Integration · CRM & sales

Connect Claude & ChatGPT to LeadSimple

Ask your AI which deals moved this week, what is next for a property, or to add a new lead to the right pipeline. It can search and update contacts, deals, processes and properties, list upcoming tasks, log calls, add notes and manage inbox conversations. Your LeadSimple pipelines and workflows answer back in plain language.

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Try asking

“Which deals in our owner leads pipeline changed this week?”
The AI finds the pipeline and lists deals updated since the start of the week, with stage and assignee.
“Move the deal for 12 Oak Street to Proposal sent.”
It finds the deal, looks up the pipeline's stages and moves the deal to that stage.
“Add a new lead: Sarah Cole, [email protected], who owns a duplex.”
It checks for an existing contact and deal first, then creates the deal with Sarah as the contact.

What your AI can do

Contacts and deals

Search, create and update contacts and deals, and move deals between pipeline stages.

Processes and tasks

Start, update and close processes such as move-ins or maintenance, and list upcoming or completed tasks.

Properties, calls and inbox

Search properties and units, log calls, add notes to deals or processes, and assign or snooze conversations.

“Start a move-in process for 220 Main Street, due Friday.”
It finds the property and the process type, then starts the process in its first stage with the due date.
“Log my call with +1 555 0142: left a voicemail, 2 minutes.”
It logs the call with the numbers, outcome and duration.
“What tasks are coming up?”
It lists upcoming tasks so you can see what is due next.

72 tools for LeadSimple

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

add_noteChanges dataAdd a note to a deal or process (`parent_type` Deal or Process, `parent_id`) with text in `description`; optionally record it as an email, call or text (`kind`, `direction`).
create_contactChanges dataCreate a contact with first/last name, company, email addresses, phone numbers, mailing address and tags. Search first to avoid duplicates.
create_contact_post_reports_deal_time_to_contactChanges dataCreate a new contact. Required: field or group by. Search contacts first to avoid duplicates.
create_custom_fieldChanges dataCreate a new custom field. Required: category, data type or label.
create_dealChanges dataCreate a deal (lead), passing fields in `body` with keys like deal[pipeline_id], deal[stage_id], deal[name], deal[value], deal[assignee_id], contact[full_name], contact[email_addresses][] and property details. Search first to avoid duplicates.
create_deal_post_reports_deal_agingChanges dataCreate a new deal. Required: group by. Search deals first to avoid duplicates.
create_deal_post_reports_deal_costChanges dataCreate a new deal. Required: group by or metric. Search deals first to avoid duplicates.
create_deal_post_reports_deal_cost_by_monthChanges dataCreate a new deal. Required: group by or year. Search deals first to avoid duplicates.
create_deal_post_reports_deal_persistenceChanges dataCreate a new deal. Required: field or group by. Search deals first to avoid duplicates.
create_deal_post_reports_deal_statusChanges dataCreate a new deal. Required: group by. Search deals first to avoid duplicates.
create_deal_post_reports_deal_time_to_closeChanges dataCreate a new deal. Required: group by. Search deals first to avoid duplicates.
create_documentChanges dataCreate a new document. Required: file, uploadable id or uploadable type.
create_message_post_text_messagesChanges dataCreate a new message. Required: from or to.
create_processChanges dataStart a process of type `process_process_type_id` in stage `process_stage_id`, with optional name, due date, assignee, comments, tags, properties and contacts in roles.
create_subscriptionDeletesCreate a new subscription. Required: event name or target url. Destructive action; may require approval.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval.
get_accountGet one account by account id.
get_current_userGet the LeadSimple user the API key belongs to.
get_dealGet one deal by `deal_id`, with its stage, value, assignee, contacts and property.
get_messageGet one message by message id.
get_pipelineGet one pipeline by pipeline id.
get_pipeline_dealGet one deal for a pipeline by deal id.
get_pipeline_stageGet one stage for a pipeline by stage id.
get_processGet one process by `process_id`, with its stage, assignee, due date, contacts and properties.
get_process_typeGet one process type by process type id.
get_process_type_processGet one process for a process type by process id.
get_process_type_stageGet one stage for a process type by stage id.
get_propertyGet one property by `property_id`, with its address, type and tags.
get_subscriptionGet one subscription by subscription id.
list_accountsList accounts. Results are paginated.
list_accounts_get_info_accountList accounts.
list_callsList logged calls, optionally changed `updated_since` a date.
list_conversationsList inbox conversations, optionally changed `updated_since` a date.
list_custom_fieldsList custom fields. Optional filters: category. Results are paginated.
list_custom_fields_get_custom_fieldsList custom fields. Optional filters: created since. Results are paginated.
list_messages_get_conversations_allowed_tagsList messages.
list_messages_get_text_messagesList messages. Results are paginated.
list_pipeline_custom_fieldsList custom fields for a pipeline. Results are paginated.
list_pipeline_dealsList deals for a pipeline. Optional filters: updated since, order field, order direction or include custom fields. Results are paginated.
list_pipeline_sourcesList sources for a pipeline. Results are paginated.
list_pipeline_stagesList the stages of pipeline `pipeline_id`, e.g. to move a deal to a stage.
list_pipeline_usersList users for a pipeline. Results are paginated.
list_pipelinesList the sales pipelines with their IDs.
list_process_type_assignee_rolesList assignee roles for a process type. Results are paginated.
list_process_type_contactsList contacts for a process type. Results are paginated.
list_process_type_custom_fieldsList custom fields for a process type. Results are paginated.
list_process_type_processesList processes for a process type. Optional filters: updated since, order field, order direction or include custom fields. Results are paginated.
list_process_type_stagesList the stages of process type `process_type_id`.
list_process_type_usersList users for a process type. Results are paginated.
list_process_typesList the process types (workflows such as move-ins or maintenance) with their IDs.
list_propertiesList properties. Results are paginated.
list_stage_stepsList steps for a stage. Results are paginated.
list_stage_steps_get_process_types_process_type_id_stages_stage_List steps for a stage. Results are paginated.
list_subscriptionsList subscriptions.
list_tasksList tasks, filtered by `due_type` (upcoming or completed) or changed `updated_since` a date.
log_callChanges dataLog a phone call with `to` and `from` numbers, plus optional outcome, duration, description, direction (`inbound`) and user.
search_contactsSearch contacts by name, email or phone with `search`, or get those changed `updated_since` a date.
search_dealsSearch deals (leads) by `search` text, optionally within one `pipeline_id` or changed `updated_since` a date.
search_processesSearch processes by `search` text, optionally within one `process_type_id` or changed `updated_since` a date.
search_propertiesSearch properties by address with `search`, or get those changed `updated_since` a date.
search_property_unitsList or search the units of property `property_id`.
search_usersFind users (team members) by name or email with `search`, e.g. to assign deals or processes.
update_callChanges dataUpdate an existing call identified by call id. Only the fields you pass are changed.
update_contactChanges dataUpdate a contact by `contact_id`: names, company, email addresses, phone numbers, mailing address or tags.
update_conversationChanges dataUpdate a conversation by `message_id` (the conversation ID): snooze it until `snoozed_until`, change `status` or assign it (`assignee_id`).
update_dealChanges dataUpdate a deal by `deal_id` and `pipeline_id`: name, stage (`stage_id`), value, cost, tags, comments, assignee, contacts or closed date.
update_message_patch_text_messages_text_message_idVisible to othersUpdate an existing message identified by message id. Only the fields you pass are changed. Has effects visible outside this system.
update_messagesVisible to othersUpdate an existing message identified by conversation id. Only the fields you pass are changed. Has effects visible outside this system.
update_processChanges dataUpdate a process by `process_id`: name, stage, due date, assignee, comments, tags, or close it (`closed_at`).
update_propertyChanges dataUpdate a property by `property_id`: address, property type or tags.
update_property_unitChanges dataUpdate an existing unit identified by unit id.
update_subscriptionDeletesUpdate an existing subscription identified by subscription id. Destructive action; may require approval.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose LeadSimple from the app list.
2
Paste your key
Paste your LeadSimple REST API key. As an account admin go to Settings > Integrations > REST API, click Enable REST API access if needed, and copy the key under Your REST 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 LeadSimple?

The AI can read users, contacts, pipelines, stages, deals, process types, processes, tasks, calls, conversations, properties and units. It can create and update contacts, deals and processes, update properties and conversations, log calls and add notes to deals or processes.

Does the AI see my LeadSimple API key?

No. Your LeadSimple 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 searches only. Creating and updating deals, processes and contacts 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 LeadSimple account.

Who can get the LeadSimple API key?

Only LeadSimple account admins can see and rotate the REST API key. If you rotate it, the old key stops working at once, so paste the new key into HeyMyApps afterwards.