Find the right record
Search contacts, companies, projects, and your tasks. Open the matching record in Chopwood.
Connect your preferred AI app to Chopwood to find contacts and companies, move projects forward, and keep your task list current. Ask a question or request a change in the same conversation.
MCP is the connection that lets an AI app work with your Chopwood records.
Add Chopwood once. Sign in with Google to allow access.
Go to Customize → Connectors, use +, and choose Add custom connector.
Paste the server URL above. If asked for a name, use Chopwood. Add the connector, then choose Connect.
Choose a Google account verified for your Chopwood profile. Check the profile and permissions before continuing.
Enable Chopwood from the chat’s + → Connectors menu.
Open Organization settings → Connectors → Add → Custom → Web. Enter the server URL above and add it.
Open Customize → Connectors, find Chopwood, and choose Connect. Sign in with your own verified Google account.
The organization’s connector is shared. Your connection and Chopwood permissions are your own.
Available controls depend on your Claude plan and organization settings. If you cannot add a connector, ask your organization Owner.
Before your first change, confirm your profile, workspace and allowed access.
Which Chopwood profile am I connected to, and what can this connection do?
Claude setup guide ↗
Instructions checked September 12, 2026. Available features and account requirements vary by provider.
In ChatGPT, open Settings → Security and login → Developer mode. Availability depends on your account and workspace.
Open ChatGPT connections ↗ and choose +. Enter the name Chopwood, a short description, and the server URL in Connection server URL. Create the connection.
Complete Google sign-in using a verified Chopwood identity, then review and allow the requested Chopwood access.
Open a new ChatGPT conversation and enable Chopwood from the tools menu.
If Developer mode or custom connections are unavailable, check your workspace policy or ask your administrator.
Register the server, then sign in:
codex mcp add chopwood --url https://mcp.chopwood.com/mcpcodex mcp login chopwood Complete the browser sign-in. In a Codex session, use /mcp to check that Chopwood is connected.
Before your first change, confirm your profile, workspace and allowed access.
Which Chopwood profile am I connected to, and what can this connection do?
ChatGPT setup guide ↗
Instructions checked September 12, 2026. Available features and account requirements vary by provider.
Requires Gemini Spark, a personal Google Account, age 18+, US access, English, and Keep Activity on. Work or school Gemini accounts are not supported for this route.
On the Gemini website, go to Settings & help → Connected Apps (sometimes under Personal Intelligence) → Custom apps for Spark.
Choose Add a custom app, paste the server URL above, and choose Next.
Choose a Google account verified for your Chopwood profile and review the requested access. Your Gemini account and the Google identity you choose for Chopwood are separate steps.
Mention @Chopwood in a Gemini Spark conversation.
Add this server entry to ~/.gemini/settings.json, preserving your other settings:
{
"mcpServers": {
"chopwood": {
"httpUrl": "https://mcp.chopwood.com/mcp"
}
}
} In Gemini CLI, sign in with:
/mcp auth chopwood Complete the browser sign-in. Run /mcp list to verify the server and its tools.
Before your first change, confirm your profile, workspace and allowed access.
Which Chopwood profile am I connected to, and what can this connection do?
Gemini Spark setup guide ↗
Instructions checked September 12, 2026. Available features and account requirements vary by provider.
Go to Grok connectors ↗.
Choose New Connector → Custom, then enter the server URL above.
Follow the authentication step. Choose a verified Google identity and allow the Chopwood permissions you want.
Ask Grok to use Chopwood. The connector’s tools are discovered for use in your conversation.
For Grok Business or Enterprise, a team administrator provisions the connector first. Each person’s Chopwood access still applies.
Before your first change, confirm your profile, workspace and allowed access.
Which Chopwood profile am I connected to, and what can this connection do?
Grok setup guide ↗
Instructions checked September 12, 2026. Available features and account requirements vary by provider.
Search contacts, companies, projects, and your tasks. Open the matching record in Chopwood.
Create and update records, project stages and investor leads. Add notes, and complete or reopen your tasks.
Summarize projects, pipeline progress, and task status using the records you can access.
Changes use the same access and record rules as Chopwood. A connection does not add team permissions.
Example prompts. Names and records below are fictional; replace them with your own.
Find Maya Chen at Northstar Labs. Show me the matching contact and company, with links to Chopwood.
Create a project named “Partner launch” in my “Partnerships” pipeline. Description: “Coordinate the launch plan with Northstar Labs.” Show me the saved project.
Add this note to the “Partner launch” project: “Launch outline reviewed. Next step: confirm the attendee list.” Show me the saved note.
Find Maya Chen’s investor lead in my “Seed raise” pipeline. Change its stage to soft commit and recorded amount to USD 25,000. Show me the saved result.
Add “Review the partner launch outline” to my Chopwood task list. Show me the saved task.
Summarize the projects I can access by stage. Tell me what data you included and link to the records.
Check whether Northstar Labs and Maya Chen already exist. If they don’t, add the company and a contact named Maya Chen linked to it. Show me what was saved.
Summarize the recorded amounts by stage for the “Seed raise” pipeline. Show the calculation, flag missing values, and link to the records.
Find my task “Review the partner launch outline” and mark it complete. Show me the saved result.
These actions follow your existing Chopwood access.
A saved result is the confirmation. After a change, ask your app for the saved record and its Chopwood link. If several records match, choose the intended one before changing it. If Chopwood cannot confirm a save, check the record before trying again.
No bulk changes, deletion, team permission changes, email sending or Google data access are included.
Use the same server URL in an app that supports remote MCP connections with OAuth sign-in. Choose Claude, OpenAI, Gemini or Grok above for instructions. If your app’s controls look different, use its linked setup guide.
Choose a Google account already verified for your Chopwood profile. If you need access or another identity, ask your workspace owner. An owner-added address must be verified before it can sign in.
Return to your AI app and connect Chopwood again. If access was removed, ask your workspace owner before retrying. Reconnect with read and write access if a read-only connection cannot save a change.
Remote MCP · Streamable HTTP · OAuth sign-in
Public server discovery describes the connection. Records and reports require authentication.
get_my_contextIdentify the Google identity, existing Chopwood profile, home workspace and permitted operations for this connection. Start here before writing. Discover existing contact/company custom field keys and types, paging with field_offset when needed. Personal tasks belong to this profile; team titles do not grant extra access.
Readsearch_recordsFind contacts, companies, projects, pipelines and your personal tasks by name or contact email. Results distinguish records with stable IDs, links and pipeline resource keys. Never choose an ambiguous result for a write. Truncated results require a narrower search or a paginated list tool.
Readlist_contactsList live contacts in your home workspace. Search name, primary email, company, title, notes or tags. Results are bounded and show continuation.
Readget_contactGet a bounded contact overview with exact field/custom/email/tag continuations. Follow returned next_request for full long values and retain revision/content hash. Login identities are separate.
Readcreate_contactCreate one contact after checking existing email and name matches. Specify company_id explicitly to associate an existing company; never creates a company implicitly.
Create or updateupdate_contactEdit one contact with its current expected_revision. Sets primary email explicitly; merges custom_edits while preserving other values. No company creation or merge.
Create or updateset_contact_emailAdd or remove one alternate CRM email. Does not change primary email or Google login identities. Removing a primary address is rejected.
Create or updateset_contact_tagAttach or detach one case-insensitive tag on a contact. Adding a new tag name creates that tag only; removing never deletes the tag itself.
Create or updatelist_companiesList live companies in your home workspace, optionally matching a name/domain or classification.
Readget_companyGet a bounded company overview with exact field/custom/link/contact/note continuations. Follow returned next_request for full long values and retain revision/content hash.
Readcreate_companyCreate one company after checking exact name/domain matches. Use an existing company or confirm a distinct company before proceeding past a duplicate warning.
Create or updateupdate_companyEdit one company with its current revision. Existing custom_edits merge without replacing other custom values.
Create or updateadd_company_noteAppend one timestamped company note with your authenticated attribution. The operation_id prevents duplicate notes after a retry.
Create or updateset_company_linkAdd one labeled HTTP(S) material link, or remove a link by its exact link_id. No remote content is fetched.
Create or updatelist_tasksList only your own active/completed personal tasks. No assignee, due date, priority or project link exists in this version.
Readget_taskGet one task you own, its revision and bounded existing links. Tasks owned by anyone else are unavailable.
Readcreate_taskCreate one personal task. Title only; links can be added separately. Checks exact title duplicates and preserves the current 500-task limit.
Create or updateupdate_taskRename, complete or reopen one task you own. The current expected_revision is required; both title and completion may change atomically.
Create or updateset_task_linkAdd or remove one link on your task. Adds support an exact home-workspace contact, company, or accessible home pipeline. No project, email-thread or foreign-workspace links.
Create or updatelist_pipelinesList currently accessible pipelines, their types and stable resource keys. Follow next_cursor until complete; sharing does not grant source CRM access.
Readget_pipelineGet pipeline details, stages and editable project property definitions. Fundraising amounts and targets use whole USD dollars.
Readlist_projectsSearch live projects in one authorized pipeline. Results are ordered by record ID; follow next_cursor for all matches.
Readget_projectRead a bounded overview with explicit content and collection completeness. Follow next_request for exact long fields, custom values, definitions and relationship pages. section="field" returns text or JSON chunks; concatenate field text in offset order (UTF-16 units), then decode JSON when encoding="json". Retain expected_revision and expected_content_hash from next_request. Limits: overview 10 items per section, collections 25 items, field chunks 20000 code units. Each page rechecks access.
Readcreate_projectCreate one project in an authorized project pipeline. Business development starts at Lead. Events retain native schedule rules. Use update_project for contract values/custom properties after creating. Reuse operation_id only for an exact retry.
Create or updateupdate_projectEdit one project with its expected_revision. Native stages, event schedules and configured custom property definitions remain authoritative. Contract values are USD dollars with at most two decimals.
Create or updatelist_project_activityRead the authorized project feed with notes, stage changes and existing linked activity summaries. Does not expand mailbox message bodies.
Readadd_project_noteAppend one note with your identity recorded as author. Reuse the operation_id for an exact retry. Requires the project expected_revision.
Create or updateset_project_relationshipAdd or remove one existing contact/company association. Source CRM access is required to add; existing visible associations can be removed. Does not move or modify the underlying contact/company.
Create or updateset_project_linkAdd an HTTP(S) link or remove an existing link by ID. The server stores the URL without fetching it.
Create or updatelist_fundraising_leadsRead investor leads in one authorized fundraising pipeline. Amounts are whole USD dollars. Find a contact first before creating a lead.
Readget_fundraising_leadRead one investor lead and its revision. Amount is recorded whole USD dollars; next_step_due is a calendar date.
Readcreate_fundraising_leadAdd one existing contact to an authorized fundraising pipeline. Duplicate contact/raise pairs are rejected without overwriting the existing lead. Amounts are whole USD dollars.
Create or updateupdate_fundraising_leadEdit one lead using expected_revision. Stale writes fail instead of overwriting a web or AI edit. Amount is whole USD dollars; null clears a value.
Create or updaterun_reportChoose a named report preset over authorized records. Totals cover the full permitted filtered set; only drill-down rows paginate. Scope is home CRM/personal tasks or up to 20 accessible pipelines. Never accepts SQL. Read semantics and unknown counts before interpreting money.
Read