CHATGPT · APPS DIRECTORY

Run your CRM
in plain English.

Install FavCRM from the ChatGPT Apps Directory. 24 curated, typed MCP tools — customers, bookings, loyalty, invoices, comms — show up directly in chat. No SDK, no REST docs.

Add to ChatGPT Sign up first

Listing pending Apps Directory review · launching early 2026

CHATGPT · TOOLS

→ tools/list

✓ search_members read-only

✓ list_bookings read-only

✓ get_loyalty_balance read-only

✓ attach_tags write

✓ …20 more

→ ChatGPT ready. Ask anything.

AGENT-CALLABLE BACKEND

24 curated MCP tools · annotations on every entry · OAuth-scoped per workspace

https://api.favcrm.io/mcp Pricing
WHAT CHATGPT CAN CALL

Real CRM verbs. Conversational.

Every primitive a service business needs — typed, annotated, callable from a ChatGPT prompt.

Cap 01

Customers

Search, segment, profile, enrol. Tags, notes, custom fields.

Cap 02

Bookings

Services, schedules, slots, packages. Multi-staff capacity rules.

Cap 03

Loyalty

Tiers, points, rewards, gift offers, automatic-reward triggers.

Cap 04

Commerce

Orders, invoices, Stripe payment links, subscriptions.

Cap 05

Comms

WhatsApp templates, SMS routing, transactional + marketing email.

Cap 06

Insights

Dashboard stats, segments, validate-promotion checks for checkout.

HOW IT WORKS

Install to first call in 30 seconds.

The Apps Directory rolls out in early 2026. Once approved, FavCRM appears in the Tools menu — one click, OAuth handshake, prompt away.

Step 01 — Discover

Open the Apps Directory in ChatGPT.

Tools menu → Apps → search FavCRM. The directory rolls out in early 2026 — install URL goes live post-approval.

chatgpt.com → Tools menu → Apps
→ search "FavCRM"
→ Add to ChatGPT

Step 02 — Connect

Sign in to your FavCRM workspace.

OAuth handshake links your ChatGPT account to a FavCRM workspace. New users sign up free; existing merchants pick which workspace ChatGPT can see.

OAuth → favcrm.io/oauth/authorize
→ workspace selector
→ scopes: read + safe-write
→ token bound to your ChatGPT account

Step 03 — Tools land

Curated catalog appears in chat.

Read-mostly with safe writes. Annotations on every tool let ChatGPT flag destructive calls before invoking. Superadmin tools are physically unreachable.

tools/list → 24 tools
→ search_members, list_bookings, …
→ readOnlyHint, destructiveHint surfaced
→ destructive ops require confirm

Step 04 — Prompt

ChatGPT runs your CRM in plain English.

No SDK setup, no REST docs. ChatGPT picks tools by description and chains them. Production data, not stubs.

> "Who are my top 10 members by lifetime
   spend, and when did they last book?"

search_members → get_member_profile
→ enriched + sorted in-chat
DEMO PROMPTS

Prompts ChatGPT can answer straight away.

Tools chain automatically — no orchestration code, no agent framework setup. ChatGPT picks tools by description, walks the graph, returns an answer with the call trace.

"Find members who haven't booked in 60 days and tag them as win-back candidates."

search_members → attach_tags

"What's next Tuesday's availability for our 60-min massage?"

list_services → get_available_slots

"Show this month's top revenue services and which staff drove it."

get_dashboard_stats → list_services

"Which members are eligible for tier upgrade?"

list_tiers → search_members → get_loyalty_balance
CURATED TOOLSET

24 tools approved for ChatGPT.

Read-mostly with safe writes. Destructive operations (delete, refund, void) are gated behind explicit confirmation in chat.

— Customers

4 tools

  • search_members

    Filter by tag, segment, last activity, tier.

  • get_member_profile

    Full profile + history.

  • list_contacts

    CRM contacts paginated.

  • list_tags

    Available tag taxonomy.

— Bookings

4 tools

  • list_services

    Bookable service catalog.

  • list_bookings

    Filter by status / date / customer.

  • get_booking_detail

    Single booking with timeline.

  • get_available_slots

    Open times for a date range.

— Loyalty

4 tools

  • list_tiers

    Membership tier ladder.

  • get_membership_tier

    Tier config + benefits.

  • get_loyalty_balance

    Points, stamps, credits, lifetime totals.

  • list_promotions

    Active promo codes.

— Insights

1 tool

  • get_dashboard_stats

    Top-line KPIs for the workspace.

Need full write access (campaigns, broadcasts, payments)? Use Cursor or Claude for the full 128-tool catalog.

SECURITY & DATA

What we did so the OpenAI reviewer doesn't have to.

OAuth scoping, no-MFA demo accounts, and accurate tool annotations — built in to pass review on the first submission.

OAuth-scoped token

Each ChatGPT account gets its own token, scoped to the workspace they pick. Superadmin tools (raw SQL, plan management) are physically unreachable.

Annotations on every tool

tools/list surfaces title + readOnlyHint / destructiveHint / openWorldHint so ChatGPT can flag destructive calls before invoking.

No MFA on demo accounts

Reviewer access uses a synthetic demo workspace with sample data — no SMS / email verification, no surprises during review.

Data hosted in Hong Kong

Cloudflare D1 + Workers, primary region HKG. PDPO-aligned. See Privacy Policy and Terms of Use.

Read the Privacy Policy and Terms of Use.

PRICING TRAIL

Free for prototypes. Paid when you ship.

Sign up free. Upgrade to Lite for a real workspace, or Starter for bundled AI agent and meeting notes — same dashboard, no re-install.

Free
$0 forever

100 customers · 200 bookings/mo · 1k MCP calls/mo

Lite FOR CHATGPT
$19 /mo · for ChatGPT

Real workspace · 1 seat · email · BYO-AI via ChatGPT

Starter
$49 /mo

3 seats · 1M AI credits · WhatsApp + SMS · meeting notes

See full pricing & feature matrix
09 · Frequently asked

Plain English, honest limits.

ChatGPT users tend to ask in conversational tone. Same answers feed both Perplexity / ChatGPT search and the FAQPage schema below.

Q.01 What is the FavCRM ChatGPT app?
A ChatGPT Apps Directory listing. Once approved, ChatGPT users add FavCRM from the Tools menu, run an OAuth handshake, and then 24 curated MCP tools land in chat — read-mostly with safe writes; destructive operations (cancel, refund, delete) are gated behind explicit confirmation.
Q.02 When does the ChatGPT integration launch?
Listing under review with OpenAI. The MCP server is already live at api.favcrm.io/mcp; the OAuth flow + curated tool subset are submission-ready. Submission package includes a synthetic demo workspace (no MFA), demo prompts with expected responses, screenshots, privacy policy, and en + zh-TW localisation metadata.
Q.03 How does ChatGPT authenticate?
OAuth 2.0 with PKCE-S256 (RFC 7636). Same backend as the Claude Connector. ChatGPT Apps SDK initiates via /.well-known/oauth-authorization-server, exchanges the authorization code for a 15-minute access JWT plus a 30-day refresh token. Family-tracked refresh-token rotation detects reuse.
Q.04 Why only 24 tools, not the full 154?
The 24-tool curation is the safe-default surface for a public chat app. It includes read-mostly tools (list_*, get_*, search_*) plus high-value safe writes (create_booking, attach_tags, send_whatsapp_message, earn_loyalty_points). Destructive tools (cancel_booking, void_invoice, delete_*) are excluded from the curated set; users who need them can install the full MCP via Cursor or Smithery instead.
Q.05 Can I run my CRM in plain English?
Yes — that is the design goal. The 24 curated tools cover the daily-driver verbs: "find customers who haven't booked in 30 days", "book Alice for tomorrow at 10am and send a WhatsApp", "issue 500 loyalty points to Bobby". ChatGPT picks the right tool sequence using MCP annotations on each tool.
Q.06 What does it cost via ChatGPT?
Free tier: 100 customers, 200 bookings/month, 1k MCP calls/month. Same as the rest of FavCRM. Paid plans start at $19/mo (Lite — 1 seat) and scale to $49/mo (Starter — 3 seats, WhatsApp + SMS, 1M AI credits). The ChatGPT Plus subscription is separate from FavCRM.
Q.07 Is my workspace data shared with OpenAI?
Tool-call inputs and outputs pass through ChatGPT's runtime to power the agent. Persistent storage is on FavCRM's Cloudflare D1 in Hong Kong. OpenAI's policies on tool I/O retention apply during the request; FavCRM's data residency rules apply to the underlying records.
Q.08 Can ChatGPT trigger cancellations or refunds?
Not in the curated 24-tool surface. Destructive tools are excluded by design. To enable them, an admin authorises the full tool catalog separately via the merchant portal's OAuth consent screen, with explicit per-scope opt-in.

Verified . ChatGPT Apps SDK submission status updated as Anthropic / OpenAI complete review.

Add to ChatGPT.
Prompt the verbs.

One install. OAuth handshake. ChatGPT runs a real CRM backend from the next prompt onwards.

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