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AI Plugins — ChatGPT & Claude Desktop

Use Prerak directly from ChatGPT or Claude Desktop to manage your CRM with natural language.


What you can do

Once connected, you can talk to your CRM without opening the Prerak app:

  • "What deals are closing this month?"
  • "Log a call with Acme Corp"
  • "Create a follow-up task for Sarah at TechCorp due Friday"
  • "Show me all open deals over $50k"
  • "Enroll John Smith in the Q2 Outreach sequence"

Connect ChatGPT

Prerak is available as a custom GPT in the ChatGPT store.

  1. Get your API key: Settings → API Keys → Create Key (read-write scope)
  2. Open ChatGPT and go to Explore GPTs
  3. Search for Prerak
  4. Click Start Chat
  5. When prompted, paste your Prerak API key
  6. Start asking questions about your CRM

Connect Claude Desktop

Prerak exposes an MCP (Model Context Protocol) server that Claude Desktop can connect to.

  1. Get your API key: Settings → API Keys → Create Key
  2. Open Claude Desktop and go to Settings → MCP Servers
  3. Click Add Server and enter:
{
  "name": "Prerak",
  "url": "https://mcp.prerak.io",
  "apiKey": "pk_live_your_key_here"
}
  1. Replace pk_live_your_key_here with your actual API key
  2. Click Save and restart Claude Desktop
  3. Start a new conversation — Claude will now have access to your CRM

Claude Desktop is required. Claude.ai (the web app) does not support MCP connections.


Supported actions

ActionExample prompt
List deals"Show my open deals"
Get deal details"Tell me about the Acme deal"
Create deal"Create a deal with BetaCorp worth $30k"
Update deal"Move the Acme deal to Proposal stage"
List contacts"Find contacts at Google"
Create contact"Add Jane Doe, jane@example.com"
List tasks"What tasks are due this week?"
Create task"Remind me to follow up with Acme on Monday"
Enrol in sequence"Start the Cold Outreach sequence for John Smith"
Log activity"Log a call with Sarah at TechCorp"

Permissions and data access

The plugin operates under your Prerak user account and workspace. It can only access data your account already has permission to see. No data is shared with OpenAI or Anthropic — queries are processed by Prerak's API.

To revoke access: go to Settings → API Keys, find the key used by the plugin, and click Revoke.


Troubleshooting

"Not authorised" error Your API key may have been revoked or expired. Create a new key in Settings → API Keys and re-enter it in the ChatGPT GPT or Claude Desktop MCP config.

Plugin not finding my workspace Make sure you created the API key while logged into the correct workspace. If you belong to multiple workspaces, switch to the right one in Settings → Workspace before creating the key.

Claude Desktop can't connect

  • Ensure the MCP server URL is exactly https://mcp.prerak.io with no trailing slash
  • Restart Claude Desktop after saving the server config
  • Check that the API key starts with pk_live_

Data seems stale The plugin fetches live data on every request. If something looks wrong, check Prerak directly — the plugin reflects exactly what is in the app.