Integration · CRM & sales

Connect Claude & ChatGPT to Dex

Ask your AI what you last talked about with someone, to log notes from a meeting, or to remind you to follow up in Dex. It can search and read contacts, notes, reminders, groups, tags and upcoming birthdays. It can create and update contacts, notes and reminders, and sort contacts into groups and tags.

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

Try asking

“Add a note to Sarah Chen: we talked about the partnership over lunch today.”
The AI finds Sarah and adds a timeline note linked to her, dated today.
“Remind me to follow up with Jonas next Tuesday.”
It creates a reminder with the text and due date, linked to Jonas.
“Whose birthdays are coming up?”
It lists your contacts' upcoming birthdays.

What your AI can do

Contacts

Search, create and update contacts, add email addresses and phone numbers, and see job title, company, social links and tags.

Notes and reminders

Add and update timeline notes, search past notes, and create, update and complete reminders.

Groups and tags

Create groups, add contacts to groups, add or remove tags, and list upcoming birthdays.

“Which of my reminders are overdue?”
It lists reminders filtered to overdue ones, with the linked contacts.
“What did I last talk about with Mark from Acme?”
It finds Mark and searches the notes linked to him, most recent first.
“Add everyone from Acme to my Clients group.”
It searches contacts by company and adds them to the group.

143 tools for Dex

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

add_contact_emailVisible to othersAdd an `email` address to a contact by `contact_id`, with an optional `label`.
add_contact_phoneChanges dataAdd a `phone_number` to a contact by `contact_id`, with an optional `label` and `country_code`.
add_contacts_to_groupChanges dataAdd contacts (`contact_ids`) to a group by `group_id`.
add_tags_to_contactsChanges dataAdd tags (`tag_ids`) to contacts (`contact_ids`).
create_a_custom_field_v2Changes dataCreate a new custom field. Required: custom field. API summary: Create a custom field (v2).
create_a_tag_v2Changes dataCreate a new tag. Required: tag. Search tags first to avoid duplicates. API summary: Create a tag (v2).
create_addChanges dataCreate a new add. Required: contact ids or tag ids. API summary: Add tags to contacts.
create_assign_tags_to_a_contact_v2Changes dataCreate a new contact. Required: tag names. Search contacts first to avoid duplicates. API summary: Create + assign tags to a contact (v2).
create_batchVisible to othersCreate a new batch. Required: contacts. Has effects visible outside this system. API summary: Bulk-create contacts (v2).
create_batch_batch_create_favorites_v2Visible to othersCreate a new batch. Required: favorites. Has effects visible outside this system. API summary: Bulk-create favorites (v2).
create_batch_batch_create_tags_v2Visible to othersCreate a new batch. Required: names. Has effects visible outside this system. API summary: Bulk-create tags (v2).
create_batch_deleteVisible to othersCreate a new batch delete. Has effects visible outside this system. API summary: Batch delete tags.
create_batch_delete_batch_delete_contacts_v2Visible to othersCreate a new batch delete. Required: contact ids. Has effects visible outside this system. API summary: Bulk-delete contacts (v2).
create_batch_delete_batch_delete_favorites_v2Visible to othersCreate a new batch delete. Required: favorite ids. Has effects visible outside this system. API summary: Bulk-delete favorites (v2).
create_batch_delete_batch_delete_groups_v2Visible to othersCreate a new batch delete. Required: group ids. Has effects visible outside this system. API summary: Bulk-delete groups (v2).
create_batch_delete_batch_delete_tags_v2Visible to othersCreate a new batch delete. Has effects visible outside this system. API summary: Bulk-delete tags (v2).
create_batch_updateVisible to othersCreate a new batch update. Required: updates. Has effects visible outside this system. API summary: Bulk-update contacts (v2).
create_batch_update_batch_update_favorites_v2Visible to othersCreate a new batch update. Required: updates. Has effects visible outside this system. API summary: Bulk-update favorites (v2).
create_bulk_createVisible to othersCreate a new bulk create. Required: items. Has effects visible outside this system. API summary: Bulk create tags.
create_contactChanges dataCreate a contact from a `body` object: first_name, last_name, job_title, company, description, birthday, social links, and contact_emails / contact_phone_numbers lists. Search first to avoid duplicates.
create_contact_2Changes dataCreate a new contact. Required: contacts. Search contacts first to avoid duplicates. API summary: Create contacts.
create_contact_assignChanges dataCreate a new contact. Required: tag names. Search contacts first to avoid duplicates. API summary: Create and assign tags to a contact.
create_contact_batch_update_contact_custom_fields_v1Visible to othersCreate a new contact. Required: custom fields. Search contacts first to avoid duplicates. Has effects visible outside this system. API summary: Batch update custom field values.
create_contact_phone_number_reorderChanges dataCreate a new reorder for a contact phone number. Required: order. API summary: Reorder contact phone numbers (v2).
create_contact_relation_addChanges dataCreate a new add for a contact relation. Required: contact ids. API summary: Add related contacts (v2).
create_contact_researchChanges dataCreate a new research for a contact. API summary: Read or run Dex Research on a contact (v2).
create_custom_fieldChanges dataCreate a new custom field. Required: custom field. API summary: Create a custom field.
create_eventChanges dataCreate a new event. Required: summary. Search events first to avoid duplicates. API summary: Create a calendar event (v2).
create_favoriteChanges dataCreate a new favorite. API summary: Create a favorite (v2).
create_filterChanges dataCreate a new filter. API summary: Filter contacts.
create_filter_filter_contacts_v2Changes dataCreate a new filter. API summary: Filter contacts (v2).
create_groupChanges dataCreate a contact group with a `name` and optional emoji and description in `group`.
create_group_2Changes dataCreate a new group. Required: group. Search groups first to avoid duplicates. API summary: Create a group.
create_many_notes_v2Visible to othersCreate a new batch. Required: notes. Has effects visible outside this system. API summary: Create many notes (v2).
create_meeting_typeChanges dataCreate a new meeting type. Required: name. API summary: Create a meeting type (v2).
create_messageChanges dataCreate a new message. Required: emails. Search messages first to avoid duplicates. API summary: Find contacts by email.
create_message_reorderChanges dataCreate a new reorder for a message. Required: order. API summary: Reorder contact emails (v2).
create_noteChanges dataAdd a timeline note in `note`: the `note` text, `event_time` (when it happened) and the linked contacts in `timeline_items_contacts` (each with `contact_id`).
create_reminderChanges dataCreate a reminder in `reminder`: `text`, `due_at_date`, optional `due_at_time` and `recurrence`, and linked contacts in `reminders_contacts` (each with `contact_id`).
create_reminder_2Changes dataCreate a new reminder. Required: reminder. Search reminders first to avoid duplicates. API summary: Create a reminder.
create_reorderChanges dataCreate a new reorder. Required: updates. API summary: Reorder custom fields (v2).
create_tagChanges dataCreate a new tag. Required: tag. Search tags first to avoid duplicates. API summary: Create a tag.
create_timelineChanges dataCreate a new timeline. Required: note. Search timelines first to avoid duplicates. API summary: Create a note.
create_valueChanges dataCreate a new value. Required: custom fields. API summary: Set custom-field values on contacts (v2).
delete_a_contact_email_v2DeletesPermanently delete a message by email id. Destructive action; may require approval. API summary: Delete a contact email (v2).
delete_a_custom_field_v2DeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete a custom field (v2).
delete_a_group_v2DeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a group (v2).
delete_a_reminder_v2DeletesPermanently delete a reminder by reminder id. Destructive action; may require approval. API summary: Delete a reminder (v2).
delete_a_tag_v2DeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Delete a tag (v2).
delete_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete a contact address (v2).
delete_batch_removesMoves moneyPermanently delete a batch remove by group id. Financial or irreversible action; may require approval. API summary: Remove contacts from a group (v2).
delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
delete_contact_2DeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_contact_phone_numberDeletesPermanently delete a contact phone number by phone number id. Destructive action; may require approval. API summary: Delete a contact phone number (v2).
delete_contact_relation_removesDeletesPermanently delete a remove by contact id. Destructive action; may require approval. API summary: Remove related contacts (v2).
delete_contactsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Delete multiple contacts.
delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Delete a calendar event (v2).
delete_favoriteDeletesPermanently delete a favorite by favorite id. Destructive action; may require approval. API summary: Delete a favorite (v2).
delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval.
delete_group_contactsDeletesPermanently delete a contact by group id. Destructive action; may require approval. API summary: Remove contacts from a group.
delete_meeting_typeDeletesPermanently delete a meeting type by meeting type id. Destructive action; may require approval. API summary: Delete a meeting type (v2).
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a note (v2).
delete_reminderDeletesPermanently delete a reminder by reminder id. Destructive action; may require approval.
delete_removesDeletesPermanently delete a remove. Destructive action; may require approval. API summary: Remove tags from contacts.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval.
delete_timelineDeletesPermanently delete a timeline by note id. Destructive action; may require approval. API summary: Delete a note.
get_a_groupGet one group by group id. API summary: Get a group.
get_a_group_v2Get one group by group id. API summary: Get a group (v2).
get_a_noteGet one timeline by note id. API summary: Get a note.
get_a_reminder_v2Get one reminder by reminder id. API summary: Get a reminder (v2).
get_a_tagGet one tag by tag id. API summary: Get a tag.
get_a_tag_v2Get one tag by tag id. API summary: Get a tag (v2).
get_contactGet one contact by `contact_id`, with emails, job title, company, social links, tags and last note.
get_contact_2Get one contact by contact id. API summary: Get a contact.
get_contact_countGet one contact. API summary: Count contacts.
get_contact_count_contacts_v2Get one contact. API summary: Count contacts (v2).
get_contact_counts_per_group_v2List contact counts. Optional filters: group ids. API summary: Get contact counts per group (v2).
get_contact_counts_per_tagList contact counts. Optional filters: tag ids. API summary: Get contact counts per tag.
get_contact_relationGet one contact relation by contact id. API summary: List related contacts (v2).
get_current_userGet the Dex user this API key belongs to.
get_eventGet one event by event id. API summary: Get a calendar event (v2).
get_favoriteGet one favorite by favorite id. API summary: Get a favorite (v2).
get_favorite_countGet one favorite. API summary: Count favorites (v2).
get_groupGet one group. API summary: Count groups.
get_group_countGet one group. API summary: Count groups (v2).
get_noteGet one timeline note by its ID (passed as `message_id`).
get_reminderGet one reminder by reminder id. API summary: Get a reminder.
get_tagGet one tag. API summary: Count tags.
get_tag_countGet one tag. API summary: Count tags (v2).
get_timelineGet one timeline. API summary: Count notes.
list_birthdaysList contacts' upcoming birthdays.
list_contact_countsList contact counts. Optional filters: group ids. API summary: Get contact counts per group.
list_contactsList contacts, with optional `where` filters (tag, group, company, starred, archived and more), `order_by` and `cursor` paging.
list_contacts_2List contacts. Optional filters: take, where, order by or select. Results are paginated.
list_custom_fieldsList custom fields. Optional filters: select.
list_custom_fields_v2List custom fields. Optional filters: select. API summary: List custom fields (v2).
list_favoritesList favorites. Optional filters: type, order by or take. Results are paginated. API summary: List favorites (v2).
list_group_contactsList the contacts in a group by `group_id`. Paginated.
list_group_contacts_2List contacts for a group. Optional filters: take. Results are paginated. API summary: List contacts in a group.
list_groupsList contact groups with their IDs and contact counts.
list_groups_2List groups. Optional filters: order by, where, select or take. Results are paginated.
list_meeting_typesList meeting types. API summary: List meeting types (v2).
list_mesList mes. Optional filters: fresh. API summary: Get current user.
list_note_typesList note types.
list_recurring_reminders_v2List recurrings. API summary: List recurring reminders (v2).
list_recurringsList recurrings. API summary: List recurring reminders.
list_remindersList reminders, with optional `where` filters (complete, overdue, due date, contacts) and `cursor` paging.
list_reminders_2List reminders. Optional filters: take, where, order by or select. Results are paginated.
list_tagsList tags with their IDs and contact counts.
list_tags_2List tags. Optional filters: select, order by or take. Results are paginated.
list_timelinesList timelines. Optional filters: order by, take, select or contact id. Results are paginated. API summary: List notes.
merge_duplicate_contacts_v2Visible to othersMerge a contact. Has effects visible outside this system. API summary: Merge duplicate contacts (v2).
remove_tags_from_contactsDeletesRemove tags (`tag_ids`) from contacts (`contact_ids`). The tags themselves are kept.
search_contactsChanges dataSearch contacts by `search_query` (name, email, company and more), optionally including archived contacts or limited to `has_groups`.
search_contacts_2Search contacts by full name or take. Use this to find existing contacts before creating a new contact. Results are paginated.
search_contacts_by_name_v2Search contacts by query or take. Use this to find existing contacts before creating a new contact. API summary: Search contacts by name (v2).
search_contacts_globalSearch contacts by search query, archived, minimal, exact match, enhanced or near. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Search contacts (global).
search_eventsSearch events by search query or date range. Use this to find existing events before creating a new event. Results are paginated. API summary: List calendar events (v2).
search_groupsSearch groups by search query or take. Use this to find existing groups before creating a new group. Results are paginated.
search_messagesSearch messages by search query, folder or date range. Use this to find existing messages before creating a new message. Results are paginated. API summary: Search or list emails (v2).
search_notesSearch timeline notes by `search_query`, `contact_id`, `group_id` or date range.
search_remindersSearch reminders by search query, start date, end date, is complete or take. Use this to find existing reminders before creating a new reminder. Results are paginated.
search_tagsSearch tags by search query or take. Use this to find existing tags before creating a new tag. Results are paginated.
search_timelinesSearch timelines by search query, contact id, start date, end date, take or include contact details. Use this to find existing timelines before creating a new timeline. Results are paginated. API summary: Search notes.
search_unified_timelinesSearch unified timelines by sources, contact id, take, start date, end date or upcoming. Use this to find existing unified timelines before creating a new unified timeline. Results are paginated. API summary: Get unified timeline.
search_viewsSearch views by search query or take. Use this to find existing views before creating a new view. Results are paginated.
submit_contactVisible to othersMerge a contact. Has effects visible outside this system. API summary: Merge contacts.
submit_groupVisible to othersMerge a group (group id). Has effects visible outside this system. API summary: Merge groups (v2).
update_addressChanges dataUpdate an existing address identified by contact id. API summary: Create a contact address (v2).
update_contactChanges dataUpdate a contact by `contact_id` with the changed fields in `body` (name, job title, company, description, birthday, starred, keep-in-touch frequency and more).
update_contactsVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Update multiple contacts.
update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. Only the fields you pass are changed. API summary: Update a custom field (v2).
update_eventChanges dataUpdate an existing event identified by event id. Only the fields you pass are changed. API summary: Update a calendar event (v2).
update_favoriteChanges dataUpdate an existing favorite identified by favorite id. Only the fields you pass are changed. API summary: Update a favorite (v2).
update_groupChanges dataUpdate an existing group identified by group id. Only the fields you pass are changed. API summary: Update a group (v2).
update_group_contactsVisible to othersUpdate an existing contact identified by group id. Has effects visible outside this system. API summary: Add contacts to a group.
update_meeting_typeChanges dataUpdate an existing meeting type identified by meeting type id. Only the fields you pass are changed. API summary: Update a meeting type (v2).
update_noteChanges dataUpdate a timeline note by its ID (passed as `message_id`) with the changed text, event time or linked contacts in `note`.
update_reminderChanges dataUpdate a reminder by `reminder_id`, e.g. mark it complete (`is_complete`) or change its text or due date.
update_reordersVisible to othersUpdate an existing reorder. Has effects visible outside this system. API summary: Reorder custom fields.
update_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed. API summary: Update a tag (v2).
update_timelineChanges dataUpdate an existing timeline identified by note id. API summary: Update a note.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Dex from the app list.
2
Paste your key
Paste your Dex API key. In Dex open Settings > Workflow > Dex API & MCP and click Set up on the Dex API Key row. Copy the key, or click Generate API Key if you have none. Generating a key needs Dex Professional.
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 Dex?

The AI can search and read contacts, notes, reminders, groups, tags and upcoming birthdays, and see which Dex user the key belongs to. It can create and update contacts, add email addresses and phone numbers, add and update notes and reminders, create groups, add contacts to groups, add or remove tags and delete contacts.

Does the AI see my Dex credentials?

No. Your Dex 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. Deleting a contact is permanent, so delete_contact can require your approval before it runs, or stay off. 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 Dex account.

Which Dex plan do I need?

Generating a Dex API key needs Dex Professional. You find the key in Dex under Settings > Workflow > Dex API & MCP, on the Dex API Key row.