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, 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)
#Connect in claude.ai
- In claude.ai open Settings, Connectors, Add custom connector. On Claude Team and Enterprise the organization owner adds it.
- Paste
https://dash.swopi.co/api/mcp. - 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.
#Claude Code, 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.
- Click Pick your AI tool and choose Claude or ChatGPT. The first admin who picks a tool sets it as the team default. Your own pick changes it only for you.
- Click Launch Claude or Launch ChatGPT to open the tool.
- 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 or Pipedrive 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.