Integrations Email Writer Resources Pricing Sign in Try free, then $25/mo

Home / Integrations / ChatGPT

For founders who already run their pipeline through Claude or ChatGPT

Give your AI agent
the follow-up job.

Claude or ChatGPT records the meeting and drafts the follow-up. You approve, and it sends from your own inbox. Your agent can't send on its own.

Already keep your CRM in a chat, or built your own with Claude Code? Add the parts an agent shouldn't improvise: meeting recording, a memory of what each person said, and sending from your own inbox only after you approve.

Works in Claude, ChatGPT, Cursor and any MCP agent. No tool can send without you.

Connect your agent Start 14 days free, then $25/mo

A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.

What your agent can do

Capstone Outreach is the personal CRM that writes your check-ins. Your agent is how you talk to it. Ask in plain words, and the agent picks the right tool.

Record the meeting

Send a notetaker into a Zoom, Google Meet, Microsoft Teams or Webex call. Or turn on auto-record once, and it joins your external meetings by itself. Internal meetings are skipped.

Draft the follow-up

After each call, a follow-up per attendee is drafted from what was said. Your agent can read it, revise it, or propose a full sequence of email and text steps.

Remember every contact

"What did I promise Dana on pricing?" The agent reads the dated meeting notes on her record. It can also find people you met who went quiet.

Text or WhatsApp

"WhatsApp Dana: thanks for today, proposal by Friday." The message is queued on your phone, and you send it from your own number or WhatsApp account.

Keep in touch

Put contacts on a weekly, monthly or quarterly cadence. When one is due, you get the drafted message. Nothing goes to the contact without you.

Keep the contact list current

Import a list, add someone you just met, or fix a contact's details. Contacts are matched by email, so nothing gets duplicated.

What your agent can't do

The approval step stays with you. That is what makes it safe to hand an agent your follow-ups.

It can't send on its own

By default no tool approves or sends. You approve each draft in Capstone Outreach, on the web or your phone. Approved email sends from your own Gmail or Outlook.

Sending is an opt-in you control

There is one separate send permission, and it is never pre-checked. Grant it only if you want to say "approve that one for 9am" from chat.

It can't accept recording consent

You accept the recording notice once, in the app. The agent can turn auto-record on or off after that, but never consent for you.

You can cut it off anytime

Each permission is chosen on a consent screen. Every action is logged against the agent's token, and revoking the token stops it at once.

Connect ChatGPT in a few minutes

ChatGPT connects through developer mode with a normal sign-in. No token to copy.

  1. Start your Capstone Outreach trial. Connect Gmail or Outlook, and your calendar if you want meetings recorded.
  2. Turn on developer mode in ChatGPT. OpenAI lists it for Plus, Pro, Business, Enterprise and Education accounts on the web. In a Business workspace, an admin turns it on. OpenAI's guide.
  3. Create an app for a remote MCP server with the URL https://www.capstoneoutreach.com/mcp/ and OAuth sign-in.
  4. Sign in to Capstone Outreach and choose what ChatGPT may do. Proposing follow-ups and reading contacts and meetings are pre-checked. Recording is your choice. Sending is never pre-checked.
  5. Start a chat with the app enabled and ask "What's my recording status?" You should see your recordings used this month.

Using Claude? Connect Claude. Using Cursor, Claude Code or OpenClaw? Config snippets and the full tool list.

Things to ask

Written the way people phrase them.

  • "Record all my external meetings from now on."Turns on auto-record. Drafts appear after each call.
  • "Record my 2pm with Dana. Here's the Zoom link."Sends the notetaker to that call and tells you how many recordings are left.
  • "Who did I meet last quarter that went quiet?"Lists people from past meetings with no recent contact.
  • "The draft for Dana is too soft. Lead with the timeline."Submits a revision. You approve it before it sends.
  • "Import this list and propose a three-step follow-up for each person."Adds the contacts and proposes one sequence per person.
  • "Text Sam a nudge about Thursday."Queues the text on your phone, ready for you to send.

Frequently asked questions

Can ChatGPT send emails from my account through Capstone Outreach?

Not on its own. Out of the box ChatGPT can draft, revise and propose follow-ups, and you approve them in Capstone Outreach. Approved emails go out from your own Gmail or Outlook.

There is one opt-in: if you grant the separate send permission, which is never pre-checked, the agent can approve a specific draft when you tell it to.

Which ChatGPT plans can connect to Capstone Outreach?

Capstone Outreach connects as a custom app in ChatGPT's developer mode. OpenAI lists developer mode for Plus, Pro, Business, Enterprise and Education accounts on the web. In a Business workspace, an admin turns it on.

Does it work with Claude and Cursor too?

Yes. Capstone Outreach runs a standard MCP server at https://www.capstoneoutreach.com/mcp/. claude.ai and ChatGPT connect with an OAuth sign-in; Claude Code, Cursor and other MCP clients connect with a scoped API token.

What does connecting an AI agent cost?

Nothing extra. The connection is included in the $25-a-month plan, after a 14-day free trial. Meeting recordings are metered at 20 a month.

The full playbook: Automate follow-up with your AI agent.

Give your agent the follow-up job.

14-day free trial, then $25 a month. You approve every message.

Connect your agent

Product

Free tools

Resources

Company

© Capstone Tech