Integration · CRM & sales

Connect Claude & ChatGPT to Assembly

Ask your AI what a client owes, which contracts are still unsigned, or to post a message in a client's portal in Assembly. It can search and update clients and companies, read invoices, payments and subscriptions, create invoices and tasks, send contracts and keep internal notes. Client admin gets handled from one conversation instead of several screens.

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Try asking

“Which invoices for Hansen Consulting are still open?”
The AI finds the company and lists its invoices with amounts, status and due dates.
“Add Sofie Berg, [email protected], as a client under Nordlys ApS and invite her to the portal.”
It creates the client linked to the company and sends her a portal invitation.
“Send a message to Nordlys asking for last month's receipts.”
It finds the client's message channel and posts the message. The client sees it in their portal and may be notified.

What your AI can do

Clients and companies

Search, create and update clients and companies with custom fields, and keep internal notes that clients do not see.

Billing

Read invoices, payments, subscriptions and products, create invoices with line items, and refund an invoice's payment.

Messages, tasks and contracts

Read and send portal messages, create and update tasks, and list, read and send contracts for signature.

“Which contracts are still waiting for a signature?”
It lists contracts by status, with client and template, so you can see who has not signed.
“Create a task for Peter: prepare the Q3 report for Nordlys, due Friday.”
It looks up the team member and creates the task with name, description, due date and assignee.
“Has the payment on invoice 1043 come in?”
It reads the invoice and lists the payments received on it.

98 tools for Assembly

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

cancel_subscriptionDeletesCancel a subscription (subscription id). Destructive action; may require approval.
create_clientChanges dataCreate a client with `given_name`, `family_name` and `email`, optionally linked to a company. Set `send_invite` to email them a portal invitation.
create_companyChanges dataCreate a company with a `name` and optional custom fields.
create_company_customerChanges dataCreate a new customer for a company. Required: client ids. Search customers first to avoid duplicates. API summary: Add clients to a company.
create_custom_fieldChanges dataCreate a new custom field. Required: custom fields. Search custom fields first to avoid duplicates. API summary: Create custom fields.
create_documentChanges dataCreate a new document. API summary: Create File Channel.
create_eventChanges dataCreate a new event. Required: context, event description or event type. API summary: Create an audit event.
create_formChanges dataCreate a new form. Required: additional fields or fields. API summary: Create a form.
create_form_responseChanges dataCreate a new form response. Required: form id. API summary: Assign a form to clients.
create_install_connectionChanges dataCreate a new connection for a install. Required: content or type. API summary: Create an app install connection.
create_install_notification_settingChanges dataCreate a new notification setting for a install. Required: notifications. API summary: Create an app install's notification settings.
create_invoiceChanges dataCreate an invoice for a client or company with `line_items`, `currency`, due date and memo. The invoice is issued to the client and they can pay it.
create_messageVisible to othersCreate a new message. Required: membership type. Has effects visible outside this system. API summary: Create Message Channel.
create_noteChanges dataAdd an internal note with `title` and `content` to a client or company (`entity_type`, `entity_id`). Clients do not see notes.
create_notificationChanges dataCreate a new notification. Required: delivery targets or sender id. API summary: Create a notification.
create_notification_readChanges dataCreate a new read for a notification. API summary: Mark notification as read.
create_notification_unreadChanges dataCreate a new unread for a notification. API summary: Mark notification as unread.
create_priceChanges dataCreate a new price. Required: amount or product id. API summary: Create a price.
create_productChanges dataCreate a new product. Required: name. Search products first to avoid duplicates. API summary: Create a product.
create_subscriptionChanges dataCreate a new subscription. API summary: Create a subscription.
create_taskChanges dataCreate a task with `name`, `description`, `due_date`, `status` and an assignee or client.
delete_a_noteDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a note.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete a client.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a File.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a task comment.
delete_notificationDeletesPermanently delete a notification by notification id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
download_documentDownload the document for a document. API summary: Get a File's contents.
download_document_urlDownload the document for a document. API summary: Get a File's download url.
get_a_file_s_metadataGet one document by document id. API summary: Get a File's metadata.
get_an_internal_user_s_notification_settingsList users for a user. API summary: Get an internal user's notification settings.
get_clientGet one client by `customer_id`, including name, email, company and custom fields.
get_companyGet one company by `company_id`.
get_contractGet one contract by `contract_id`, including its signing status.
get_contract_templateGet one contract template by contract template id. API summary: Get Contract Template by ID.
get_current_userGet the connected Assembly user's own details. Use to confirm whose account this is.
get_documentGet one document by document id. API summary: Get File Channel by id.
get_eventGet one event by event id. API summary: Get audit event by ID.
get_formGet one form by form id. API summary: Retrieve a form.
get_installGet one install by install id. API summary: Get an app install.
get_invoiceGet one invoice by `invoice_id`, with line items, amounts, status and due date.
get_messageGet one message by message id. API summary: Retrieve a task comment.
get_message_channel_by_idGet one message by message id. API summary: Get Message Channel by id.
get_notificationGet one notification by notification id. API summary: Retrieve a notification.
get_priceGet one price by price id. API summary: Retrieve a price.
get_productGet one product by product id. API summary: Get a product by ID.
get_subscriptionGet one subscription by subscription id. API summary: Retrieve a subscription.
get_taskGet one task by `task_id`.
get_task_2Get one task by task id. API summary: Retrieve a task template.
get_userGet one user by user id. API summary: Get an internal user.
get_workspaceGet the Assembly workspace (portal) details, such as name and brand.
list_contractsList contracts, filtered by `client_id`, `status`, `name` or `contract_template_id`.
list_custom_field_optionsList options for a custom field. Optional filters: label. API summary: List custom field options.
list_customersList customers for a customer. API summary: Retrieve a client with app visibility.
list_documentsList documents. Optional filters: company id, client id, membership type, member id, membership entity id or next token. Results are paginated. API summary: List File Channels.
list_eventsList events. Optional filters: start date, end date, event type, actor id or next token. Results are paginated. API summary: List audit events.
list_files_within_a_file_channelList documents. Optional filters: channel id, path or next token. Results are paginated. API summary: List files within a file channel.
list_flagsList flags. API summary: List enabled app-foundation feature flags.
list_form_form_responsesList form responses for a form. Optional filters: status or next token. Results are paginated. API summary: List a form's submissions.
list_formsList forms. Optional filters: next token. Results are paginated.
list_install_connectionsList connections for a install. Optional filters: company id or client id. API summary: List app install connections.
list_install_notification_settingsList notification settings for a install. API summary: Get an app install's notification settings.
list_installsList installs. Optional filters: preview as client. API summary: List app installs.
list_internal_usersList internal team members (staff) in the workspace.
list_invoicesList invoices, optionally filtered by `client_id`, `company_id` or `subscription_id`.
list_invoices_2List invoices. Optional filters: next token. Results are paginated. API summary: List invoice templates.
list_message_channelsList message channels, optionally for one `client_id` or `company_id`. Use this to find the channel ID for messaging a client.
list_messagesList the messages in a message channel by `channel_id`.
list_messages_2List messages. Optional filters: next token or task id. Results are paginated. API summary: List task comments.
list_notesList internal notes, optionally for one client or company (`entity_type` and `entity_id`).
list_notificationsList notifications. Optional filters: recipient id, recipient client id, recipient internal user id, include read, recipient company id or next token. Results are paginated.
list_paymentsList payments received, optionally for one `invoice_id`.
list_pricesList prices. Optional filters: product id or next token. Results are paginated.
list_productsList or search products by `name`.
list_refundsList refunds. Optional filters: invoice id or next token. Results are paginated.
list_subscriptionsList recurring billing subscriptions, optionally for one `client_id` or `company_id`.
list_subscriptions_2List subscriptions. Optional filters: next token. Results are paginated. API summary: List subscription templates.
list_tasksList tasks, filtered by `status`, `client_id`, `company_id` or assigned `internal_user_id`.
list_tasks_2List tasks. Optional filters: next token. Results are paginated. API summary: List task templates.
list_unreadsList unreads. Optional filters: user id. API summary: Get unread message channels for a user.
refund_invoiceMoves moneyRefund the payment on an invoice by `invoice_id`. Money is returned to the client and this cannot be undone.
retrieve_a_noteGet one message by message id. API summary: Retrieve a note.
search_clientsSearch clients by `email`, `given_name`, `family_name` or `company_id`. Use this to find a client ID.
search_companiesList or search companies by `name`. Use this to find a company ID.
search_contract_templatesSearch contract templates by name or next token. Use this to find existing contract templates before creating a new contract template. Results are paginated. API summary: List Contract Templates.
search_custom_fieldsSearch custom fields by name or entity type. Use this to find existing custom fields before creating a new custom field. API summary: List custom fields.
send_contractVisible to othersSend a contract for signature to a client from a `contract_template_id` (or a file), with `recipient_id` and variable values. The client is notified to sign.
send_messageVisible to othersSend a message (`text`) into a message channel by `channel_id`. The client sees it in their portal and may be notified.
update_clientChanges dataUpdate a client's name, company or custom fields by `customer_id`.
update_companyChanges dataUpdate a company's name or custom fields by `company_id`.
update_documentChanges dataUpdate an existing document identified by document type. API summary: Create a File.
update_document_permissionsMoves moneyUpdate an existing permission identified by file id. Financial or irreversible action; may require approval. API summary: Update Folder Permissions.
update_install_notification_settingsVisible to othersUpdate an existing notification setting identified by install id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update an app install's notification settings.
update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a note.
update_permissionsMoves moneyUpdate an existing permission. Financial or irreversible action; may require approval. API summary: Update Root Folder Permissions.
update_taskChanges dataUpdate a task's name, description, due date, status or assignee by `task_id`.
update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update an internal user.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Assembly from the app list.
2
Paste your key
Paste an Assembly API key. In the Assembly Dashboard go to Settings > API and click Create key, give it a label and click Create key again. Copy the key right away, because it cannot be shown again after the dialog closes.
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 Assembly?

The AI can read clients, companies, internal users, notes, message channels and messages, invoices, payments, subscriptions, products, tasks and contracts. It can create and update clients, companies and tasks, add notes, create invoices, send messages and contracts, and refund an invoice's payment, if you switch those tools on.

Does the AI see my Assembly API key?

No. Your Assembly 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. A refund returns money to the client and cannot be undone, and invoices, messages and contracts reach your clients. These actions 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 Assembly account.

What will my clients see?

Internal notes stay internal, and clients do not see them. Messages the AI sends appear in the client's portal and may notify them. Invoices created by the AI are issued to the client so they can pay, and contracts sent for signature notify the client. Portal invitations are only emailed when the AI sets send_invite on a new client.