Connect Vuepak to ChatGPT and Claude – Vuepak

Manage Your Sales Outreach with AI

Vuepak integrates with ChatGPT and Claude, allowing you to manage contacts, prepare outreach messages, work with sales sequences, manage follow-up tasks, and analyze prospect engagement using natural language.

Instead of navigating through multiple screens, simply tell your AI assistant what you want to accomplish.

For example:

"Find all my contacts at ABC Company."
"Show me my upcoming follow-up tasks for John Smith."
"Prepare an outreach email using my Product Demo package."
"Enroll these three contacts in my Follow-Up sequence."
"Summarize my email engagement over the last 30 days."

Your AI assistant securely connects to your Vuepak account and works with your existing contacts, companies, multimedia Packages, sequences, and recorded outreach activity.

Claude also allows you to explore Vuepak before creating an account. You can compare subscription plans, review free-trial options, and obtain signup links directly through Claude. When you're ready to use Vuepak's account features, you can connect your account.

Vuepak is designed for availability through the ChatGPT Plugin Directory and Claude's integration platform.

1. What You Can Do with the Vuepak AI Integration

Vuepak's Version 1 AI integration includes 29 account-management tools available through both ChatGPT and Claude, plus four additional public tools available through Claude.

Manage Your Vuepak Contacts, Leads, and Companies

Find, create, and update contacts, leads, and company information without manually navigating your Vuepak address books.

Example prompts:

"Find John Smith in my Vuepak contacts."
"Show me everyone at ABC Manufacturing."
"Create a new lead for Sarah Jones at XYZ Corporation in the Prospects address book."
"Update John's job title to Vice President of Sales."
"Show me the companies in my Vuepak account."
"Convert this lead into a contact under ABC Manufacturing."

You can also retrieve permitted contact details, company information, contact statuses, and available field values.

Manage Notes and Follow-Up Tasks

Manage everyday sales activities through natural language.

Example prompts:

"Show me the follow-up tasks assigned to me for John Smith."
"What are my overdue tasks for Sarah Jones?"
"Show me the latest notes for Sarah Jones."
"Add a note to John's record that he requested pricing."
"Create a follow-up call task for Sarah next Tuesday at 10 AM."
"Mark my call with John as completed."

Notes and tasks created through the integration are saved in Vuepak and remain available within your account.

Access Your Multimedia Packages

Find and explore existing Vuepak Packages, including their multimedia content.

Example prompts:

"Show me my available Vuepak Packages."
"Find my Product Demonstration package."
"What videos and documents are included in this package?"
"Show me the multimedia content in my Company Overview package."
"Prepare an email using my Product Demonstration package."

Packages must already exist in Vuepak. Creating new Packages, editing their content, and uploading multimedia files are currently handled within the Vuepak application.

Prepare and Send Outreach Emails

Prepare personalized outreach emails using your existing Vuepak sender accounts, contacts, and multimedia Packages.

Example prompts:

"Prepare an introduction email to John Smith using my Company Overview package."
"Draft a follow-up email thanking Sarah for yesterday's meeting."
"Show me the email and recipients before sending."
"Prepare a tracked email without a multimedia Package."
"Check whether my last submitted message was sent successfully."

Important: Creating an email draft does not automatically send the message. Vuepak requires you to review and approve the exact message before your AI assistant can submit it for sending.

Manage Sales Sequences

Work with your existing Vuepak sales sequences directly through ChatGPT or Claude.

Example prompts:

"Show me my available sequences."
"Explain the steps in my New Prospect Follow-Up sequence."
"Pause my Q4 Outreach sequence."
"Create a copy of my existing Follow-Up sequence."
"Enroll John Smith and Sarah Jones in my active Prospecting sequence."
"Show me the status of my Product Introduction sequence."

Schedule Sequence Enrollment for a Specific Date

You can also specify a desired start date when enrolling contacts into an existing active sequence.

Example prompts:

"Enroll John Smith in my Prospecting sequence at the next available Step 1 time."
"Enroll Sarah Jones in my Prospecting sequence starting November 20, 2026."
"Add these three contacts to my Follow-Up sequence with a start date of December 1, 2026."

When you provide a start date, Vuepak uses the sequence's configured Step 1 delivery time and each contact's delivery time zone.

If your requested date is not eligible under the sequence's scheduling rules, enrollment follows the next eligible delivery date. Sending limits and other restrictions may also affect the actual delivery schedule.

You can enroll up to 20 selected contacts in a single request, subject to account permissions and sequence eligibility.

Important: Sequence enrollment requires your approval within Vuepak before the action is completed.

Certain other actions, including resuming paused sequences, also require approval. Creating entirely new sequences and modifying individual sequence steps remain functions of the Vuepak application.

Analyze Outreach Activity and Engagement

Ask questions about your outreach performance using engagement information recorded by Vuepak.

Example prompts:

"Summarize my outreach activity over the last 30 days."
"How many tracked emails did I send last month?"
"Show me engagement for my Product Introduction sequence."
"Summarize my recorded email opens and clicks for October."
"Explain the engagement metrics in my latest activity report."

Your AI assistant can retrieve, summarize, and explain available Vuepak engagement metrics to help you better understand prospect activity.

Reports distinguish between messages sent, delivery information, opens, clicks, and other available recorded metrics.

Access Your Vuepak Account Information

Retrieve information about your connected Vuepak account.

Example prompts:

"Show me my Vuepak account details."
"List my available address books."
"What time zone is configured for my account?"
"Which Vuepak account am I connected to?"

2. How to Connect Vuepak to ChatGPT

Vuepak is being prepared for distribution through the ChatGPT Plugin Directory, allowing users to discover and install the integration directly within ChatGPT.

You will need an existing Vuepak account and a ChatGPT account with access to the required plugin capabilities.

Step 1 — Find Vuepak in ChatGPT

Once Vuepak is published in the directory:

Sign in to ChatGPT.
Open Plugins from the sidebar.
Search for Vuepak in the Plugin Directory.
Select Vuepak to view its description and available capabilities.

Step 2 — Install the Vuepak Plugin

Select Install plugin on the Vuepak listing.
Follow any installation prompts.
If prompted to connect your Vuepak account, select Connect.

Step 3 — Authorize Your Vuepak Account

Sign in using your existing Vuepak credentials.
Complete any additional authentication requirements.
Review and approve the requested permissions.

ChatGPT connects to your Vuepak account using secure OAuth authentication.

Step 4 — Start Using Vuepak

Once installed and connected, you can use Vuepak in supported ChatGPT conversations.

You can explicitly select Vuepak by typing @ and choosing the Vuepak plugin, or allow ChatGPT to use your installed plugin when relevant to your request.

Step 5 — Test Your Connection

Try the following prompt:

"Using Vuepak, show me my account details and available address books."

If your account information appears correctly, your connection is working.

Important: The ChatGPT integration is designed for existing Vuepak customers. It does not initiate new Vuepak subscriptions, display subscription-plan comparisons, or provide free-trial registration links.

Plugin availability and individual capabilities may vary depending on your ChatGPT plan, workspace permissions, and supported platform.

3. How to Connect Vuepak to Claude

Vuepak supports Claude through a remote custom connector.

Unlike ChatGPT, Claude allows you to use certain public Vuepak tools without signing in to a Vuepak account.

This means you can compare available plans and obtain signup links before deciding whether to subscribe.

Once you have a Vuepak account, the same connector can securely access your account information when you authorize it.

Step 1 — Open Claude

Step 2 — Add Vuepak as a Custom Connector

For individual Claude accounts:

Navigate to Customize → Connectors. If your interface uses the newer Plugins section, open it and locate the Connectors area.
Select + Add and choose Add custom connector.
Enter the following information:

Setting	Value
Connector name	Vuepak
Remote MCP server URL	https://mcp.vuepak.com/mcp/claude
Authentication	Sign in when needed
OAuth client registration	Register automatically
Manual client ID and secret	Leave blank
Additional request headers	None

Continue through the connector configuration.
Select Sign in when needed for authentication.
Select Register automatically for OAuth client registration.
Complete the setup by adding the connector.

Important: If you previously installed Vuepak using the older https://mcp.vuepak.com/mcp address, remove the previous custom connector and add it again using the new Claude URL above.

For Claude Team and Enterprise accounts, an authorized organization administrator must first add the custom connector through the organization's connector settings. Individual members can then connect their own Vuepak accounts.

Claude's custom connector feature is also available to Free users, subject to the platform's connector limits.

Step 3 — Enable Vuepak

Start a Claude conversation.
Open the + menu.
Select Connectors.
Enable Vuepak.

You can now begin using Vuepak's public tools without signing in to Vuepak.

For example:

"Compare the available Vuepak free-trial plans."

Step 4 — Authorize Your Vuepak Account When Needed

When you request information or actions involving your Vuepak account, Claude will require authorization.

For example:

"Using Vuepak, list my address books and show my account information."

When prompted:

Select the option to connect or sign in to Vuepak.
Sign in using your Vuepak credentials.
Complete any additional authentication requirements.
Review and approve the requested permissions.

After authorization, Claude can use the Vuepak features available to your account.

Step 5 — Test Your Connection

If you have not connected a Vuepak account, try:

"Compare the available Vuepak plans."

If you have connected your account, try:

"Using Vuepak, list my address books and show my account information."

Claude should retrieve the applicable public information or the information permitted by your Vuepak account.

4. Compare Vuepak Plans and Start a Free Trial with Claude

Available exclusively through Claude.

Vuepak includes four public tools that allow Claude users to explore Vuepak subscription options without creating or connecting a Vuepak account.

These tools retrieve available plan information and direct users to Vuepak's website when they choose to register.

Compare Available Free Trials

Tool: compare_free_trial_plans

Compare eligible Vuepak Self-Managed plans offering a 14-day free trial.

Claude can explain differences between available plans, including:

Number of users
Multimedia Package allowances
Storage capacity
AI word allowances
Other published plan features and limits

Example prompts:

"Compare the available Vuepak free-trial plans."
"Which Vuepak plans include a 14-day free trial?"
"Show me the differences in users, Packages, storage, and AI words across Vuepak's free-trial plans."

Get a Free-Trial Signup Link

Tool: get_free_trial_signup_link

Request a registration link for an eligible Vuepak 14-day free trial.

Example prompts:

"Give me the signup link for a Vuepak Professional free trial."
"I'd like to try Vuepak. Give me the link for a 14-day free trial."
"Get me the signup link for the Business monthly free trial."

If you request a quick trial without identifying a plan, Claude can return the Business monthly trial as the default selection.

You can request a different eligible plan at any time.

Compare All Vuepak Subscription Plans

Tool: compare_vuepak_plans

Review available Vuepak subscription plans, pricing, and published features.

Claude can retrieve current plan information for:

Vuepak Self-Managed plans
Vuepak-Managed plans
Monthly billing options
Annual billing options

For annual subscriptions, Claude can also show the monthly equivalent when the plan is billed annually.

Example prompts:

"Compare all Vuepak subscription plans."
"What is the difference between Vuepak Self-Managed and Vuepak-Managed?"
"Show me Vuepak's monthly and annual subscription prices."
"Compare the features and limits of Vuepak's available plans."

Plan information is retrieved from Vuepak's published pricing data.

Get a Signup Link for a Selected Plan

Tool: get_vuepak_signup_link

Once you have selected a plan, Claude can provide the appropriate Vuepak website link for that plan and billing term.

For eligible Self-Managed plans, the link opens the applicable free-trial registration form.

For Vuepak-Managed paid plans, the link opens the appropriate plan customization page.

Example prompts:

"Give me the annual Professional free-trial signup link."
"Get the monthly signup link for Vuepak-Managed Team Plus."
"Where can I register for the Vuepak Business annual plan?"

Complete Your Registration on Vuepak

Claude provides the requested link, but account registration and subscription setup take place on the Vuepak website.

After opening the link:

Review the selected plan and billing term.
Provide the requested registration information.
Complete business email verification when required.
Follow the Vuepak registration instructions to activate your trial or subscription.

Once your account is active, return to Claude and authorize Vuepak when you want to access your contacts, multimedia Packages, sequences, or other account information.

Note: These four public plan and signup tools are available through the Claude integration only. They are not part of the ChatGPT plugin.

5. How to Write Effective AI Prompts

You don't need to memorize technical commands or understand how the integration works behind the scenes.

Simply describe what you want to accomplish, just as you would when giving instructions to a sales assistant.

For the best results, follow these suggestions.

Be Specific About the Contact or Company

Include a name, email address, company, or Vuepak address book whenever possible.

Example:

"Find John Smith at ABC Manufacturing in my Sales Prospects address book."

Clearly Describe the Action

Tell your assistant exactly what you want to accomplish.

Example:

"Find Sarah Jones, show me her most recent notes, and create a follow-up call task for next Tuesday at 10 AM."

Include Relevant Details

Provide dates, sequence names, Package names, or other information when appropriate.

Example:

"Show me the engagement activity for my Product Introduction sequence between October 1 and October 31."

For sequence enrollments, you can also provide a desired start date:

"Enroll John Smith in my Product Introduction sequence starting December 1, 2026."

Vuepak will use the sequence's configured Step 1 time and applicable scheduling rules.

Combine Multiple Tasks

One advantage of using Vuepak with an AI assistant is the ability to combine supported actions into a single conversation.

Example:

"Find John Smith at ABC Manufacturing, show me his most recent notes, and prepare a follow-up email using my Product Demonstration package. Let me review everything before sending."

Your assistant can retrieve the available information and guide you through the necessary steps.

Ask the Assistant to Verify Information

When making important changes, instruct the assistant to confirm the correct records before proceeding.

Example:

"Find all contacts named John Smith, show me their companies and email addresses, and let me select the correct person before updating anything."

This is particularly useful when multiple contacts or companies have similar names.

6. Understanding Message Approvals

Vuepak includes an approval process for sending messages through AI assistants.

This allows you to review important details before messages are submitted.

How the Approval Process Works

Step 1 — Prepare the Message

Ask ChatGPT or Claude to prepare a message using a selected contact, sender account, and optionally a multimedia Package.

Step 2 — Review the Draft

Your assistant creates a saved draft and can display its content, sender, recipients, and associated Packages.

Step 3 — Approve in Vuepak

Open the Vuepak review link provided by your assistant.

Step 4 — Submit the Message

Return to ChatGPT or Claude and instruct your assistant to submit the approved message.

Step 5 — Check the Status

Ask your assistant to check the message submission status.

For example:

"I approved the message in Vuepak. Submit it now and show me its status."

Important Approval Rules

Approval must be completed within Vuepak.
Typing "approved" in the AI conversation does not replace Vuepak approval.
Message approval remains valid for 15 minutes.
Changing a message requires a new draft and approval.
A queued message has been accepted for processing but is not necessarily delivered.

These safeguards help prevent unintended messages from being sent.

Sequence Enrollment Approvals

Enrolling contacts into sequences also requires approval.

When you request enrollment, your assistant prepares the action and provides the required Vuepak review link.

Review the selected contacts, sequence, and requested start date before approving.

The enrollment uses the existing sequence schedule. A requested start date does not override the sequence's configured delivery times, eligible days, or sending limits.

7. Security and Account Permissions

Vuepak uses OAuth authentication to connect securely with ChatGPT and Claude.

Each user signs in using their own Vuepak account and authorizes the requested permissions.

Your existing Vuepak access permissions continue to apply.

For example:

You can access only the contacts, leads, companies, and other records permitted by your account.
Certain capabilities may be unavailable depending on your permissions and enabled features.
Some contacts may appear in search results without granting access to their complete details.
Message sending requires approval within Vuepak.
Certain sequence operations require additional approval.
Access to a company does not automatically grant access to every contact associated with it.

The integration does not bypass Vuepak's existing access controls.

Public Access Through Claude

Claude's four public plan-comparison and signup-link tools do not require Vuepak account authentication.

These tools provide published subscription information and registration links. They do not provide access to private account records.

Accessing contacts, companies, address books, Packages, sequences, and other account information requires Vuepak authentication and the appropriate permissions.

8. Version 1 Capabilities and Limitations

The initial release provides:

29 authenticated Vuepak tools for ChatGPT and Claude
4 additional public plan and signup tools for Claude

Supported Account Capabilities

Search and retrieve contacts and leads.
Create and update contacts and leads.
Search, create, and update companies.
Convert leads into contacts.
Retrieve and add contact notes.
Create, retrieve, and complete follow-up tasks.
Find existing multimedia Packages and view their contents.
Prepare tracked email and Package message drafts.
Preview, approve, submit, and monitor messages.
Find and review existing sales sequences.
Clone eligible sequence drafts.
Pause and resume permitted sequences.
Enroll selected contacts into active sequences.
Specify a desired start date for sequence enrollment.
Retrieve outreach activity and recorded engagement summaries.

Additional Claude Capabilities

Compare eligible Vuepak 14-day free-trial plans.
Obtain free-trial signup links.
Compare Vuepak subscription plans and pricing.
Obtain signup links for selected plans and billing terms.

Activities Currently Managed Within Vuepak

The following capabilities are not yet available directly through the Version 1 AI integration:

Uploading multimedia files.
Creating or editing multimedia Packages.
Designing new sequences from scratch.
Editing individual sequence steps.
Sending SMS messages directly through the AI assistant.
Administering bulk outreach campaigns.

These functions remain available through the Vuepak application, subject to your subscription and account permissions.

Additional AI integration capabilities may be introduced in future releases.

9. Troubleshooting Common Issues

Vuepak Does Not Appear in ChatGPT

Make sure you are searching the public Plugin Directory and that your ChatGPT account supports the required plugin capabilities.

If Vuepak has been published but does not appear in your directory, confirm that the plugin is available to your plan and workspace.

Vuepak Is Not Available in Claude

Confirm that custom connectors are available for your account.

Claude Free accounts support a limited number of custom connectors. Paid plans and organization accounts may have different availability and administrative controls.

If you are using Claude Team or Enterprise, your organization administrator may need to add Vuepak before you can connect.

Claude Does Not Show Vuepak's Public Pricing Tools

Verify that your connector uses the correct server URL:

https://mcp.vuepak.com/mcp/claude

Also confirm that the authentication setting is Sign in when needed.

If you previously connected Vuepak using a different server URL, remove the old connector and add it again using the correct settings.

Claude Requests Sign-In for a Public Tool

The public pricing and signup tools are designed to work without Vuepak account authentication.

Confirm the connector URL and authentication settings.

If the problem continues, contact Vuepak Support.

Some Vuepak Capabilities Are Missing

Available account tools depend on your Vuepak permissions, enabled features, and granted authorization.

Try refreshing the connection.

If your permissions recently changed, you may need to disconnect and reconnect Vuepak to authorize the updated capabilities.

A Contact Appears in Search but Cannot Be Opened

You may have permission to find a contact without permission to view its complete details.

Check the contact's ownership or contact your Vuepak administrator.

A Message Cannot Be Sent

Confirm that:

You approved the correct message in Vuepak.
The approval has not expired.
The message has not already been submitted.
Your sender account and recipients remain eligible.

If the draft has changed, create and approve a new version.

A Sequence Cannot Be Activated

Review the information returned by Vuepak.

The sequence may require changes to its content, sender configuration, timing, or other settings before activation.

Make the necessary adjustments in Vuepak and try again.

A Sequence Does Not Start on the Requested Date

Verify that:

The date you provided is correct.
The sequence is active and ready.
Step 1 is configured for an eligible delivery day and time.
The contact has an appropriate delivery time zone.
The enrollment was approved in Vuepak.
The contact is eligible for enrollment.

Vuepak follows the sequence's existing schedule and sending limits. These rules may move the first step to a later eligible delivery time.

Authentication Fails

Confirm that you are signing in to the intended Vuepak account and approving the requested permissions.

For Claude custom connectors, verify that Sign in when needed and Register automatically are selected.

If an error references an invalid redirect URL, contact Vuepak Support and include the exact error message and displayed callback URL.

An Action Times Out

Do not immediately repeat an action that may have created or changed data.

Ask your assistant to verify the result.

If a retry is necessary, the original request identifier and identical arguments should be reused where supported to avoid duplicate operations.

10. Getting Started with Vuepak AI

If you're new to using Vuepak with ChatGPT or Claude, we recommend starting with a few simple activities.

New to Vuepak? Start with Claude

If you don't yet have a Vuepak account:

Add Vuepak as a custom connector in Claude.
Ask Claude to compare Vuepak's available subscription plans.
Review the available 14-day free-trial options.
Request a signup link for the plan you prefer.
Complete your registration on the Vuepak website.
Return to Claude and connect your new Vuepak account.

Already Have a Vuepak Account?

If you're an existing subscriber:

Connect your Vuepak account to ChatGPT or Claude.
Ask your assistant to list your address books.
Find an existing contact.
Review the contact's notes and follow-up tasks.
Explore an existing multimedia Package.
Prepare a test email and review it in Vuepak.
Request a summary of your recent outreach activity.
Explore your existing sales sequences.

Once you're comfortable with these capabilities, begin combining multiple activities into a single conversation.

For example:

"Find my contacts at ABC Manufacturing, show me their available notes, and help me prepare personalized outreach using my Company Overview package."

You can also request sequence enrollment with a specific start date:

"Find John Smith and Sarah Jones in my Sales Prospects address book and help me enroll them in my active Prospecting sequence starting December 1, 2026. Let me review the enrollment before proceeding."

Start Using Vuepak with AI

Connect Vuepak to ChatGPT or Claude to manage your sales outreach using natural language.

With access to your existing Vuepak contacts, multimedia Packages, sequences, and engagement information, your AI assistant can help you complete supported sales activities without repeatedly navigating between screens.

For ChatGPT:

Once published, find Vuepak in the public Plugin Directory, install it, and connect your existing Vuepak account.

For Claude:

Add Vuepak as a custom connector using:

https://mcp.vuepak.com/mcp/claude

You can explore Vuepak's plans and free trials before signing in, then connect your account when you're ready.

For additional assistance, contact Vuepak Support.

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