SholaX AI app connector

Last updated: 12 October 2026

What it does

The connector lets you ask Claude or ChatGPT about your SholaX workspace in plain English: which leads need following up, how your pipeline looks, which campaigns bring leads and paying customers, and what changed this week. It can also add a note to a lead or move an open deal to another stage.

Before you connect

  • You need a SholaX account with a workspace.
  • Ad figures appear once a Meta or Google Ads account is connected in SholaX.
  • Adding notes and moving deals needs an owner, admin, manager or member role.

How to connect

Claude: go to Settings, then Connectors, then Add custom connector, and enter https://www.sholax.com/api/mcp (or add SholaX from the connector directory once listed). Click Connect, sign in to SholaX, and approve access.

ChatGPT: add the same URL as an app or connector, sign in to SholaX, and approve access.

If your account belongs to more than one workspace, say which one you mean in your request.

Tools

  • list_workspaces (Read): Lists the SholaX workspaces your account can access.
  • list_leads (Read): Recent leads with source, campaign, stage and last contact. Filter by stage, source, search text or age.
  • get_lead (Read): One lead's details, deals, recent activity and open tasks.
  • followup_needed (Read): Open deals not contacted for a number of hours, plus overdue tasks.
  • pipeline_summary (Read): Deals and value in each stage, open pipeline total and sales won this month.
  • ad_performance (Read): Ad spend, clicks, leads and cost per lead by campaign, compared with the previous period.
  • source_revenue (Read): Which campaigns and sources bring appointments, won jobs and revenue.
  • weekly_report (Read): This week against last week for ads, leads and revenue, plus items needing attention.
  • add_note (Write): Adds a note to a lead's timeline. Needs an owner, admin, manager or member role.
  • update_lead_stage (Write): Moves a deal to another open pipeline stage. Won and lost are set in the dashboard.

Example requests

  • “Which leads haven't been contacted in 48 hours?”
  • “Show my pipeline by stage.”
  • “Which campaigns bring paying customers, not just leads?”
  • “Give me this week's report.”
  • “Add a note to Sarah's lead: wants a quote on Friday.”
  • “Move this deal to Quote Sent.”

What it cannot do

  • Change ad budgets, pause or edit ads.
  • Mark deals won or lost (do this in the dashboard).
  • See billing details or other workspaces you are not a member of.
  • Access SholaX data directly outside these tools.

Security and privacy

Every request is limited to the workspace you approve and to your role in it. Requests are rate limited. Each action is recorded in your workspace activity log with the app that made it; we do not store your AI conversations. Data returned to Claude or ChatGPT is handled under that provider's terms. You can disconnect at any time by revoking access in your SholaX account or by contacting us. See our Privacy Policy and Terms.

Support

Email support@sholax.com.