K3X is a CRM. This plugin gives ChatGPT the same access a team member has in one K3X workspace, and nothing more.
In chat you can find companies, people and deals by name, email or phone and read their records, owners, custom fields and pipeline stage. You can see what happened on a company from its activity feed. You can create and update leads, contacts and deals, one at a time or in batches of up to 50, archive and restore records, reassign owners, and set custom fields. You can also review, create, edit, activate, pause or archive the workspace's AI agents.
You sign in to K3X and pick one workspace. Every action runs as you, within the permissions you approve and your role. The plugin never sends email, SMS or invites and never runs an agent.