Create an account
Now in Claude and ChatGPT

Charlie, right inside your chat.

Ask SalesOgre AI's sales agent for an account plan, a personalized email or your next move on a deal, and he does it from your real pipeline. Setup takes about 3 minutes.

01

Get a SalesOgre AI account.

New here? Create an account. Charlie's AI work (research, emails, account plans) runs on a paid plan, and the first time you ask, Charlie walks you through picking one and adding a card on Stripe's secure page. See pricing.

02

Connect it to Claude.

  1. In Claude, open Settings > Connectors.
  2. Click Add custom connector and name it SalesOgre AI.
  3. Paste this address: https://app.salesogre.com/mcp
  4. Click Connect, sign in with your SalesOgre AI account, then click Allow.
  5. In a new chat, make sure SalesOgre AI is switched on in the tools menu under the message box.
03

Or connect it to ChatGPT.

Needs a paid ChatGPT plan (Plus, Pro, Business or Enterprise).

  1. Open Settings > Apps & Connectors > Advanced settings and turn on Developer mode.
  2. Back in Apps & Connectors, click Create and name it SalesOgre AI.
  3. Paste https://app.salesogre.com/mcp and choose OAuth.
  4. Click Create, sign in with SalesOgre AI, then click Allow.
  5. Start a new chat. ChatGPT asks you to confirm before Charlie changes a record.
04

Ask Charlie.

He works even when the company isn't in SalesOgre yet: he adds it, researches it and saves the work so it's waiting in the app.

"Build an account plan for [company]."Buying committee, priorities, where to start
"Write a personalized email to the VP of Sales at [company]."A draft built from their role and news
"Who matters at [company], and who do I call first?"Champion, economic buyer, who's missing
"Prep me for my meeting with [person] at [company]."Questions, people in the room, the ask
"Here's what was said on my call: [notes]. What's my next move?"Files the call and reads the deal
"Review my pipeline."WarchiefOgre AI's honest forecast check
Nothing sends on its own.

Emails and messages come back as drafts you send yourself.

Your data stays yours.

Charlie sees only your own SalesOgre records. Disconnect any time in SalesOgre under Settings > Connectors.

Payments stay on Stripe.

Plans and cards are handled on Stripe's secure page, never in the chat.