Integration · CRM & sales

Connect Claude & ChatGPT to Berg System

Ask your AI about customers, companies, sales and payments in Berg System. It can search the whole CRM, list a customer's events and sales, and look up official Polish company data by NIP or REGON. It can also create and update sales opportunities, record sales, and plan, change or delete calendar events.

Connect Berg System free

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

Try asking

“What do we have on Kowalski Sp. z o.o.?”
The AI searches the CRM for the name and reads the matching company.
“Look up the company with NIP 5260250274.”
It looks up official Polish company data by the tax number.
“Which open opportunities does Anna own this month?”
It lists employees to find Anna, then lists sales opportunities filtered by status and step.

What your AI can do

Customers and companies

Search customers, companies and the whole CRM by name, tax number, email, city or tag, and look up Polish company data by NIP or REGON.

Sales and payments

List, create and update sales opportunities and sales, read products, and list payments per sale.

Calendar and events

List events, notes, emails and SMS logs, and create, update or delete calendar events and tasks.

“Book a meeting with Jan Nowak on Friday at 10.”
It checks the event types and creates a calendar event linked to the customer.
“Record a sale of 2 licences to Kowalski, signed today.”
It finds the company and product, then records the sale with amount, employee, signing date and items.
“Has the last sale to Kowalski been paid?”
It finds the sale and lists the payments recorded for it.

115 tools for Berg System

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

create_agreementChanges dataCreate a new agreement. API summary: Create customer agreement.
create_categoryChanges dataCreate a new category. API summary: Create category.
create_companyChanges dataCreate a new company. Search companies first to avoid duplicates. API summary: Create company.
create_customerChanges dataCreate a new customer. Search customers first to avoid duplicates. API summary: Create customer.
create_deviceChanges dataCreate a new device. API summary: Save device id.
create_documentChanges dataCreate a new document. API summary: Add file.
create_employeeChanges dataCreate a new employee. API summary: Create employee.
create_eventChanges dataCreate a calendar event or task: pass `data.attributes` with name, dateStart, dateEnd, typeEvent, description and linked customer or contract.
create_generatorChanges dataCreate a new generator. API summary: Generate survey url.
create_goalChanges dataCreate a new goal. API summary: Create plan.
create_goal_postChanges dataCreate a new goal. API summary: Create goal.
create_installmentChanges dataCreate a new installment. Search installments first to avoid duplicates. API summary: Create installment.
create_invoicesprodChanges dataCreate a new invoicesprod. API summary: Create invoice product.
create_passwordDeletesCreate a new password. Destructive action; may require approval. API summary: Change password.
create_paycheckChanges dataCreate a new paycheck. API summary: Create paycheck.
create_paymentChanges dataCreate a new payment. Search payments first to avoid duplicates. API summary: Create payment.
create_producerChanges dataCreate a new producer. API summary: Create producer.
create_productChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Create product.
create_readedChanges dataCreate a new readed. API summary: Make all notifications readed.
create_saleChanges dataRecord a sale: pass `data.attributes` with title, amount, customerId or companyId, employeeId, signingDate and products (`items`).
create_sales_opportunityChanges dataCreate a sales opportunity: pass `data.attributes` with title, amount, customerId or companyId, employeeId, selling process and step, and expected signing date.
create_tagChanges dataCreate a new tag. API summary: Create tags.
create_usertypeChanges dataCreate a new usertype. API summary: Create user type.
create_validatorChanges dataCreate a new validator. API summary: Validate file.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Remove file by id.
delete_eventDeletesPermanently delete a calendar event by `event_id`. This cannot be undone.
get_agreementGet one agreement by agreement id. API summary: Get customer agreement by it id.
get_all_goalsList goals. API summary: Get all goals.
get_categoryGet one category by category id. API summary: Get category by it id.
get_companyGet one company by `company_id`.
get_current_userGet the Berg System user the connection is signed in as.
get_customerGet one customer by `customer_id`, with contact details and fields.
get_documentGet one document by document id. API summary: Get file by id.
get_employeeGet one employee by employee id. API summary: Get employee by it id.
get_eventGet one calendar event by `event_id`.
get_event_2Get one event. API summary: Get all events.
get_event_typeGet one event type by event type id. API summary: Get calendar event type.
get_extraGet one extra by extra id. API summary: Get field for sale or sales opportunities.
get_extra_getGet one extra by extra id. API summary: Get fields for person.
get_fields_for_personGet one standard by alias. API summary: Get fields for person.
get_goalGet one goal by goal id. API summary: Get plan by it id.
get_goal_by_it_idGet one goal by goal id. API summary: Get goal by it id.
get_installmentGet one installment by installment id. API summary: Get installment by it id.
get_invoicesprodGet one invoicesprod by invoicesprod id. API summary: Get goal by it id.
get_item_by_it_idGet one product by product id. API summary: Get item by it id.
get_originGet one origin by origin id. API summary: Get origins by it id.
get_paycheckGet one paycheck by paycheck id. API summary: Get paycheck by it id.
get_paymentGet one payment by `payment_id`.
get_producerGet one producer by producer id. API summary: Get producer by it id.
get_productGet one product by `product_id`.
get_saleGet one sale by `sale_id`, including amount, products and dates.
get_sales_opportunityGet one sales opportunity by `deal_id`.
get_selling_processGet one selling process by selling process id. API summary: Get selling process.
get_settlementGet one settlement by settlement id. API summary: Get settlements package data.
get_settlement_packageGet one settlement package by settlement package id. API summary: Get settlements package data.
get_standardGet one standard by alias. API summary: Get field for sale or sales opportunities.
get_tagGet one tag by tag id. API summary: Get tags by it id.
get_usertypeGet one usertype by usertype id. API summary: Get user type by it id.
list_agreementsList agreements. API summary: Get all customer agreements.
list_categoriesList categories. API summary: Get all categories.
list_contract_extra_fieldsList contract extra fields. API summary: Get active sales and sales opportunities extra fields.
list_contract_fieldsList fields for a contract. Optional filters: active or active create form. API summary: Get fields for sale o sales opportunities.
list_countriesList countries. Optional filters: page page or items per page. Results are paginated. API summary: Get all countries.
list_customer_extra_agreementsList customer extra agreements. API summary: Get active customer extra agreements.
list_customer_extra_fieldsList customer extra fields. API summary: Get active customer extra fields.
list_customersList customers. Optional filters: customer id. API summary: Surveys for logged user.
list_deal_checklistsList checklists for a deal. API summary: Get checklist for sale opportunity.
list_deal_productsList products for a deal. API summary: Get product for sale opportunity.
list_documentsList documents. Optional filters: type or id. API summary: Get files.
list_employeesList employees (users who can own customers, sales and events).
list_event_typesList the event types available for calendar events.
list_eventsList calendar events, notes, emails and SMS logs; filter by `start`/`end` dates, `type`, `user_ids`, customer (`user_data_id`) or `contract_id`.
list_gdprsList gdprs. API summary: Get all gdpr.
list_goalsList goals. API summary: Get all goals.
list_groupsList groups. API summary: Get all groups.
list_invoicesprodsList invoicesprods. API summary: Get all invoices products.
list_notificationsList notifications. Optional filters: notification type or readed. Results are paginated. API summary: Get all notifications.
list_originsList origins. API summary: Get all origins.
list_paychecksList paychecks. API summary: Get all paychecks.
list_paymentsList payments, optionally for one sale via `filter_contract_id`.
list_person_fieldsList fields for a person. Optional filters: active or active create form. API summary: Get fields for persons.
list_producersList producers. API summary: Get all producers.
list_productsList the products in the catalog.
list_provincesList provinces. Optional filters: page page or items per page. Results are paginated. API summary: Get all provinces.
list_regionsList regions. Optional filters: page page or items per page. Results are paginated. API summary: Get all regions.
list_sale_commissionsList commissions for a sale. API summary: Get commissions for sale.
list_sale_productsList products for a sale. API summary: Get product for sale.
list_salesList sales (signed contracts), filtered by `customer_id`, `company_id`, title or signing date range.
list_sales_opportunitiesList sales opportunities, optionally for a `customer_id` or `company_id`, status or selling process step.
list_settlement_packagesList settlement packages. Optional filters: settlement type or title. API summary: Get list of settlements package data.
list_settlementsList settlements. Optional filters: package. API summary: Get list of settlements data.
list_statesList states. Optional filters: page page or items per page. Results are paginated. API summary: Get all states.
list_statusesList statuses. API summary: Get all contract statuses.
list_surveysList surveys. API summary: Surveys for logged user.
list_tagsList the tags used to label customers and companies.
list_usertypesList usertypes. API summary: Get all user types.
lookup_company_by_nipLook up official Polish company data by `national_number` (NIP; set `is_regon` to 1 to look up by REGON instead).
search_companiesList companies, filtered by name, NIP (tax number), email, phone, city, tag or status. Paginate with `page` and `items_per_page`.
search_crmSearch the whole CRM for a `search` text; optionally limit `type` to CUSTOMER, COMPANY, EMPLOYEE, TAG, CONTRACT, SALE or CASE.
search_customersList customers (people), filtered by name, email, phone, city, tag, status or creation date. Paginate with `page` and `items_per_page`.
search_installmentsSearch installments by filter contract id. Use this to find existing installments before creating a new installment. Results are paginated. API summary: Get all installments.
search_productsSearch products by page page, items per page, filter employee, filter item type name, filter item field values value or filter item field values item field type api name. Use this to find existing products before creating a new product. Results are paginated. API summary: Get all items.
update_checklist_answersVisible to othersUpdate an existing answer identified by question id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Check / uncheck question.
update_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Update company by id.
update_customerChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed. API summary: Update customer by id.
update_employeeChanges dataUpdate an existing employee identified by employee id. Only the fields you pass are changed. API summary: Update employee by id.
update_eventChanges dataUpdate a calendar event by `event_id`: pass the changed fields in `data.attributes` (e.g. dates, status, description).
update_installmentChanges dataUpdate an existing installment identified by installment id. Only the fields you pass are changed. API summary: Update installment.
update_notification_readedsVisible to othersUpdate an existing readed identified by notification id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Make notification readed.
update_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Update payment.
update_saleChanges dataUpdate a sale by `sale_id`: pass the changed fields in `data.attributes`.
update_sales_opportunityChanges dataUpdate a sales opportunity by `deal_id`: pass the changed fields in `data.attributes` (e.g. amount, step, status, description).
update_settlementChanges dataUpdate an existing settlement identified by settlement id. Only the fields you pass are changed. API summary: Set settlements status.
update_settlement_packageChanges dataUpdate an existing settlement package identified by settlement package id. Only the fields you pass are changed. API summary: Edit settlement package status.
update_synchronizationChanges dataUpdate an existing synchronization identified by type. API summary: Synchronize with external system.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Berg System from the app list.
2
Paste your key
Enter a Client ID, Client secret and Tenant. In Berg System open Ustawienia systemu (System settings) > Klienci API and click Dodaj (Add). The name you enter is the Client ID. Choose the machine_to_machine scope, copy the secret right away (it cannot be viewed again), and copy the Tenant value from the API clients table.
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 Berg System?

The AI can search and read customers, companies, sales opportunities, sales, payments, products, events, employees, event types and tags. It can create and update sales opportunities, sales and calendar events, and delete a calendar event if you switch that tool on.

Does the AI see my Berg System credentials?

No. Your Client ID, Client secret and Tenant 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. Deleting a calendar event is permanent and cannot be undone, and it can require your approval before it runs, as can recording or changing sales. 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 Berg System account.

Can the AI look up Polish company data?

Yes. The AI can look up official Polish company data by NIP (tax number), or by REGON if you ask for that instead. This is useful before you add a new company or check details you already have in the CRM.