involve.me is the platform that bundles an AI CRM, lead capture and qualification through quote calculators, assessments and product finders, and email and workflow automation. Every lead is captured, qualified and followed up in one place.
The involve.me connector lets Claude and ChatGPT work in your involve.me account. Ask in plain language to create a funnel from a template, publish it, check how it performs or invite a teammate, and the assistant does it for you. Your contacts, segments and workflows stay in the involve.me CRM, next to the AI Agent in the editor and the integrations you already use.
Built for businesses that sell high-value or complex services and products and need to qualify leads before a sale, and for any business that needs a CRM with email and workflow automation in one place.
What you need
An involve.me account with at least one workspace. Email workflows need a paid involve.me plan, and your plan sets how many funnels you can publish.
A Claude or ChatGPT account that can use connectors.
Connect in Claude
In Claude, open Customize > Connectors, select Browse connectors and search for involve.me.
Select Connect and sign in to involve.me.
On the involve.me screen, check that the right account is shown and approve access.
Start a new chat and describe what you want to do.
Connect in ChatGPT
In ChatGPT, open Plugins and search for involve.me.
Add the plugin and sign in to involve.me.
On the involve.me screen, check that the right account is shown and approve access.
In a new chat, type @, select involve.me and describe what you want to do.
Add involve.me manually
If involve.me doesn't show up when you search, add it with the server URL https://app.involve.me/mcp, then continue with step 2 above.
Claude: open Customize > Connectors > + Add > Add custom connector, enter a name and the URL, select Continue, then Add. On Team and Enterprise plans, an owner adds it first in Organization settings > Connectors.
ChatGPT (web): open Plugins, select + > Add custom MCP server, enter a name and, under Connection, the URL. Choose OAuth, select I understand and want to continue, then Create as a plugin. Your plan and workspace need to allow custom MCP servers.
What you can do
Area | What you can ask | Changes data |
Create | Find templates and create a quote calculator, assessment, quiz, product finder or configurator, intake or payment form from one, or copy an existing funnel. A short brief creates a blank draft to finish in the editor with the AI Agent. | Yes, saved as a draft |
Create | Open any funnel in the editor | No (the link signs you in and expires after 10 minutes) |
Manage | Rename funnels, move them between workspaces and change their settings | Yes |
Publish | Publish, close, reopen or archive a funnel | Yes, after you confirm |
Report | Visits, starts, submissions, conversion and completion for one funnel or a whole organization | No |
Team | Create organizations and workspaces, invite teammates and change their access | Yes; invitations send an email |
Clean up | Delete funnels or workspaces | Yes, permanent, after you confirm |
The connector doesn't read individual responses or contacts and doesn't manage email workflows. Use the involve.me CRM and workflows for those.
Example prompts
“Create a solar quote calculator from a template that qualifies homeowners.”
“How did my funnels perform in the last 30 days compared with the 30 days before?”
“Open my latest draft funnel in the editor so I can finish it with the AI Agent.”
“Create a workspace for my spring campaign and invite my colleague as an editor.”
Permissions and security
You sign in on app.involve.me. Claude and ChatGPT never see your involve.me password.
The connection has the same access as your involve.me account. Your roles in each organization and workspace still apply.
New funnels start as drafts. The assistant asks before it publishes a funnel, deletes anything, changes a teammate's access or sends an invitation.
Editor links sign you in to involve.me and expire after 10 minutes. Don’t share them.
involve.me is SOC 2 Type II audited and GDPR-compliant.
Disconnect at any time in the connector settings of Claude or ChatGPT. Otherwise the connection's tokens expire after one year. To end all connections from the involve.me side right away, contact support@involve.me.
Data and privacy
The assistant receives only the data a tool returns for your request: your account, organization, workspace and funnel details, templates and funnel analytics. It doesn't receive individual responses or contacts.
involve.me receives the requests the assistant sends to its tools, such as a funnel name, a template search or the email address of a teammate you invite, not your whole conversation.
You choose the assistant and agree to its terms yourself, so what it does with that data is covered by your agreement with Anthropic or OpenAI and your data settings in Claude or ChatGPT. Anthropic and OpenAI are not involve.me sub-processors for this connection.
See the involve.me privacy policy and data processing agreement for details.
Troubleshooting
Sign-in doesn’t finish: sign in at app.involve.me in the same browser, complete any open step (email code, terms), then connect again.
“You do not have permission”: your role in that organization or workspace doesn’t allow the action. Ask an organization owner or admin.
A new funnel is empty: a funnel created from a short brief is a blank draft. Start from a template, or finish it in the editor with the AI Agent.
A feature isn’t available: some features depend on your involve.me plan. The account owner can change it in involve.me.
Need help: contact support@involve.me.