Chat with your NectarCRM data

AI to analyze NectarCRM data with Claude and ChatGPT

Get started for free

No credit card required | 14 days | 10 million records | 30 pipelines

sso google logo
Sign up with Google
sso facebook logo
Sign up with Facebook
sso microsoft logo
Sign up with Microsoft
sso linkedin logo
Sign up with Linkedin

or sign up with your email

By signing up, you agree to Kondado’s Terms of service and Privacy policy

NectarCRM
You
How many open opportunities do we have in NectarCRM right now?
NectarCRM
You currently have 47 open opportunities totaling R$ 128,450 in potential revenue across all active sales funnels.
Via Kondado MCP
You
What is our win rate on proposals sent last month?
Sales Performance
Your proposal win rate for last month was 34%, with 12 won deals out of 35 total proposals submitted to prospects.
Via Kondado MCP
You
Which sales rep has the most appointments scheduled this week?
Team Activity
Mariana Silva leads with 14 appointments scheduled this week, followed by Carlos with 9 and Ana with 6.
Via Kondado MCP
You
How many contacts were qualified in the last 30 days?
Lead Qualification
23 contacts achieved qualified status in the last 30 days, representing a 15% increase compared to the previous month.
Via Kondado MCP
Works in Claude, ChatGPT and any MCP client

AI to analyze NectarCRM data with Claude and ChatGPT

Chat directly with Claude, ChatGPT, or any MCP client about your NectarCRM data to get instant answers about sales pipeline status, opportunity conversion trends, and appointment scheduling efficiency. Simply ask questions in natural language about funnel progression, proposal feedback patterns, or contact qualification rates without exporting spreadsheets or writing complex queries. The AI assistant reads your replicated NectarCRM records and returns specific insights about sales operations, customer relationships, and team productivity within seconds.

Kondado exposes NectarCRM data through an MCP server, enabling Claude, ChatGPT, and other MCP clients to query 9 data pipelines including Opportunities, Contacts, and Pipelines via natural language chat. The same replicated data also powers ready reports in Power BI and Looker Studio.

Sales managers can interrogate proposal win rates and identify bottlenecks in specific funnel stages by chatting about the Opportunities and Pipelines data. Marketing analysts investigate contact qualification trends and active status distribution to optimize lead nurturing strategies. Operations teams monitor task completion rates against appointment density to balance team workload and scheduling efficiency, while finance reviewers analyze discount values attached to open opportunities.

I prefer ready dashboards

Dashboard templates in Power BI and Looker Studio, connected to your NectarCRM data by Kondado in minutes.

View NectarCRM dashboards →

I want to ask the AI

Claude, ChatGPT and other MCP clients query your NectarCRM data in natural language.

View MCP setup →

The nine data pipelines available through Kondado contain comprehensive sales and customer relationship information ready for conversational analysis. Query the Opportunities pipeline to track total discount values and current funnel stages, or ask about the Opportunities: Proposals pipeline to analyze feedback patterns, author performance, and pending decision timelines. The Contacts pipeline reveals active status and communication channels, while the Pipelines (Sales Funnels) pipeline shows stage-by-stage progression metrics and conversion rates. Cross-reference the Opportunities: Products pipeline with the main Opportunities data to calculate average deal size and product attachment rates, or correlate the Tasks pipeline with Appointments to measure team productivity against scheduled client interactions. With automated updates on a configurable schedule, your AI assistant always references the latest NectarCRM records when answering questions about current pipeline health, recent sales velocity, and updated qualification statuses.

How to connect NectarCRM to Claude, ChatGPT and other AI clients

MCP is an open standard. Add the Kondado server to the connections of Claude (Web or Desktop), ChatGPT, or any other MCP client you use, and authorize via OAuth at app.kondado.com.br. Setup through the UI, no code.

Kondado MCP server: https://mcp.kondado.io/mcp
Detailed guide: Claude Detailed guide: ChatGPT
AI vocabulary

NectarCRM tables and metrics available via Kondado

Each item below is something Claude, ChatGPT or another MCP client already knows how to query — no schema setup, no manual mapping.

9
Tables
409
Fields
∞
Ad-hoc questions
Appointments
Scheduled appointments with fields such as id, subject, and creation date, along with client information like name and email.
Contacts
Registered contacts with data such as id, active status, and communication information including email and phone.
Opportunities
Sales opportunities with fields such as id, total discount value, and status, along with information about the sales funnel.
Opportunities: Products
Products associated with opportunities, including opportunity id, quantity of products, and opportunity temperature.
Opportunities: Proposals
Proposals linked to opportunities, with fields such as id, feedback, and feedback date, along with author information.
Pipelines (Sales Funnels)
Sales funnels with information about stages and status of opportunities, allowing visualization of sales progress.
Products
Available products with fields such as id, name, and description, along with information about prices and categories.
Qualifications
Qualifications of contacts and opportunities, including fields such as id, status, and notes on performance.
Tasks
Assigned tasks with fields such as id, description, and status, along with information about responsible parties and deadlines.
Full docs on the wiki → Connect NectarCRM now →

How to connect and use AI with your data

In 3 steps: connect on Kondado, pick dashboard or chat, analyze.

1
Connect NectarCRM at app.kondado.com.br

Connect your NectarCRM data source at app.kondado.com.br and select a Via Kondado destination so your sales data lands ready for AI access and for the Power BI and Looker Studio report templates.

2
Add Kondado MCP in Claude or ChatGPT

In Claude Web or Desktop, or in ChatGPT, add the Kondado MCP server in the connection settings and authorize once via OAuth at app.kondado.com.br. The setup process is identical in both clients and requires no CLI commands or code.

3
Ask about NectarCRM in chat

Start asking questions in natural language about your NectarCRM opportunities, contacts, and pipelines. For visual recurring monitoring, open a ready Power BI or Looker Studio dashboard template.

Other connectors with AI via MCP

Same Kondado data, in chat through Claude, ChatGPT and other MCP clients.

CRM and Sales

ActiveCampaign ActiveCampaign
Bitrix24 CRM Bitrix24 CRM
Exact Sales Exact Sales
Hubspot Hubspot
Infusionsoft (Keap) Infusionsoft (Keap)
Meetime Meetime
Pipedrive Pipedrive
PipeRun PipeRun
Ploomes Ploomes
RDStation CRM RDStation CRM
Salesforce Salesforce

Marketing and Automation

Google Ads Google Ads
E-goi E-goi
Google Search Console Google Search Console
Hi Platform Hi Platform
Huggy Huggy
Linkedin Linkedin
MailChimp MailChimp
Mandrill Mandrill
Mautic Mautic
Pushwoosh Pushwoosh
RDStation RDStation
Salesforce Marketing Cloud (Exact Target) Salesforce Marketing Cloud (Exact Target)
SenseData SenseData
Taboola Taboola
Twilio Twilio
WordPress WordPress

Advertising and Media

Apple App Store Apple App Store
Bing Bing
Criteo Criteo
Facebook Facebook
Facebook Ads Facebook Ads
Google Play Store Google Play Store
Instagram Ads Instagram Ads
Meta Ads Meta Ads
Microsoft Ads Microsoft Ads
Microsoft Advertising Microsoft Advertising
Pinterest Ads Pinterest Ads
TikTok Ads TikTok Ads
X Ads X Ads
YouTube YouTube

E-commerce and Marketplaces

Bling! Bling!
Hotmart Hotmart
Loja Integrada Loja Integrada
Mercado Libre Mercado Libre
Nuvemshop (Tiendanube) Nuvemshop (Tiendanube)
Olist Tiny Olist Tiny
Omie Omie
Pagar.me Pagar.me
Shopify Shopify
Tiny ERP Tiny ERP
Tray Tray
VNDA VNDA
VTEX VTEX
Wake Commerce Wake Commerce

Financial and Payments

ASAAS ASAAS
ContaAzul ContaAzul
Fatura Simples Fatura Simples
Granatum Granatum
Superlogica Superlogica
Sympla Sympla

Support and Customer Service

55pbx 55pbx
api4com api4com
Blip (take) Blip (take)
Clockify Clockify
EADBOX EADBOX
Freshdesk Freshdesk
Movidesk Movidesk
Recruiterbox Recruiterbox
Stilingue Stilingue
Wootric Wootric
Zendesk Zendesk
Zendesk Chat (Zopim) Zendesk Chat (Zopim)

Databases

AWS CloudWatch Metrics AWS CloudWatch Metrics
Azure Table Storage Azure Table Storage
BigQuery BigQuery
InfluxDB v1 InfluxDB v1
MongoDB MongoDB
MySQL (& MariaDB) MySQL (& MariaDB)
Oracle Oracle
PostgreSQL PostgreSQL
SQLServer SQLServer
Webhook Webhook

Productivity and Collaboration

ClickUp ClickUp
Google Sheets Google Sheets
Jira Jira
monday.com monday.com
Notion Notion
Pipefy Pipefy
Tangerino Tangerino
Toggl Toggl
Trello Trello

Social Media

Instagram Instagram
TikTok Organic TikTok Organic

User Analytics

Google Analytics GA4 Google Analytics GA4
Mixpanel Mixpanel
Zeeng Zeeng

Storage and Transfer

Amazon S3 Amazon S3
FTP FTP
Google Cloud Storage Google Cloud Storage
See all AI connectors →

Related on Kondado

Frequently asked questions about AI

How ready dashboards and chat via Claude / ChatGPT work together with your data via Kondado.

What business questions can Claude or ChatGPT answer about my NectarCRM data? ▼
Claude and ChatGPT can answer questions about opportunity conversion rates across different sales funnels, identify which proposals have pending feedback, calculate the average value of products attached to open opportunities, and summarize appointment activity by sales representative. You can ask about contact qualification trends, task completion rates, and pipeline stage distribution without writing SQL or exporting spreadsheets.
How do I configure Claude or ChatGPT to access my NectarCRM data through Kondado? ▼
In Claude Web or Desktop, or directly in the ChatGPT interface, navigate to the connection settings and add the Kondado MCP server. You will be prompted to authenticate via OAuth at app.kondado.com.br, granting secure access to your replicated NectarCRM data. This graphical setup requires no command line tools or coding knowledge.
Can the AI write data back to NectarCRM or execute actions like creating tasks? ▼
No, the AI interaction is read-only analytical chat. Claude, ChatGPT, and other MCP clients can only query and analyze your existing NectarCRM data to provide insights and answers. Any changes to contacts, opportunities, or tasks must still be made directly within the NectarCRM interface.
How frequently does the data update for AI queries? ▼
NectarCRM data replicates to Kondado on a configurable schedule, which you can set according to your business needs. Once updated, the fresh data is immediately available for AI queries through the MCP server, ensuring your conversations with Claude or ChatGPT reference current pipeline status and recent sales activities.
What is the difference between asking the AI about my data and using the ready dashboards? ▼
Asking Claude or ChatGPT in chat provides immediate, conversational answers to specific ad-hoc questions about your NectarCRM metrics, ideal for deep-dive analysis or quick status checks. The ready Power BI and Looker Studio report templates offer visual, recurring monitoring with charts and graphs designed for regular team reviews and executive reporting.
Do I need technical skills or API knowledge to connect ChatGPT to NectarCRM? ▼
No technical expertise is required. The connection is established entirely through the graphical user interfaces of ChatGPT or Claude, using OAuth authentication at app.kondado.com.br. There are no API keys to manage, no JSON configurations to write, and no command line commands to execute.
Can I use other AI assistants besides Claude and ChatGPT with my NectarCRM data? ▼
Yes, any MCP client can connect to the Kondado MCP server to query your NectarCRM data. While Claude and ChatGPT are the most widely used interfaces, other compatible clients work equally well for analyzing your sales pipelines, contacts, and opportunities through natural language chat.

Try out all the features for free for 14 days