Integration · CRM & sales

Connect Claude & ChatGPT to Karlia

Ask your AI to find a customer and its contacts in Karlia, open a deal or draw up a quote from your product catalog. It can create and update customers, contacts, deals, tasks, notes and support tickets, and read your quotes and invoices with lines and totals. Your CRM questions get answered without switching screens.

Connect Karlia free

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

Try asking

“Find the customer Dupont Industrie and show me its contacts.”
The AI searches your customers, then lists the contact people linked to that customer with email, phone and position.
“Create a deal for Dupont Industrie: website redesign, 12,000 EUR, 60 percent probability.”
It looks up your pipelines and creates the deal with amount, probability and the pipeline stage you want.
“Which quotes did we make in March?”
It lists sales documents of the quote type within that date range, with customer and status.

What your AI can do

Customers and contacts

Search customers and prospects by name, email, phone or SIREN, and create and update customers and their contact people.

Deals and sales documents

List, create and update deals across your pipelines, read quotes and invoices with lines and totals, and create new documents from your product catalog.

Tasks, notes and tickets

Assign tasks to users, add notes to customers and deals, and create and update support tickets.

“Make a quote for that deal with our two consulting products.”
It finds the products in your catalog and creates a sales document for the customer and the deal with those product lines.
“Create a task for Marie to call Dupont back on Monday.”
It finds Marie among your Karlia users and creates the task assigned to her, with dates and a link to the customer.
“What open support tickets does Dupont have?”
It lists the tickets for that customer, filtered by status, with priority and assignee.

207 tools for Karlia

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

create_callChanges dataCreate a new call. Search calls first to avoid duplicates.
create_categoryChanges dataCreate a new category. Required: title. API summary: Create category.
create_contactChanges dataAdd a contact person to a customer: `lastname` and `id_customer_supplier` are required, plus firstname, email, phone and position.
create_custom_fieldChanges dataCreate a new custom field. Required: title. API summary: Create custom field.
create_custom_field_contacts_custom_fields_createChanges dataCreate a new custom field. Required: supplier or title. API summary: Create custom field.
create_custom_field_equipments_custom_fields_createChanges dataCreate a new custom field. Required: title. API summary: Create custom field.
create_custom_field_opportunities_custom_fields_createChanges dataCreate a new custom field. Required: title. API summary: Create custom field.
create_custom_field_products_custom_fields_createChanges dataCreate a new custom field. Required: title. API summary: Create custom field.
create_custom_field_projects_custom_fields_createChanges dataCreate a new custom field. Required: title. API summary: Create custom field.
create_custom_field_purchases_custom_fields_createChanges dataCreate a new custom field. Required: title. API summary: Create custom field.
create_custom_field_suppliers_custom_fields_createChanges dataCreate a new custom field. Required: title. API summary: Create custom field.
create_custom_field_ticketing_custom_fields_createChanges dataCreate a new custom field. Required: title. API summary: Create custom field.
create_custom_field_valueChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
create_customerChanges dataCreate a customer or prospect with name (`title`), email, phone, SIREN/VAT number and address inside `body`. Search first to avoid duplicates.
create_customer_addressChanges dataCreate a new address for a customer. API summary: Address - Create.
create_customer_documentChanges dataCreate a new document for a customer. API summary: Files - Create.
create_dealChanges dataCreate a deal for a customer (`id_customer` required) with `title`, `amount`, `probability`, `pipeline` and stage (`column_number`).
create_deal_documentChanges dataCreate a new document for a deal. API summary: Files - Create.
create_documentChanges dataCreate a sales document such as a quote or invoice for a customer and deal (`id_customer` and `id_opportunity` required), with `id_type`, `products_list` and dates.
create_document_transformChanges dataCreate a new transform for a document.
create_equipmentChanges dataCreate a new equipment. Required: title.
create_eventChanges dataCreate a new event. Required: id user assigned.
create_expenseChanges dataCreate a new expense.
create_noteChanges dataAdd a note (`title`, `description`) for a user (`id_user_assigned` required), linked to a customer, deal, project or ticket.
create_pipelineChanges dataCreate a new pipeline. Required: title or columns. API summary: Create Pipeline.
create_productChanges dataCreate a new product. Required: title.
create_projectChanges dataCreate a new project. Required: title.
create_project_taskChanges dataCreate a new task for a project. Required: title. API summary: Tasks - Create.
create_supplierChanges dataCreate a new supplier. Required: title. Search suppliers first to avoid duplicates.
create_supplier_addressChanges dataCreate a new address for a supplier. API summary: Address - Create.
create_supplier_documentChanges dataCreate a new document for a supplier. API summary: Files - Create.
create_taskChanges dataCreate a task assigned to a user (`id_user_assigned` required) with `title`, `description`, `start_date`, `end_date`, and optional customer or deal link.
create_task_messageChanges dataCreate a new message for a task. Required: id user or comment. API summary: Tasks - Comments.
create_task_subtaskChanges dataCreate a new subtask for a task. Required: title. API summary: Subtasks - Create.
create_ticketChanges dataCreate a support ticket with `title`, customer, contact, priority, type and assigned user.
create_timeChanges dataCreate a new time. Required: id user.
create_webhookDeletesCreate a new webhook. Destructive action; may require approval.
delete_callDeletesPermanently delete a call by call id. Destructive action; may require approval.
delete_customer_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Files - Delete.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval.
delete_deal_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Files - Delete.
delete_equipmentDeletesPermanently delete a equipment by equipment id. Destructive action; may require approval.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval.
delete_project_accessDeletesPermanently delete a access by user id. Destructive action; may require approval. API summary: Access - Delete.
delete_project_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Tasks - Delete.
delete_supplier_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Files - Delete.
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
delete_task_subtaskDeletesPermanently delete a subtask by subtask id. Destructive action; may require approval. API summary: Subtasks - Delete.
delete_ticketingDeletesPermanently delete a ticketing by ticketing id. Destructive action; may require approval.
delete_timeDeletesPermanently delete a time by time id. Destructive action; may require approval.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
get_callGet one call by call id. API summary: Show.
get_categoryGet one category by category id. API summary: Show category.
get_contactGet one contact person by `contact_id`.
get_custom_fieldGet one custom field by field id. API summary: Custom field values.
get_custom_field_contacts_custom_field_values_listGet one custom field by field id. API summary: Custom field values.
get_custom_field_equipments_custom_field_values_listGet one custom field by field id. API summary: Custom field values.
get_custom_field_expenses_custom_field_values_listGet one custom field by field id. API summary: Custom field values.
get_custom_field_opportunities_custom_field_values_listGet one custom field by field id. API summary: Custom field values.
get_custom_field_products_custom_field_values_listGet one custom field by field id. API summary: Custom field values.
get_custom_field_projects_custom_field_values_listGet one custom field by field id. API summary: Custom field values.
get_custom_field_suppliers_custom_field_values_listGet one custom field by field id. API summary: Custom field values.
get_custom_field_ticketing_custom_field_values_listGet one custom field by field id. API summary: Custom field values.
get_customerGet one customer by `customer_id`, with contact details, addresses and status.
get_dealGet one deal (opportunity) by `deal_id`, with amount, stage and customer.
get_deal_proposalGet one proposal for a deal by id proposal. API summary: Proposal - Show.
get_deal_statusGet the current status of a deal.
get_deal_status_canceledGet the current status of a deal. API summary: Status canceled.
get_deal_status_lostGet the current status of a deal. API summary: Status lost.
get_doc_generatorGet one doc generator by doc generator id. API summary: Show.
get_documentGet one sales document (quote, invoice, etc.) by `document_id`, with lines and totals.
get_document_statusChanges dataGet the current status of a document by document id. API summary: Update status.
get_document_suppliers_documents_showGet one document by document id. API summary: Show.
get_equipmentGet one equipment by equipment id. API summary: Show.
get_eventGet one event by event id. API summary: Show.
get_expenseGet one expense by expense id. API summary: Show.
get_formGet one form by form id. API summary: Show.
get_form_submissionGet one submission for a form by id submission. API summary: Submissions - Show.
get_messageGet one message by message id. API summary: Show.
get_paymentGet one payment by payment id. API summary: Bank transaction.
get_pipeline_statusGet the current status of a pipeline by pipeline id. API summary: Pipeline status.
get_productGet one product by `product_id`, with prices and details.
get_projectGet one project by project id. API summary: Show.
get_project_statusGet the current status of a project.
get_project_taskGet one task for a project by task id. API summary: Tasks - Show.
get_supplierGet one supplier by supplier id. API summary: Show.
get_taskGet one task by `task_id`.
get_task_statusGet the current status of a task by project id. API summary: Tasks - Status of one project.
get_task_status_statusGet the current status of a task. API summary: Tasks - Status of all projects.
get_task_subtaskGet one subtask for a task by subtask id. API summary: Subtasks - Show.
get_ticketGet one support ticket by `ticketing_id`.
get_ticketing_statusGet the current status of a ticketing.
get_timeGet one time by time id. API summary: Show.
get_webhookGet one webhook by webhook id. API summary: Show.
listList documents. Optional filters: type, id supplier, id user assigned, document number, status not draft or include deleted. Results are paginated.
list_accountsList accounts. API summary: Chart of accounts.
list_accounts_bank_accounts_listList accounts. API summary: Bank accounts.
list_categoriesList categories. Optional filters: order or direction. Results are paginated. API summary: List sells prices categories.
list_categories_products_categories_listList categories. Optional filters: order or direction. Results are paginated.
list_chart_of_accounts_familiesList chart of accounts families. API summary: Families of chart of accounts.
list_companiesList companies. API summary: Show.
list_custom_fieldsList custom fields.
list_custom_fields_contacts_custom_fields_listList custom fields. Optional filters: supplier.
list_custom_fields_equipments_custom_fields_listList custom fields.
list_custom_fields_expenses_custom_fields_listList custom fields.
list_custom_fields_opportunities_custom_fields_listList custom fields.
list_custom_fields_products_custom_fields_listList custom fields.
list_custom_fields_projects_custom_fields_listList custom fields.
list_custom_fields_suppliers_custom_fields_listList custom fields.
list_custom_fields_ticketing_custom_fields_listList custom fields.
list_custom_fields_typesList custom fields types.
list_customer_historiesList histories for a customer. Optional filters: from, to, id user, order or direction. Results are paginated. API summary: History.
list_deal_historiesList histories for a deal. Optional filters: from, to, id user, order or direction. Results are paginated. API summary: History.
list_dealsList deals (opportunities), filtered by `id_customer`, `pipeline`, `id_status`, assigned user or dates.
list_doc_generatorsList doc generators. Optional filters: from, to, id status, id model, id customer supplier or id opportunity. Results are paginated.
list_documentsList sales documents such as quotes and invoices, filtered by `type`, `id_customer`, `document_number`, `id_status` or date range (`from`, `to`).
list_equipmentList equipment. Optional filters: title, reference, serial number, id customer supplier, order or direction. Results are paginated.
list_eventsList events. Optional filters: id user assigned, from, to, id customer supplier, id opportunity or id event type. Results are paginated.
list_events_webhooks_eventsList events.
list_expensesList expenses. Optional filters: from, to, id supplier, status not draft, include deleted or creation date min. Results are paginated.
list_followsList follows.
list_form_submissionsList submissions for a form. Optional filters: from, to, order or direction. Results are paginated. API summary: Submissions - List.
list_formsList forms.
list_groupsList groups.
list_inventoriesList inventories. Optional filters: from, to, id product, id, order or direction. Results are paginated.
list_notesList notes for a user (`id_user_assigned` required), optionally filtered by customer, deal or project.
list_paymentsList payments. Optional filters: id bank account, from, to, linked, positive or creation date min. Results are paginated. API summary: Bank transactions.
list_phasesList phases. API summary: Tasks - Phases.
list_pipeline_columnsList columns for a pipeline. API summary: Pipelines columns.
list_pipeline_typesList types for a pipeline. API summary: Pipeline types.
list_pipelinesList the deal pipelines, with their IDs for filtering and creating deals.
list_pipelines_ticketing_pipelinesList pipelines.
list_prioritiesList priorities. API summary: Tasks - Priorities.
list_priorities_ticketing_prioritiesList priorities.
list_product_cost_pricesList cost prices for a product. Optional filters: quantity.
list_product_sell_pricesList sell prices for a product. Optional filters: quantity or id products prices category.
list_product_stock_followsList stock follows for a product. Optional filters: from or to.
list_productsList products and services in the catalog.
list_project_tasksList tasks for a project. API summary: Tasks - List.
list_projectsList projects. Optional filters: title, id customer supplier, id opportunity, id status, id user assigned or archived. Results are paginated.
list_skillsList skills.
list_supplier_historiesList histories for a supplier. Optional filters: from, to, id user, order or direction. Results are paginated. API summary: History.
list_task_subtasksList subtasks for a task. API summary: Subtasks - List.
list_tasksList tasks for a user (`id_user_assigned` required), optionally filtered by `status`, customer, deal, project or date range.
list_templatesList templates.
list_test_webhook_phpsList test webhook phps. API summary: Tests.
list_ticketing_historiesList histories for a ticketing. Optional filters: from, to, id user, order or direction. Results are paginated. API summary: History.
list_ticketsList support tickets, filtered by customer, `id_status`, `id_priority`, assigned user or `title`.
list_timesList times. Optional filters: id user, id project, id project task, id customer supplier, id type or billable. Results are paginated.
list_typesList types.
list_types_calls_typesList types.
list_types_tasks_typesList types.
list_types_times_typesList types.
list_unitsList units.
list_users_with_groupsList users. API summary: Users with groups.
list_vatsList vats.
list_webhooksList webhooks. Optional filters: callback url.
search_callsSearch calls by from, to, call system, id user assigned, id customer supplier or id opportunity. Use this to find existing calls before creating a new call. Results are paginated. API summary: List.
search_contactsSearch contacts by `quick_search`, name, `email`, `phone` or the customer they belong to (`id_customer_supplier`).
search_customersSearch customers and prospects by `quick_search`, `title`, `email`, `phone`, `siren`, `client_number` or `prospect`. Use this to find a customer ID first.
search_object_for_numbersSearch object for numbers by number. Use this to find existing object for numbers before creating a new object for number.
search_suppliersSearch suppliers by quick search, title, client number, phone, mobile or email. Use this to find existing suppliers before creating a new supplier. Results are paginated. API summary: List.
search_usersFind Karlia users by `email`, `firstname` or `lastname`; use their IDs to assign or filter tasks, notes and deals.
update_callChanges dataUpdate an existing call identified by call id.
update_categoryChanges dataUpdate an existing category identified by category id. API summary: Update category.
update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, position or description.
update_contact_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Fill custom field on contact.
update_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
update_custom_field_contacts_custom_field_values_createChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
update_custom_field_equipments_custom_field_values_createChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
update_custom_field_expenses_custom_field_values_createChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
update_custom_field_opportunities_custom_field_values_createChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
update_custom_field_products_custom_field_values_createChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
update_custom_field_projects_custom_field_values_createChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
update_custom_field_ticketing_custom_field_values_createChanges dataUpdate an existing custom field identified by field id. API summary: Create custom field value.
update_customerChanges dataUpdate a customer by `customer_id`; pass the fields to change inside `body`.
update_customer_addressChanges dataUpdate an existing address identified by address id. API summary: Address - Update.
update_customer_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Fill custom field on customer.
update_dealChanges dataUpdate a deal by `deal_id`: title, amount, probability, pipeline stage, status or assigned user.
update_deal_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Fill custom field on opportunity.
update_deal_proposalChanges dataUpdate an existing proposal identified by id proposal. API summary: Proposal - Update.
update_documentChanges dataUpdate an existing document identified by document id.
update_equipmentChanges dataUpdate an existing equipment identified by equipment id.
update_equipment_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Fill custom field on equipment.
update_eventChanges dataUpdate an existing event identified by event id.
update_expenseChanges dataUpdate an existing expense identified by expense id.
update_expense_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Fill custom field on expense.
update_messageChanges dataUpdate an existing message identified by message id.
update_productChanges dataUpdate an existing product identified by product id.
update_product_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Fill custom field on product.
update_projectChanges dataUpdate an existing project identified by project id.
update_project_accessChanges dataUpdate an existing access identified by user id. API summary: Access - Create/Update.
update_project_taskChanges dataUpdate an existing task identified by task id. API summary: Tasks - Update.
update_supplierChanges dataUpdate an existing supplier identified by supplier id.
update_supplier_addressChanges dataUpdate an existing address identified by address id. API summary: Address - Update.
update_supplier_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Fill custom field on supplier.
update_taskChanges dataUpdate a task by `task_id`: title, description, status, dates or assignee.
update_task_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Tasks - Fill custom field on project task.
update_task_subtaskChanges dataUpdate an existing subtask identified by subtask id. API summary: Subtasks - Update.
update_ticketChanges dataUpdate a ticket by `ticketing_id`: title, status, priority, assignee or linked customer.
update_ticketing_custom_fieldChanges dataUpdate an existing custom field identified by field id. API summary: Fill custom field on ticket.
update_timeChanges dataUpdate an existing time identified by time id.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval.
upload_documentChanges dataUpload a document.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Karlia from the app list.
2
Paste your key
Paste your Karlia API key. Sign in to Karlia, click your initial in the top-right corner and choose Settings. In the API section, click "Use API" to generate the 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 Karlia?

The AI can search and read customers, contacts, deals, pipelines, sales documents, products, users, tasks, notes and support tickets. It can create and update customers, contacts, deals, tasks and tickets, add notes, create quotes and other sales documents, and delete a task if you switch that tool on.

Does the AI see my Karlia API key?

No. Your Karlia credentials 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. Creating a sales document and deleting a task can require your approval before they run, and deleting a task is permanent. 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 Karlia account.

Can the AI create quotes and invoices in Karlia?

Yes. It can create a sales document such as a quote or an invoice for a customer and a deal, with product lines from your catalog. It can also list existing documents by type, customer, number, status or date and read one with its lines and totals. If you want to check documents before they are made, set that tool to require your approval.