context
ChatGPTAccount-specific reference data: statuses, lead sources, call results, pipelines, users, tags, reason lost options, and custom fields. Call before creating or updating records to get valid field values.
Productivity
Overview
Turn Claude into your CRM assistant. It can summarize your Action Stream, do research, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI handle the admin while you build relationships, close deals, and focus on growing your business with OnePageCRM.
Tools
create
ChatGPTCreate any entity. Use describe() first to discover writable fields, required fields, and examples. Use context() for valid reference values.
describe
ChatGPTSchema discovery — fields, types, constraints, and examples for reads and writes. Call with no arguments for all entities summary, or pass an entity name for full schema.
query
ChatGPTExecute an OQL (OnePageCRM Query Language) query. Pass a JSON query object to read CRM data. Use describe() to discover entities and fields.
update
ChatGPTUpdate any entity. Only provided fields are changed. Use describe() for writable fields. Array fields (emails, phones, urls, tags) are full replacements — to add/remove a single entry, query() the current array first, modify it, then send the full list.
context
Claudecreate
Claudedescribe
Claudefeedback
Claudequery
Claudeupdate
ClaudeLinks
App Stats
11
Tools
ChatGPT, Claude
Platforms
Category
CRM RecordsWorks with
ChatGPT
Claude
Data refreshed daily