Integration · Field service

Connect Claude & ChatGPT to Commusoft

Ask your AI to find a customer by postcode, check a job's stage, or book in a new job. It can search and read customers, work addresses, contacts, jobs, assets and opportunities, create customers and jobs, move jobs and opportunities between stages, and mark jobs complete. It can also list and update scheduled activities such as calls, tasks and meetings.

Connect Commusoft free

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

Try asking

“Find the customer at postcode SW1A 1AA.”
The AI searches Commusoft by postcode and returns the matching customer or work address with its ID.
“What is the status of job 4821?”
It reads the job with its description, status, stage, priority, engineer assignment and notes.
“Create a boiler service job for the Smith property.”
It finds the property and the right job description template, then creates the job with your notes and priority.

What your AI can do

Customers and properties

Search by name, address, postcode, phone or reference, and create or update private and company customers, work addresses and contacts.

Jobs and assets

Read, create and update jobs, move them between stages, mark them complete, and list the assets installed at a property.

Opportunities and activities

List and update sales opportunities, move them through pipeline stages, and manage scheduled calls, emails, tasks and meetings.

“Which boilers are installed at this address?”
It lists the assets for the property, such as boilers and other installed equipment.
“Move the Jones kitchen opportunity to the Quote sent stage.”
It looks up the pipeline stages and moves the opportunity to the stage you named.
“What activities are due for me this week?”
It lists scheduled activities assigned to you with a due date this week, such as calls, emails and tasks.

58 tools for Commusoft

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

change_job_stageChanges dataMove a job to another stage: `job_id`, `pipeline_id` and `stage_id`.
change_opportunity_stageChanges dataMove an opportunity to another pipeline stage: `opportunity_id` and `stage_id`.
complete_activityVisible to othersMark a scheduled activity as done by `scheduled_activities_id`.
complete_jobVisible to othersMark a job as complete: `job_id` and `complete_date_time`.
create_companyChanges dataCreate a company customer with `company_name`, `address_line1` and optional town, postcode, customer type and main contact.
create_contactChanges dataAdd a contact to a customer or work address: `property_id`, `last_name`, and optional first name, email, position, phone numbers and communication preferences.
create_customerChanges dataCreate a private customer with `address_line1`, `customer_type` (ID from list_customer_types) and optional town, postcode and main contact (name, email, phone).
create_customer_addressChanges dataCreate a new address for a customer. Required: company name or address line1. API summary: Work addresses.
create_jobChanges dataCreate a job for a customer or work address: `property_id` and `settings_job_description_id` (from list_job_description_templates), with optional notes, priority, quoted amount and customer reference.
create_project_abortChanges dataCreate a new abort for a project. Required: abort reason id. API summary: Mark as aborted.
create_project_on_holdChanges dataCreate a new on hold for a project. Required: on hold reason id. API summary: Put on hold.
create_project_paymentMoves moneyCreate a new payment for a project. Required: freeofcharge reason id. Financial or irreversible action; may require approval. API summary: Mark as free of charge.
create_property_assetChanges dataCreate a new asset for a property. Required: asset type id or fields. API summary: Assets.
create_property_dealChanges dataCreate a new deal for a property. Required: opportunity template id, notes or sales person id. API summary: Opportunities.
create_property_taskChanges dataCreate a new task for a property. Search tasks first to avoid duplicates. API summary: Scheduled activities.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Property contacts.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Opportunities.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Jobs.
delete_project_completeDeletesPermanently delete a project by job id. Destructive action; may require approval. API summary: Mark as uncompleted.
delete_project_on_holdDeletesPermanently delete a project by job id. Destructive action; may require approval. API summary: Remove on hold.
delete_propertyDeletesPermanently delete a property by property id. Destructive action; may require approval. API summary: Properties.
delete_property_assetDeletesPermanently delete a asset by asset id. Destructive action; may require approval. API summary: Assets.
delete_taskDeletesPermanently delete a task by scheduled activities id. Destructive action; may require approval.
get_assetGet one asset by `asset_id` with its details.
get_customerGet one customer or work address by `property_id`, including address, contacts and account details.
get_jobGet one job by `project_id` (the job ID), including description, status, stage, priority, engineer assignment and notes.
get_opportunityGet one opportunity by `deal_id`, optionally with its contacts and proposal.
list_activitiesList scheduled activities (calls, emails, tasks, meetings), filtered by title text `q`, status, assignee, type, due date or the property, job or opportunity they belong to.
list_advertising_typesList advertising types. Optional filters: created on date time, last updated on date time, before or include count. Results are paginated.
list_asset_dynamic_field_valuesList asset dynamic field values. Optional filters: created on date time gte, last updated on date time lte, dynamic field id, before or include count. Results are paginated. API summary: Assets dynamic fields.
list_asset_groupsList asset groups. Optional filters: before or include count. Results are paginated.
list_asset_structuresList asset structures.
list_asset_typesList asset types. Optional filters: include count or before. Results are paginated.
list_assetsList assets (installed equipment such as boilers), filtered by `property_id`, asset type or group.
list_contactsList the contacts of a customer or work address by `property_id`.
list_customer_typesList the customer types, needed as `customer_type` when creating a customer.
list_customersList customers and work addresses (properties), filtered by `type` (customer or workaddress), `status` (active or dormant) or `customer_type_id`, with sorting and paging.
list_formsList forms. Optional filters: created by type, created by id, created on date time gte, last updated on date time gte, form category or form name id.
list_job_descriptionsList the job description templates, needed as `settings_job_description_id` when creating a job.
list_opportunitiesList sales opportunities, filtered by `property_id`, `pipeline_id`, `stage_id`, sales person or date, with sorting and paging.
list_opportunity_pipeline_opportunity_stagesList opportunity stages for a opportunity pipeline. Optional filters: created on date time lte.
list_opportunity_pipelinesList opportunity pipelines, optionally with their stages (`include_stages`). Use this to find pipeline and stage IDs.
list_projectsList projects. Optional filters: created by type, created by id, created on date time gte, last updated on date time, customer id or property id. Results are paginated. API summary: List jobs.
list_provincesList provinces. Optional filters: created on date time, last updated on date time, before or include count. Results are paginated.
list_telephone_typesList telephone types. Optional filters: created on date time or last updated on date time.
list_titlesList titles.
list_unitsList units. Optional filters: created on date time or last updated on date time. API summary: List business units.
list_user_groupsList user groups. Optional filters: created on date time or last updated on date time.
list_usersList the users (staff and engineers) in your Commusoft account, with their IDs.
searchSearch Commusoft by free text `q` (name, address, postcode, phone, reference), optionally limited to `type` properties, jobs or opportunities. Use this to find IDs.
update_activityChanges dataUpdate a scheduled activity by `scheduled_activities_id`. `title`, `assigned_too` (user IDs), `due_date_time` and `activity_type` are required.
update_companyChanges dataUpdate a company customer's name, address or status by `property_id`. `company_name` and `address_line1` are required.
update_contactChanges dataUpdate a contact by `contact_id`: name, email, position, phone numbers or communication preferences. `last_name` is required.
update_customerChanges dataUpdate a private customer's address, contact details or status by `property_id`. `address_line1` is required; other fields you pass change.
update_customer_addressesVisible to othersUpdate an existing address identified by property id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Work addresses.
update_jobChanges dataUpdate a job by `project_id`: description, notes, priority, quoted amount, customer reference or contacts. Only the fields you pass change.
update_opportunityChanges dataUpdate an opportunity by `deal_id`. `notes`, `sales_person_id` and `opportunity_template_id` are required; read them from get_opportunity first and change what you need.
update_property_assetChanges dataUpdate an existing asset identified by asset id. Only the fields you pass are changed. API summary: Assets.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Commusoft from the app list.
2
Paste your key
Enter your Commusoft server and paste an API key. A Commusoft administrator creates the key under Settings > Private applications (your subscription needs to include the API). For the server, use app.commusoft.co.uk (UK) or app.commusoft.us (US/Canada).
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 Commusoft?

The AI can search and read customers, work addresses, contacts, jobs, assets, opportunities, pipelines, scheduled activities, users, customer types and job description templates. It can create customers, companies, contacts and jobs, update them, move jobs and opportunities between stages, mark jobs and activities complete, and update opportunities and activities.

Does the AI see my Commusoft API key?

No. Your Commusoft 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. Marking a job or activity complete can require your approval before it runs. 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 Commusoft account. Your Commusoft subscription needs to include API access.

Which server address should I enter?

Commusoft runs separate servers by region. Enter app.commusoft.co.uk if your account is in the UK, or app.commusoft.us if it is in the US or Canada. Use the same address you normally sign in at.