Swopi in ChatGPT, Microsoft Copilot, Gemini, Claude, Grok and Mistral Vibe (AI assistants)

Connect Swopi to ChatGPT, Microsoft 365 Copilot, Gemini, Claude, Grok, Grok Bot, Mistral Vibe or your own AI agent and ask about event leads, ROI, team performance and missing follow-ups. Read-only, you confirm access in Swopi.

Swopi connects to an AI assistant as a connector (MCP protocol). The assistant then answers from your trade show and conference leads: which leads to call first, how the event went, how many CRM deals it brought, and who on the team has not followed up.
Assistants Claude (claude.ai, Claude Desktop, Claude Code), ChatGPT, Microsoft 365 Copilot, Gemini (app, Enterprise, CLI), Grok, Grok Bot, Mistral Vibe, Cursor and others with MCP support
Server address https://dash.swopi.co/api/mcp
Sign in With your Swopi account (OAuth) or a personal API key
Access Read-only. The assistant changes or deletes nothing in Swopi or your CRM
Plan Event Lead Capture

#What the assistant sees

Exactly what you see in the Swopi dashboard. Team members see their own leads, admins and managers see the whole team. Only admins and managers see event costs.

  • team events and their leads
  • person and company data from Swopi AI and the buying intent score
  • reps' notes and answers to qualification questions
  • deals and activities from your connected CRM (RAYNET, Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365)

#Connect in claude.ai

  1. In claude.ai open Settings, Connectors, Add custom connector. On Claude Team and Enterprise the organization owner adds it.
  2. Paste https://dash.swopi.co/api/mcp.
  3. Claude sends you to Swopi. Sign in and click Allow.

#Connect in ChatGPT

In the apps and connectors settings, add a custom connector (MCP) with the address https://dash.swopi.co/api/mcp and confirm the Swopi sign in. ChatGPT offers custom connectors only on some plans.

#Connect in Grok

  1. On grok.com open Plugins, New connector, Custom.
  2. Name it Swopi and paste https://dash.swopi.co/api/mcp.
  3. Grok sends you to Swopi. Sign in and click Allow.

On Grok Business and Enterprise, a team admin makes the connector available first.

#Connect in Microsoft 365 Copilot

Swopi works as an agent in Microsoft 365 Copilot. Your Microsoft 365 admin adds it once for the company. Users need a Microsoft 365 Copilot licence.

  1. Download the Swopi agent: swopi-copilot-agent.zip.
  2. In the Microsoft 365 admin center open Agents, All agents and click Add agent.
  3. Upload the file, choose who can use Swopi, keep the default security template and finish.
  4. In Copilot open Agents, pick Swopi and ask your first question.
  5. Copilot asks to connect to Swopi. Click Allow, sign in to Swopi and click Allow.

Copilot cannot take a question from a link. In Ask Swopi, Swopi copies the question and you paste it into Copilot.

#Connect in Gemini

Gemini app (gemini.google.com). Google offers custom apps only to personal Google accounts in the US, in English, for now.

  1. On gemini.google.com open Settings, Connected apps.
  2. Under Custom apps, click Add a custom app and paste https://dash.swopi.co/api/mcp.
  3. Click Next, sign in to Swopi and click Allow.

In the chat, type @Swopi and your question.

Gemini Enterprise. Gemini Enterprise cannot register the sign in by itself, so a team admin enters a Client ID and Client secret from Swopi.

  1. In the Swopi dashboard open Integrations, AI assistants and click Create access for Gemini Enterprise. Copy the client secret right away, we will not show it again.
  2. In business.gemini.google open Manage team, Connected apps, Add MCP Server.
  3. Paste https://dash.swopi.co/api/mcp as the Server URL, name it Swopi and choose OAuth 2.0.
  4. Fill in Authorization URL https://dash.swopi.co/oauth/authorize, Token URL https://dash.swopi.co/api/oauth/token, the Client ID, the Client secret and Scopes leads:read offline_access.
  5. Click Verify Auth, sign in to Swopi, finish adding the server and turn it on for your team.

On the Standard and Plus editions, add the server in the Google Cloud console as a Custom MCP Server data store with the same values.

Gemini CLI. The developer section below has a ready command with an API key.

#Connect in Grok Bot

  1. In the Grok Bot app, tell the bot: "Add a custom MCP server named Swopi with the URL https://dash.swopi.co/api/mcp".
  2. The bot shows the name and URL. Check the URL and click Add it.
  3. Click Authorize, sign in to Swopi and click Allow.

Every bot on your account can then use Swopi. You find it in Settings, Plugins.

#Connect in Mistral Vibe

Mistral Vibe is the AI assistant from Mistral AI in France. The connector works on the free plan too.

  1. On chat.mistral.ai open Context, Connectors, Add connector and Add a custom connector.
  2. Name it Swopi and paste https://dash.swopi.co/api/mcp into Server. Vibe finds the OAuth 2.1 sign in by itself.
  3. Click Add connector, sign in to Swopi and click Allow.

In a company workspace, an admin adds the connector and the whole team can then turn it on.

#Claude Code, Gemini CLI, Claude Desktop and your own agents

In the dashboard open Integrations, AI assistants and create an API key. You will also find a ready command for Claude Code and settings for Claude Desktop and Cursor. You see the key once, we store only its fingerprint.

#Ask Swopi in the dashboard

In the left menu of dash.swopi.co, open Ask Swopi.

  1. Click Pick your AI tool and choose Claude, ChatGPT, Microsoft Copilot, Gemini, Grok or Mistral Vibe. The first admin who picks a tool sets it as the team default. Your own pick changes it only for you.
  2. Click Launch Claude, Launch ChatGPT, Launch Grok or Launch Mistral Vibe to open the tool. Grok asks you to confirm the question before it sends it. Mistral Vibe sends it right away. Gemini and Copilot cannot take a question from a link, so Swopi copies it and you paste it.
  3. Under Ready-made questions, pick an event, click View question, edit it if you like and click Launch with this question. The question opens in your AI tool, ready to send.

You also find Ask AI next to the search on the Contacts page and Ask AI about this event on each event page.

Admins can change the team default with the star next to a tool. Use a different AI tool? Choose Use a different AI tool? and tell us which one.

Ask Swopi needs Swopi connected in your AI tool once, see the steps above.

#What you can ask

  • Which 10 leads from MWC Barcelona should I call first, and why?
  • Build an ROI report for Hannover Messe: cost per lead, pipeline, wins.
  • What share of the event's leads fit our ideal customer: manufacturing, 200 to 2,000 employees, DACH?
  • Which leads from last week has nobody contacted in the CRM yet?
  • Who on the team brought the most high-intent leads in Q3?
  • Which themes and objections keep coming up in the event notes?
  • Find duplicate leads and typos from the event.
  • Which events from the last 12 months are worth attending again?

In Claude these prompts are ready in the Swopi connector menu, you only fill in the event name.

#Prospecting and enrichment

The assistant can also work with people who are not your leads yet:

  • Find people at target companies before a show, by job title, seniority and region. For example: "Hannover Messe exhibitors Siemens, ABB and Festo are our targets. Find their heads of marketing in Germany."
  • Enrich a person by name and company, LinkedIn URL or email: job title, work email, LinkedIn, location and company data.
  • Enrich a list of up to 50 people, for example from a CSV you paste into the chat. Larger lists go through the Swopi dashboard.
  • Write outreach: the assistant drafts a first email from the data.

Enrichment does not create leads in Swopi.

#ROI and cost per lead

The assistant works out cost per lead and event ROI when the event has a cost. An admin adds it in the dashboard under Events, Edit event, Event cost. Deals and wins come from your connected CRM.

#Security

  • You confirm access in Swopi and see which address you return to.
  • The assistant gets short-lived access (1 hour) that renews itself.
  • Connected apps are listed in Integrations, AI assistants, where you disconnect them with one click.
  • Swopi writes nothing to your CRM through the assistant.

#FAQ

The assistant says I have no license. Swopi in AI assistants is part of Event Lead Capture. Ask your team admin for a license.

The assistant sees no CRM deals. An admin needs RAYNET, Salesforce, HubSpot, Pipedrive or Microsoft Dynamics 365 connected in Integrations.

The event has 0 leads. Leads join an event when a rep scans them with the event selected in the app. Assign older leads in the dashboard: Contacts, select leads, Add to event.