Integration · CRM & sales

Connect Claude & ChatGPT to Ambivo

Ask your AI to find a lead, log a new contact or move a deal to the next stage in Ambivo. It can list and update leads, contacts, accounts, deals, orders and invoices, read the notes on a record, pull the deal pipeline report and plan tasks and appointments for your team.

Connect Ambivo free

Free plan, no credit card. Takes about a minute.

Try asking

“Is there already a lead or contact with [email protected]?”
The AI looks the person up by email and tells you whether they exist as a lead or contact, so you do not create a duplicate.
“Move the Nordic Foods deal to closed_won.”
It finds the deal and updates its stage. Only the stage changes; the other fields stay as they are.
“What does the deal pipeline look like for this quarter?”
It pulls the pipeline report for the date range you give and summarizes it.

What your AI can do

Leads, contacts and accounts

Find a person by email, phone or ID, list and filter leads and contacts, and create or update records and company accounts.

Deals, orders and invoices

Create and update deals, move them through stages, read the pipeline report, and create or update orders, quotes and invoices.

Tasks and appointments

Create, update and complete tasks, book and reschedule appointments, and assign them to users on your team.

“Create a task for Mette to call Jens at Acme on Friday.”
It finds Mette among your team users and creates a call task with a due date, assigned to her and linked to the record.
“Which invoices were created last month, and which are still open?”
It lists invoices in that date range and shows their stage, for example draft, open or paid.
“What notes do we have on the Acme account?”
It lists the notes and comments on the account, so you can catch up before a call.

57 tools for Ambivo

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_accountChanges dataCreate a company account with `name` plus optional email, phone, website, industry and employee count.
create_aggregateChanges dataCreate a new aggregate. Required: group by fields. API summary: Aggregate Leads.
create_aggregate_aggregate_accounts_crm_accounts_aggregate_postChanges dataCreate a new aggregate. Required: group by fields. API summary: Aggregate Accounts.
create_aggregate_aggregate_contacts_crm_contacts_aggregate_postChanges dataCreate a new aggregate. Required: group by fields. API summary: Aggregate Contacts.
create_aggregate_aggregate_deals_crm_deals_aggregate_postChanges dataCreate a new aggregate. Required: group by fields. API summary: Aggregate Deals.
create_aggregate_aggregate_invoices_crm_invoices_aggregate_postChanges dataCreate a new aggregate. Required: group by fields. API summary: Aggregate Invoices.
create_aggregate_aggregate_orders_crm_orders_aggregate_postChanges dataCreate a new aggregate. Required: group by fields. API summary: Aggregate Orders.
create_aggregate_aggregate_tasks_crm_tasks_aggregate_postChanges dataCreate a new aggregate. Required: group by fields. API summary: Aggregate Tasks.
create_appointmentChanges dataCreate an appointment with `title` and `appt_date` (epoch) plus optional location, duration, linked contacts and deal.
create_contactChanges dataCreate a contact with `name` plus optional email, phone, title, employer, source, status and tags.
create_dataChanges dataCreate a new data. Required: body. API summary: Post Entity Data.
create_dealChanges dataCreate a deal with `name` plus optional `stage`, `value_of_sale`, `account_id`, `contact_id`, win probability and expected close date (epoch).
create_deal_post_deals_timeline_reports_deals_timeline_postChanges dataCreate a new deal. Required: start date or end date. API summary: Post Deals Timeline.
create_eventChanges dataCreate a new event. Required: event type or data. API summary: Ingest Event.
create_invoiceChanges dataCreate an invoice for `account_id` with `invoice_num`, `total_amount` and `invoice_line_list` lines; optional `stage` (draft, open, paid...) and date.
create_leadChanges dataCreate a lead with `name` plus optional email, phone, source, status, business need and tags.
create_lead_lookup_leads_by_source_crm_lookup_leads_postChanges dataCreate a new lead. Required: lead source. API summary: Paginated leads lookup by marketing source.
create_orderChanges dataCreate a sales order or quote with name, `account_id`, `contact_id`, `order_line_list` and `total_amount`.
create_taskChanges dataCreate a task with `name` plus optional type (call, email, meeting...), due date (epoch seconds), priority, assigned `userid` and linked record (`subject`, `subject_type`).
delete_appointmentDeletesPermanently delete a appointment by appointment id. Destructive action; may require approval. API summary: Delete Appointment.
delete_taskDeletesPermanently delete a task by `task_id`.
find_personChanges dataFind a lead or contact by `email`, `phone`, CRM `id` or `external_id`. Use this before creating to avoid duplicates.
get_contact_status_updatedGet the current status of a contact. API summary: Get Contacts Status Updated.
get_contacts_createdList contacts. Optional filters: match filter dict, start date or end date. API summary: Get Contacts Created.
get_deal_pipelineGet the deals pipeline report between `start_date` and `end_date`, optionally for one `user_id`.
get_dealsList deals. Optional filters: start date, end date, user id or stage. Results are paginated. API summary: Get Deals.
get_deals_createdList contacts. Optional filters: match filter dict, start date or end date. API summary: Get Deals Created.
get_deals_updatedList deals. Optional filters: match filter dict, start date or end date. API summary: Get Deals Updated.
get_invoices_createdList contacts. Optional filters: match filter dict, start date or end date. API summary: Get Invoices Created.
get_invoices_updatedList deals. Optional filters: match filter dict, start date or end date. API summary: Get Invoices Updated.
get_lead_status_updatedGet the current status of a lead. API summary: Get Leads Status Updated.
get_orders_createdList contacts. Optional filters: match filter dict, start date or end date. API summary: Get Orders Created.
get_orders_updatedList deals. Optional filters: match filter dict, start date or end date. API summary: Get Orders Updated.
list_accountsList company accounts (customers), optionally with a `match_filter_dict` JSON filter.
list_agent_goalsList agent goals. Optional filters: year. API summary: Get Agent Goals.
list_appointmentsList appointments, filtered by date range, `type`, `outcome` or `user_id`.
list_contactsList contacts, optionally by creation date range (`start_date`, `end_date`) or a `match_filter_dict` JSON filter.
list_contacts_2List contacts. Optional filters: match filter dict, start date or end date. API summary: Get Leads Created.
list_dataList data. API summary: Get Entity Data.
list_dealsList deals (opportunities), optionally by date range or a `match_filter_dict` JSON filter.
list_invoicesList invoices, optionally by date range or a `match_filter_dict` JSON filter.
list_leaderboardsList leaderboards. Optional filters: start date or end date. API summary: Get Leaderboard.
list_leadsList leads, optionally by date range (`start_date`, `end_date`) or a `match_filter_dict` JSON filter.
list_notesList the notes and comments on one record, by `entity_type` (lead, contact, account, order, invoice, opportunity) and `entity_id`.
list_ordersList orders, optionally by date range or a `match_filter_dict` JSON filter.
list_tasksList tasks, optionally with a `match_filter_dict` JSON filter.
list_typesList types. API summary: Get Event Types.
list_usersList the users on your Ambivo team, for assigning tasks and appointments.
update_accountChanges dataUpdate a company account by `account_id`. Only the fields you pass change.
update_agent_goalChanges dataUpdate an existing agent goal identified by user id. API summary: Put Agent Goal.
update_appointmentChanges dataUpdate an appointment by `appointment_id`, for example reschedule it or record its `outcome`.
update_contactChanges dataUpdate a contact by `contact_id`. Only the fields you pass change.
update_dealChanges dataUpdate a deal by `deal_id`, for example move its `stage` (prospecting through closed_won/closed_lost) or change its value. Only the fields you pass change.
update_invoiceChanges dataUpdate an invoice by `invoice_id`, for example its `stage`, lines or total. Only the fields you pass change.
update_leadChanges dataUpdate a lead by `lead_id`, for example its status or contact details. Only the fields you pass change.
update_orderChanges dataUpdate an order by `order_id`, for example its `stage` or lines. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`, for example mark it completed or change its due date. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Ambivo from the app list.
2
Paste your key
Paste an Ambivo access token. In Ambivo open your Account settings, go to Access Tokens and add a new token. Give it a title, an expiration date (up to 1 year) and the permissions you need, then create it and copy the token.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Ambivo?

The AI can list leads, contacts, accounts, deals, orders, invoices, tasks, appointments and team users, read notes on a record and pull the deal pipeline report. It can create and update leads, contacts, accounts, deals, orders, invoices, tasks and appointments, and delete a task.

Does the AI see my Ambivo access token?

No. Your Ambivo access token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Changes such as updating a deal or invoice, and deleting a task, which is permanent, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Ambivo account.

Can I limit what the token is allowed to do in Ambivo?

Yes. When you create the access token in Ambivo you pick its permissions and an expiration date of up to 1 year. Ambivo then blocks anything outside those permissions, on top of the tools you switch on in HeyMyApps. When the token expires, create a new one and paste it into HeyMyApps.