> ## Documentation Index
> Fetch the complete documentation index at: https://octolane.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Octolane with ChatGPT

> Connect Octolane to ChatGPT so you can manage your CRM and AI sales agents through OpenAI's assistant.

Connect Octolane to ChatGPT to manage your pipeline, query deals, and access Signal visitor data directly from OpenAI's assistant.

## Setup

<Steps>
  <Step title="Open ChatGPT settings">
    In ChatGPT, go to **Settings > MCP (Beta) > Add Server**.

    <Note>
      MCP support in ChatGPT requires a Plus or Team subscription. If you don't see the MCP option, make sure you're on a supported plan and have beta features enabled.
    </Note>
  </Step>

  <Step title="Add the Octolane server">
    Enter the following details:

    | Field          | Value                                               |
    | -------------- | --------------------------------------------------- |
    | Name           | Octolane                                            |
    | URL            | `https://mcp.octolane.com/mcp`                      |
    | Authentication | API Key                                             |
    | Header name    | `X-API-Key`                                         |
    | Key            | Your API key from **Settings > Integrations > API** |
  </Step>

  <Step title="Start using it">
    Open a new conversation and try:

    ```
    What's our pipeline value by stage this quarter?
    ```

    ChatGPT will use the Octolane tools to fetch your pipeline data and present it in a readable format.
  </Step>
</Steps>

## Example prompts

### Quick pipeline check

```
Show me a summary of our sales pipeline - how many open deals,
total value, and which stage has the most deals.
```

### Signal visitors

```
What companies visited our website today? Show me the top 5
by ICP match score with company details.
```

### Deal lookup

```
What's the status of our deal with Acme Corp? When was the
last activity and what's the next step?
```

### Create a record

```
Create a new contact: Jane Smith, jane@example.com, VP of Sales
at Example Corp. Add a note that we met at SaaStr conference.
```

### Pipeline comparison

```
Compare our pipeline this quarter to last quarter. Are we ahead
or behind? Which stages have the biggest changes?
```

### Email history

```
Show me all emails with Acme Corp. When was the last time we
emailed them and what was it about?
```

### Task management

```
What tasks do I have due this week? Mark the "Send proposal"
task as complete.
```

## ChatGPT vs Claude for Octolane

Both work well. A few differences:

| Feature             | ChatGPT                  | Claude                                    |
| ------------------- | ------------------------ | ----------------------------------------- |
| Multi-step queries  | Good                     | Excellent                                 |
| Data formatting     | Tables and lists         | Tables, lists, and structured summaries   |
| Follow-up questions | Good                     | Excellent - better context retention      |
| Tool chaining       | Calls tools sequentially | Chains tools and cross-references results |

Claude tends to handle complex CRM queries (like "cross-reference Signal visitors with existing pipeline") more naturally. ChatGPT is great for straightforward lookups and quick pipeline checks.

## Limitations

* ChatGPT's MCP support is in beta and may change
* Tool calling is sequential (one at a time), which can make complex queries slower than Claude
* File attachments from MCP responses aren't supported yet
* Conversation context for MCP tools resets with each new chat