Integration · AI and CRM
Run your client projects from Claude or ChatGPT.
Ask in one sentence: XTablo creates the project, the steps, the tasks and updates reporting.
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The short answer
To connect Claude or ChatGPT to your project management tool, XTablo offers an MCP server with 24 tools. From your assistant, you can create projects, steps and tasks, add entries to the content calendar, read messages and push numbers into Reporting. It’s available today: actions go through XTablo, and your client sees the result in their portal.
Updated October 21, 2026
What is the Claude and ChatGPT connector for in an agency?
A lot of agency work is repetitive: opening a project for a new client, laying out the steps, creating a batch of tasks, entering the month’s numbers. An assistant can do all of it, as long as it’s plugged into your tool.
The MCP connector makes that connection. You write “create a project for Acme, with these three steps,” and the assistant does it in XTablo. To see the whole picture, open the AI connector page or the MCP page.
What can Claude or ChatGPT do inside XTablo?
The server exposes 24 tools. You can ask your assistant to:
- create projects, steps and tasks, then edit them;
- add entries to the content calendar;
- read the messages in a project’s discussion;
- push numbers into Reporting (clicks, sessions, followers, whatever the source);
- list your projects and their members so you can assign a task.
How do you connect Claude or ChatGPT to XTablo, step by step?
In XTablo, create an API key in Settings > API keys. The MCP server address is https://v2.xtablo.com/mcp. Then follow the guide on the AI connector page.
In Claude or ChatGPT, add a custom connector by pasting the server address and your key. Once connected, the XTablo tools appear in your assistant.
Start with a simple request: “List my projects.” Then move on to actions: create a task, push a number. A key can be read-only: if a tool is refused, it tells you which permission it needs.
What does your client see in their portal?
They don’t know you used an assistant. They see the result in their portal with your logo: updated steps, tasks, Reporting numbers, content calendar entries. You choose what’s visible project by project. See the client portal.
It’s also the method for feeding Reporting while direct connections are still rolling out, for example with Google Search Console.
Which agencies get the most out of the AI connector?
It saves time for SEO agencies that update numbers every month, social media agencies that fill a content calendar, and content agencies that open projects in bulk.
What are the limits?
- Deleting a step or a task is permanent: ask for confirmation first. A deleted project goes to the archive and can be recovered for 30 days.
- The assistant does what you ask: review what it creates, especially before you share it with a client.
- No posting to social networks: the content calendar plans and gets approvals, it doesn’t publish.
- Not an official integration: XTablo is compatible with Claude and ChatGPT through the MCP protocol, with no partnership with Anthropic or OpenAI.
How to get started
- 1In XTablo, create an API key in Settings > API keys.
- 2In Claude or ChatGPT, add a custom connector with the address https://v2.xtablo.com/mcp and your key.
- 3Test it: “List my XTablo projects.”
- 4Ask it to create a project, its steps and its tasks.
- 5Ask it to push the month’s numbers into Reporting.
- 6Check the result in XTablo, then share it with the client.
Who uses Claude and ChatGPT with XTablo
A step-by-step guide for each type of agency: stages, tools, weekly routine.
FAQ
Is this an official Anthropic or OpenAI integration?
No. XTablo is compatible with Claude and ChatGPT thanks to the MCP protocol and its public API. It is not a partnership.
How many tools does the MCP server expose?
24 tools: projects, steps, tasks, messages, content calendar, Reporting and members.
How much does it cost?
No extra charge for the connector. XTablo is €49/month (about $55) for Freelance, €79/month (about $89) for Agency or €199/month (about $224) for Business, excl. taxes, no commitment, 7-day trial (card required). See pricing. Your Claude or ChatGPT subscription is separate.
Can I limit what the assistant can do?
Yes. A key can be read-only. If a tool needs a permission the key doesn’t have, it tells you.
Can it delete my data?
It can delete a project (sent to the archive, recoverable for 30 days), a step or a task (permanent). Ask it to confirm with you first.
Talk to your project management tool. It does the rest.
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