---
title: "Wire a ChatGPT Custom GPT to the unLocked CRM in 10 Minutes With OpenAPI Actions"
description: "ChatGPT Custom GPTs read OpenAPI specs natively. Paste the unLocked URL, configure the API key, and your GPT can read and write to the CRM directly. Here's the exact recipe."
url: https://unlockedcrm.ai/blog/openapi-chatgpt-custom-gpt-actions-insurance-crm
canonical: https://unlockedcrm.ai/blog/openapi-chatgpt-custom-gpt-actions-insurance-crm
category: "Tutorials"
published: 2026-07-30
updated: 2026-07-30
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Wire a ChatGPT Custom GPT to the unLocked CRM in 10 Minutes With OpenAPI Actions

<p>ChatGPT Custom GPTs support OpenAPI 3.1 actions out of the box. That means you can give a custom GPT live read/write access to unLocked CRM in under 10 minutes — no plugins, no middleware, no Zapier hop.</p>

<h2>Step 1: Create the GPT</h2>
<p>In ChatGPT, click <strong>Explore GPTs → Create</strong>. Give it a name like "unLocked CRM Assistant" and a system prompt describing the persona ("You are a Medicare-savvy CRM operator…").</p>

<h2>Step 2: Add the Action</h2>
<p>Under <strong>Configure → Actions</strong> click <strong>Create new action</strong>. In the Schema field paste the entire contents of <code>https://unlockedcrm.ai/openapi.json</code>. ChatGPT validates the spec and lists every endpoint as an available action.</p>

<h2>Step 3: Configure Authentication</h2>
<p>Set <strong>Authentication Type</strong> to <strong>API Key</strong>, <strong>Auth Type</strong> to <strong>Custom</strong>, header name <code>x-api-key</code>, and paste your unLocked API key. The key is stored encrypted by OpenAI and never shown to end-users.</p>

<h2>Step 4: Lock Down Privacy</h2>
<p>Set the GPT visibility to <strong>Only me</strong> or <strong>Anyone with the link</strong>. Never make it public — your API key is per-installation, but the underlying CRM data is yours.</p>

<h2>Step 5: Test</h2>
<p>Try: "Show me my 10 most recent leads and tag any that are over 64 with 'T65 review'." ChatGPT will call <code>GET /contacts</code>, then <code>POST /contacts/{id}/tags</code> for matches, and report back.</p>

<h2>Limits to Know</h2>
<ul>
<li>Custom GPT actions cap at ~30 endpoints per spec — use <code>tags</code> to filter if you hit the limit.</li>
<li>OpenAI calls actions server-side, so set per-key rate limits in unLocked to prevent runaway loops.</li>
<li>Audit calls via the <code>X-Request-Id</code> header that every response carries.</li>
</ul>

<p>This is the simplest path from "I have an OpenAPI spec" to "I have a deployed AI assistant."</p>

---

Source: [Wire a ChatGPT Custom GPT to the unLocked CRM in 10 Minutes With OpenAPI Actions](https://unlockedcrm.ai/blog/openapi-chatgpt-custom-gpt-actions-insurance-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/openapi-chatgpt-custom-gpt-actions-insurance-crm.