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Connect ChatGPT or Claude to Bucket CRM

Last updated September 16, 2026

Bucket CRM connects to ChatGPT and Claude, so you can ask about customers and tasks in plain language, or have the assistant make changes for you. It sees only what you can already see in Bucket CRM, and it works under your own login, so every note and task it adds is attributed to you.

Before you start

  • Your Bucket CRM login. You sign in with it inside the assistant.
  • A paid ChatGPT or Claude plan. Custom connectors are not available on free plans. On business and enterprise plans, an admin or owner may need to allow them first.
  • AI assistants turned on for your dealership. Open Settings, then Integrations, in Bucket CRM. If you see a Connect an assistant button, you are set. If not, email sales@mybucketcrm.com and we will turn it on.

The server URL

Both assistants ask for a server URL. Paste this one:

https://api.mybucketcrm.com/mcp

You can also copy it from Settings, then Integrations, then Connect an assistant, inside Bucket CRM.

Connect Claude

  1. In Claude, open Settings, then Connectors.
  2. Click Add custom connector.
  3. Name it Bucket CRM, paste the server URL, and click Add. Leave the advanced fields blank.
  4. Click Connect. Sign in with your Bucket CRM login, pick your dealership, and allow access.

Claude's own guide: Get started with custom connectors.

Connect ChatGPT

  1. In ChatGPT, open Settings, then Apps & Connectors, then Advanced settings, and turn on Developer mode.
  2. Back in Apps & Connectors, click Create.
  3. Name it Bucket CRM, paste the server URL, set Authentication to OAuth, and click Create.
  4. Click Connect. Sign in with your Bucket CRM login, pick your dealership, and allow access.

ChatGPT's own guide: Developer mode.

What the assistant can do

  • Customers. Find customers and prospects, open their details including addresses, custom fields, territory and equipment, add new ones, update them, and add notes.
  • Tasks. See what is scheduled, create tasks, update them, reschedule, and mark them complete.
  • Invoices. List the invoices that still need to go into your accounting system, open each one in full, and mark them entered or paid once they are in.
  • Never delete. There is no delete of any kind through an assistant. Anything that needs to go away is done in Bucket CRM itself.

Your permissions in Bucket CRM apply exactly as they do in the app. If you cannot edit customers in Bucket CRM, the assistant cannot either. Changes that overwrite existing information, such as updating a customer or rescheduling a task, ask you to confirm before they run.

Things to try

  • Which customers in my territory have a pressure washer older than ten years?
  • What do I have scheduled this week?
  • Add a note to Taylor Farms: called about the burner, call back Friday.
  • Create a task to deliver detergent to Beecher Trucking next Tuesday.
  • Which invoices still need to go into our accounting system?

Getting invoices into your accounting system

Bucket CRM keeps a list of finalized invoices that have not been entered in the books yet. It is the same list the Reconciliation page shows. Some dealers who keep their books in NetSuite ask the assistant for that list, let the assistant's own NetSuite connector create each invoice there, and then have it mark each one entered in Bucket CRM so the list stays short. The next time they ask, only new invoices come back.

The assistant reads the invoice the way a bookkeeper would: customer and billing address, dates, each line with its SKU, quantity and price, the discount, the tax, and the totals. It never sends an invoice, takes a payment, or changes an amount. Marking an invoice entered is the same checkbox a bookkeeper ticks on the Reconciliation page, and it can be undone there.

If you connected an assistant before invoices were available, disconnect and connect it again once. The consent screen will show the two new permissions, read invoices and mark invoices in the books.

Disconnecting

Open Settings, then Integrations, in Bucket CRM and click Disconnect next to the assistant. Access ends right away. Nothing in Bucket CRM changes. Administrators can see every assistant connected to the dealership and disconnect any of them.

Privacy

The connection sends the assistant only what it asks for on your behalf, and only while you are using it. What ChatGPT or Claude keep from a conversation is governed by their own privacy policies and your plan settings there. Our privacy policy covers what Bucket CRM does with your data.

Need a hand?

Email sales@mybucketcrm.com. We read every message.