Integration · Payments

Connect Claude & ChatGPT to Anchor

Ask your AI to set up a proposal for a new client, check which agreements are signed, or find the invoices behind a payout in Anchor. It can search and create client contacts, build draft proposals from your templates and service catalogue, send them to clients, and read proposals, agreements, invoices and payouts. Client admin and billing questions get answered without opening Anchor.

Connect Anchor free

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

Try asking

“Start a bookkeeping proposal for Nordic Foods ApS from our standard template.”
The AI finds the client and the template and creates a draft proposal for that client. Nothing is sent yet.
“Add our payroll service to that draft.”
It finds the service in your service catalogue and adds it to the draft proposal.
“Send the draft to the client for signing.”
It publishes the proposal so the client can review and sign it, and emails the client if you choose to notify them.

What your AI can do

Clients and proposals

Search and create client contacts, build draft proposals from templates and service templates, and send them for signing.

Agreements

Search and read signed agreements with their client, services, billing settings and status.

Invoices and payouts

Search invoices by status and date, read line items and payment status, and match payouts to the invoices they cover.

“Which agreements are still waiting for a signature?”
It searches your proposals by status and lists the ones that have not been signed.
“Show me unpaid invoices issued this month.”
It searches invoices by status and issue date and lists them with amounts and payment status.
“Which invoices were in last Friday's payout?”
It finds the payout and lists the invoices that were paid out in it.

78 tools for Anchor

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

add_a_sub_service_bundle_item_to_a_serviceChanges dataCreate a new product. Required: name, rate or service template id. API summary: Add a sub-service (bundle item) to a service.
add_draft_service_from_templateChanges dataAdd a service to a draft proposal from a service template. Pass `draft_id` and `service_template_id`; optional overrides such as name or description.
approve_supplierVisible to othersApprove a supplier (proposal id). Has effects visible outside this system. API summary: Approve on behalf of client.
cancel_proposal_editDeletesCancel a proposal (proposal id). Destructive action; may require approval. API summary: Cancel edit.
create_agreement_serviceChanges dataCreate a new service for a agreement. Required: service. API summary: Add a service.
create_billing_creditChanges dataCreate a new credit for a billing. Required: amount or service template id. API summary: Add a Credit.
create_bundleChanges dataCreate a new bundle. Required: description html, member service template ids, name or type. API summary: Create (bundle).
create_contactChanges dataCreate a new client contact. Requires `first_name`, `last_name`, `email` and `company_name`; optional phone. Search first to avoid duplicates.
create_from_objectChanges dataCreate a new from object. Required: agreement settings or payment settings. API summary: Create from inline object.
create_from_template_add_service_to_package_from_templateChanges dataCreate a new from template. Required: service template id. API summary: Add a service to a package by cloning an existing service template.
create_package_serviceChanges dataCreate a new service for a package. Required: service. API summary: Add a service to a package.
create_productChanges dataCreate a new product. Required: name, rate or service template id. API summary: Add a sub-service (bundle item) to a service inside a package.
create_proposal_draftChanges dataStart a new draft proposal from a template. Pass `proposal_template_id` and optionally the client `contact_id`. Nothing is sent to the client.
create_proposal_draft_legal_termChanges dataCreate a new legal term for a proposal draft. Required: id. API summary: Attach a legal-terms document.
create_proposal_draft_packageChanges dataCreate a new package for a proposal draft. Required: name. API summary: Add a package.
create_proposal_draft_serviceChanges dataCreate a new service for a proposal draft. Required: service. API summary: Add a service.
create_proposal_republishChanges dataCreate a new republish for a proposal.
create_proposal_withdraw_for_editingMoves moneyCreate a new withdraw for editing for a proposal. Financial or irreversible action; may require approval.
create_rich_textChanges dataCreate a new rich text. Required: content html or name. API summary: Create Rich Text.
create_serviceChanges dataCreate a new service. Required: description html, name or type. API summary: Create (service).
create_service_terminateChanges dataCreate a new terminate for a service. API summary: Terminate a service.
create_subscriptionDeletesCreate a new subscription. Required: events or url. Destructive action; may require approval. API summary: Subscribe.
delete_package_serviceDeletesPermanently delete a service by service id. Destructive action; may require approval. API summary: Remove a service from a package.
delete_productDeletesPermanently delete a product by bundle item id. Destructive action; may require approval. API summary: Remove a sub-service (bundle item) from a service inside a package.
delete_proposal_draft_legal_termDeletesPermanently delete a legal term by legal terms id. Destructive action; may require approval. API summary: Detach a legal-terms document.
delete_proposal_draft_packageDeletesPermanently delete a package by package id. Destructive action; may require approval. API summary: Remove a package.
delete_proposal_draft_serviceDeletesPermanently delete a service by service id. Destructive action; may require approval. API summary: Remove a service.
delete_proposal_templateDeletesPermanently delete a proposal template by proposal template id. Destructive action; may require approval.
delete_service_bundlesMoves moneyPermanently delete a bundle by service id. Financial or irreversible action; may require approval. API summary: Un-bundle a service inside a package.
delete_service_bundles_remove_bundleMoves moneyPermanently delete a bundle by service id. Financial or irreversible action; may require approval. API summary: Un-bundle a service.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Unsubscribe.
export_agreements_csvExport agreements. API summary: Export all as CSV file.
export_contacts_csvExport contacts. API summary: Export all as CSV file.
export_contacts_csv_exportChanges dataExport contacts. API summary: Export selected as CSV file.
export_proposal_drafts_csvExport proposal drafts. API summary: Export all to CSV file.
export_proposals_csvExport proposals. API summary: Export all as CSV file.
export_proposals_csv_exportChanges dataExport proposals. API summary: Export selected as CSV file.
export_selected_as_csv_fileChanges dataExport agreements. API summary: Export selected as CSV file.
export_selected_to_csv_fileChanges dataExport proposal drafts. API summary: Export selected to CSV file.
export_service_templates_csvExport service templates. API summary: Export all as CSV file.
get_agreementGet one agreement by `agreement_id`, with its client, services, billing settings and status.
get_agreement_2Get one agreement by agreement id.
get_contactGet one client contact by `contact_id`, with company name, email and phone.
get_invoiceGet one invoice by `invoice_id`, with line items, amounts and payment status.
get_meGet the connected Anchor business and user details. Use to confirm which business you are working in.
get_payoutGet one payout by `payout_id`, with amount and date.
get_proposalGet one sent proposal by `proposal_id`, with its status and services.
get_proposal_draftGet one draft proposal by `draft_id`, with client, services, packages and payment settings.
get_proposal_templateGet one proposal template by `proposal_template_id`, including its services.
list_legal_termsList legal terms. Optional filters: is detailed. Results are paginated.
list_payout_invoicesList the invoices that were paid out in one payout, by `payout_id`.
list_subscriptionsList subscriptions.
remove_a_sub_service_bundle_item_from_a_serviceDeletesPermanently delete a product by bundle item id. Destructive action; may require approval. API summary: Remove a sub-service (bundle item) from a service.
search_agreementsSearch signed agreements by `search`, `status` or `contact_id`.
search_agreements_2Search agreements by search, search mode, status or contact id. Use this to find existing agreements before creating a new agreement. Results are paginated. API summary: List.
search_contactsSearch clients (contacts) by name or email with `search`, optionally filtered by `status`. Use to find a contact ID.
search_invoicesSearch invoices by `search`, `status`, client relationship or issue date range (`issued_on_since`, `issued_on_until`), with sorting.
search_payoutsSearch payouts made to your bank account, with sorting. Use to reconcile deposits.
search_proposal_draftsSearch draft proposals by `search`, `status` or `contact_id`.
search_proposal_templatesSearch your proposal templates by name with `search`. Use to find a template ID to start a new proposal.
search_proposalsSearch sent proposals by `search`, `status` or `contact_id`.
search_service_templatesSearch your service catalogue (service templates) by name with `search`, optionally filtered by `type`. Use to find a service_template_id.
send_proposalVisible to othersPublish a draft proposal by `draft_id` so the client can review and sign it. Set `notify_policy` to notify to email the client, or silent to publish without an email.
submit_billingVisible to othersSubmit a billing (agreement id). Has effects visible outside this system. API summary: Submit Charges.
update_agreement_serviceChanges dataUpdate an existing service identified by service id. Only the fields you pass are changed. API summary: Update a service.
update_agreement_settingsVisible to othersUpdate an existing setting identified by agreement id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update settings.
update_agreement_titlesVisible to othersUpdate an existing title identified by agreement id. Has effects visible outside this system. API summary: Rename an agreement.
update_draft_serviceChanges dataUpdate a service on a draft proposal by `draft_id` and `service_id`: name, description, terms or billing trigger.
update_package_serviceChanges dataUpdate an existing service identified by service id. Only the fields you pass are changed. API summary: Update a service inside a package.
update_productChanges dataUpdate an existing product identified by bundle item id. Only the fields you pass are changed. API summary: Update a sub-service (bundle item) on a service inside a package.
update_proposal_draftChanges dataUpdate a draft proposal by `draft_id`: client (`contact_id`), agreement name, effective date, payment settings or agreement settings. Only the fields you pass change.
update_proposal_draft_legal_termChanges dataUpdate an existing legal term identified by legal terms id. Only the fields you pass are changed. API summary: Update an attached legal-terms document.
update_proposal_draft_legal_termsVisible to othersUpdate an existing legal term identified by draft id. Has effects visible outside this system. API summary: Replace all legal-terms documents.
update_proposal_draft_packageChanges dataUpdate an existing package identified by package id. Only the fields you pass are changed. API summary: Update a package.
update_proposal_draft_packagesVisible to othersUpdate an existing package identified by draft id. Has effects visible outside this system. API summary: Replace all packages.
update_proposal_draft_servicesVisible to othersUpdate an existing service identified by draft id. Has effects visible outside this system. API summary: Replace all services.
update_rich_textChanges dataUpdate an existing rich text identified by legal terms id. API summary: Update Rich Text.
update_service_bundlesVisible to othersUpdate an existing bundle identified by service id. Has effects visible outside this system. API summary: Set or replace the whole bundle on a service inside a package.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Anchor from the app list.
2
Paste your key
Paste an Anchor API key and the email of your Anchor user. In Anchor open Integrations › API keys, create an API key and copy it. Every request is made on behalf of the user whose email you enter, so use an email from the same business.
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 Anchor?

It can search and read client contacts, proposal templates, draft proposals, sent proposals, agreements, service templates, invoices and payouts. It can create contacts, create and update draft proposals, add and update services on a draft, and send a proposal to the client.

Does the AI see my Anchor API key?

No. Your Anchor API key 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 read-only. Sending a proposal reaches your client and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Anchor account.

Why does Anchor also need my user email?

Anchor performs every API request on behalf of a specific user in your business. You enter that user's email next to the API key, and actions the AI takes, such as creating a draft proposal, are made as that user.