks you to sign in to Elaichi once and Octapipe is available. ### Does Octapipe work with ChatGPT and Cursor as well as Claude? Yes. Once Octapipe is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client, and the Elaichi Agent. You connect Octapipe once and every client you use picks it up. ### What can an AI agent actually do with my Octapipe data? An agent connected to Octapipe can look up pipelines and pipeline cards, find and update database records one at a time or in bulk, add notes and files to a record, send notifications, and export a database when you need it in a spreadsheet. In practice that means asking for the cards stuck in a stage, adding a note after a call, or loading a list of new leads. Because Octapipe has a lot of actions, short concrete asks like "add a note to the Acme card" work better than long paragraphs. ### Does connecting Octapipe give the AI access to every database and pipeline? No. Every call to Octapipe runs with the access of the person who signed in, so the agent sees the same Octapipe databases, pipelines, and records that person can already open. Elaichi can narrow that further for a team, for example read only or no deletes, but it can never widen it beyond what Octapipe itself allows that person. ### Can my team share one Octapipe connection? Yes. One person connects Octapipe in Elaichi and shares the connection with a team, and nobody else ever sees or handles the API key. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person behind every note added or record changed in Octapipe. ### Can I stop an agent from deleting or changing things in Octapipe? Yes. In Elaichi you set restrictions per action, so you can allow reading Octapipe records and adding notes while blocking deletes, bulk updates, or creating pipeline cards. A blocked action is never shown to Claude, ChatGPT, Cursor, or any other client, so no prompt, however worded, can reach it. ### What happens to a Octapipe connection when someone leaves? When you offboard someone in Elaichi, their access to Octapipe through every client ends at once. If they had connected Octapipe and shared it with a team, the shared connection keeps working for everyone else. And if you ever want Octapipe gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, and every other client at the same time. ## All 42 Octapipe tools Every tool below is callable through https://api.elaichi.ai/mcp once Octapipe is connected, subject to the toolbox it is in and the restrictions on the caller. - **Get single Octapipe database by ID** (Get). Get a single Octapipe database by its UUID. Returns: uuid, name, description, icon, custom_fields, created_at, updated_at, and deleted_at. Required: id. - **List all Octapipe databases** (List). List all Octapipe databases with optional filtering, search, and ordering. Returns: uuid, name, description, icon, custom_fields, created_at, updated_at, and deleted_at for each database record. - **Create a Octapipe database record** (Create). Create a new record in an octapipe database. Returns the created record including uuid, name, custom_fields_values, created_at, updated_at, database_uuid, owner_user, and creator_user. Required: database_uuid, name, custom_fields_values. - **Get single Octapipe database record by ID** (Get). Get a single octapipe database record by its uuid. Returns uuid, name, custom_fields_values, created_at, updated_at, deleted_at, database_uuid, owner_user, and creator_user. Required: database_uuid, id. - **List all Octapipe database records** (List). List all records in an octapipe database with optional filtering, search, and sorting. Returns uuid, name, custom_fields_values, created_at, updated_at, database_uuid, owner_user, and creator_user per record. Required: database_uuid. Max 15 items per page. - **Update a Octapipe database record by ID** (Update). Update a database record in octapipe by its uuid. Returns the updated record including uuid, name, custom_fields_values, created_at, updated_at, database_uuid, owner_user, and creator_user. Required: database_uuid, id, name, custom_fields_values. - **Octapipe database records bulk update** (Update). Bulk update filtered database records in an octapipe database, applying new field values to every record that matches the given filters. Returns: success. Required: database_uuid, filters, values. - **Delete a Octapipe database record by ID** (Delete). Delete a single octapipe database record by its uuid. Returns: success. Required: database_uuid, id. - **Octapipe database records bulk delete** (Delete). Bulk delete filtered records from an octapipe database. Removes all records matching the given filters. Returns: success. Required: database_uuid, filters. - **Octapipe database records bulk create** (Create). Import multiple records into an octapipe database in bulk. Required: database_uuid. - **Octapipe database records bulk export** (Export). Export records from an octapipe database in bulk. Required: database_uuid. - **Create a Octapipe file** (Create). Upload a new file in Octapipe and associate it with an entity record. Returns the created file object including its uuid, url, name, mime, size, entity, created_at, and updated_at. Required: entity, record_uuid, file. - **List all Octapipe files** (List). List all files associated with an entity record in Octapipe. Returns: uuid, entity, name, url, mime, size, created_at, updated_at, deleted_at. Required: entity, record_uuid. - **Delete a Octapipe file by ID** (Delete). Delete an Octapipe file by its UUID. Returns: success. Required: id. - **Create a Octapipe note** (Create). Create a new note in Octapipe linked to a specific entity record. Returns: uuid, entity, note, created_at, updated_at, and the associated user object. Required: entity, record_uuid, note. - **List all Octapipe notes** (List). List all notes in Octapipe with optional filtering, search, and sorting. Returns per note: uuid, entity, note, created_at, updated_at, deleted_at, and the associated user object. - **Delete a Octapipe note by ID** (Delete). Delete a note in Octapipe by its UUID. Returns: success. Required: id. - **Create a Octapipe notification** (Create). Create a new notification in Octapipe linked to a specific entity record. Returns: uuid, entity, message, created_at, updated_at. Required: owner_user_uuid, entity, record_uuid, message. - **List all Octapipe notifications** (List). List all Octapipe notifications with support for filtering, searching, and ordering. Returns per record: uuid, entity, message, read_at, created_at, updated_at, deleted_at. - **Get single Octapipe pipeline by ID** (Get). Get a single octapipe pipeline by its UUID. Returns: uuid, name, sum_custom_field_id, index, created_at, updated_at, deleted_at, and stages. Required: id. - **List all Octapipe pipelines** (List). List all octapipe pipelines. Returns: uuid, name, sum_custom_field_id, index, created_at, updated_at, deleted_at, and stages for each pipeline. Optionally filter with search, filters, orderBy, and direction. - **Create a Octapipe pipeline card** (Create). Create a new pipeline card in octapipe. Returns: uuid, name, pipeline_uuid, pipeline_stage_uuid, created_at, updated_at, owner_user, creator_user, custom_fields_values. Required: pipeline_uuid, pipeline_stage_uuid, name, sla. - **Get single Octapipe pipeline card by ID** (Get). Get a single pipeline card by id in octapipe. Returns: uuid, name, tags, custom_fields_values, created_at, updated_at, deleted_at, pipeline_uuid, pipeline_stage_uuid, owner_user, creator_user. Required: pipeline_uuid, id. - **List all Octapipe pipeline cards** (List). List all pipeline cards for a pipeline in octapipe, with optional filtering, searching, and sorting. Returns: uuid, name, tags, custom_fields_values, created_at, updated_at, deleted_at, pipeline_uuid, pipeline_stage_uuid, owner_user, creator_user. Required: pipeline_uuid. Max 15 items per page. - **Update a Octapipe pipeline card by ID** (Update). Update a pipeline card by id in octapipe. Returns: uuid, name, tags, custom_fields_values, created_at, updated_at, deleted_at, pipeline_uuid, pipeline_stage_uuid, owner_user, creator_user. Required: pipeline_uuid, id, pipeline_stage_uuid, name, sla. - **Octapipe pipeline cards bulk update** (Update). Bulk update all pipeline cards in octapipe that match the specified filters, applying the provided field values to each matched card. Returns: success. Required: pipeline_uuid, filters, values. - **Delete a Octapipe pipeline card by ID** (Delete). Delete a single pipeline card by id in octapipe. Returns an empty 204 response on success. Required: pipeline_uuid, id. - **Octapipe pipeline cards bulk delete** (Delete). Bulk delete pipeline cards in octapipe. Returns an empty 204 response on success. Required: pipeline_uuid. - **Octapipe pipeline cards bulk create** (Create). Bulk import pipeline cards into octapipe via the import endpoint. Returns an empty 204 response on success. Required: pipeline_uuid. - **Octapipe pipeline cards bulk export** (Export). Export pipeline cards from octapipe via the export endpoint. Returns an empty 204 response on success. Required: pipeline_uuid. - **Get single Octapipe pipeline stage by ID** (Get). Get a single octapipe pipeline stage by id. Returns: uuid, name, is_the_first_stage, is_the_final_stage, timeout, index, pipeline_uuid, created_at, updated_at, deleted_at. Required: pipeline_uuid, id. - **List all Octapipe pipeline stages** (List). List all pipeline stages for a given pipeline in octapipe. Returns: uuid, name, is_the_first_stage, is_the_final_stage, timeout, index, pipeline_uuid, created_at, updated_at, deleted_at. Supports filtering, search, and sorting. Required: pipeline_uuid. - **Create a Octapipe task** (Create). Create a new task in octapipe. Returns: uuid, title, status, priority, start_date, end_date, start_time, end_time, created_at, updated_at. Required: title, start_date, end_date, start_time, end_time, status, priority. - **Get single Octapipe task by ID** (Get). Get a single octapipe task by id. Returns: uuid, title, description, status, priority, start_date, end_date, start_time, end_time, created_at, updated_at, deleted_at. Required: id. - **List all Octapipe tasks** (List). List octapipe tasks with optional filtering, search, and sorting. Returns: uuid, title, description, status, priority, start_date, end_date, start_time, end_time, created_at, updated_at, deleted_at. Max 15 items per page. - **Update a Octapipe task by ID** (Update). Update an existing octapipe task by id. Returns: uuid, title, description, status, priority, start_date, end_date, start_time, end_time, created_at, updated_at, deleted_at. Required: id, title, start_date, end_date, start_time, end_time, status, priority. - **Octapipe tasks bulk update** (Update). Bulk update octapipe tasks matching the specified filters. Returns: success. Required: filters, values. - **Delete a Octapipe task by ID** (Delete). Delete a single octapipe task by id. Returns: success. Required: id. - **Octapipe tasks bulk delete** (Delete). Bulk delete octapipe tasks matching the specified filters. Returns: success. Required: filters. - **Octapipe tasks bulk create** (Create). Import multiple octapipe tasks from an array of task objects. Required: an array where each item includes title, start_date, end_date, start_time, end_time, status, and priority. - **Octapipe tasks bulk export** (Export). Export octapipe tasks. No request parameters or response details are documented in the available source. - **Create a Octapipe authentication** (Create). Authenticate an Octapipe user and receive a bearer token required for all subsequent API requests. Returns: token. Required: domain, email, password.