Connect · ChatGPT

ChatGPT, inside your company.

A connector in developer mode, signed in with your own Opelli login, and ChatGPT works in the same company your team works in. Actions that change something confirm each time.

OpelliAurora replyPipeline reviewOctober capacity
ChatGPTOpelli · Northwind Studio
Which deals have no next step, and who owns them?
Used list_deals · stage=open

Three: Bright Labs phase two (Mark), Ferrous Works pilot (Nina), Aurora phase two (you). Aurora's step was set yesterday; the other two have none.

Set a rule so that never lasts more than a week, and enrol the Ferrous contact in the "pilot follow-up" sequence.
Used create_crm_rule · no next step, 7 days → notify ownerUsed enroll_in_sequence · Ferrous Works · pilot follow-up

Rule active; it runs once a day and fires once per stall. The sequence's first step goes out on its next run, and it stops on its own if they reply.

Log that I called Bright Labs this morning: they want the revised figure by Thursday.
Used log_company_activity · call · Bright Labs

Logged on the timeline with today's date. Want me to set "Send revised figure, Thursday" as the deal's next step?

Reply…

Six steps

The walkthrough, as it is in the product.

Settings → Personal → API keys → Connect an AI app. Its ChatGPT chapter is these steps, with the address prefilled.

1Turn on developer mode

In ChatGPT: Settings → Connectors → Advanced → Developer mode. It needs a Plus, Pro, Business, Enterprise or Edu plan.

2Create a connector

Name it, paste your organisation's MCP address, choose OAuth.

3Sign in

With the organisation's own login. Opelli's consent screen lists the modules the connection may touch.

4Pick it in the composer

The connector appears under the tools menu of a conversation. Choose it and ask.

5Confirm what changes

ChatGPT asks before every action that writes; reading needs no confirmation.

6Read the record

Every call runs as you and lands in Opelli's activity log, the same as a click in the app.

  • As you, or narrowerThe connection inherits your permissions and can be scoped to modules. A new module never widens an old consent.
  • Revocable in one clickThe key behind the connection is listed under your API keys; revoke it and the connection stops.
  • Nothing it should notGuests never reach CRM or Finance through an assistant either. A call outside the key's scope is refused by name.

See it on your own operations.

A short call on your projects and your month, with the assistant you already use connected to a copy of your company.