Integration · Communication

Connect Claude & ChatGPT to Convoflo

Ask your AI what clients have sent you in Convoflo, which documents are still missing, or to open a secure space for a new client. It can read messages, files, folders and activity, send file requests and approve or reject uploaded documents. It can also post messages, add internal notes and remind people who have not signed yet.

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Try asking

“Which documents are we still waiting for from clients?”
The AI lists your file requests and shows which requested items have not been fulfilled yet.
“Open a secure space for Hansen Holding and invite [email protected].”
It creates the secure space and shares it with her email. She gets an invitation email.
“Ask the Berg family space for their 2025 payslips and bank statements, due Friday.”
It creates a file request with two items and a due date. The members of the space are notified.

What your AI can do

Secure spaces and files

Search and browse secure spaces, folders and files, create spaces and folders, share them, and rename or delete files.

File requests

Ask clients for documents with due dates and reminders, see what has been fulfilled, and approve or reject each upload.

Messages and signatures

Read and post messages, keep internal notes for your team, follow space activity, and remind signers on e-signature requests.

“The bank statement Peter uploaded is the wrong year. Reject it.”
It rejects that file request item with your reason, and the client is asked to upload again.
“What happened in the Nordvik space this week?”
It reads the space's activity history and recent messages and sums up uploads, messages and views.
“Who still has not signed the engagement letter?”
It finds the e-signature request, shows the signing status and can send a reminder to those who have not signed.

164 tools for Convoflo

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

approve_file_request_itemVisible to othersApprove a document a client uploaded for a file request, given `file_request_id` and the item ID in `file_request_item`.
archive_unfollowVisible to othersArchive a unfollow (user file). Has effects visible outside this system. API summary: Disable notifications.
archive_unfollow_disable_notifications_for_folderVisible to othersArchive a unfollow (user folder). Has effects visible outside this system. API summary: Disable notifications for folder.
attach_product_to_file_requestChanges dataAttach a product (file request id). API summary: Attach file to the file request.
attach_property_to_documentChanges dataAttach a property (model property id). API summary: Attach label to item.
attach_property_to_folderChanges dataAttach a property (model property id). API summary: Attach label to item.
attach_property_to_messageVisible to othersAttach a property (model property id). Has effects visible outside this system. API summary: Attach a label to message.
cancel_sign_requestDeletesCancel a sign request (sign request id). Destructive action; may require approval. API summary: Cancel a signature request.
create_document_updateChanges dataCreate a new update for a document. API summary: Update file.
create_document_userDeletesCreate a new user for a document. Required: users. Search users first to avoid duplicates. Destructive action; may require approval. API summary: Update permissions for secure space, folder or file.
create_file_requestChanges dataAsk the members of a secure space (`user_folder`) to upload documents: list the documents in `items` (each with a `label`) and optionally set `due_date` and `reminders`. Members are notified.
create_file_request_templateChanges dataCreate a new file request template. Required: label or items. API summary: Create file request template.
create_folderChanges dataCreate a folder inside existing folders: pass `name` and the parent folder IDs in `parents`. Optionally share with people via `shares`, which emails them.
create_folder_payment_requestChanges dataCreate a new payment request for a folder. Required: amount. API summary: Create payment request.
create_folder_sign_requestChanges dataCreate a new sign request for a folder. Required: label, roles or files. API summary: Create signature request.
create_folder_updateChanges dataCreate a new update for a folder. API summary: Update secure space or folder.
create_folder_userDeletesCreate a new user for a folder. Required: users. Search users first to avoid duplicates. Destructive action; may require approval. API summary: Update permissions for secure space, folder or file.
create_internal_noteChanges dataAdd an internal note (team-only, not visible to clients) to a secure space (`user_folder`) with `title` and `content`.
create_messageVisible to othersCreate a new message. Required: title or body. Has effects visible outside this system. API summary: Create preset message.
create_moveChanges dataCreate a new move. Required: files or folders. API summary: Move files & folders.
create_move_batch_move_files_foldersVisible to othersCreate a new move. Required: fileables. Has effects visible outside this system. API summary: Batch move files & folders.
create_propertyChanges dataCreate a new property. Required: label. API summary: Create label.
create_secure_spaceChanges dataCreate a secure space (or folder) with `name` and share it with the people in `emails`. Invitations are emailed to them; add an optional `message`.
create_sign_request_templateChanges dataCreate a new sign request template. Required: label, roles, documents or files. API summary: Create signature request template.
create_sign_templateChanges dataCreate a new sign template. Required: label, roles, documents or files. API summary: Create signature request template.
create_templateChanges dataCreate a new template. Required: name or children. API summary: Creates a folder template.
create_webhooks_endpointDeletesCreate a new webhooks endpoint. Required: method or url. Destructive action; may require approval. API summary: Create webhook endpoint.
delete_a_messageDeletesPermanently delete a message by archived message. Destructive action; may require approval.
delete_document_favoritesMoves moneyPermanently delete a favorite by user file. Financial or irreversible action; may require approval. API summary: Remove from favorites.
delete_documentsMoves moneyPermanently delete a document. Financial or irreversible action; may require approval. API summary: Deletes the files and folders.
delete_documents_batch_delete_files_foldersMoves moneyPermanently delete a document. Financial or irreversible action; may require approval. API summary: Batch delete files & folders.
delete_fileDeletesDelete a file by `user_file` ID. Clients will no longer see it.
delete_file_2DeletesPermanently delete a document by user file. Destructive action; may require approval. API summary: Delete file.
delete_file_requestDeletesPermanently delete a file request by file request id. Destructive action; may require approval. API summary: Delete file request.
delete_file_request_productDeletesPermanently delete a product by file request item. Destructive action; may require approval. API summary: Unfulfill file request.
delete_file_request_templateDeletesPermanently delete a file request template by file request template. Destructive action; may require approval. API summary: Delete file request template.
delete_folderDeletesPermanently delete a folder by user folder. Destructive action; may require approval. API summary: Delete secure space or folder.
delete_folder_favoritesMoves moneyPermanently delete a favorite by user folder. Financial or irreversible action; may require approval. API summary: Unfavorite folder.
delete_folder_syncDeletesPermanently delete a sync by app connection id. Destructive action; may require approval. API summary: Unsync folder from SharePoint.
delete_inviteDeletesPermanently delete a invite by invitation id. Destructive action; may require approval. API summary: Delete user invitation.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete internal note.
delete_message_likesMoves moneyPermanently delete a like by comment id. Financial or irreversible action; may require approval. API summary: Unlike a message.
delete_message_readsMoves moneyPermanently delete a read by comment id. Financial or irreversible action; may require approval. API summary: Mark a message as unread.
delete_payment_requestDeletesPermanently delete a payment request by payment request id. Destructive action; may require approval. API summary: Delete payment request.
delete_preset_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete preset message.
delete_propertyDeletesPermanently delete a property by model property id. Destructive action; may require approval. API summary: Delete label.
delete_sign_requestDeletesPermanently delete a sign request by sign request id. Destructive action; may require approval. API summary: Delete signature request.
delete_sign_request_templateDeletesPermanently delete a sign request template by sign request template. Destructive action; may require approval. API summary: Delete signature request template.
delete_sign_templateDeletesPermanently delete a sign template by sign request template. Destructive action; may require approval. API summary: Delete signature request template.
delete_templateDeletesPermanently delete a template by folder template. Destructive action; may require approval. API summary: Deletes a folder template.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete user.
delete_webhooks_endpointDeletesPermanently delete a webhooks endpoint by endpoint id. Destructive action; may require approval. API summary: Delete webhook endpoint.
detach_property_to_documentDeletesDetach a property (model property id). Destructive action; may require approval. API summary: Detach label from item.
detach_property_to_folderDeletesDetach a property (model property id). Destructive action; may require approval. API summary: Detach label from item.
detach_property_to_messageDeletesDetach a property (model property id). Destructive action; may require approval. API summary: Detach a label from a message.
download_document_downloadDownload the document for a document. API summary: Creates a zip file with the files & folders.
export_messagesExport messages. Results are paginated. API summary: Export secure space messages.
get_document_request_file_upload_sessionGet one document by fileable. Results are paginated. API summary: Request file upload session.
get_fileGet one file by `document_url` (the last part of the file's URL), with name, size, version and access details.
get_file_requestGet one file request by `file_request_id`, with each requested item and whether it has been fulfilled.
get_file_request_templateGet one file request template by file request template. API summary: Get file request template.
get_folderGet one secure space or folder by `folder_url` (the last part of its URL), with name, members and settings.
get_inboxGet one inbox by notification id. API summary: Get notification.
get_messageGet one message by its ID in `comment`, with text, author and attachments.
get_my_accountGet the signed-in Convoflo user's account details. Use to confirm who you are working as.
get_payment_requestGet one payment request by payment request id. API summary: Get payment request.
get_propertyGet one property by model property id. API summary: View label.
get_sign_request_templateGet one sign request template by sign request template. API summary: Get signature request template.
get_sign_templateGet one sign template by sign request template. API summary: Get signature request template.
get_signature_requestGet one e-signature request by ID, with its documents, signers and signing status.
get_templateGet one template by folder template. API summary: Get folder template.
get_webhooks_endpointGet one webhooks endpoint by endpoint id. API summary: Get webhook endpoint.
list_app_sitesList sites for a app. API summary: Get SharePoint sites.
list_by_secure_spaceList file requests for a folder. API summary: List by secure space.
list_companiesList companies. API summary: Get organization.
list_document_metadataList metadata for a document. API summary: Get metadata for secure space, folder or file.
list_document_timelinesList timelines for a document. API summary: List activities.
list_document_usersList users for a document. API summary: Get permissions for secure space, folder or file.
list_document_versionsList versions for a document.
list_drive_productsList products for a drive. API summary: Get SharePoint items.
list_favoritesList favorites. API summary: List favorite secure spaces, folders & files.
list_file_request_templatesList file request templates. API summary: List for organization.
list_file_requestsList the file requests you have sent to clients, with their status.
list_folder_contentsList the folders and files inside a secure space or folder, given its ID in `user_folder_url`.
list_folder_metadataList metadata for a folder. API summary: Get metadata for secure space, folder or file.
list_folder_payment_requestsList payment requests for a folder. API summary: List payment requests of folder.
list_folder_sign_requestsList sign requests for a folder. API summary: List by secure space.
list_folder_usersList users for a folder. API summary: Get permissions for secure space, folder or file.
list_foldersList folders for a folder.
list_htmlsList htmls.
list_internal_notesList the internal notes (visible to your team only) in a secure space (`user_folder`).
list_invitesList invites. API summary: List user invitations.
list_items_by_labelGet one property by type. API summary: List items by label.
list_messagesList the messages posted in a secure space (`user_folder`), newest first. Use `limit` to cap results.
list_messages_2List messages. API summary: List preset messages.
list_notificationsList notifications.
list_optionsList options. API summary: Get SharePoint options.
list_payment_request_urlsList urls for a payment request. API summary: Generate URL for payment request.
list_payment_requestsList payment requests. API summary: List payment requests of user.
list_propertiesList properties. API summary: List labels.
list_property_optionsList options for a property. API summary: List label options.
list_received_messagesList recent messages you have received across secure spaces. Use `limit` to cap results.
list_recent_filesList files you have recently viewed or worked on.
list_securespacesList securespaces. API summary: List secure spaces.
list_sent_filesList sents. API summary: List sent files.
list_sent_messagesList recent messages you have sent across secure spaces.
list_sign_designersList designers for a sign. API summary: Get signature request designer URL.
list_sign_request_evidence_summariesList evidence summaries for a sign request. API summary: Get signature request evidence summary.
list_sign_request_template_designersList designers for a sign request template. API summary: Get signature template designer URL.
list_sign_request_templatesList sign request templates. API summary: List signature request templates.
list_sign_signersList signers for a sign. API summary: Get signature request signing form.
list_signature_requestsList your e-signature requests and their status.
list_site_drivesList drives for a site. API summary: Get SharePoint drives.
list_space_activityList the activity history (uploads, messages, views) of a secure space or folder (`user_folder`).
list_space_file_requestsList the file requests in one secure space (`user_folder`).
list_templatesList templates. API summary: List folder templates.
list_webhooks_endpoint_webhooksList webhooks for a webhooks endpoint.
list_webhooks_endpointsList webhooks endpoints. API summary: List webhook endpoints.
post_messageVisible to othersPost a message in a secure space (`user_folder`) with `comment` (text or HTML) and `source` (use "compose"). Members are notified; set `status` to "draft" to save without sending. Attach files by ID in `files`.
refund_payment_requestMoves moneyRefund a payment request (payment request id). Financial or irreversible action; may require approval. API summary: Refund payment request.
reject_file_request_itemVisible to othersReject a document a client uploaded for a file request, giving `file_request_id`, `file_request_item` and a `reason`. The client is asked to upload again.
remind_signersVisible to othersEmail a reminder to everyone who has not yet signed an e-signature request (`sign_request_id`).
restore_followChanges dataRestore a follow (user file). API summary: Enable notifications.
restore_follow_enable_notifications_for_folderChanges dataRestore a follow (user folder). API summary: Enable notifications for folder.
restore_messageVisible to othersUnarchive a message (archived message). Has effects visible outside this system.
search_files_and_spacesList or search the secure spaces, folders and files at your root level. Pass `q` to search by name and `limit` to cap results.
search_usersSearch users by filters roles or sort. Use this to find existing users before creating a new user. API summary: List users.
send_inviteVisible to othersSend a invite. Has effects visible outside this system. API summary: Send invitation to join organization.
send_remindDeletesSend a remind (sign request role). Destructive action; may require approval. API summary: Send a reminder to a signer.
share_secure_spaceChanges dataShare a secure space (`user_folder`) with people by `emails`. Sends them an invitation email unless `silently` is true.
submit_documentVisible to othersCopy a document. Has effects visible outside this system. API summary: Copy files & folders.
submit_file_requestVisible to othersSubmit a file request (file request id). Has effects visible outside this system. API summary: Finalize file request.
update_companiesVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Update organization.
update_document_favoritesVisible to othersUpdate an existing favorite identified by user file. Has effects visible outside this system. API summary: Set as favorite.
update_document_metadataVisible to othersUpdate an existing metadata identified by user file. Has effects visible outside this system. API summary: Update metadata for secure space, folder or file.
update_environmentsVisible to othersUpdate an existing environment. Has effects visible outside this system. API summary: Update organization branding.
update_fileChanges dataRename a file or change its settings (expiry date, download restriction, editable) by `user_file` ID.
update_file_2Changes dataCreate a new update for a document. API summary: Update file.
update_file_requestChanges dataUpdate an existing file request identified by file request id. API summary: Update file request.
update_file_request_productChanges dataUpdate an existing product identified by file request item. API summary: Fulfill file request.
update_file_request_templateChanges dataUpdate an existing file request template identified by file request template. API summary: Update file request template.
update_folderChanges dataUpdate an existing folder identified by user folder.
update_folder_favoritesVisible to othersUpdate an existing favorite identified by user folder. Has effects visible outside this system. API summary: Set as favorite.
update_folder_metadataVisible to othersUpdate an existing metadata identified by user folder. Has effects visible outside this system. API summary: Update metadata for secure space, folder or file.
update_folder_syncChanges dataUpdate an existing sync identified by app connection id. API summary: Sync folder to SharePoint.
update_inviteVisible to othersUpdate an existing invite identified by invitation id. Has effects visible outside this system. API summary: Resend invitation.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update internal note.
update_message_edit_a_messageVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Edit a message.
update_message_likesDeletesUpdate an existing like identified by comment id. Destructive action; may require approval. API summary: Like a message.
update_message_pinsDeletesUpdate an existing pin identified by comment id. Destructive action; may require approval. API summary: Pin a message.
update_message_readsDeletesUpdate an existing read identified by comment id. Destructive action; may require approval. API summary: Mark a message as read.
update_message_unpinsDeletesUpdate an existing unpin identified by comment id. Destructive action; may require approval. API summary: Unpin a message.
update_notificationsVisible to othersUpdate an existing notification. Has effects visible outside this system. API summary: Marks the notification as read.
update_optionsVisible to othersUpdate an existing option. Has effects visible outside this system. API summary: Update SharePoint options.
update_payment_requestChanges dataUpdate an existing payment request identified by payment request id. API summary: Update payment request.
update_preset_messageVisible to othersUpdate an existing message identified by canned message. Has effects visible outside this system. API summary: Update preset message.
update_propertyChanges dataUpdate an existing property identified by model property id. API summary: Update label.
update_sign_requestChanges dataUpdate an existing sign request identified by sign request id. API summary: Update signature request.
update_sign_request_templateChanges dataUpdate an existing sign request template identified by sign request template. API summary: Update signature request template.
update_sign_templateChanges dataUpdate an existing sign template identified by sign request template. API summary: Update signature request template.
update_templateChanges dataUpdate an existing template identified by folder template. API summary: Updates a folder template.
update_userChanges dataUpdate an existing user identified by user id. API summary: Update user.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Retry webhook.
update_webhooks_endpointDeletesUpdate an existing webhooks endpoint identified by endpoint id. Destructive action; may require approval. API summary: Update webhook endpoint.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Convoflo from the app list.
2
Paste your key
Convoflo issues OAuth apps on request. Email Convoflo's developer team and ask for an OAuth 2.0 client with the redirect URL https://heymyapps.com/oauth/callback. They send you a Client ID and Client Secret. Paste both into HeyMyApps and click Connect to sign in to Convoflo once.
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 Convoflo?

The AI can search and read secure spaces, folders, files, messages, internal notes, space activity, file requests and e-signature requests. It can create secure spaces, folders, file requests and internal notes, share spaces, post messages, approve or reject uploaded documents, update or delete files and remind signers.

Does the AI see my Convoflo credentials?

No. Your Client ID, Client Secret and sign-in tokens 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 with lookups only. Posting a message, sharing a space and sending signing reminders reach your clients, and deleting a file removes it for them, so those tools 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?

Convoflo connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Convoflo account.

Can the AI write to a client without sending right away?

Yes. When it posts a message it can save it as a draft instead of sending it, so you can review it in Convoflo first. Internal notes are also an option: they are visible to your team only, never to clients.