Integration · CRM & sales

Connect Claude & ChatGPT to Angaza

Ask your AI what a client owes, which account a unit belongs to, or which payments are still unassigned in Angaza Connects. It can search clients, read accounts with balance and payment status, list payments, activations, replacements and bonuses, and update clients, accounts and prospective accounts. Field and finance questions get answered in one chat.

Connect Angaza free

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

Try asking

“Find the client with phone number +254 700 000 000 and show their accounts.”
The AI searches clients by primary phone and lists their accounts.
“Which account is unit 12345678 on, and is it paid up?”
It finds the account by unit number and shows its balance and payment status.
“List the unassigned payments.”
It lists payments that are not yet assigned to an account.

What your AI can do

Clients and accounts

Search clients, read accounts with balance and payment status, find the account for a unit, and update clients and accounts.

Payments and activations

List payments, reversals and unassigned payments, activation codes, bonuses and unit replacements.

Sign-ups, units and team

Review and update prospective accounts, read units and pricing groups, and look up agents and staff.

“Show the activation codes issued for account AC123456.”
It lists the unit activations issued for that account.
“Is there a sign-up for the phone number +254 711 000 000?”
It lists prospective accounts filtered by primary phone, with their status.
“Move account AC123456 to agent Grace Wanjiru.”
It finds the user and changes the account's responsible agent. Only that field changes.

52 tools for Angaza

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

create_a_user_credit_adjustmentChanges dataUpdate an existing user identified by user identifier. API summary: Create a user credit adjustment.
create_accountChanges dataCreate a new account. Required: units, account qid or to group qid. API summary: Migrate an account to a bundled pricing group.
create_account_paymentChanges dataCreate a new payment for a account. Required: allocation policy. API summary: Create a payment intent for an account.
create_api_tokenDeletesCreate a new api token. Destructive action; may require approval. API summary: Retrieve an API Access Token.
create_digital_payment_virtual_account_numbersChanges dataUpdate an existing account identified by unit number. API summary: Create digital payment virtual account numbers.
get_accountGet one account by `account_identifier` (account QID), with balance and payment status.
get_account_by_unit_numberGet the account attached to a unit by its `unit_number`.
get_account_creditGet one account credit by account credit identifier. API summary: Retrieve an account credit.
get_activationGet one activation by `activation_identifier`.
get_bonusGet one bonus by bonus identifier. API summary: Retrieve a payment bonus.
get_clientGet one client by `customer_identifier` (client QID).
get_client_attributeGet one client attribute by client attribute identifier. API summary: Retrieve a client attribute.
get_paymentGet one payment by `payment_identifier`.
get_price_discountGet one price discount by price discount identifier. API summary: Retrieve a price discount.
get_pricing_groupGet one pricing group by `pricing_group_identifier`.
get_promiseGet one promise by promise qid. API summary: Retrieve a promise via QID.
get_prospective_accountGet one prospective account by `account_identifier`.
get_remittanceGet one remittance by remittance identifier. API summary: Retrieve a remittance.
get_replacementGet one replacement by replacement identifier. API summary: Retrieve a replacement.
get_roleGet one role by role identifier. API summary: Retrieve a role.
get_unitGet details of one unit (device) by its unit number in `unit_identifier`.
get_userGet one user by `user_identifier`.
list_account_bonusesList payment bonuses given to an account by `account_qid`.
list_account_unitsGet the units attached to an account by the account QID in `units_by_account_number_identifier`.
list_accountsList accounts, filtered by `client_qid`, `unit_number`, `responsible_user_qid` or `statuses`.
list_activationsList unit activation codes issued, optionally for one `account_qid`.
list_client_attributesList client attributes. Optional filters: group qid. Results are paginated. API summary: Retrieve a list of client attributes.
list_paymentsList payments, filtered by `account_qid`, or only reversals or unassigned payments.
list_pricing_groupsList pricing groups (products and payment plans), searchable by `name`.
list_prospective_accountsList prospective accounts (sign-ups not yet active), filtered by `primary_phone` or `prospect_statuses`.
list_replacementsList unit replacements, optionally for one `account_qid`.
list_rolesList roles. Results are paginated. API summary: Retrieve a list of roles.
list_usersList users (agents and staff), searchable by `any_name`; add `with_archived` to include archived users.
retrieve_a_digital_payment_virtual_account_numberGet one account by unit number. API summary: Retrieve a digital payment virtual account number.
retrieve_a_list_of_user_attributesList users. Results are paginated. API summary: Retrieve a list of user attributes.
retrieve_a_user_attributeGet one user by user identifier. API summary: Retrieve a user attribute.
retrieve_a_user_credit_adjustmentGet one user by user identifier. API summary: Retrieve a user credit adjustment.
search_clientsSearch clients by `name`, `primary_phone`, `external_xref`, `account_qid` or `account_statuses`. Use this to find a client's ID.
update_accountChanges dataEdit an account by `account_identifier`: responsible agent, pricing group, minimum payment, testing or written-off flag. Only the fields you pass change.
update_account_creditChanges dataUpdate an existing account credit identified by account credit identifier. API summary: Create an account credit.
update_accountsVisible to othersUpdate an existing account. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reassign a digital payment virtual account number.
update_bonusChanges dataUpdate an existing bonus identified by bonus identifier. API summary: Create a payment bonus.
update_clientChanges dataUpdate a client's name, primary phone, external reference or attributes by `customer_identifier`.
update_paymentChanges dataUpdate an existing payment identified by payment identifier. API summary: Create a new payment.
update_price_discountChanges dataUpdate an existing price discount identified by price discount identifier. API summary: Create a price discount.
update_prospective_accountChanges dataEdit a prospective account by `account_identifier`: status, note, client, pricing group or responsible agent.
update_remittanceChanges dataUpdate an existing remittance identified by remittance identifier. API summary: Create a new remittance.
update_replacementChanges dataUpdate an existing replacement identified by replacement identifier. API summary: Create a new replacement.
update_stock_transfersVisible to othersUpdate an existing stock transfer. Has effects visible outside this system. API summary: Execute or cancel a stock transfer.
update_unit_recordChanges dataUpdate an existing unit record identified by unit record uuid. API summary: Bulk Create Non-Metered Units.
update_unitsVisible to othersUpdate an existing unit. Has effects visible outside this system. API summary: Create a Single Non-Metered Unit.
update_userChanges dataUpdate an existing user identified by user identifier. Only the fields you pass are changed. API summary: Edit an existing user.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Angaza from the app list.
2
Paste your key
Paste three values: the Client ID and Secret Key of an Angaza API token, and your organization's API key. A Developer Admin signs in at developers.angaza.com, opens Developer Console › API Tokens and creates a token with the role 'API: Connects Full Access' or View Access. The Secret Key is shown only once. The organization API key is in the top-right menu once signed in. HeyMyApps exchanges these for a short-lived access token and renews it automatically.
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 Angaza?

It can search and read clients, accounts, payments, units, activations, replacements, bonuses, pricing groups, users and prospective accounts. It can update clients, accounts and prospective accounts, for example the responsible agent, pricing group, minimum payment or status.

Does the AI see my Angaza credentials?

No. Your Client ID, Secret Key and organization API key are encrypted at rest and never shown to the AI. After you save them, they are 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. Updates to clients, accounts and prospective accounts can require your approval before they run. 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 Angaza account.

Should I create a View Access token?

Pick the role that matches what you want the AI to do. View Access fits if the AI only looks things up, and 'API: Connects Full Access' fits if it should also update accounts and clients. The tools you switch on in HeyMyApps come on top of that. If nobody in your organization is Developer Admin yet, Angaza Support can create one.