Claude and ChatGPT
Make client links by asking Claude or ChatGPT
IntakePay works from Claude and ChatGPT. Connect it once, then ask for a client’s link in your own words, typed or said out loud, and the link comes back in the chat.
Optional: IntakePay has no AI of its own, and the dashboard does everything the connector does
- You
- Make a link for Sophia Ellis. Ask what she wants from the next twelve weeks, when she’d like to start, and how she found me. The package is $2,400 and the deposit is $600.
- Assistant
- Here’s Sophia’s link for your 12-week coaching package: $600 deposit of $2,400. https://intakepay.com/c/
k7m2qx4dIt asks: - What do you want from the next twelve weeks?
- When would you like to start?
- How did you find me?
Connect it once
Connect from Claude’s directory, or paste one address, then sign in to IntakePay and choose Allow
https://intakepay.com/mcpIn Claude
Step 1: Open IntakePay in Claude’s connector directory and choose Connect.
Step 2: Sign in to IntakePay and choose Allow.
Step 3: Or add it yourself: open Customize, then Connectors, choose Add custom connector, name it IntakePay and paste the address.
IntakePay in Claude’s directory ↗
Every Claude plan, Free included (Free allows one custom connector). Once connected it works on the web, the desktop app and your phone, typed or spoken.
In ChatGPT
Step 1: On chatgpt.com, add a custom connector (an MCP server) with this address and OAuth sign-in.
Step 2: Sign in to IntakePay when asked and choose Allow.
ChatGPT Business, Enterprise and Edu workspaces, where an admin may need to allow it. Other ChatGPT plans can’t add a connector that makes links yet.
In Claude Code
Step 1: Run this command, then type /mcp in Claude Code and sign in.
claude mcp add --transport http intakepay https://intakepay.com/mcpAny Claude Code install.
Five tools
Your assistant uses them on your account only, after you allow it
- create_client
- Makes a client’s link: their name, the deposit and an optional total, with your saved questions, an offer’s, or questions you dictate for this client
- list_unpaid_clients
- Lists the clients who haven’t paid their deposit yet, newest first, with their links
- get_client_answers
- Shows one client’s payment status and their answers
- get_client_link
- Finds an existing client’s link, so you can send it again
- list_offers
- Lists your offers with their prices and questions, so a link can start from one by name
No tool can email or text your client. You still send each link yourself.
Say amounts the way you would to a person. Every result repeats the deposit and the total, so you can check them before you send the link.
There is no tool to delete, refund or edit a client. Do those in the dashboard; refunds happen in your own Stripe Dashboard.
Try asking
Answers are looked up by the client’s link: ask in the chat where the link was made or listed, or paste the link
Make a link for Sophia Ellis. Ask what she wants from coaching and when she’d like to start. $2,400 package, $600 deposit.
create_client
Make a link for Sam Lee from my VIP Day offer.
create_client
Who hasn’t paid their deposit yet?
list_unpaid_clients
What did Sophia say she wants from coaching?
get_client_answers
Your account and your data
Disconnect it at any time in Settings. It stops working at once.
- Connecting asks you to sign in to IntakePay and choose Allow. The assistant never sees a password (IntakePay has none) or your Stripe account.
- IntakePay only connects to Claude, ChatGPT and apps on your own computer. Any other app is refused at sign-in.
- The assistant works on your account only, and only through the connector: the sign-in it receives can’t read your data any other way.
- What you ask about (client names, emails, answers) goes to your assistant and is handled under your agreement with its provider. Ask only for what you need.
- Each call is recorded in your account with the tool name and time only, not what was asked.
The dashboard does everything the connector does
The connector is optional: every client still gets one link with your questions and the deposit, paid into your own Stripe account
Free until your first client pays you, then $19/month · no card to start