CRM
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.
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How it connects. Connects with an API key. The credential goes into a vault nobody reads back.
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One address. https://api.elaichi.ai/mcp, the same for every user.
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Their own access. An agent never gets more than the person it acts for.
How to connect
How to connect Octapipe to Claude, ChatGPT or Cursor
Two steps, about a minute.
In Elaichi
Connect Octapipe once
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Open Connections, choose Add connection, and pick Octapipe.
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Optionally set Share with to give a team access, then press Connect.
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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.
The credential is vaulted. Nobody reads it back, not even the AI.
Add connection
Choose a connector.
In your AI client
Point it at one endpoint
Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.
Connect Octapipe to Claude
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1
Open Customize, then Connectors.
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2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
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
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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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
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1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
3
Reload Cursor, then sign in and approve.
~/.cursor/mcp.json
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
Set up per machine, so repeat it on each computer you work from.
Connect Octapipe to any MCP client
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1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
2
Sign in and approve.
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
The Elaichi Agent already has these tools, with nothing to set up.
Use cases
What teams do with Octapipe through Elaichi
Every one of these runs inside the access the person already has, and lands in the same audit log.
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Sales
Catch a pipeline card up after a call
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.
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Sales
See what is sitting in each stage
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.
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Support
Log a customer issue on their record
When a customer writes in, the agent finds their Octapipe record, adds a note describing the problem, and attaches the file they sent.
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Operations
Clean up a database in bulk
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.
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Marketing
Load a batch of new leads at once
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.
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Leadership
Get a plain-language read on the pipeline
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.
Try asking
- “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.”
AI tools
Octapipe tools for your AI agents
42 tools are ready to call through Elaichi's MCP endpoint the moment you connect Octapipe, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
No tools match your search.
See it in Elaichi
What connecting Octapipe gets you
6 screens from the product, each doing one job for your Octapipe account.
The agent
Ask in plain words, read live records.
Three starter prompts pull answers straight from Octapipe databases and records.
- databases
- records
- contacts
- files
Ask Elaichi to work across your apps.
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.
Also runs in Claude, ChatGPT or Cursor
MCP clients
One Octapipe endpoint for every MCP client.
Claude, ChatGPT and Cursor connect over OAuth, no SDK, no shared key.
Copy the endpoint
Tool catalog
42 Octapipe tools ready without custom code.
Databases, records, bulk operations and files, each listed with its methods.
- Get single Octapipe database by ID
- List all Octapipe databases
- Create a Octapipe database record
- Get single Octapipe database record by ID
Toolboxes
Every team gets its own Octapipe toolbox.
Toolboxes are scoped per team, so Sales and Support see different tools.
- Sales
- Marketing
- Customer Success
- Support
Shared connections
Teammates use Octapipe without touching a credential.
See who connected each account and how many teams and members share it.
- Sales EMEA
- Sales AMER
- Marketing
- Support
Audit log
Answer who changed which Octapipe record.
Every call is logged with time, actor, action, type and resource.
- When
- Who
- What happened
- Type
Launching soon
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.
Automations
A schedule fires, Octapipe work gets done.
Records are fetched, grouped, drafted into a digest, approved, then posted back.
Octapipe digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
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✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch databases
Octapipe
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
Octapipe
Queued
Collections and dashboards
Octapipe numbers arrive before anyone asks.
Four metrics, 14 days of records created, split by team, refreshed on schedule.
Octapipe health
Refreshed 4 minutes ago · every 15 minutes · from the databases collection
Databases
1,284 ↓ 12%
Records
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Databases created
Last 14 days
By team
Share of activity
Sales EMEA 34%
Sales AMER 27%
Marketing 21%
Support 18%
Related connectors
More from the catalog
FAQ
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 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.
Put Octapipe in front of your team
Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.