Integration · CRM & sales

Connect Claude & ChatGPT to EspoCRM

Ask your AI what is open with a customer, which deals close this month, or to log the call you just had in EspoCRM. It can search and update accounts, contacts, leads, opportunities and cases, create tasks and meetings and log calls. Your CRM stays up to date without typing everything into forms.

Connect EspoCRM free

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

Try asking

“What do we have on Nordic Foods: contacts and open deals?”
The AI finds the account and lists its contacts and opportunities.
“Log a 20 minute call with Peter Hansen today about the renewal.”
It finds the contact and a user to assign it to, and logs the call with times and a description linked to the record.
“Move the Acme opportunity to Negotiation and set the close date to 31 October.”
It finds the opportunity and updates its stage and close date.

What your AI can do

Accounts, contacts and leads

Search, create and update accounts, contacts and leads, and see the contacts and opportunities on an account.

Opportunities

Create deals, and update stage, amount, probability and close date as they move forward.

Activities and cases

Log calls, book meetings, create and complete tasks, and create and update support cases.

“Add a new lead: Sara Lind, Lind Design, [email protected], from the website.”
It creates the lead with name, company, email and source.
“Book a meeting with Nordic Foods next Tuesday at 10.”
It creates the meeting with start and end time, assigns it and links the account.
“Which support cases are still open with high priority?”
It searches cases and lists the open high-priority ones with status and account.

355 tools for EspoCRM

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

create_accountChanges dataCreate an account (company) with name, website, email, phone, industry, type and billing address in `body`. Search first to avoid duplicates.
create_account_callChanges dataCreate a new call for a account. API summary: Relate Account . calls.
create_account_calls_primaryChanges dataCreate a new calls primary for a account. API summary: Relate Account . callsPrimary.
create_account_contactChanges dataCreate a new contact for a account. API summary: Relate Account . contacts.
create_account_contacts_primaryChanges dataCreate a new contacts primary for a account. API summary: Relate Account . contactsPrimary.
create_account_dealChanges dataCreate a new deal for a account. API summary: Relate Account . opportunities.
create_account_documentChanges dataCreate a new document for a account. API summary: Relate Account . documents.
create_account_emails_primaryChanges dataCreate a new emails primary for a account. API summary: Relate Account . emailsPrimary.
create_account_meetingChanges dataCreate a new meeting for a account. API summary: Relate Account . meetings.
create_account_meetings_primaryChanges dataCreate a new meetings primary for a account. API summary: Relate Account . meetingsPrimary.
create_account_messageChanges dataCreate a new message for a account. API summary: Relate Account . emails.
create_account_target_listChanges dataCreate a new target list for a account. API summary: Relate Account . targetLists.
create_account_taskChanges dataCreate a new task for a account. API summary: Relate Account . tasks.
create_account_tasks_primaryChanges dataCreate a new tasks primary for a account. API summary: Relate Account . tasksPrimary.
create_account_teamChanges dataCreate a new team for a account. API summary: Relate Account . teams.
create_account_ticketChanges dataCreate a new ticket for a account. API summary: Relate Account . cases.
create_account_userChanges dataCreate a new user for a account. API summary: Relate Account . portalUsers.
create_call_contactChanges dataCreate a new contact for a call. API summary: Relate Call . contacts.
create_call_leadChanges dataCreate a new lead for a call. API summary: Relate Call . leads.
create_call_teamChanges dataCreate a new team for a call. API summary: Relate Call . teams.
create_call_userChanges dataCreate a new user for a call. API summary: Relate Call . users.
create_campaignChanges dataCreate a new campaign. API summary: Create Campaign.
create_campaign_accountChanges dataCreate a new account for a campaign. API summary: Relate Campaign . accounts.
create_campaign_contactChanges dataCreate a new contact for a campaign. API summary: Relate Campaign . contacts.
create_campaign_dealChanges dataCreate a new deal for a campaign. API summary: Relate Campaign . opportunities.
create_campaign_excluding_target_listChanges dataCreate a new excluding target list for a campaign. API summary: Relate Campaign . excludingTargetLists.
create_campaign_leadChanges dataCreate a new lead for a campaign. API summary: Relate Campaign . leads.
create_campaign_target_listChanges dataCreate a new target list for a campaign. API summary: Relate Campaign . targetLists.
create_campaign_teamChanges dataCreate a new team for a campaign. API summary: Relate Campaign . teams.
create_caseChanges dataCreate a support case with `name`; optionally description, status, priority, type, account and contact.
create_contactChanges dataCreate a contact with first and last name, email, phone, account ID, title and address in `body`. Search first to avoid duplicates.
create_contact_accountChanges dataCreate a new account for a contact. API summary: Relate Contact . accounts.
create_contact_callChanges dataCreate a new call for a contact. API summary: Relate Contact . calls.
create_contact_cases_primaryChanges dataCreate a new cases primary for a contact. API summary: Relate Contact . casesPrimary.
create_contact_dealChanges dataCreate a new deal for a contact. API summary: Relate Contact . opportunities.
create_contact_documentChanges dataCreate a new document for a contact. API summary: Relate Contact . documents.
create_contact_meetingChanges dataCreate a new meeting for a contact. API summary: Relate Contact . meetings.
create_contact_messageChanges dataCreate a new message for a contact. API summary: Relate Contact . emails.
create_contact_opportunities_primaryChanges dataCreate a new opportunities primary for a contact. API summary: Relate Contact . opportunitiesPrimary.
create_contact_target_listChanges dataCreate a new target list for a contact. API summary: Relate Contact . targetLists.
create_contact_taskChanges dataCreate a new task for a contact. API summary: Relate Contact . tasks.
create_contact_tasks_primaryChanges dataCreate a new tasks primary for a contact. API summary: Relate Contact . tasksPrimary.
create_contact_teamChanges dataCreate a new team for a contact. API summary: Relate Contact . teams.
create_contact_ticketChanges dataCreate a new ticket for a contact. API summary: Relate Contact . cases.
create_deal_callChanges dataCreate a new call for a deal. API summary: Relate Opportunity . calls.
create_deal_contactChanges dataCreate a new contact for a deal. API summary: Relate Opportunity . contacts.
create_deal_documentChanges dataCreate a new document for a deal. API summary: Relate Opportunity . documents.
create_deal_meetingChanges dataCreate a new meeting for a deal. API summary: Relate Opportunity . meetings.
create_deal_messageChanges dataCreate a new message for a deal. API summary: Relate Opportunity . emails.
create_deal_taskChanges dataCreate a new task for a deal. API summary: Relate Opportunity . tasks.
create_deal_teamChanges dataCreate a new team for a deal. API summary: Relate Opportunity . teams.
create_documentChanges dataCreate a new document. Required: name, file id or publish date. API summary: Create Document.
create_document_accountChanges dataCreate a new account for a document. API summary: Relate Document . accounts.
create_document_contactChanges dataCreate a new contact for a document. API summary: Relate Document . contacts.
create_document_dealChanges dataCreate a new deal for a document. API summary: Relate Document . opportunities.
create_document_leadChanges dataCreate a new lead for a document. API summary: Relate Document . leads.
create_document_teamChanges dataCreate a new team for a document. API summary: Relate Document . teams.
create_leadChanges dataCreate a lead with name, company (accountName), email, phone, source and status in `body`.
create_lead_callChanges dataCreate a new call for a lead. API summary: Relate Lead . calls.
create_lead_documentChanges dataCreate a new document for a lead. API summary: Relate Lead . documents.
create_lead_meetingChanges dataCreate a new meeting for a lead. API summary: Relate Lead . meetings.
create_lead_messageChanges dataCreate a new message for a lead. API summary: Relate Lead . emails.
create_lead_target_listChanges dataCreate a new target list for a lead. API summary: Relate Lead . targetLists.
create_lead_taskChanges dataCreate a new task for a lead. API summary: Relate Lead . tasks.
create_lead_teamChanges dataCreate a new team for a lead. API summary: Relate Lead . teams.
create_lead_ticketChanges dataCreate a new ticket for a lead. API summary: Relate Lead . cases.
create_meetingChanges dataCreate a meeting with `name`, `date_start`, `date_end` and `assigned_user_id`; optionally attendees (contacts, leads, users) and a related record.
create_meeting_contactChanges dataCreate a new contact for a meeting. API summary: Relate Meeting . contacts.
create_meeting_leadChanges dataCreate a new lead for a meeting. API summary: Relate Meeting . leads.
create_meeting_teamChanges dataCreate a new team for a meeting. API summary: Relate Meeting . teams.
create_meeting_userChanges dataCreate a new user for a meeting. API summary: Relate Meeting . users.
create_messageVisible to othersCreate a new message. Has effects visible outside this system. API summary: Create Email.
create_message_replyVisible to othersCreate a new reply for a message. Has effects visible outside this system. API summary: Relate Email . replies.
create_message_taskVisible to othersCreate a new task for a message. Has effects visible outside this system. API summary: Relate Email . tasks.
create_message_teamVisible to othersCreate a new team for a message. Has effects visible outside this system. API summary: Relate Email . teams.
create_message_userVisible to othersCreate a new user for a message. Has effects visible outside this system. API summary: Relate Email . assignedUsers.
create_message_user_postVisible to othersCreate a new user for a message. Has effects visible outside this system. API summary: Relate Email . users.
create_opportunityChanges dataCreate an opportunity with `name`, `amount`, `amount_currency` and `close_date`; optionally stage, probability, account and contact.
create_productChanges dataCreate a new product. Required: name. API summary: Create KnowledgeBaseArticle.
create_product_teamChanges dataCreate a new team for a product. API summary: Relate KnowledgeBaseArticle . teams.
create_product_ticketChanges dataCreate a new ticket for a product. API summary: Relate KnowledgeBaseArticle . cases.
create_target_listChanges dataCreate a new target list. Required: name. API summary: Create TargetList.
create_target_list_accountChanges dataCreate a new account for a target list. API summary: Relate TargetList . accounts.
create_target_list_campaignChanges dataCreate a new campaign for a target list. API summary: Relate TargetList . campaigns.
create_target_list_campaigns_excludingChanges dataCreate a new campaigns excluding for a target list. API summary: Relate TargetList . campaignsExcluding.
create_target_list_contactChanges dataCreate a new contact for a target list. API summary: Relate TargetList . contacts.
create_target_list_leadChanges dataCreate a new lead for a target list. API summary: Relate TargetList . leads.
create_target_list_teamChanges dataCreate a new team for a target list. API summary: Relate TargetList . teams.
create_target_list_userChanges dataCreate a new user for a target list. API summary: Relate TargetList . users.
create_taskChanges dataCreate a task with `name` and `assigned_user_id`; optionally due date, priority, status and a related record (`parent_type` and `parent_id`).
create_task_collaboratorChanges dataCreate a new collaborator for a task. API summary: Relate Task . collaborators.
create_task_teamChanges dataCreate a new team for a task. API summary: Relate Task . teams.
create_ticket_callChanges dataCreate a new call for a ticket. API summary: Relate Case . calls.
create_ticket_collaboratorChanges dataCreate a new collaborator for a ticket. API summary: Relate Case . collaborators.
create_ticket_contactChanges dataCreate a new contact for a ticket. API summary: Relate Case . contacts.
create_ticket_meetingChanges dataCreate a new meeting for a ticket. API summary: Relate Case . meetings.
create_ticket_messageChanges dataCreate a new message for a ticket. API summary: Relate Case . emails.
create_ticket_productChanges dataCreate a new product for a ticket. API summary: Relate Case . articles.
create_ticket_taskChanges dataCreate a new task for a ticket. API summary: Relate Case . tasks.
create_ticket_teamChanges dataCreate a new team for a ticket. API summary: Relate Case . teams.
create_user_accountChanges dataCreate a new account for a user. API summary: Relate User . accounts.
create_user_callChanges dataCreate a new call for a user. API summary: Relate User . calls.
create_user_meetingChanges dataCreate a new meeting for a user. API summary: Relate User . meetings.
create_user_messageChanges dataCreate a new message for a user. API summary: Relate User . emails.
create_user_target_listChanges dataCreate a new target list for a user. API summary: Relate User . targetLists.
create_user_taskChanges dataCreate a new task for a user. API summary: Relate User . tasks.
create_user_teamChanges dataCreate a new team for a user. API summary: Relate User . teams.
delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Remove Account.
delete_account_callsMoves moneyPermanently delete a call by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . calls.
delete_account_calls_primariesMoves moneyPermanently delete a calls primary by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . callsPrimary.
delete_account_contactsMoves moneyPermanently delete a contact by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . contacts.
delete_account_contacts_primariesMoves moneyPermanently delete a contacts primary by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . contactsPrimary.
delete_account_dealsMoves moneyPermanently delete a deal by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . opportunities.
delete_account_documentsMoves moneyPermanently delete a document by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . documents.
delete_account_emails_primariesMoves moneyPermanently delete a emails primary by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . emailsPrimary.
delete_account_meetingsMoves moneyPermanently delete a meeting by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . meetings.
delete_account_meetings_primariesMoves moneyPermanently delete a meetings primary by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . meetingsPrimary.
delete_account_messagesMoves moneyPermanently delete a message by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . emails.
delete_account_target_listsMoves moneyPermanently delete a target list by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . targetLists.
delete_account_tasksMoves moneyPermanently delete a task by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . tasks.
delete_account_tasks_primariesMoves moneyPermanently delete a tasks primary by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . tasksPrimary.
delete_account_teamsMoves moneyPermanently delete a team by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . teams.
delete_account_ticketsMoves moneyPermanently delete a ticket by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . cases.
delete_account_usersMoves moneyPermanently delete a user by account id. Financial or irreversible action; may require approval. API summary: Unrelate Account . portalUsers.
delete_callDeletesPermanently delete a call by call id. Destructive action; may require approval. API summary: Remove Call.
delete_call_contactsMoves moneyPermanently delete a contact by call id. Financial or irreversible action; may require approval. API summary: Unrelate Call . contacts.
delete_call_leadsMoves moneyPermanently delete a lead by call id. Financial or irreversible action; may require approval. API summary: Unrelate Call . leads.
delete_call_teamsMoves moneyPermanently delete a team by call id. Financial or irreversible action; may require approval. API summary: Unrelate Call . teams.
delete_call_usersMoves moneyPermanently delete a user by call id. Financial or irreversible action; may require approval. API summary: Unrelate Call . users.
delete_campaignDeletesPermanently delete a campaign by campaign id. Destructive action; may require approval. API summary: Remove Campaign.
delete_campaign_accountsMoves moneyPermanently delete a account by campaign id. Financial or irreversible action; may require approval. API summary: Unrelate Campaign . accounts.
delete_campaign_contactsMoves moneyPermanently delete a contact by campaign id. Financial or irreversible action; may require approval. API summary: Unrelate Campaign . contacts.
delete_campaign_dealsMoves moneyPermanently delete a deal by campaign id. Financial or irreversible action; may require approval. API summary: Unrelate Campaign . opportunities.
delete_campaign_excluding_target_listsMoves moneyPermanently delete a excluding target list by campaign id. Financial or irreversible action; may require approval. API summary: Unrelate Campaign . excludingTargetLists.
delete_campaign_leadsMoves moneyPermanently delete a lead by campaign id. Financial or irreversible action; may require approval. API summary: Unrelate Campaign . leads.
delete_campaign_target_listsMoves moneyPermanently delete a target list by campaign id. Financial or irreversible action; may require approval. API summary: Unrelate Campaign . targetLists.
delete_campaign_teamsMoves moneyPermanently delete a team by campaign id. Financial or irreversible action; may require approval. API summary: Unrelate Campaign . teams.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Remove Contact.
delete_contact_accountsMoves moneyPermanently delete a account by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . accounts.
delete_contact_callsMoves moneyPermanently delete a call by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . calls.
delete_contact_cases_primariesMoves moneyPermanently delete a cases primary by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . casesPrimary.
delete_contact_dealsMoves moneyPermanently delete a deal by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . opportunities.
delete_contact_documentsMoves moneyPermanently delete a document by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . documents.
delete_contact_meetingsMoves moneyPermanently delete a meeting by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . meetings.
delete_contact_messagesMoves moneyPermanently delete a message by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . emails.
delete_contact_opportunities_primariesMoves moneyPermanently delete a opportunities primary by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . opportunitiesPrimary.
delete_contact_target_listsMoves moneyPermanently delete a target list by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . targetLists.
delete_contact_tasksMoves moneyPermanently delete a task by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . tasks.
delete_contact_tasks_primariesMoves moneyPermanently delete a tasks primary by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . tasksPrimary.
delete_contact_teamsMoves moneyPermanently delete a team by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . teams.
delete_contact_ticketsMoves moneyPermanently delete a ticket by contact id. Financial or irreversible action; may require approval. API summary: Unrelate Contact . cases.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Remove Opportunity.
delete_deal_callsMoves moneyPermanently delete a call by opportunity id. Financial or irreversible action; may require approval. API summary: Unrelate Opportunity . calls.
delete_deal_contactsMoves moneyPermanently delete a contact by opportunity id. Financial or irreversible action; may require approval. API summary: Unrelate Opportunity . contacts.
delete_deal_documentsMoves moneyPermanently delete a document by opportunity id. Financial or irreversible action; may require approval. API summary: Unrelate Opportunity . documents.
delete_deal_meetingsMoves moneyPermanently delete a meeting by opportunity id. Financial or irreversible action; may require approval. API summary: Unrelate Opportunity . meetings.
delete_deal_messagesMoves moneyPermanently delete a message by opportunity id. Financial or irreversible action; may require approval. API summary: Unrelate Opportunity . emails.
delete_deal_tasksMoves moneyPermanently delete a task by opportunity id. Financial or irreversible action; may require approval. API summary: Unrelate Opportunity . tasks.
delete_deal_teamsMoves moneyPermanently delete a team by opportunity id. Financial or irreversible action; may require approval. API summary: Unrelate Opportunity . teams.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Remove Document.
delete_document_accountsMoves moneyPermanently delete a account by document id. Financial or irreversible action; may require approval. API summary: Unrelate Document . accounts.
delete_document_contactsMoves moneyPermanently delete a contact by document id. Financial or irreversible action; may require approval. API summary: Unrelate Document . contacts.
delete_document_dealsMoves moneyPermanently delete a deal by document id. Financial or irreversible action; may require approval. API summary: Unrelate Document . opportunities.
delete_document_leadsMoves moneyPermanently delete a lead by document id. Financial or irreversible action; may require approval. API summary: Unrelate Document . leads.
delete_document_teamsMoves moneyPermanently delete a team by document id. Financial or irreversible action; may require approval. API summary: Unrelate Document . teams.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Remove Lead.
delete_lead_callsMoves moneyPermanently delete a call by lead id. Financial or irreversible action; may require approval. API summary: Unrelate Lead . calls.
delete_lead_documentsMoves moneyPermanently delete a document by lead id. Financial or irreversible action; may require approval. API summary: Unrelate Lead . documents.
delete_lead_meetingsMoves moneyPermanently delete a meeting by lead id. Financial or irreversible action; may require approval. API summary: Unrelate Lead . meetings.
delete_lead_messagesMoves moneyPermanently delete a message by lead id. Financial or irreversible action; may require approval. API summary: Unrelate Lead . emails.
delete_lead_target_listsMoves moneyPermanently delete a target list by lead id. Financial or irreversible action; may require approval. API summary: Unrelate Lead . targetLists.
delete_lead_tasksMoves moneyPermanently delete a task by lead id. Financial or irreversible action; may require approval. API summary: Unrelate Lead . tasks.
delete_lead_teamsMoves moneyPermanently delete a team by lead id. Financial or irreversible action; may require approval. API summary: Unrelate Lead . teams.
delete_lead_ticketsMoves moneyPermanently delete a ticket by lead id. Financial or irreversible action; may require approval. API summary: Unrelate Lead . cases.
delete_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval. API summary: Remove Meeting.
delete_meeting_contactsMoves moneyPermanently delete a contact by meeting id. Financial or irreversible action; may require approval. API summary: Unrelate Meeting . contacts.
delete_meeting_leadsMoves moneyPermanently delete a lead by meeting id. Financial or irreversible action; may require approval. API summary: Unrelate Meeting . leads.
delete_meeting_teamsMoves moneyPermanently delete a team by meeting id. Financial or irreversible action; may require approval. API summary: Unrelate Meeting . teams.
delete_meeting_usersMoves moneyPermanently delete a user by meeting id. Financial or irreversible action; may require approval. API summary: Unrelate Meeting . users.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Remove Email.
delete_message_repliesMoves moneyPermanently delete a reply by email id. Financial or irreversible action; may require approval. API summary: Unrelate Email . replies.
delete_message_tasksMoves moneyPermanently delete a task by email id. Financial or irreversible action; may require approval. API summary: Unrelate Email . tasks.
delete_message_teamsMoves moneyPermanently delete a team by email id. Financial or irreversible action; may require approval. API summary: Unrelate Email . teams.
delete_message_usersMoves moneyPermanently delete a user by email id. Financial or irreversible action; may require approval. API summary: Unrelate Email . assignedUsers.
delete_message_users_deleteMoves moneyPermanently delete a user by email id. Financial or irreversible action; may require approval. API summary: Unrelate Email . users.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Remove KnowledgeBaseArticle.
delete_product_teamsMoves moneyPermanently delete a team by knowledge base article id. Financial or irreversible action; may require approval. API summary: Unrelate KnowledgeBaseArticle . teams.
delete_product_ticketsMoves moneyPermanently delete a ticket by knowledge base article id. Financial or irreversible action; may require approval. API summary: Unrelate KnowledgeBaseArticle . cases.
delete_target_listDeletesPermanently delete a target list by target list id. Destructive action; may require approval. API summary: Remove TargetList.
delete_target_list_accountsMoves moneyPermanently delete a account by target list id. Financial or irreversible action; may require approval. API summary: Unrelate TargetList . accounts.
delete_target_list_campaignsMoves moneyPermanently delete a campaign by target list id. Financial or irreversible action; may require approval. API summary: Unrelate TargetList . campaigns.
delete_target_list_campaigns_excludingsMoves moneyPermanently delete a campaigns excluding by target list id. Financial or irreversible action; may require approval. API summary: Unrelate TargetList . campaignsExcluding.
delete_target_list_contactsMoves moneyPermanently delete a contact by target list id. Financial or irreversible action; may require approval. API summary: Unrelate TargetList . contacts.
delete_target_list_leadsMoves moneyPermanently delete a lead by target list id. Financial or irreversible action; may require approval. API summary: Unrelate TargetList . leads.
delete_target_list_teamsMoves moneyPermanently delete a team by target list id. Financial or irreversible action; may require approval. API summary: Unrelate TargetList . teams.
delete_target_list_usersMoves moneyPermanently delete a user by target list id. Financial or irreversible action; may require approval. API summary: Unrelate TargetList . users.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Remove Task.
delete_task_collaboratorsMoves moneyPermanently delete a collaborator by task id. Financial or irreversible action; may require approval. API summary: Unrelate Task . collaborators.
delete_task_teamsMoves moneyPermanently delete a team by task id. Financial or irreversible action; may require approval. API summary: Unrelate Task . teams.
delete_ticketDeletesPermanently delete a ticket by ticket id. Destructive action; may require approval. API summary: Remove Case.
delete_ticket_callsMoves moneyPermanently delete a call by case id. Financial or irreversible action; may require approval. API summary: Unrelate Case . calls.
delete_ticket_collaboratorsMoves moneyPermanently delete a collaborator by case id. Financial or irreversible action; may require approval. API summary: Unrelate Case . collaborators.
delete_ticket_contactsMoves moneyPermanently delete a contact by case id. Financial or irreversible action; may require approval. API summary: Unrelate Case . contacts.
delete_ticket_meetingsMoves moneyPermanently delete a meeting by case id. Financial or irreversible action; may require approval. API summary: Unrelate Case . meetings.
delete_ticket_messagesMoves moneyPermanently delete a message by case id. Financial or irreversible action; may require approval. API summary: Unrelate Case . emails.
delete_ticket_productsMoves moneyPermanently delete a product by case id. Financial or irreversible action; may require approval. API summary: Unrelate Case . articles.
delete_ticket_tasksMoves moneyPermanently delete a task by case id. Financial or irreversible action; may require approval. API summary: Unrelate Case . tasks.
delete_ticket_teamsMoves moneyPermanently delete a team by case id. Financial or irreversible action; may require approval. API summary: Unrelate Case . teams.
delete_user_accountsMoves moneyPermanently delete a account by user id. Financial or irreversible action; may require approval. API summary: Unrelate User . accounts.
delete_user_callsMoves moneyPermanently delete a call by user id. Financial or irreversible action; may require approval. API summary: Unrelate User . calls.
delete_user_meetingsMoves moneyPermanently delete a meeting by user id. Financial or irreversible action; may require approval. API summary: Unrelate User . meetings.
delete_user_messagesMoves moneyPermanently delete a message by user id. Financial or irreversible action; may require approval. API summary: Unrelate User . emails.
delete_user_target_listsMoves moneyPermanently delete a target list by user id. Financial or irreversible action; may require approval. API summary: Unrelate User . targetLists.
delete_user_tasksMoves moneyPermanently delete a task by user id. Financial or irreversible action; may require approval. API summary: Unrelate User . tasks.
delete_user_teamsMoves moneyPermanently delete a team by user id. Financial or irreversible action; may require approval. API summary: Unrelate User . teams.
get_accountGet one account by `account_id`.
get_callGet one call by call id. API summary: Read Call.
get_campaignGet one campaign by campaign id. API summary: Read Campaign.
get_caseGet one support case by `ticket_id`.
get_contactGet one contact by `contact_id`.
get_documentGet one document by document id. API summary: Read Document.
get_leadGet one lead by `lead_id`.
get_meetingGet one meeting by meeting id. API summary: Read Meeting.
get_messageGet one message by message id. API summary: Read Email.
get_opportunityGet one opportunity by `deal_id`.
get_productGet one product by product id. API summary: Read KnowledgeBaseArticle.
get_target_listGet one target list by target list id. API summary: Read TargetList.
get_taskGet one task by task id. API summary: Read Task.
get_teamGet one team by team id. API summary: Read Team.
get_userGet one user by user id. API summary: Read User.
list_account_callsList calls for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . calls.
list_account_calls_primariesList calls primaries for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . callsPrimary.
list_account_contactsList the contacts linked to an account by `account_id`.
list_account_contacts_primariesList contacts primaries for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . contactsPrimary.
list_account_documentsList documents for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . documents.
list_account_emails_primariesList emails primaries for a account. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List Account . emailsPrimary.
list_account_meetingsList meetings for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . meetings.
list_account_meetings_primariesList meetings primaries for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . meetingsPrimary.
list_account_messagesList messages for a account. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List Account . emails.
list_account_opportunitiesList the opportunities linked to an account by `account_id`.
list_account_target_listsList target lists for a account. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Account . targetLists.
list_account_tasksList tasks for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . tasks.
list_account_tasks_primariesList tasks primaries for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . tasksPrimary.
list_account_teamsList teams for a account. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Account . teams.
list_account_ticketsList tickets for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . cases.
list_account_usersList users for a account. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Account . portalUsers.
list_call_contactsList contacts for a call. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Call . contacts.
list_call_leadsList leads for a call. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Call . leads.
list_call_teamsList teams for a call. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Call . teams.
list_call_usersList users for a call. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Call . users.
list_callsList calls. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated.
list_campaign_accountsList accounts for a campaign. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Campaign . accounts.
list_campaign_contactsList contacts for a campaign. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Campaign . contacts.
list_campaign_dealsList deals for a campaign. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Campaign . opportunities.
list_campaign_excluding_target_listsList excluding target lists for a campaign. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Campaign . excludingTargetLists.
list_campaign_leadsList leads for a campaign. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Campaign . leads.
list_campaign_target_listsList target lists for a campaign. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Campaign . targetLists.
list_campaign_teamsList teams for a campaign. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Campaign . teams.
list_campaignsList campaigns. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated.
list_contact_accountsList accounts for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . accounts.
list_contact_callsList calls for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . calls.
list_contact_cases_primariesList cases primaries for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . casesPrimary.
list_contact_dealsList deals for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . opportunities.
list_contact_documentsList documents for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . documents.
list_contact_meetingsList meetings for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . meetings.
list_contact_messagesList messages for a contact. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List Contact . emails.
list_contact_opportunities_primariesList opportunities primaries for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . opportunitiesPrimary.
list_contact_target_listsList target lists for a contact. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Contact . targetLists.
list_contact_tasksList tasks for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . tasks.
list_contact_tasks_primariesList tasks primaries for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . tasksPrimary.
list_contact_teamsList teams for a contact. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Contact . teams.
list_contact_ticketsList tickets for a contact. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Contact . cases.
list_deal_callsList calls for a deal. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Opportunity . calls.
list_deal_contactsList contacts for a deal. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Opportunity . contacts.
list_deal_documentsList documents for a deal. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Opportunity . documents.
list_deal_meetingsList meetings for a deal. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Opportunity . meetings.
list_deal_messagesList messages for a deal. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List Opportunity . emails.
list_deal_tasksList tasks for a deal. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Opportunity . tasks.
list_deal_teamsList teams for a deal. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Opportunity . teams.
list_document_accountsList accounts for a document. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Document . accounts.
list_document_contactsList contacts for a document. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Document . contacts.
list_document_dealsList deals for a document. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Document . opportunities.
list_document_leadsList leads for a document. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Document . leads.
list_document_teamsList teams for a document. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Document . teams.
list_documentsList documents. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated.
list_email_usersList users for a message. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Email . users.
list_lead_callsList calls for a lead. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Lead . calls.
list_lead_documentsList documents for a lead. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Lead . documents.
list_lead_meetingsList meetings for a lead. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Lead . meetings.
list_lead_messagesList messages for a lead. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List Lead . emails.
list_lead_target_listsList target lists for a lead. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Lead . targetLists.
list_lead_tasksList tasks for a lead. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Lead . tasks.
list_lead_teamsList teams for a lead. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Lead . teams.
list_lead_ticketsList tickets for a lead. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Lead . cases.
list_meeting_contactsList contacts for a meeting. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Meeting . contacts.
list_meeting_leadsList leads for a meeting. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Meeting . leads.
list_meeting_teamsList teams for a meeting. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Meeting . teams.
list_meeting_usersList users for a meeting. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Meeting . users.
list_message_repliesList replies for a message. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List Email . replies.
list_message_tasksList tasks for a message. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Email . tasks.
list_message_teamsList teams for a message. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Email . teams.
list_message_usersList users for a message. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Email . assignedUsers.
list_messagesList messages. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List Email.
list_product_teamsList teams for a product. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List KnowledgeBaseArticle . teams.
list_product_ticketsList tickets for a product. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List KnowledgeBaseArticle . cases.
list_productsList products. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List KnowledgeBaseArticle.
list_target_list_accountsList accounts for a target list. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List TargetList . accounts.
list_target_list_campaignsList campaigns for a target list. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List TargetList . campaigns.
list_target_list_campaigns_excludingsList campaigns excludings for a target list. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List TargetList . campaignsExcluding.
list_target_list_contactsList contacts for a target list. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List TargetList . contacts.
list_target_list_leadsList leads for a target list. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List TargetList . leads.
list_target_list_teamsList teams for a target list. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List TargetList . teams.
list_target_list_usersList users for a target list. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List TargetList . users.
list_target_listsList target lists. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List TargetList.
list_task_collaboratorsList collaborators for a task. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Task . collaborators.
list_task_teamsList teams for a task. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Task . teams.
list_teamsList teams. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated.
list_ticket_callsList calls for a ticket. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Case . calls.
list_ticket_collaboratorsList collaborators for a ticket. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Case . collaborators.
list_ticket_contactsList contacts for a ticket. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Case . contacts.
list_ticket_meetingsList meetings for a ticket. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Case . meetings.
list_ticket_messagesList messages for a ticket. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List Case . emails.
list_ticket_productsList products for a ticket. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Case . articles.
list_ticket_tasksList tasks for a ticket. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List Case . tasks.
list_ticket_teamsList teams for a ticket. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List Case . teams.
list_user_accountsList accounts for a user. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List User . accounts.
list_user_callsList calls for a user. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List User . calls.
list_user_meetingsList meetings for a user. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List User . meetings.
list_user_messagesList messages for a user. Optional filters: max size, order by, order, text filter, attribute select or where group. Results are paginated. API summary: List User . emails.
list_user_target_listsList target lists for a user. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List User . targetLists.
list_user_tasksList tasks for a user. Optional filters: max size, order by, order, text filter, primary filter or bool filter list. Results are paginated. API summary: List User . tasks.
list_user_teamsList teams for a user. Optional filters: max size, order by, order, text filter, bool filter list or attribute select. Results are paginated. API summary: List User . teams.
list_usersList CRM users, for example to find the ID to assign records to. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
log_callChanges dataLog a call with `name`, `date_start`, `date_end` and `assigned_user_id`; optionally direction, status, description and a related record.
search_accountsList or search accounts (companies). Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_casesList or search support cases. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_contactsList or search contacts (people). Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_leadsList or search leads. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_meetingsList or search meetings. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_opportunitiesList or search opportunities (deals). Use `text_filter` for free-text search; `max_size` and `offset` page the results.
search_tasksList or search tasks. Use `text_filter` for free-text search; `max_size` and `offset` page the results.
update_accountChanges dataUpdate an account by `account_id` with the fields in `body`. Only the fields you pass change.
update_callChanges dataUpdate an existing call identified by call id. Only the fields you pass are changed. API summary: Update Call.
update_campaignChanges dataUpdate an existing campaign identified by campaign id. Only the fields you pass are changed. API summary: Update Campaign.
update_caseChanges dataUpdate a support case by `ticket_id`: status, priority, assignee and more. Only the fields you pass change.
update_contactChanges dataUpdate a contact by `contact_id` with the fields in `body`. Only the fields you pass change.
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update Document.
update_leadChanges dataUpdate a lead by `lead_id` with the fields in `body` (for example its status). Only the fields you pass change.
update_meetingChanges dataUpdate an existing meeting identified by meeting id. Only the fields you pass are changed. API summary: Update Meeting.
update_messageVisible to othersUpdate an existing message identified by message id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Email.
update_opportunityChanges dataUpdate an opportunity by `deal_id`: stage, amount, close date, probability and more. Only the fields you pass change.
update_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update KnowledgeBaseArticle.
update_target_listChanges dataUpdate an existing target list identified by target list id. Only the fields you pass are changed. API summary: Update TargetList.
update_taskChanges dataUpdate a task by `task_id`, for example to mark it completed or change the due date. Only the fields you pass change.
update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update User.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose EspoCRM from the app list.
2
Paste your key
Enter your EspoCRM address (the URL you open in the browser, without a trailing slash) and an API key. In EspoCRM go to Administration > API Users, create an API user with the API Key authentication method, give it a role with access to the records you need, save, and copy the API key from the user's detail view.
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 EspoCRM?

The AI can search and read accounts, contacts, leads, opportunities, cases, meetings, tasks and users. It can create and update accounts, contacts, leads, opportunities, tasks and cases, create meetings and log calls.

Does the AI see my EspoCRM credentials?

No. Your EspoCRM 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 with search and lookups only. Creating or changing records 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 EspoCRM instance.

Which records can the AI reach in EspoCRM?

The AI works as the API user you create, so it can only see and change what that user's role allows. Give the role access to the records you want the AI to use, and leave the rest out.