Meet the software where people already are
Nobody chose an assistant on purpose; it just became the tab that is already open. So instead of a walled garden, infioo publishes a remote MCP server that ChatGPT can add as a custom connector - your CRM becomes a source inside the conversation you were already having.
"What needs me today?"Overdue money, unanswered messages and today's jobs in one pass.
"Who hasn't paid, oldest first?"Amounts and ages, straight from the ledger.
"Everything on the Kaufmann job."Conversation, appointments and invoice, tied together.
"Draft a reply explaining the delay."Written from the real thread, parked for your approval.
Deep research can cite your business
ChatGPT's research mode wants a search tool and a fetch tool, and it wants every result to carry a link it can cite. infioo provides both: each result comes back with a genuine https deep link into the dashboard and a typed id like contact:abc123. So when ChatGPT says three customers are worth chasing this week, you can click through to each one - an answer you can check beats several you cannot.
Eighteen tools. Five write. None send.
Can
- Read contacts, conversations and messages
- Read the schedule, invoices and open tasks
- Search your knowledge base
- Create a task or a contact
- Tag a contact
- Draft a reply for your approval
- Mark an appointment complete
Cannot
- Send a message to a customer
- Create, send or sync an invoice
- Post publicly as your business
- Add anyone to a marketing list
- Touch billing, team invites or payroll
- Manage API keys
- See another business's data
The right-hand column is structural, not a setting: those tools are absent from the connector, each with its reason recorded in code and a test that fails if one reappears.
How to connect it: six steps
Copy this URL - it is the only thing you need:
https://infioo.ai/api/mcp
- Open ChatGPT in a web browser. Set-up is a desktop job; once done it works everywhere, phone included.
- Open Settings and find the apps and connectors section. OpenAI has renamed it more than once - Connectors, then Apps, then Plugins - so look for whichever yours shows.
- In Advanced settings, switch developer mode on. Once, forever. (Business and Enterprise: an admin allows custom MCP connectors first.)
- Choose Create and fill in three fields: name it INFIOO; describe it properly, since the model reads that when deciding whether to use it - "our CRM: customers, jobs, invoices, messages"; then paste the URL.
- Set authentication to OAuth, sign in to infioo, choose which business and which permissions, then Allow access.
- In a chat, select INFIOO as a source and ask "who hasn't paid?" If your real list comes back, you are done.
OpenAI moves the plan lines on developer mode, and on which tiers may use tools that write, faster than any blog post can track - this one included. If a setting is not where step 2 says, check their current developer mode article.
Try it first, with no account
Use this URL at step 4 instead, and skip the infioo sign-in entirely:
https://infioo.ai/api/mcp/demo
A fictional plumbing company with two overdue invoices, a job this afternoon and someone waiting on an answer. Thirteen read tools, no write tools, one fixed dataset - and ChatGPT is told the numbers are invented on connect, because the one genuinely harmful failure here would be reading demo figures as your own books.
Consent that respects the org chart
You grant from three permissions - read, write, approve - and your role caps what you may hand over, so a connector never becomes a promotion. Owners and managers may grant all three; staff cannot grant approve; an accountant can grant nothing, since contacts and conversations are outside that role in the app too.
Access tokens last fifteen minutes and refresh tokens rotate. The ceiling is re-checked on every call against live membership, so changing a role in infioo narrows that person's ChatGPT connection immediately.
Not from chat yet
Booking a job and proposing an invoice are built but not offered here. Both belong in the owner's approval queue, which today assumes a pending item came from one of your agents - so a proposal from chat would fail on Approve. That code guards real money, so it waits.
INFIOO in Claude
INFIOO in Grok