Integration · CRM & sales

Connect Claude & ChatGPT to Flexie CRM

Ask your AI to find a lead, update a deal or open a support case in Flexie CRM. It can search and create leads, contacts, accounts and deals, move deals through your pipeline stages, add notes to records and create, update and complete tasks. Everyday CRM work gets done without switching screens.

Connect Flexie CRM free

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

Try asking

“Find the lead from Nordic Foods and tell me what we know about them.”
The AI searches your leads by name and reads the matching lead with all its fields.
“Move the Acme renewal deal to the negotiation stage.”
It finds the deal, looks up the pipeline stages and updates the deal to the new stage.
“Add a new contact: Sara Lund, [email protected], at Lund Consulting.”
It checks the contact fields, searches for duplicates and creates the contact with the fields your Flexie uses.

What your AI can do

Leads, contacts and accounts

Search, read, create and update leads, contacts and accounts, using the field names configured in your Flexie.

Deals and pipeline

Search and read deals, create new ones and move them between pipeline stages.

Cases, tasks and notes

Create, search and update support cases, create, update and complete tasks, and add notes to records.

“Note on the Acme deal that they want a quote by Friday.”
It adds a note with your text to the deal record.
“Open a support case: Acme cannot log in to the customer portal.”
It creates a support case with the fields you give it, and can update the case later.
“Which tasks are open, and mark the call with Peter as done.”
It lists tasks and marks the one you mean as completed.

151 tools for Flexie CRM

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

add_a_case_to_a_listChanges dataUpdate an existing add identified by entity id. API summary: Add a case to a list.
add_a_contact_to_a_listChanges dataUpdate an existing add identified by entity id. API summary: Add a contact to a list.
add_a_deal_to_a_listChanges dataUpdate an existing add identified by entity id. API summary: Add a deal to a list.
add_a_record_to_a_listChanges dataUpdate an existing add identified by entity id. API summary: Add a record to a list.
add_an_account_to_a_listChanges dataUpdate an existing add identified by entity id. API summary: Add an account to a list.
add_noteChanges dataAdd a note to a record: `entity_type` (the kind of record), `entity_id` (the record's ID) and `body` with the note content.
complete_taskVisible to othersMark a task as completed by `task_id`.
create_accountChanges dataCreate a new account (company). Pass `body` as an object of field aliases and values. Search first to avoid duplicates.
create_account_2Changes dataCreate a new account. Search accounts first to avoid duplicates. API summary: List Accounts.
create_caseChanges dataCreate a new support case. Pass `body` as an object of case field aliases and values.
create_ce_editChanges dataCreate a new edit for a ce. API summary: Update Custom Entity By Unique Field.
create_ce_identifyChanges dataCreate a new identify for a ce. API summary: Find one record by a unique field.
create_ce_newChanges dataCreate a new new for a ce. Required: body. API summary: Create Custom Entity.
create_contactChanges dataCreate a new contact. Pass `body` as an object of field aliases and values (see list_contact_fields). Search first to avoid duplicates.
create_contact_2Changes dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Update Lead By Unique FIeld.
create_dealChanges dataCreate a new deal. Pass `body` as an object of field aliases and values (see list_deal_fields).
create_deal_2Changes dataCreate a new deal. Search deals first to avoid duplicates. API summary: List Deals.
create_deal_associationChanges dataCreate a new association for a deal. Required: associations. API summary: Attach records to a deal.
create_identifyChanges dataCreate a new identify. API summary: Find one record by a unique field.
create_identify_identify_accountsChanges dataCreate a new identify. API summary: Find one record by a unique field.
create_identify_identify_casesChanges dataCreate a new identify. API summary: Find one record by a unique field.
create_identify_identify_dealsChanges dataCreate a new identify. API summary: Find one record by a unique field.
create_leadChanges dataCreate a new lead. Pass `body` as an object of field aliases and values (see list_lead_fields). Search first to avoid duplicates.
create_lead_2Changes dataCreate a new lead. Search leads first to avoid duplicates. API summary: List Leads.
create_pipelineChanges dataCreate a new pipeline. API summary: Create a pipeline.
create_report_dataChanges dataCreate a new data for a report. API summary: Get a report's data.
create_taskChanges dataCreate a new task. Pass `body` as an object of task fields and values.
create_task_2Changes dataCreate a new task. API summary: List Tasks.
create_task_incomplete_taskChanges dataCreate a new task for a task. API summary: Incomplete Task.
create_ticketChanges dataCreate a new ticket. Search tickets first to avoid duplicates. API summary: List Cases.
create_ticket_replyChanges dataCreate a new reply for a ticket. Search replies first to avoid duplicates. API summary: Add Case Reply.
delete_a_record_s_notesDeletesPermanently delete a message by entity id. Destructive action; may require approval. API summary: Delete a record's notes.
delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Delete Account.
delete_ceDeletesPermanently delete a ce by ce id. Destructive action; may require approval. API summary: Delete Custom Entity.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete Contact.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete Deal.
delete_deal_associationsMoves moneyPermanently delete a association by deal id. Financial or irreversible action; may require approval. API summary: Detach records from a deal.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete Lead.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete Note.
delete_pipelineDeletesPermanently delete a pipeline by pipeline id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete Task.
delete_ticketDeletesPermanently delete a ticket by ticket id. Destructive action; may require approval. API summary: Delete Case.
find_one_record_by_a_unique_fieldChanges dataCreate a new identify. API summary: Find one record by a unique field.
get_accountGet one account by `account_id` with all its fields.
get_caseGet one support case by `ticket_id` with all its fields.
get_ceGet one ce by ce id. API summary: Get Custom Entity.
get_contactGet one contact by `contact_id` with all its fields.
get_dealGet one deal by `deal_id`, including its pipeline stage and amount fields.
get_leadGet one lead by `lead_id` with all its fields.
get_messageGet one message by message id. API summary: Get Email.
get_noteGet one message by message id. API summary: Get Note.
get_pipelineGet one pipeline by pipeline id.
get_replyGet one reply by reply identifier. Results are paginated. API summary: Get Case Replies By Identifier.
get_reportGet one report by report id. API summary: Get Report.
get_taskGet one task by task id. API summary: Get Task.
list_account_field_categoriesList categories. API summary: List Account Field Categories.
list_account_listsList lists. API summary: List Account Lists.
list_case_field_categoriesList categories. API summary: List Case Field Categories.
list_case_listsList lists. API summary: List Case Lists.
list_categoriesList categories. API summary: List Lead Field Categories.
list_contact_field_categoriesList categories. API summary: List Contact Field Categories.
list_contact_fieldsList the fields configured for contacts, with their aliases. Call this before creating or updating a contact.
list_contact_listsList lists. API summary: List Contact Lists.
list_contactsChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: List Contacts.
list_custom_entitiesGet one ce by table name. Results are paginated. API summary: List Custom Entities.
list_custom_entity_field_categoriesList categories. API summary: List Custom Entity Field Categories.
list_custom_entity_listsList lists. API summary: List Custom Entity Lists.
list_deal_field_categoriesList categories. API summary: List Deal Field Categories.
list_deal_fieldsList the fields configured for deals, with their aliases. Call this before creating or updating a deal.
list_deal_listsList lists. API summary: List Deal Lists.
list_dynamic_endpointsList dynamic endpoints. Results are paginated.
list_fields_list_account_fieldsList fields. API summary: The fields configured on this entity.
list_fields_list_case_fieldsList fields. API summary: The fields configured on this entity.
list_fields_list_custom_entity_fieldsList fields. API summary: The fields configured on this entity.
list_lead_fieldsList the fields configured for leads, with their aliases. Call this before creating or updating a lead to know which field names to use.
list_listsList lists. API summary: List Lead Lists.
list_messagesList messages. Optional filters: order by or order by dir. Results are paginated. API summary: List Emails.
list_ownersList owners. API summary: The users leads can be owned by.
list_pipeline_stagesList the pipeline stages deals can be in. Use to find stage IDs when creating or moving a deal.
list_pipelinesList pipelines.
list_report_dataList data for a report. Optional filters: order by or order by dir. Results are paginated. API summary: Get a report's data.
list_reportsList reports. Optional filters: order by or order by dir. Results are paginated.
list_task_categoriesList categories. API summary: List Task Categories.
list_tasksList tasks, paged with `limit` and `offset`; sort with order_by and order_by_dir.
list_usersList the users in the Flexie account. Use to find owner IDs when assigning records.
remove_a_case_from_a_listChanges dataUpdate an existing remove identified by entity id. API summary: Remove a case from a list.
remove_a_contact_from_a_listChanges dataUpdate an existing remove identified by entity id. API summary: Remove a contact from a list.
remove_a_deal_from_a_listChanges dataUpdate an existing remove identified by entity id. API summary: Remove a deal from a list.
remove_a_record_from_a_listChanges dataUpdate an existing remove identified by entity id. API summary: Remove a record from a list.
remove_an_account_from_a_listChanges dataUpdate an existing remove identified by entity id. API summary: Remove an account from a list.
search_account_listsSearch lists for a account by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Get Account Lists.
search_account_messagesSearch messages for a account by order by, order by dir or search. Use this to find existing messages before creating a new message. Results are paginated. API summary: Get Account Notes.
search_account_workflowsSearch workflows for a account by order by, order by dir or search. Use this to find existing workflows before creating a new workflow. Results are paginated. API summary: Get Account Workflows.
search_accountsSearch accounts (companies) by free text in `search`, paged with `limit` and `offset`.
search_accounts_searchChanges dataSearch accounts. Use this to find existing accounts before creating a new account. API summary: Filter Accounts with a rule set.
search_casesSearch support cases by free text in `search`, paged with `limit` and `offset`.
search_ce_listsSearch lists for a ce by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Get Custom Entity Lists.
search_ce_lists_filter_custom_entity_listsSearch lists for a ce by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Filter Custom Entity Lists.
search_ce_messagesSearch messages for a ce by order by, order by dir or search. Use this to find existing messages before creating a new message. Results are paginated. API summary: Get Custom Entity Notes.
search_ce_workflowsSearch workflows for a ce by order by, order by dir or search. Use this to find existing workflows before creating a new workflow. Results are paginated. API summary: Get Custom Entity Workflows.
search_cesChanges dataSearch ces. Use this to find existing ces before creating a new ce. API summary: Filter Custom Entitys with a rule set.
search_contact_listsSearch lists for a contact by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Get Contact Lists.
search_contact_messagesSearch messages for a contact by order by, order by dir or search. Use this to find existing messages before creating a new message. Results are paginated. API summary: Get Contact Notes.
search_contact_workflowsSearch workflows for a contact by order by, order by dir or search. Use this to find existing workflows before creating a new workflow. Results are paginated. API summary: Get Contact Workflows.
search_contactsSearch contacts by free text in `search`, paged with `limit` and `offset`.
search_contacts_searchChanges dataSearch contacts. Use this to find existing contacts before creating a new contact. API summary: Filter Contacts with a rule set.
search_deal_listsSearch lists for a deal by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Get Deal Lists.
search_deal_messagesSearch messages for a deal by order by, order by dir or search. Use this to find existing messages before creating a new message. Results are paginated. API summary: Get Deal Notes.
search_deal_workflowsSearch workflows for a deal by order by, order by dir or search. Use this to find existing workflows before creating a new workflow. Results are paginated. API summary: Get Deal Workflows.
search_dealsSearch deals by free text in `search`, paged with `limit` and `offset`.
search_deals_searchChanges dataSearch deals. Use this to find existing deals before creating a new deal. API summary: Filter Deals with a rule set.
search_filtersSearch filters. Use this to find existing filters before creating a new filter. API summary: What this entity can be filtered by.
search_filters_list_accounts_filtersSearch filters. Use this to find existing filters before creating a new filter. API summary: What this entity can be filtered by.
search_filters_list_cases_filtersSearch filters. Use this to find existing filters before creating a new filter. API summary: What this entity can be filtered by.
search_filters_list_customentities_filtersSearch filters. Use this to find existing filters before creating a new filter. API summary: What this entity can be filtered by.
search_filters_list_deals_filtersSearch filters. Use this to find existing filters before creating a new filter. API summary: What this entity can be filtered by.
search_filters_list_lead_filtersSearch filters. Use this to find existing filters before creating a new filter. API summary: What this entity can be filtered by.
search_lead_listsSearch lists for a lead by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Get Lead Lists.
search_lead_messagesSearch messages for a lead by order by, order by dir or search. Use this to find existing messages before creating a new message. Results are paginated. API summary: Get Lead Notes.
search_lead_workflowsSearch workflows for a lead by order by, order by dir or search. Use this to find existing workflows before creating a new workflow. Results are paginated. API summary: Get Lead Workflows.
search_leadsSearch leads by free text in `search`, paged with `limit` and `offset`; sort with order_by and order_by_dir.
search_leads_searchChanges dataSearch leads. Use this to find existing leads before creating a new lead. API summary: Filter Leads with a rule set.
search_listsSearch lists by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Filter Lead Lists.
search_lists_filter_account_listsSearch lists by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Filter Account Lists.
search_lists_filter_case_listsSearch lists by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Filter Case Lists.
search_lists_filter_contact_listsSearch lists by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Filter Contact Lists.
search_lists_filter_deal_listsSearch lists by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Filter Deal Lists.
search_ticket_listsSearch lists for a ticket by order by, order by dir or search. Use this to find existing lists before creating a new list. Results are paginated. API summary: Get Case Lists.
search_ticket_messagesSearch messages for a ticket by order by, order by dir or search. Use this to find existing messages before creating a new message. Results are paginated. API summary: Get Case Notes.
search_ticket_repliesSearch replies for a ticket by order by, order by dir or search. Use this to find existing replies before creating a new reply. Results are paginated. API summary: Get Case Replies.
search_ticket_workflowsSearch workflows for a ticket by order by, order by dir or search. Use this to find existing workflows before creating a new workflow. Results are paginated. API summary: Get Case Workflows.
search_tickets_searchChanges dataSearch tickets. Use this to find existing tickets before creating a new ticket. API summary: Filter Cases with a rule set.
update_accountChanges dataUpdate an account by `account_id`. Pass `body` with only the field aliases you want to change.
update_account_by_unique_fieldChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Update Account By Unique FIeld.
update_caseChanges dataUpdate a support case by `ticket_id`. Pass `body` with only the field aliases you want to change.
update_case_by_unique_fieldChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Update Case By Unique Field.
update_ceChanges dataUpdate an existing ce identified by ce id. Only the fields you pass are changed. API summary: Update Custom Entity.
update_ce_editsVisible to othersUpdate an existing edit identified by table name. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Custom Entity By Unique Field.
update_ce_list_custom_entities_filteredChanges dataUpdate an existing ce identified by table name. API summary: List Custom Entities.
update_contactChanges dataUpdate a contact by `contact_id`. Pass `body` with only the field aliases you want to change.
update_contact_by_unique_fieldChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Update Contact By Unique Field.
update_contactsVisible to othersUpdate an existing contact. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Lead By Unique FIeld.
update_dealChanges dataUpdate a deal by `deal_id`, e.g. to move it to another stage. Pass `body` with only the field aliases you want to change.
update_deal_by_unique_fieldChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Update Deal By Unique FIeld.
update_leadChanges dataUpdate a lead by `lead_id`. Pass `body` with only the field aliases you want to change.
update_list_addChanges dataUpdate an existing add identified by entity id. API summary: Add a lead to a list.
update_list_removeChanges dataUpdate an existing remove identified by entity id. API summary: Remove a lead from a list.
update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update Note.
update_pipelineChanges dataUpdate an existing pipeline identified by pipeline id. Only the fields you pass are changed. API summary: Update a pipeline.
update_replyChanges dataUpdate an existing reply identified by reply identifier. API summary: Add Case Reply By Identifier.
update_taskChanges dataUpdate a task by `task_id`. Pass `body` with only the fields you want to change.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Flexie CRM from the app list.
2
Paste your key
Enter your Flexie subdomain (the "acme" in acme.flexie.io) and your API key. In Flexie, open your account settings and go to API Settings to copy the API key.
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 Flexie CRM?

The AI can search and read leads, contacts, accounts, deals and support cases, and list tasks, users, pipeline stages and your configured fields. It can create and update leads, contacts, accounts, deals, cases and tasks, mark tasks as completed and add notes to records.

Does the AI see my Flexie CRM API key?

No. Your Flexie 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. Actions like completing a task or changing a deal 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 Flexie CRM account.

Does it work with my custom fields in Flexie?

Yes. Flexie records use field aliases that you configure yourself. Before the AI creates or updates a lead, contact or deal, it can list the fields for that record type and use the exact aliases your account has, including custom ones.