Integrations: Connecting ChatGPT

Integrations: Connecting ChatGPT

Connecting ChatGPT

November 12th 2026

Overview

You can connect ChatGPT to your LANA account using the Model Context Protocol (MCP) integration.

This integration allows ChatGPT to securely access supported information and perform actions within your LANA CRM directly from a ChatGPT conversation.

Rather than navigating through different sections of LANA, you can ask ChatGPT to retrieve information, review records or complete supported tasks using everyday language.
  1. Depending on the permissions granted, ChatGPT can assist with:
  2. Contacts: Search, create and update contact records.
  3. Conversations: Retrieve conversation history and manage supported messaging actions.
  4. Opportunities: View and manage opportunities within your pipelines.
  5. Calendars: Check availability and manage appointments.
  6. Tasks: Create and manage contact-related tasks.
  7. Workflows: Access and manage supported workflow operations.
  8. Reporting: Retrieve supported CRM information for analysis.
The integration uses secure authorisation, meaning ChatGPT can only access the information and perform the actions permitted by your connection.

Prerequisites 

To utilise this feature you will need:
  1. LANA Software
  2. ChatGPT Account
Important: The availability of custom MCP connections may depend on your ChatGPT plan, workspace settings and administrator permissions.

Steps

Enable Developer Mode in ChatGPT
Step One
Open ChatGPT and sign in to your account.

Step Two
Select your profile or account menu.

Step Three
Navigate to Settings.

Step Four
Select Security and login.

Step Five
Locate Developer mode.

Step Six
Enable Developer mode.

Developer Mode allows you to configure custom connections, including the MCP connection required to integrate ChatGPT with LANA.

Note: If Developer Mode is unavailable, your ChatGPT plan or workspace permissions may not support this feature.

Create a New Plugin
Step One
Within ChatGPT, open Plugins.

Step Two
Select the + button to add a new plugin.

Step Three
Choose the option to create a custom plugin.

Step Four
Enter the following information:
  1. Plugin Name: LANA CRM
  2. Description: Connect ChatGPT to LANA CRM to securely access and manage supported contacts, conversations, opportunities, calendars and other CRM functions.
  3. Connection URL: https://services.leadconnectorhq.com/mcp/openai/v2/

Step Five
Locate the Connection section to configure the MCP server.

Important: Use the URL exactly as provided, including the trailing forward slash.

Authorise Your LANA Account
After creating the connection, you will be prompted to authorise access to your CRM.

Step One
A LeadConnector sign-in window will open.
Note: You may need to sign in using the credentials associated with your LANA account.

Step Two
Select the LANA sub-account you wish to connect.

Step Five
Review the requested permissions.

Step Six
Approve the connection to complete authorisation.

Once authorised, ChatGPT will be able to access supported information and perform permitted actions within the selected account.

Important: Only approve permissions you understand and are comfortable granting. The integration may support creating, updating and deleting CRM records, depending on the permissions approved.

Enable the Connection in a ChatGPT Conversation
Once the integration has been authorised:
Step One
Return to ChatGPT.

Step Two
Start a New Chat.

Step Three
Open the tools or plugin selection menu.

Step Four
Locate your newly created LANA CRM connection.

Step Five
Select the connection to make it available in your conversation.

ChatGPT can now use the connected MCP tools when responding to supported requests.

Test Your Connection
To confirm the integration is working correctly, try asking ChatGPT to retrieve information from your LANA account.
For example:
  1. Example 1 – Contacts
    1. "Find the five most recently created contacts in my LANA account."
  2. Example 2 – Opportunities
    1. "Show me the open opportunities in my sales pipeline."
  3. Example 3 – Tasks
    1. "Find the outstanding tasks associated with my contacts."
  4. Example 4 – Conversations
    1. "Show me the recent conversations for a specific contact."
If the connection has been configured correctly and the required permissions are available, ChatGPT should retrieve the requested information from your LANA account.

Tip: Begin with requests that only retrieve information before attempting actions that create or modify records.

Support

Reach out to Support@lana.software for all support related enquiries
Reach out to Accounts@lana.software for all accounts related enquiries