Integration · CRM & sales

Connect Claude & ChatGPT to infoodle

Ask your AI who someone is, what they have given, or which groups they belong to in infoodle. It can search people, donations, pledges, campaigns and form entries, add notes and to-dos, manage group members and calendar events, and record a donation in a batch. Everyday questions about your contacts get answered without running reports.

Connect infoodle free

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

Try asking

“Find Sarah Thompson and show her notes.”
The AI searches contacts by name, reads her record and lists the notes on it.
“What donations came in for the winter appeal?”
It searches transactions and returns the matching donations with amounts and dates.
“Record a 50 dollar donation from John Smith dated today in the current batch.”
It finds the batch and records the donation in infoodle. Nothing is charged to anyone.

What your AI can do

People and notes

Search contacts by name, email, phone or address, read full records, and add or update notes and to-dos.

Giving

Search donations, pledges and campaigns, read transactions and batches, and record a donation.

Groups and events

List groups and members, create groups, add members, and create or update calendar events.

“Add Emma to the youth leaders group.”
It adds the contact to the group with a permission level and join date.
“What events are on the calendar next week?”
It lists calendar events between the two dates.
“Remind me to call David about his pledge on Friday.”
It creates a to-do about the contact with a due date, assigned to you.

156 tools for infoodle

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

add_group_memberChanges dataAdd a contact to a group, or update their membership, by `group_id` and the contact's `unique_id`, with permission level and join or leave dates.
add_noteChanges dataAdd a note to a contact or household: pass `items` with the contact's `unique_id`, the note `text` and visibility.
create_accountcodeChanges dataCreate a new accountcode. API summary: Add a new account code.
create_addressChanges dataCreate a new address. API summary: Add a new location.
create_areaChanges dataCreate a new area. Required: udf area id or section name. API summary: Create a custom field section.
create_bankaccountChanges dataCreate a new bankaccount. API summary: Add a new bank account.
create_batchVisible to othersCreate a new batch. Has effects visible outside this system. API summary: Add a new batch for transactions.
create_campaignChanges dataCreate a new campaign. API summary: Add a new campaign.
create_campaigntypeChanges dataCreate a new campaigntype. API summary: Add a new campaign type.
create_customfieldChanges dataCreate a new customfield. Required: field name, field type, label, area or section. API summary: Create a new custom field.
create_eventChanges dataCreate a calendar event with `title`, `start_datetime` and `end_datetime`, plus optional description, location, repeat rule and campaign.
create_groupChanges dataCreate a group with a `name`, optional type, description, location and parent group.
create_inventoryChanges dataCreate a new inventory. API summary: Add a new stock item.
create_lookuplistChanges dataCreate a new lookuplist. Required: lookup name. API summary: Create a new lookup list.
create_lookuplist_valueChanges dataCreate a new value for a lookuplist. Required: lookup value. API summary: Add a value to a lookup list.
create_pledgeChanges dataCreate a new pledge. API summary: Add a new pledge.
create_pledgedateChanges dataCreate a new pledgedate. API summary: Add a new pledge date to a pledge.
create_pledgedriveChanges dataCreate a new pledgedrive. API summary: Add a new pledge drive.
create_reserveitemChanges dataCreate a new reserveitem. Required: items. API summary: Reserve items.
create_tagChanges dataCreate a new tag. API summary: Add a new tag.
create_tagheaderChanges dataCreate a new tagheader. API summary: Add a new tag header.
create_tagrelationChanges dataCreate a new tagrelation. API summary: Add a new tag relation.
create_taskChanges dataCreate a to-do with a `task` title about a contact (`concerning_user_id`), with optional due date, description and who does it (me, a group or people).
delete_areaDeletesPermanently delete a area by area id. Destructive action; may require approval. API summary: Delete a custom field section.
delete_contactDeletesPermanently delete a contact by unique id. Destructive action; may require approval. API summary: Delete (archive or permanently remove) a person.
delete_customfieldDeletesPermanently delete a customfield by customfield id. Destructive action; may require approval. API summary: Delete a custom field.
delete_eventDeletesPermanently delete a event by eventdate. Destructive action; may require approval. API summary: Delete an event (single instance or full series).
delete_lookuplistDeletesPermanently delete a lookuplist by lookuplist id. Destructive action; may require approval. API summary: Soft-delete a lookup list.
delete_lookuplist_valueDeletesPermanently delete a value by value id. Destructive action; may require approval. API summary: Soft-delete a lookup value.
delete_messageDeletesPermanently delete a message by noteid. Destructive action; may require approval. API summary: Delete the specific note.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a todo.
get_accountcodeGet one accountcode by accountcode id. API summary: Get a specific account code.
get_addressGet one address by address id. API summary: Get a specific location.
get_all_occupationsList lists. API summary: Get all Occupations.
get_attendanceGet one attendance by date. API summary: Record a check in or check out of group/non group members.
get_bankaccountGet one bankaccount by bankaccount id. API summary: Get a specific bank account.
get_batchGet one batch by batch id. API summary: Get a specific batch for transactions.
get_campaignGet one campaign by campaign id. API summary: Get a specific campaign.
get_campaigntypeGet one campaigntype by campaigntype id. API summary: Get a specific campaign type.
get_countryGet one country by country code. API summary: Get a specific country.
get_customfieldGet one customfield by customfield id. API summary: Get a specific custom field.
get_directorysearchGet one directorysearch by query. API summary: Search the database people matching the query. Return a summary list of key data suitable for a directory view.
get_eventGet one event occurrence by `eventid` and `eventdate`.
get_financedefaultGet one financedefault by setting. API summary: Return a list of available finance defaults.
get_flatlistGet one flatlist by limitvalue. API summary: Generate a list of groups. Include any child groups as a part of the list.
get_formGet one form by form id. API summary: Get a specific form by ID.
get_form_entryGet one form submission by `formentry_id`.
get_formentryfieldGet one formentryfield by formentryfield id. API summary: Get form entry fields by form entry ID.
get_idGet one id by location ids. API summary: Return a list of events.
get_inventoryGet one inventory by inventory id. API summary: Get a specific stock item.
get_listGet one list by fromthisid. API summary: List a page of account codes where the ID is greater than the optionally supplied fromthisid parameter.
get_list_10Get one list by fromthisid. API summary: List a page of pledge dates where the ID is greater than the optionally supplied fromthisid parameter.
get_list_11Get one list by fromthisid. API summary: List a page of pledge drives where the ID is greater than the optionally supplied fromthisid parameter.
get_list_12Get one list by fromthisid. API summary: List a page of stock items where the ID is greater than the optionally supplied fromthisid parameter.
get_list_13Get one list by fromthisid. API summary: List a page of transactions where the ID is greater than the optionally supplied fromthisid parameter.
get_list_14Get one list by fromthisid. API summary: List a page of tags where the ID is greater than the optionally supplied fromthisid parameter.
get_list_15Get one list by fromthisid. API summary: List a page of tag headers where the ID is greater than the optionally supplied fromthisid parameter.
get_list_3Get one list by fromthisid. API summary: List a page of campaigns where the ID is greater than the optionally supplied fromthisid parameter.
get_list_4Get one list by fromthisid. API summary: List a page of campaign types where the ID is greater than the optionally supplied fromthisid parameter.
get_list_5Get one list by fromthisid. API summary: List a page of form entries where the ID is greater than the optionally supplied fromthisid parameter.
get_list_7Get one list by fromthisid. API summary: List a page of locations where the ID is greater than the optionally supplied fromthisid parameter.
get_list_9Get one list by fromthisid. API summary: List a page of pledges where the ID is greater than the optionally supplied fromthisid parameter.
get_list_getGet one list by fromthisid. API summary: List a page of bank accounts where the ID is greater than the optionally supplied fromthisid parameter.
get_lookuplistGet one lookuplist by lookuplist id. API summary: Get a single lookuplist.
get_lookuplist_searchGet one search for a lookuplist by term. API summary: Search values within a lookup list.
get_membersforeventGet one membersforevent by filter. API summary: Generate a list of all the members in the group specified and the state of their registration at the event on a specific date.
get_my_settingsGet the signed-in user's own infoodle settings and details.
get_myfamilyGet one myfamily by eventdate. API summary: Return a specific event, and the household members of logged in person.
get_personGet one contact's full record by `unique_id`.
get_pledgeGet one pledge by `pledge_id`, with amount, frequency and status.
get_pledgedateGet one pledgedate by pledgedate id. API summary: Get a specific pledge date.
get_pledgedriveGet one pledgedrive by pledgedrive id. API summary: Get a specific pledge drive.
get_pollGet one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_10Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_11Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_12Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_13Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_2Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_3Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_4Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_5Get one poll by returncount. API summary: Poll for new form entries.
get_poll_6Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_7Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_8Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_9Get one poll by returncount. API summary: Check for any items that are after fromthisid.
get_poll_getGet one poll by returncount. API summary: Check for any items that are after fromthisid.
get_productGet one product by itemid. API summary: Return the details for a specific item.
get_profileGet one profile by page. API summary: Retrieve a page of todo's for a contact.
get_searchGet one search by collection id. API summary: Search the library anywhere by different methods.
get_tagGet one tag by tag id. API summary: Get a specific tag.
get_tagheaderGet one tagheader by tagheader id. API summary: Get a specific tag header.
get_transactionGet one financial transaction (donation, invoice or sale) by `payment_id`.
get_workqueueGet one workqueue by filter. API summary: Used to get a list of potential queues to add people to.
list_addpeopleList addpeople. API summary: Add a person to a workqueue/workflow.
list_all_rolesList lists. API summary: List all roles.
list_areasList areas. API summary: List custom field areas and sections.
list_available_group_typesList lists. API summary: List available group types.
list_custom_fieldsList lists. API summary: List custom fields.
list_eventsList calendar events between `from_date` and `to_date` (YYYY-MM-DD), filtered by `location` (mine, public, rostered, all and so on).
list_group_membersList the members of a group by `groupid`, one `page` at a time.
list_groupsList groups, filtered by `limit` (group_type, parent, action, visible or content) and the matching `limitvalue`. Child groups are nested.
list_library_listsList lists for a library. API summary: The list of collections in the catalogue.
list_library_lists_getList lists for a library. API summary: The list of catalogues in the library.
list_listsList lists. API summary: List Countries.
list_lists_2List lists. API summary: Return a list of forms this user can access.
list_lists_3List lists. API summary: The list of available libraries.
list_lists_4List lists. API summary: Return a list of notification topics.
list_lists_getList lists. API summary: Return a list of available finance defaults.
list_lookup_listList lists. API summary: List Lookup List.
list_my_tasksList the to-dos assigned to the signed-in user, one `page` at a time.
list_person_notesList the notes on a contact by `uniqueid`.
list_pingsList pings. API summary: Check site is available.
list_poll_newsList poll news. API summary: Get a list of people and their data since the last poll.
list_settingsList settings. API summary: Get the lists you need when creating notes.
list_sitesList sites. API summary: Retrieve the configuration of the site.
list_transaction_batchesList transaction batches starting after `fromthisid` (0 for the first page). A batch ID is needed to record a transaction.
record_transactionChanges dataRecord a donation or other transaction for a contact: `user_id`, `amount`, `date`, `batch_id` and optional campaign, account code and note. This records it in infoodle; it does not charge anyone.
search_bank_accountsChanges dataUpdate an existing search identified by fromthisid. API summary: Search bank accounts.
search_campaign_login_typesChanges dataUpdate an existing search identified by fromthisid. API summary: Search campaign logintypes.
search_campaignsChanges dataSearch fundraising campaigns. Pass `search` terms (field `by` and `value`) and `fromthisid` (0 to start).
search_for_locationsChanges dataUpdate an existing search identified by fromthisid. API summary: Search for locations.
search_for_pledge_dateChanges dataUpdate an existing search identified by fromthisid. API summary: Search for pledge date.
search_form_entriesChanges dataSearch form submissions. Pass `search` terms (field `by` and `value`) and `fromthisid` (0 to start).
search_peopleSearch contacts by `searchmethod` (name, email, phone, postcode, address, id and more) and `query`, one `page` at a time. Returns each person's unique ID.
search_pledge_drivesChanges dataUpdate an existing search identified by fromthisid. API summary: Search pledge drives.
search_pledgesChanges dataSearch pledges (regular giving commitments). Pass `search` terms (field `by` and `value`) and `fromthisid` (0 to start).
search_stock_itemsChanges dataUpdate an existing search identified by fromthisid. API summary: Search stock items.
search_tagChanges dataUpdate an existing search identified by fromthisid. API summary: Search tag.
search_tag_headersChanges dataUpdate an existing search identified by fromthisid. API summary: Search tag headers.
search_transactionsChanges dataSearch donations and other financial transactions. Pass `search` terms (field `by` and `value`) and `fromthisid` (0 to start from the beginning).
search_trasaction_batchesVisible to othersUpdate an existing search identified by fromthisid. Has effects visible outside this system. API summary: Search trasaction batches.
update_accountcodeChanges dataUpdate an existing accountcode identified by accountcode id. Only the fields you pass are changed. API summary: Update a specific account code.
update_addressChanges dataUpdate an existing address identified by address id. Only the fields you pass are changed. API summary: Update a specific location.
update_areaChanges dataUpdate an existing area identified by area id. Only the fields you pass are changed. API summary: Update a custom field section.
update_bankaccountChanges dataUpdate an existing bankaccount identified by bankaccount id. Only the fields you pass are changed. API summary: Update a specific bankaccount.
update_batchVisible to othersUpdate an existing batch identified by batch id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update a specific batch.
update_campaignChanges dataUpdate an existing campaign identified by campaign id. Only the fields you pass are changed. API summary: Update a specific campaign.
update_campaigntypeChanges dataUpdate an existing campaigntype identified by campaigntype id. Only the fields you pass are changed. API summary: Update a specific campaign type.
update_completeChanges dataUpdate an existing complete identified by complete id. API summary: Complete an existing todo.
update_customfieldChanges dataUpdate an existing customfield identified by customfield id. Only the fields you pass are changed. API summary: Update a custom field.
update_eventChanges dataUpdate an event's title, times, description, location or status by `event_id`.
update_financedefaultChanges dataUpdate an existing financedefault identified by setting. API summary: Update a specific finance default.
update_groupChanges dataUpdate an existing group identified by group id. Only the fields you pass are changed.
update_inventoryChanges dataUpdate an existing inventory identified by inventory id. Only the fields you pass are changed. API summary: Update a specific stock item.
update_lookuplistChanges dataUpdate an existing lookuplist identified by lookuplist id. Only the fields you pass are changed. API summary: Update a lookup list.
update_lookuplist_valueChanges dataUpdate an existing value identified by value id. Only the fields you pass are changed. API summary: Update a lookup value.
update_noteChanges dataUpdate a note's text or visibility by `noteid`.
update_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Update a specific transaction.
update_pledgeChanges dataUpdate an existing pledge identified by pledge id. Only the fields you pass are changed. API summary: Update a specific pledge.
update_pledgedateChanges dataUpdate an existing pledgedate identified by pledgedate id. Only the fields you pass are changed. API summary: Update a specific pledge date.
update_pledgedriveChanges dataUpdate an existing pledgedrive identified by pledgedrive id. Only the fields you pass are changed. API summary: Update a specific pledgedrive.
update_searchChanges dataUpdate an existing search identified by fromthisid. API summary: Search account codes.
update_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed. API summary: Update a specific tag.
update_tagheaderChanges dataUpdate an existing tagheader identified by tagheader id. Only the fields you pass are changed. API summary: Update a specific tag header.
update_tagrelationChanges dataUpdate an existing tagrelation identified by entity id. Only the fields you pass are changed. API summary: Remove tags from a specific item.
update_taskChanges dataUpdate a to-do's title, due date, description or assignment by `task_id`.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose infoodle from the app list.
2
Paste your key
Enter your infoodle site code (the part before .infoodle.com in your address), the login name of an infoodle user, and the client secret shown on that user's account screen in infoodle. Use a user with access to the people, groups and data you want the AI to reach. Extra headers are optional.
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 infoodle?

The AI can search and read contacts, notes, groups and members, events, donations and other transactions, batches, pledges, campaigns, form entries and your to-dos. It can add and update notes, to-dos and events, create groups, add group members and record a transaction.

Does the AI see my infoodle credentials?

No. Your infoodle login and client secret are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Recording a transaction adds it to your financial records, though it does not charge anyone, and this 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 infoodle account.

Which infoodle user should I connect?

Use an infoodle user that has permission to the people, groups and data you want the AI to work with. The AI can only reach what that user can reach, so a user with limited access keeps the AI limited too.