Organised contacts
Search, create and update contacts, notes, tasks and tags while avoiding unnecessary duplicates.
Ask the agent to work on contacts, conversations, the sales pipeline and calendars. The skill already understands Futuria CRM and keeps credentials out of the conversation.
You need an app installed on your computer that can work with your files: Claude Code (in the Claude desktop app's Code section, or in the terminal or VS Code) or the ChatGPT desktop app in Work (Codex) mode. claude.ai, chatgpt.com and the regular chat in the apps won't work: they can't install the skill or open the protected setup.
ChatGPT Work (Codex)
Claude CodeFuturia CRM skill
ChatGPT Work (Codex)Claude CodeFuturia CRM skill
futuria-crm
What you can ask
Search, create and update contacts, notes, tasks and tags while avoiding unnecessary duplicates.
Read conversation history, prepare replies and send messages only after your confirmation.
Review and update opportunities, values, statuses and stages directly from your request.
Work on appointments, email templates, social content and blog posts; orders and transactions remain read-only.
How it works
The link does not install hidden software. It prepares the instructions and leaves the final confirmation to you.
We check that the address belongs to a Futuria CRM user with an active account.
The link remains valid for 24 hours and can be reopened on your computer even if you first read the email on your phone.
Paste the prompt into the agent. It follows the plugin guide, helps you connect with OAuth and verifies the account in read-only mode. Manual steps depend on your application.
Use Claude Code or the ChatGPT desktop app in Work (Codex) mode, not the browser version or the regular chat.
What is installed
One connection to manage contacts, conversations, pipelines, calendars and content.
futuria-crm
Includes the Futuria CRM skill and its OAuth MCP connector for your account. Protected PIT access remains available as an alternative.
Optional alternative to OAuth
The recommended OAuth connection does not require creating a PIT. Follow this guide only if you choose the optional Private Integration Token (PIT) route in protected setup.
Select all grants broad access to your account. Use this token only with the skill or an integration you trust.
Read the full support guide →Security and privacy
The plugin connects your account to the Futuria CRM MCP connector through OAuth: authorize access in your browser without pasting credentials into chat. If you choose the optional Private Integration Token (PIT) route, enter it in a protected local window. The connector processes the requests needed for authorized operations.
OAuth without credentials in chat; optional PIT in a protected window.
The optional PIT uses DPAPI on Windows and Keychain on macOS.
Read first, make the smallest change, then verify it.
The skill does not modify orders or transactions.
Enter the same email address you use for Futuria CRM. For security, the page does not reveal the verification outcome.
Frequently asked questions
No. The recommended connection uses OAuth. A PIT is an optional alternative. Never paste it into a chat, prompt or command. PIT setup opens a separate window with concealed input.
On Windows it is encrypted with the current user's data protection; on macOS it is stored in Keychain. The skill does not send it to Futuria Marketing.
Read operations may run directly. Sending, publishing, deleting and other sensitive actions require confirmation. Payment and transaction data is read-only.
The stable plugin version is v2.0.0. Futuria updates the MCP server without local reinstallation. Plugin versions follow the features and choices of your platform; see the release guide for installation and updates.
No. You need an app installed on your computer that can work with your files: Claude Code (in the Claude desktop app's Code section, or in the terminal or VS Code) or the ChatGPT desktop app in Work (Codex) mode. claude.ai, chatgpt.com and the regular chat in the apps won't work: they can't install the skill or open the protected setup. This is the desktop plugin installation route; browser chat access is outside this guide.
Public code makes the implementation inspectable. Verified access provides guided distribution, while actual CRM use still requires account authorization through OAuth or a valid PIT.
The skill works with your Futuria CRM account. Start with the free trial and connect the agent when you are ready.
Start for free