RLP CRM plugin

Lets Claude or ChatGPT search, report on, and update your RLP CRM records. It adds the RLP CRM connector and guidance that helps the assistant check your access, find the right records, and ask you instead of guessing. One file works in both apps.

Step-by-step guides with tips and troubleshooting: Claude user guide · ChatGPT user guide

Claude

1. Remove any earlier RLP CRM plugin, connector, or rlp-crm-connector skill under Customize, so you start clean.
2. In Claude, open Customize, then Plugins.
3. Click Add, then Upload plugin, and choose rlp-crm.zip.
4. Open the RLP CRM plugin and check its switch is on. On its Connectors tab, click Connect next to rlp-crm.
5. Sign in with the Google account you use for RLP CRM.
6. In a new chat, click +, point to Connectors, and switch rlp-crm on.

Full Claude user guide

ChatGPT and Codex

1. Remove any earlier RLP CRM plugin or custom MCP server under Plugins → Personal, so you start clean.
2. Open Plugins.
3. Click Add, then Upload plugin archive, and choose rlp-crm.zip.
4. Connect RLP CRM when asked, and sign in with the Google account you use for RLP CRM.

Full ChatGPT user guide

Connector (MCP server) only

To add just the connection, without the guidance, add the RLP CRM MCP server as a custom connector (in ChatGPT, a custom MCP server) with the URL https://crm-mcp.rlpnetwork.com/mcp.

Skill only

Added only the RLP CRM connector (MCP server)? Add the guidance separately as the rlp-crm-connector skill. You don't need it if you installed the plugin, which already includes it. The skill needs the RLP CRM connector (MCP server) at https://crm-mcp.rlpnetwork.com/mcp: if it isn't installed and connected, the skill tells you how to add it instead of answering.

1. In Claude, open Customize, then Skills.
2. Upload rlp-crm-connector.zip.

In other apps that support Agent Skills, unzip the file and add the rlp-crm-connector folder as a skill.

The CRM decides what you can see and change. Never share your Google password or sign-in codes in a chat.