Connect an AI Assistant

Connect ChatGPT or Claude to MoneyMax CRM. Once connected, your assistant can help you review leads, customers, and pipeline activity — signed in as you.

Your MCP server URL

Paste this URL into ChatGPT or Claude using the steps below. You'll sign in with your MoneyMax account so the assistant only sees what you already have access to.

Connect ChatGPTOpen ChatGPT settings
  1. Open ChatGPT → Settings → Connectors → Advanced and enable Developer mode (read the risk notice shown there).
  2. In the chat composer, open the “+” menu and turn on Developer mode.
  3. Click Add sources, then Connect more.
  4. Give the connector a name (e.g. “MoneyMax CRM”) and paste the MCP URL above.
  5. Sign in with your MoneyMax account when prompted, then ask ChatGPT to use the app.
Connect ClaudeOpen Claude connectors
  1. Open Claude → Add custom connector.
  2. Name the connector (e.g. “MoneyMax CRM”) and paste the MCP URL above.
  3. Sign in with your MoneyMax account when prompted.
  4. Enable the connector from the chat composer, then ask Claude to use the app.

The assistant only sees data your MoneyMax account already has access to. Disconnect at any time from your ChatGPT or Claude connector settings.