Is infioo in ChatGPT's app directory?

No. infioo isn't in ChatGPT's directory yet (OpenAI now calls it the plugin directory), so you add it as a custom connector in developer mode. We're preparing the submission; no date yet. A listing wouldn't change the connection: same sign-in, same permissions, same tools.

Can ChatGPT connect to a CRM through MCP?

Yes. ChatGPT supports custom remote MCP connectors in developer mode. infioo publishes one at https://infioo.ai/api/mcp, so pasting that URL and signing in gives ChatGPT read access to your CRM plus five write tools - on the plans where OpenAI allows write actions; on Pro, OpenAI currently allows reading only.

Does it work with ChatGPT deep research?

It is built for it. The server exposes the search and fetch pair research mode requires, and every result carries a real https link back to the record, so answers are citable rather than asserted. We haven't tested it end to end in ChatGPT yet.

Which ChatGPT plans can add a custom MCP connector?

OpenAI decides which plans get developer mode and has changed it more than once - currently Business, Enterprise and Edu workspaces on the web. On Business only workspace admins and owners can use developer mode, each for their own account; on Enterprise and Edu an admin grants it to you first. On Pro, OpenAI currently allows custom MCP servers for reading only, so infioo's write tools won't run there; Plus isn't listed. OpenAI's help article on developer mode has the current list.

Can ChatGPT send messages or invoices to my customers?

No. Sending a message, and creating, sending or syncing an invoice, are not exposed to any chat connector. It can prepare a draft reply that waits in your inbox for approval.

Is there a way to try it without an account?

Yes. https://infioo.ai/api/mcp/demo is open with no sign-in and serves a fictional plumbing company: thirteen read tools, no write tools.

Do I have to paste an API key?

No. Choose OAuth and sign in. infioo supports the metadata-document client registration ChatGPT prefers, and dynamic registration too, so there is no client ID to pre-register and no key to leak. Keys exist for clients that cannot do OAuth.

Can my bookkeeper connect it too?

An accountant role can grant nothing to a connector, on purpose: the read permission covers contacts and conversations, which that role cannot see in the app, so granting it would hand a connector more than the person approving it has.

INFIOO in ChatGPT: Your CRM as a Custom Connector

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.

18tools ChatGPT can call

13read your business

5write to your records

0that can send or bill

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 - which can start your usual thank-you and review follow-up, under your agent settings

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:

https://infioo.ai/api/mcp

Open ChatGPT on the web and sign in - developer mode is set up there.
Open Settings and find the apps and connectors section. OpenAI has renamed this section before, so look for whichever of apps, connectors or plugins yours shows.
In Advanced settings, switch developer mode on. (On Business only workspace admins and owners can, each for their own account; on Enterprise and Edu an admin grants it to you 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.
Save it with Create. Then, in a new chat, pick INFIOO from the tools menu (or type @ and choose it) and ask "who hasn't paid?" If your real list comes back, you are done.

Nothing else to paste: you sign in to infioo when ChatGPT asks. Leave any client ID, client secret or advanced OAuth fields empty - ChatGPT registers itself, and infioo issues no client secret.

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 at step 5 set authentication to No authentication - the demo has no infioo sign-in.

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

On the sign-in screen 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.

When you connect by signing in, access tokens last fifteen minutes, refresh tokens rotate, and your role is re-checked on every call against live membership - so a change in infioo narrows the connection on the next question.

When ChatGPT calls an infioo tool, the answer - customer names, messages, amounts - goes to OpenAI and becomes part of that chat, kept under OpenAI's terms and your settings there. infioo doesn't copy your records anywhere else.

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.

Put your CRM in ChatGPT

in ChatGPT