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Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Connect Octolane to ChatGPT to manage your pipeline, query deals, and access Signal visitor data directly from OpenAI’s assistant.

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Setup

1

Open ChatGPT settings

In ChatGPT, go to Settings > MCP (Beta) > Add Server.
MCP support in ChatGPT requires a Plus or Team subscription. If you don’t see the MCP option, make sure you’re on a supported plan and have beta features enabled.
2

Add the Octolane server

Enter the following details:
FieldValue
NameOctolane
URLhttps://mcp.octolane.com/mcp
AuthenticationAPI Key
Header nameX-API-Key
KeyYour API key from Settings > Integrations > API
3

Start using it

Open a new conversation and try:
What's our pipeline value by stage this quarter?
ChatGPT will use the Octolane tools to fetch your pipeline data and present it in a readable format.

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Example prompts

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Quick pipeline check

Show me a summary of our sales pipeline - how many open deals,
total value, and which stage has the most deals.

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Signal visitors

What companies visited our website today? Show me the top 5
by ICP match score with company details.

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Deal lookup

What's the status of our deal with Acme Corp? When was the
last activity and what's the next step?

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Create a record

Create a new contact: Jane Smith, jane@example.com, VP of Sales
at Example Corp. Add a note that we met at SaaStr conference.

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Pipeline comparison

Compare our pipeline this quarter to last quarter. Are we ahead
or behind? Which stages have the biggest changes?

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Email history

Show me all emails with Acme Corp. When was the last time we
emailed them and what was it about?

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Task management

What tasks do I have due this week? Mark the "Send proposal"
task as complete.

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ChatGPT vs Claude for Octolane

Both work well. A few differences:
FeatureChatGPTClaude
Multi-step queriesGoodExcellent
Data formattingTables and listsTables, lists, and structured summaries
Follow-up questionsGoodExcellent - better context retention
Tool chainingCalls tools sequentiallyChains tools and cross-references results
Claude tends to handle complex CRM queries (like “cross-reference Signal visitors with existing pipeline”) more naturally. ChatGPT is great for straightforward lookups and quick pipeline checks.

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Limitations

  • ChatGPT’s MCP support is in beta and may change
  • Tool calling is sequential (one at a time), which can make complex queries slower than Claude
  • File attachments from MCP responses aren’t supported yet
  • Conversation context for MCP tools resets with each new chat