Integration · Customer support

Connect Claude & ChatGPT to Custify

Ask your AI about your customer accounts in Custify: plan, revenue, health and who the contacts are. It can create and update tasks, log meetings and support tickets, add comments and record product usage events. It can also list your segments, playbooks, health scores, objectives and survey responses.

Connect Custify free

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

Try asking

“What do we know about Nordic Foods: plan, revenue and health?”
The AI finds the company and reads its plan, revenue, health and custom attributes.
“Who are our contacts at Nordic Foods, and what are their roles?”
It lists the people linked to the company and their roles.
“Create a high-priority task to call Nordic Foods about the renewal before Friday.”
It creates the task linked to the company, with priority and due date.

What your AI can do

Companies and people

List and read companies and contacts, create or update companies, and link people to companies with a role.

Tasks, meetings and tickets

Create and update tasks, log meetings and support tickets, and read or add comments on records.

Health and usage

List health scores, segments, playbooks, objectives and surveys, and record product usage events for a person or company.

“Log today's quarterly review with Nordic Foods from 10:00 to 11:00.”
It logs the meeting on the company with title, start and end time.
“Add a note to Nordic Foods: they plan to add 20 seats in Q1.”
It adds the comment to the company record.
“What did customers answer in our latest survey?”
It lists your surveys and the responses to the one you pick.

77 tools for Custify

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

add_a_reply_to_an_existing_ticketChanges dataCreate a new ticket. Search tickets first to avoid duplicates. API summary: Add a reply to an existing ticket.
add_commentChanges dataAdd a comment to a record by `entity_model` (e.g. company), record ID (`entity`) and `text`.
create_batchVisible to othersCreate a new batch. Has effects visible outside this system. API summary: Send batch requests.
create_categoryChanges dataCreate a new category. API summary: Create a category.
create_knowledgeChanges dataCreate a new knowledge. API summary: Create a knowledge record.
create_productChanges dataCreate a new product. API summary: Create an article.
create_ruleChanges dataCreate a new rule. API summary: Create a rule.
create_tagChanges dataCreate a new tag. API summary: Add/remove tag to/from a people.
create_taskChanges dataCreate a task with `name`, `status` and `priority`; optionally link a company or person, set `due_date`, `assigned_to` and `description`.
create_ticketChanges dataLog a support ticket with `title`, `description`, `priority`, `ticket_status` and the related `company` or `people`.
create_time_trackChanges dataCreate a new time track. Required: user, duration, name or started date.
delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval.
delete_contactDeletesPermanently delete a contact by company id. Destructive action; may require approval. API summary: Delete a relationship.
delete_custom_dataDeletesPermanently delete a custom data by entity. Destructive action; may require approval. API summary: Delete a custom data object.
delete_knowledgeDeletesPermanently delete a knowledge by knowledge id. Destructive action; may require approval. API summary: Delete a knowledge record.
delete_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete an article.
delete_ruleDeletesPermanently delete a rule by rule id. Destructive action; may require approval.
detach_documentChanges dataUnlink a document. API summary: Unlink a file.
get_categoryGet one category by category id. API summary: View a category.
get_companyGet one company by its Custify ID (`company_id`), with plan, revenue, health and custom attributes.
get_custom_dataGet one custom data by entity. API summary: List custom data objects.
get_dealGet one deal by entity. Results are paginated. API summary: List the financial deals.
get_document_in_portalChanges dataGet one document. API summary: Enable/disable file to be shown in the portal.
get_invoiceGet one invoice by entity. Results are paginated. API summary: List the financial invoices.
get_knowledgeGet one knowledge by knowledge id. API summary: View a knowledge record.
get_messageGet one message by entity id. Results are paginated. API summary: List notes.
get_personGet one person by Custify ID (`contact_id`), with email, companies and custom attributes.
get_productGet one product by product id. API summary: View an article.
get_subscriptionGet one subscription by entity. Results are paginated. API summary: List the financial subscriptions.
get_tagGet one tag by tag id. Results are paginated. API summary: List tags.
get_taskGet one task by `task_id`.
get_ticketGet one ticket by its ID (`entity`).
link_person_to_companyChanges dataLink a person (`contact_id`) to a company (`company_id`), or update that link's `role`.
list_a_person_s_company_relationshipsGet one contact by contact id. API summary: List a person's company relationships.
list_calculated_metricsList calculated metrics. Optional filters: items per page, sorting or type. Results are paginated.
list_categoriesList categories. Optional filters: items per page or status. Results are paginated.
list_commentsList the comments on a record by `entity_model` (e.g. company) and record ID (`entity`).
list_companiesList companies (customer accounts) with optional `filters`, `sorting` and paging. Use this to find a company's Custify ID.
list_company_peopleList the people linked to a company (`company_id`) and their roles.
list_company_people_2Get one contact by contact id. API summary: List Company People.
list_filters_available_valuesList filters available values. API summary: List available filter values.
list_health_scoresList the health score definitions set up in Custify.
list_knowledgeList knowledge. Optional filters: items per page, status, source type or knowledge category. Results are paginated. API summary: List knowledge records.
list_lifecyclesList lifecycles. Optional filters: items per page or sorting. Results are paginated.
list_meetingsList meetings logged in Custify.
list_objectivesList customer objectives, optionally for one company.
list_peopleList people (contacts) with optional `filters`, `sorting` and paging.
list_playbooksList the playbooks (automations) set up in Custify.
list_productsList products. Optional filters: items per page, status, category or tags. Results are paginated. API summary: List articles.
list_rulesList rules. Optional filters: status. Results are paginated.
list_segmentsList the saved segments of companies or people.
list_sub_statusesList sub statuses. API summary: List available task substatuses.
list_survey_responsesList the responses to one survey (`survey_id`).
list_surveysList surveys.
list_tasksList tasks with optional `filters`, `sorting` and `substatus`.
list_ticketsList support tickets with optional `search_term`, `filters` and sorting.
list_time_tracksList time tracks. Optional filters: items per page or sorting. Results are paginated. API summary: List the time tracks.
log_meetingChanges dataLog a meeting with `title`, `start_at`, `end_at`, `company_id`, participants and `description`.
search_documentsSearch documents by company id, people id, search key or items per page. Use this to find existing documents before creating a new document. Results are paginated. API summary: List files.
track_eventChanges dataRecord a product usage event with `name` and `created_at` for a person (`user_id` or `email`) or company (`company_id`).
update_categoryChanges dataUpdate an existing category identified by category id. API summary: Update a category.
update_csat_scoreChanges dataUpdate an existing csat score identified by entity. API summary: Assign a CSAT score to a people.
update_custom_dataChanges dataUpdate an existing custom data identified by entity. API summary: Add or update a custom data object.
update_dealChanges dataUpdate an existing deal identified by entity. API summary: Create or update a financial deal.
update_entitiesVisible to othersUpdate an existing entity. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add/remove tags to entities.
update_invoiceChanges dataUpdate an existing invoice identified by entity. API summary: Create or update a financial invoice.
update_knowledgeChanges dataUpdate an existing knowledge identified by knowledge id. Only the fields you pass are changed. API summary: Update a knowledge record.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Create or update a note.
update_nps_scoreChanges dataUpdate an existing nps score identified by entity. API summary: Assign a nps score to a people.
update_productChanges dataUpdate an existing product identified by product id. API summary: Update an article.
update_ruleChanges dataUpdate an existing rule identified by rule id. Only the fields you pass are changed. API summary: Update a rule.
update_subscriptionChanges dataUpdate an existing subscription identified by entity. API summary: Create or update a financial subscription.
update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Create or update a tag.
update_taskChanges dataUpdate a task's name, status, priority, due date, assignee or description. Pass the task's Custify ID as both `task_id` and `id`.
update_time_tracksVisible to othersUpdate an existing time track. Has effects visible outside this system. API summary: Update an exiting time track.
upsert_companyChanges dataCreate a company, or update it if one with the same `company_id` already exists. Fields include `name`, `plan`, `website`, `industry`, `monthly_revenue`, `owners_csm` and `custom_attributes`.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Custify from the app list.
2
Paste your key
Paste your Custify API key. In Custify go to Settings > Developers > API Key and copy the key. Anyone with the key has full read and write access to your Custify data, so keep it private.
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 Custify?

The AI can read companies, people, tasks, tickets, comments, meetings, health scores, segments, playbooks, objectives, surveys and survey responses. It can create or update companies, link people to companies, create and update tasks, log tickets and meetings, add comments and record usage events.

Does the AI see my Custify API key?

No. Your Custify credentials 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. Actions that change data, such as upsert_company, create_ticket or track_event, 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 Custify account.

The Custify API key gives full access. Can I limit it?

The key itself has full read and write access to your Custify data. You limit the AI in HeyMyApps instead: switch on only the tools you want, for example lookups without upsert_company or track_event, and require approval for the ones that change data.