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K3X for ChatGPT

Add the K3X app in ChatGPT, approve the scopes, and manage your CRM by chat. Manage or revoke it in Settings → Authorized Apps.

The K3X app for ChatGPT (an MCP connector, not a plugin) lets ChatGPT read and update your K3X workspace on your behalf. Connect once, approve the permissions, then ask ChatGPT to search companies, update deals or manage agents in plain English.

Watch the demo: adding K3X in ChatGPT, signing in, searching companies, updating a deal and managing an agent.

What it is

K3X ships an MCP server. The K3X app in ChatGPT is a connector to it. Every action runs as you, limited by your K3X role and the scopes you approve. ChatGPT receives only the records your request needs, and K3X does not store your ChatGPT conversations.

Requirements

  • A K3X account with access to at least one workspace.

  • A ChatGPT plan that supports apps and connectors. If you cannot find the apps or connectors section in ChatGPT's settings, check OpenAI's help for your plan.

  • On ChatGPT Team or Enterprise, a workspace admin may need to enable the K3X app first.

Add K3X in five steps

  1. In ChatGPT, open Settings and find the apps and connectors section.

  2. Search for K3X and click Connect. If it is not listed, add it as a custom connector with the details shown in K3X under Settings → Authorized Apps.

  3. Sign in with your K3X account and pick the workspace ChatGPT should use.

  4. Review and approve the scopes: Read records, Create and edit records, Read deals, Create and edit deals, Read emails calls and meetings, Read AI agents, Create and edit AI agents.

  5. Start a chat, enable the K3X app for it, and ask something.

First prompts to try

  • "Search K3X for companies in Georgia with no owner."

  • "What happened on the Acme Roofing record in the last 7 days?"

  • "Move the Brightline Dental deal to Trial Started and set Close Date to the 30th."

  • "Pause the Follow-Up Automation agent."

  • "Create a custom field on deals called Recurrency with options Monthly and Annual."

If ChatGPT does not pick up K3X on its own, mention K3X in the prompt or select the app from the composer.

Where it shows in K3X

Open Settings → Authorized Apps. Your ChatGPT connection appears with its scopes and connected date. Owners and Administrators also see Other members' connections.

Revoke access

  • In K3X: Settings → Authorized Apps, click Revoke next to the ChatGPT connection.

  • In ChatGPT: open the K3X app in settings and disconnect it.

Revoking in either place stops the token immediately. To change workspaces, revoke and connect again.

Naming you will notice

The K3X API calls companies leads and people contacts. When ChatGPT reports that it called search_leads or update_contact, it is working with your Companies and People records.

Using Claude and ChatGPT together

Both assistants connect to the same workspace, so you can ask Claude to pause an agent and later ask ChatGPT what that agent did. Each connection is separate and is listed separately in Authorized Apps.

Security and data

  • OAuth 2.0. K3X never shares your password with OpenAI.

  • No background sync. Data moves only when you ask.

  • Every write is logged on the record timeline with you as the actor.

  • K3X is SOC 2 Type II and GDPR compliant, with encryption in transit and at rest. Customer data is not used to train third-party models.

Related

  • K3X for Claude

  • What the K3X MCP can do: full tool reference

  • Authorized Apps: permissions, scopes and revoking access

  • Troubleshooting your Claude or ChatGPT connection

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