Integration · CRM & sales

Connect Claude & ChatGPT to Decile Hub

Ask your AI where an LP stands in your fundraising pipeline, to log a note after a founder call, or to list open capital calls for a fund. It can search and update people and organizations, add and move prospects in your pipelines, create and complete tasks, and read portfolio companies, fund entities, capital calls and events.

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Try asking

“Where is Helena Park in our Fund II fundraising pipeline?”
The AI finds the pipeline, searches its prospects by name and shows the stage, rating, probability and commitment.
“Move Nordlys Ventures to the due diligence stage.”
It looks up the pipeline stages and updates the prospect's stage.
“Add a note to Acme Robotics: founder call went well, send deck to partners.”
It searches organizations for Acme Robotics and adds the note.

What your AI can do

People and organizations

Search people and organizations, create or update them matched by email or name, and add notes.

Pipelines

List pipelines and stages, search prospects, add a person or organization to a pipeline, and move stage, rating, probability, commitment or owner.

Funds, tasks and events

Read fund entities, capital calls and portfolio companies, create, update and complete tasks, and read events with guests.

“Which capital calls are still open for Fund I?”
It finds the fund entity and lists its capital calls, filtered by status.
“Create a task for Mikkel to send the LP update by Friday.”
It finds Mikkel among the account users and creates the task with a due date.
“Who is on the guest list for our demo day?”
It finds the event and reads it with its guest list.

162 tools for Decile Hub

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

add_organization_noteChanges dataAdd a note to an organization. Pass `organization_id` and `note` with a `body`.
add_person_noteChanges dataAdd a note to a person. Pass `person_id` and `note` with a `body`.
add_pipeline_prospect_noteChanges dataAdd a note to a pipeline prospect. Pass `pipeline_prospect_id` and `note` with a `body`.
attach_task_fileChanges dataLink a task (task id). API summary: Link a data room file onto an upload Task.
complete_taskVisible to othersMark a task as complete by `task_id`.
create_action_execution_executeChanges dataCreate a new execute for a action execution. API summary: Execute a single pipeline action execution.
create_ai_auto_fillChanges dataCreate a new ai auto fill. Required: organization id or fields. API summary: AI auto-fill enrichment for a deal share.
create_an_email_template_on_a_pipelineVisible to othersEmail a template. Has effects visible outside this system. API summary: Create an email template on a pipeline.
create_bulk_createVisible to othersCreate a new bulk create. Required: pipeline id or entries. Has effects visible outside this system. API summary: Bulk-create pipeline prospects with per-entry dedupe and outcomes.
create_companyChanges dataCreate a new company. Required: organizations. Search companies first to avoid duplicates. API summary: Create Organizations.
create_contactChanges dataCreate a new contact. Required: people. Search contacts first to avoid duplicates. API summary: Create People.
create_dealChanges dataCreate a new deal. Required: deals share. Search deals first to avoid duplicates. API summary: Create or update a Deal Share.
create_deal_memoChanges dataCreate a new deal memo. Required: deal memo. API summary: Start a Deal Memo.
create_entityChanges dataCreate a new entity. Required: kind or name. API summary: Create a firm-admin entity.
create_entity_journal_entryChanges dataCreate a new journal entry for a entity. Required: journal entry. API summary: Create one journal entry (GL transaction) under an entity.
create_eventChanges dataCreate a new event. Required: event. API summary: Create Event.
create_event_guestChanges dataCreate a new guest for a event. Required: event. Search guests first to avoid duplicates. API summary: Add Guests to Event.
create_file_searchChanges dataCreate a new file search. Required: q. API summary: Semantic search across the caller's account corpus.
create_financial_reportChanges dataCreate a new financial report. Required: report types. API summary: Generate a financial report.
create_folderChanges dataCreate a new folder. Required: folder. Search folders first to avoid duplicates. API summary: Create Folder.
create_journal_entryVisible to othersCreate a new journal entry. Required: journal entries. Has effects visible outside this system. API summary: Create many journal entries (GL transactions) under an entity (atomic).
create_leadChanges dataCreate a new lead. Required: pipeline id, type or fields. Search leads first to avoid duplicates. API summary: Create a single pipeline prospect (agent createprospect tool).
create_newsletterChanges dataCreate a new newsletter. Required: name. API summary: Create a draft newsletter with content and recipient filter.
create_pageChanges dataCreate a new page. Required: post. API summary: Create a Decile Base post.
create_personalized_linkChanges dataCreate a new personalized link. API summary: Create Personalized Link.
create_pipeline_data_pointChanges dataCreate a new data point for a pipeline. Required: data point. API summary: Create a custom data point for a pipeline type (account-wide fan-out).
create_pipeline_prospectsChanges dataCreate a new lead. Required: pipeline id or prospects. Search leads first to avoid duplicates. API summary: Create Pipeline Prospects.
create_pipeline_stageChanges dataCreate a new stage for a pipeline. Required: name. API summary: Adds a stage to a pipeline.
create_replyChanges dataCreate a new reply. Required: reply. API summary: Create a Decile Base reply.
create_taskChanges dataCreate a task. `task` needs a `title` and `assignee_id`; add a description, due date and an optional linked person or capital account.
create_ticketChanges dataCreate a new ticket. API summary: File a Decile support ticket.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete a deal share owned by the current account.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Delete Event.
delete_event_guestDeletesPermanently delete a guest by person id. Destructive action; may require approval. API summary: Remove an Event guest.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Remove one prospect from its pipeline.
delete_lead_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a direct prospect attachment.
delete_pipeline_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval. API summary: Deletes a pipeline stage.
detach_task_fileDeletesUnlink a task (task id). Destructive action; may require approval. API summary: Unlink a data room file from an upload Task.
download_a_decile_base_attachmentDownload the document for a document. API summary: Download a Decile Base attachment.
download_a_prospect_attachment_by_signed_blob_idDownload the document for a document. API summary: Download a prospect attachment by signed blob id.
download_documentDownload the document for a document. API summary: Download File.
export_registrationsExport registrations. API summary: Download Event registrations.
get_a_portfolio_company_valuation_eventGet one company by company id. API summary: Get a portfolio company valuation event.
get_a_single_portfolio_company_by_idGet one company by company id. API summary: Get a single portfolio company by id.
get_a_single_portfolio_company_investmentGet one company by company id. API summary: Get a single portfolio company investment.
get_accountGet one account by account id. API summary: Show one capital account.
get_account_get_accounting_accountGet one account by account id. API summary: Show one chart-of-accounts / GL account code.
get_capital_callGet one capital call by `capital_call_id`, with its details.
get_current_userShow which Decile Hub user and account the connected API key belongs to.
get_dealGet one deal by deal id. API summary: Get a single deal share owned by the current account.
get_deal_memoGet one deal memo by deal memo id. API summary: Get a single Deal Memo by id.
get_documentGet one document by document id. API summary: Show File.
get_email_templateGet one email template by email template id. API summary: Retrieve a single email template.
get_entityGet one entity by entity id. API summary: Show one firm-admin entity.
get_eventGet one event by `event_id`; set `include_guests` to also return its guest list.
get_financial_reportGet one financial report by financial report id. API summary: Get financial report generation status.
get_folderGet one folder by folder id. API summary: Show Folder.
get_invitationGet one invitation by event id. API summary: Preview Event invitations.
get_journal_entryGet one journal entry by journal entry id. API summary: Show one journal entry (GL transaction).
get_newsletterGet one newsletter by newsletter id. API summary: Get one newsletter with content, filter detail and delivery stats.
get_organizationGet one organization by `company_id`, with its details and custom data points.
get_pageGet one page by page id. API summary: Get a single activity entry with its full entryable body.
get_page_get_base_postGet one page by page id. API summary: Show a Decile Base post.
get_paymentGet one payment by payment id. API summary: Get one imported bank transaction.
get_personGet one person by `contact_id`, with contact details, tags and organizations.
get_pipelineGet one pipeline by pipeline id. API summary: Retrieves info for a specific pipeline.
get_pipeline_actionGet one action for a pipeline by action id. API summary: Gets one pipeline stage action.
get_taskGet one task by `task_id`.
get_task_filesGet one task by task id. API summary: Search files linkable onto an upload Task.
get_variableGet one variable by variable id. API summary: Show a single variable.
list_account_calculationsList calculations for a account. Optional filters: period start or period end. API summary: Single-capital-account period calculations.
list_account_usersList the users on the Decile Hub account. Use to find a user ID for task assignees or lead owners.
list_accountsList accounts. API summary: Retrieves the current account.
list_calculationsList calculations. Optional filters: period start, period end, active or partner type. Results are paginated. API summary: Bulk capital-account period calculations + totals.
list_capital_call_detailsList details for a capital call. Results are paginated. API summary: List per-LP detail rows under a capital call.
list_capital_callsList capital calls for a fund entity by `entity_id`, filtered by `status`, LP name or period.
list_channel_pagesList pages for a channel. Results are paginated. API summary: List posts in a Decile Base channel.
list_channelsList channels. Optional filters: exclude channel ids. API summary: List accessible Decile Base channels.
list_company_investmentsList investments for a company. Optional filters: as of date. Results are paginated. API summary: List investments for a portfolio company.
list_company_valuationsList valuations for a company. Optional filters: as of date. Results are paginated. API summary: List valuation history for a portfolio company.
list_deal_memosList deal memos. Optional filters: account organization fund id, organization id or stage. Results are paginated. API summary: List deal memos for the current account.
list_entity_capital_summariesList capital summaries for a entity. Optional filters: partner type, active, period start or period end. API summary: Fund-level capital summary (NAV, commitments, period activity).
list_entity_journal_entriesList journal entries for a entity. Optional filters: transaction at start, transaction at end, debit code, credit code, reconciled or pending. Results are paginated. API summary: List journal entries (GL transactions) under an entity.
list_entity_paymentsList payments for a entity. Optional filters: provider, status, reconciliation status, transaction at start, transaction at end or min amount. Results are paginated. API summary: List imported bank transactions under an entity.
list_entity_schedule_of_investmentsList schedule of investments for a entity. Optional filters: as of date or valuation basis. Results are paginated. API summary: List a structured Schedule of Investments.
list_event_analyticsList analytics for a event. API summary: Get Event analytics.
list_event_settingsList event settings. API summary: Get Event settings.
list_eventsList events, filtered by `title`, date range or published state.
list_financial_reportsList financial reports. Results are paginated. API summary: List financial report generation jobs.
list_foldersSearch folders by name, folder type, parent id, created before, created after or order by. Use this to find existing folders before creating a new folder. Results are paginated. API summary: List Folders.
list_fund_entitiesList fund entities (funds and vehicles). Use to find an `entity_id` for capital calls.
list_inboxesList inboxes. Optional filters: channel id, exclude channel ids, since or user ids. Results are paginated. API summary: List Decile Base inbox items.
list_lead_action_executionsList action executions for a lead. Optional filters: state or include final. API summary: List a prospect's pipeline action executions.
list_lead_documentsList documents for a lead. API summary: List a prospect's files (direct attachments + deal-intake questionnaire uploads).
list_newslettersList newsletters. Results are paginated. API summary: List the account's newsletters.
list_pagesList pages. Optional filters: subject type, subject id, include associated, event, entryable type or user id. Results are paginated. API summary: List activity feed entries for the current account.
list_pipeline_actionsList actions for a pipeline. API summary: Lists the stage actions configured on a pipeline.
list_pipeline_metricsList metrics for a pipeline. API summary: Pipeline metrics — current state + 7-day-ago snapshot.
list_pipeline_stagesList the stages of a pipeline by `pipeline_id`.
list_pipelinesList pipelines (fundraising, deal flow and other), optionally filtered by `kind`. Use to find a `pipeline_id`.
list_portfolio_companiesList portfolio companies, optionally filtered by `fund_id` or `organization_id`.
list_tasksList tasks, filtered by `status`, `assignee_id` or `origin`.
list_ticketsList tickets. Optional filters: status, assignee, waiting, requester or account. Results are paginated. API summary: List Decile support tickets.
list_variablesList variables. Optional filters: pipeline id. Results are paginated. API summary: List firm variables.
search_accountsSearch accounts by code, code prefix, is 1099 eligible or search. Use this to find existing accounts before creating a new account. Results are paginated. API summary: List the chart of accounts / GL account codes.
search_basesChanges dataSearch bases. Use this to find existing bases before creating a new base. API summary: Search Decile Base posts and articles.
search_countsSearch counts by resource, entity id, q, type or status. Use this to find existing counts before creating a new count. API summary: Count account-wide records by resource, with optional filters.
search_dealsSearch deals by search, industry, stage, round, column or direction. Use this to find existing deals before creating a new deal. Results are paginated. API summary: List the deal shares submitted by the current account.
search_documentsSearch documents by name, folder id, extension, created before, created after or order by. Use this to find existing documents before creating a new document. Results are paginated. API summary: List Files.
search_entity_accountsSearch accounts for a entity by active, partner type, q, kyc passed, aml passed or transferred. Use this to find existing accounts before creating a new account. Results are paginated. API summary: List capital accounts under an entity.
search_event_guestsSearch guests for a event by email or stage. Use this to find existing guests before creating a new guest. Results are paginated. API summary: Get Event Guests.
search_foldersSearch folders by q. Use this to find existing folders before creating a new folder. API summary: Search Data Room Folders.
search_investorsSearch investors by search, stage, column or direction. Use this to find existing investors before creating a new investor. Results are paginated. API summary: List Decile Research Investors.
search_leads_search_pipeline_prospectsSearch leads by q or pipeline id. Use this to find existing leads before creating a new lead. Results are paginated. API summary: Search pipeline prospects (investor/LP and deal-flow) by name or email.
search_organizationsSearch organizations by `name` or creation date. Use this to find an organization's ID.
search_pactsSearch pacts by q, person id, pipeline id, signed after, signed before or order by. Use this to find existing pacts before creating a new pact. Results are paginated. API summary: List signed PACTs (soft commitments).
search_peopleSearch people (contacts) by `email`, `first_name`, `last_name` or creation date. Use this to find a person's ID.
search_people_and_organizationsSearch people and organizations together with a text query `q`; optionally limit with `kind`.
search_pipeline_prospectsSearch the prospects in a pipeline by `pipeline_id`, filtered by name, stage, tags, probability or contact dates.
send_invitationVisible to othersSend a invitation (event id). Has effects visible outside this system. API summary: Send Event invitations.
send_lpaVisible to othersSend a lpa. Has effects visible outside this system. API summary: Send an LPA email to a Person.
send_messageVisible to othersSend a message. Has effects visible outside this system. API summary: Compose and send (or schedule, or test-send) an email.
send_pactVisible to othersSend a pact. Has effects visible outside this system. API summary: Send a PACT email to a Person.
send_templateVisible to othersEmail a template. Has effects visible outside this system. Results are paginated. API summary: List email templates for the account.
send_testVisible to othersSend a test (newsletter id). Has effects visible outside this system. API summary: Send a test copy of the newsletter to literal addresses.
submit_action_executionVisible to othersPreview a action execution (action execution id). Has effects visible outside this system. API summary: Preview a pending sendemail action execution.
submit_deal_memoVisible to othersClose a deal memo (deal memo id). Has effects visible outside this system.
submit_deal_memo_for_reviewVisible to othersSubmit a deal memo (deal memo id). Has effects visible outside this system. API summary: Submit a Deal Memo for review.
submit_deal_to_pipelineVisible to othersCopy a deal (share id). Has effects visible outside this system. API summary: Copy a shared deal into a pipeline stage.
submit_investor_to_pipelineVisible to othersCopy a investor. Has effects visible outside this system. API summary: Copy Decile Research Investors To Pipeline.
submit_messageVisible to othersPreview a message. Has effects visible outside this system. API summary: Preview a templated or freeform email before sending.
submit_newsletterVisible to othersPreview a newsletter (newsletter id). Has effects visible outside this system. API summary: Render a newsletter and evaluate the publish gate without sending.
submit_newsletter_publishVisible to othersPublish a newsletter (newsletter id). Has effects visible outside this system. API summary: Publish (or schedule) a newsletter to its full audience.
submit_task_submit_task_decisionVisible to othersSubmit a task (task id). Has effects visible outside this system. API summary: Submit a non-compliant-wire compliance-review decision.
update_companiesVisible to othersUpdate an existing company. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Organizations by ID.
update_contactsVisible to othersUpdate an existing contact. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update People by ID.
update_deal_memoChanges dataUpdate an existing deal memo identified by deal memo id. Only the fields you pass are changed. API summary: Update a Deal Memo.
update_documentChanges dataUpdate an existing document identified by document id. API summary: Update File.
update_document_to_folderChanges dataUpdate an existing document identified by file id. API summary: Save File To Folder.
update_documents_csv_to_folderChanges dataUpdate an existing document. API summary: Save CSV To Folder.
update_email_templateVisible to othersUpdate an existing email template identified by email template id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update an email template.
update_entityChanges dataUpdate an existing entity identified by entity id. Only the fields you pass are changed. API summary: Update a firm-admin entity.
update_eventChanges dataUpdate an existing event identified by event id. API summary: Update Event.
update_event_guestChanges dataUpdate an existing guest identified by person id. Only the fields you pass are changed. API summary: Update an Event guest.
update_event_rsvpsVisible to othersUpdate an existing rsvp identified by event id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Guest RSVP.
update_event_settingsVisible to othersUpdate an existing event setting. Has effects visible outside this system. API summary: Update Event settings.
update_lead_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a note on a pipeline prospect.
update_leadsVisible to othersUpdate an existing lead. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update pipeline prospects.
update_newsletterChanges dataUpdate an existing newsletter identified by newsletter id. Only the fields you pass are changed. API summary: Update a draft or scheduled newsletter.
update_organizationChanges dataUpdate an organization by `company_id`; pass the fields to change in `organization`.
update_personChanges dataUpdate a person by `contact_id`; pass the fields to change in `person`.
update_pipeline_actionChanges dataUpdate an existing action identified by action id. Only the fields you pass are changed. API summary: Updates a pipeline stage action's config.
update_pipeline_prospectChanges dataUpdate a pipeline prospect by `lead_id` and `pipeline_id`: move stage, set rating, probability, commitment, tags, owner or next contact date.
update_pipeline_stageChanges dataUpdate an existing stage identified by stage id. Only the fields you pass are changed. API summary: Renames a pipeline stage.
update_reordersVisible to othersUpdate an existing reorder identified by pipeline id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reorders the stages of a pipeline.
update_taskChanges dataUpdate a task by `task_id`: title, description, status, due date or assignee.
update_ticketChanges dataUpdate an existing ticket identified by ticket id. Only the fields you pass are changed. API summary: Update a Decile support ticket.
upload_documentChanges dataUpload a document. API summary: Upload File.
upload_document_upload_prospect_attachmentChanges dataUpload a document (pipeline prospect id). API summary: Attach a file directly to a prospect.
upsert_organizationChanges dataCreate an organization, or update a matching existing one. Pass `organization` with a `name` plus website, description, tags and people.
upsert_personChanges dataCreate a person, or update the existing one matched by email. `person` needs `first_name`, `last_name` and `email`; add phone, LinkedIn, tags, address and organizations.
upsert_pipeline_prospectChanges dataAdd a person or organization to a pipeline, or update it if already there. Pass `pipeline_id`, `prospect` (person or organization, rating, probability, commitment) and an optional `stage` or `stage_id`.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Decile Hub from the app list.
2
Paste your key
Paste your Decile Hub API key. In Decile Hub, open Settings > API and generate an API key. The key's permissions decide what the AI can see and change, on top of the tools you switch on in HeyMyApps.
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 Decile Hub?

The AI can search and read people, organizations, pipeline prospects, tasks, events, fund entities, capital calls and portfolio companies. It can create and update people and organizations, add notes, add and update pipeline prospects, and create, update and complete tasks.

Does the AI see my Decile Hub API key?

No. Your Decile Hub 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. Changes to people, organizations and pipeline prospects, and completing tasks, 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 Decile Hub account.

Can I limit what the AI sees in Decile Hub?

Yes, in two ways. The API key's permissions in Decile Hub decide what it can see and change. In HeyMyApps you also choose which tools are switched on, for example lookups without any changes.