Integration · CRM & sales

Connect Claude & ChatGPT to Map My Customers

Ask your AI which deals are in a funnel stage, what your reps logged this week, or to build a route for tomorrow's visits in Map My Customers. It can read accounts, contacts, deals, activities, check-ins and trips, and create and update routes and sales territories. Field sales questions get answered without filtering the map by hand.

Connect Map My Customers free

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

Try asking

“Which deals are in the Proposal stage?”
The AI reads your funnels and their stages, then lists the deals in that stage.
“What activities did the East team log this week?”
It finds the team and its users and lists the CRM activities logged in that period.
“Plan a route for tomorrow with Acme Supply, Baker Foods and Delta Tools.”
It finds the three accounts and creates a route with a start point, start time and those stops.

What your AI can do

Accounts, contacts and deals

List accounts, contacts and deals with filters and custom fields, and see account, contact and deal groups, funnels and stages.

Activities and field data

List CRM activities such as calls, meetings and visits, plus check-ins and recorded trips, for users and teams.

Routes and territories

Create, update and read routes with their stops, and create, update and read sales territories with postal codes.

“Create a territory called North Dallas for Jordan with these postal codes.”
It finds Jordan's user ID and creates the territory with the owner and postal codes.
“Where did Chris check in yesterday?”
It lists the check-ins Chris logged on that day.
“Show me Sara's trips from last week.”
It lists the recorded trips and reads the details of each one.

74 tools for Map My Customers

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

create_bulkVisible to othersCreate a new bulk. Required: route groups. Has effects visible outside this system. API summary: Add, update, or remove stops on a route.
create_bulk_createVisible to othersCreate a new bulk create. Required: account groups. Has effects visible outside this system. API summary: Add multiple Accounts in an Account Group.
create_bulk_create_2Visible to othersCreate a new bulk create. Required: deal groups. Has effects visible outside this system. API summary: Bulk add deals to a group.
create_bulk_create_3Visible to othersCreate a new bulk create. Required: items. Has effects visible outside this system. API summary: Share multiple groups with a user.
create_bulk_create_postVisible to othersCreate a new bulk create. Required: contact groups. Has effects visible outside this system. API summary: Bulk add contacts to a group.
create_bulk_upsertVisible to othersCreate a new bulk upsert. Required: items. Has effects visible outside this system. API summary: Create account groups and assign accounts to them in bulk.
create_bulk_upsert_2Visible to othersCreate a new bulk upsert. Required: items. Has effects visible outside this system. API summary: Create deal groups and assign deals to them in bulk.
create_bulk_upsert_postVisible to othersCreate a new bulk upsert. Required: items. Has effects visible outside this system. API summary: Create contact groups and assign contacts to them in bulk.
create_organization_account_custom_fieldChanges dataCreate a new account custom field for a organization. Required: data type or display name. API summary: Add new Custom Field.
create_organization_contact_custom_fieldChanges dataCreate a new contact custom field for a organization. Required: data type or display name. API summary: Add new Custom Field.
create_organization_crm_activity_custom_fieldChanges dataCreate a new crm activity custom field for a organization. Required: data type or display name. API summary: Add new Custom Field in activities.
create_organization_deal_custom_fieldChanges dataCreate a new deal custom field for a organization. Required: data type or display name. API summary: Add new Custom Fields.
create_organization_feature_requestChanges dataCreate a new feature request for a organization. Required: feature key. API summary: Register interest in an upsell feature.
create_routeChanges dataCreate a route with a unique `name`, route_detail (start/end points, travel mode, start time) and optional initial stops (accounts, contacts or manual addresses).
create_territoryChanges dataCreate a territory with a `name`, optional owner user, color, postal codes or map points.
delete_bulk_deletesMoves moneyPermanently delete a bulk delete by org id. Financial or irreversible action; may require approval. API summary: Bulk delete accounts from multiple groups.
delete_bulk_deletes_2Moves moneyPermanently delete a bulk delete by org id. Financial or irreversible action; may require approval. API summary: Bulk delete contacts from multiple groups.
delete_bulk_deletes_3Moves moneyPermanently delete a bulk delete by group id. Financial or irreversible action; may require approval. API summary: Bulk Delete contacts from a group.
delete_bulk_deletes_4Moves moneyPermanently delete a bulk delete by org id. Financial or irreversible action; may require approval. API summary: Bulk delete deals from multiple groups.
delete_bulk_deletes_5Moves moneyPermanently delete a bulk delete by group id. Financial or irreversible action; may require approval. API summary: Bulk Delete Deals from a group.
delete_bulk_deletes_6Moves moneyPermanently delete a bulk delete by user id. Financial or irreversible action; may require approval. API summary: Revoke shared group access from a user.
delete_bulk_deletes_deleteMoves moneyPermanently delete a bulk delete by group id. Financial or irreversible action; may require approval. API summary: Bulk delete Account Groups.
delete_multiple_accounts_of_a_organizationMoves moneyPermanently delete a bulk delete by org id. Financial or irreversible action; may require approval. API summary: Delete Multiple Accounts of a Organization.
delete_multiple_contactsMoves moneyPermanently delete a bulk delete by org id. Financial or irreversible action; may require approval. API summary: Delete Multiple Contacts.
delete_multiple_crm_activitiesMoves moneyPermanently delete a bulk delete by org id. Financial or irreversible action; may require approval. API summary: Delete Multiple CRM Activities.
delete_multiple_dealsMoves moneyPermanently delete a bulk delete by org id. Financial or irreversible action; may require approval. API summary: Delete Multiple Deals.
delete_organization_account_custom_fieldDeletesPermanently delete a account custom field by field id. Destructive action; may require approval. API summary: Delete a Custom Field from Organization.
delete_organization_account_groupDeletesPermanently delete a account group by account group id. Destructive action; may require approval. API summary: Delete Account Group.
delete_organization_contact_custom_fieldDeletesPermanently delete a contact custom field by field id. Destructive action; may require approval. API summary: Delete a Custom Field from Contact.
delete_organization_contact_groupDeletesPermanently delete a contact group by contact group id. Destructive action; may require approval.
delete_organization_crm_activity_custom_fieldDeletesPermanently delete a crm activity custom field by field id. Destructive action; may require approval. API summary: Delete a Custom Field from Contact.
delete_organization_deal_custom_fieldDeletesPermanently delete a deal custom field by field id. Destructive action; may require approval. API summary: Delete a Custom Field from deal.
delete_organization_deal_groupDeletesPermanently delete a deal group by deal group id. Destructive action; may require approval.
delete_organization_smart_routeDeletesPermanently delete a smart route by route id. Destructive action; may require approval. API summary: Delete a route in an organization.
delete_organization_territoryDeletesPermanently delete a territory by territory id. Destructive action; may require approval. API summary: Delete single territory in an Organization.
get_routeGet one route with its stops and settings by `route_id`.
get_territoryGet one territory by `territory_id`, including its postal codes and shape.
get_tripGet one recorded trip by `trip_id`.
list_account_groupsList account groups and their IDs.
list_accountsList CRM accounts (companies), with limit, offset, order, columns and filters such as account groups or includeCustomFields.
list_activitiesList CRM activities (calls, meetings, tasks, visits), with limit, offset, order and filters such as crmObjectType.
list_check_insList location records (check-ins) logged by users, filtered by userId or createdAt, with limit and offset.
list_contact_groupsList contact groups and their IDs.
list_contactsList CRM contacts (people), with limit, offset, order, columns and filters such as contact groups or includeCustomFields.
list_deal_groupsList deal groups and their IDs.
list_dealsList deals, with limit, offset, order, columns and filters such as deal groups or includeCustomFields.
list_funnel_stagesList the stages of a deal funnel by `funnel_id`.
list_funnelsList the deal funnels (pipelines) and their IDs.
list_organization_account_custom_fieldsList account custom fields for a organization. Optional filters: order. API summary: Get Custom Fields in an organization.
list_organization_contact_custom_fieldsList contact custom fields for a organization. Optional filters: order. API summary: Get all contact custom field.
list_organization_crm_activity_custom_fieldsList crm activity custom fields for a organization. Optional filters: order. API summary: Get all activity custom fields in an organization.
list_organization_deal_custom_fieldsList deal custom fields for a organization. Optional filters: order. API summary: Get Custom Fields in an organization.
list_routesList saved routes, with limit, offset and order.
list_team_account_groupsList account groups for a team. API summary: Get all account groups of a Team in an Organization.
list_team_accountsList accounts for a team. API summary: Get all accounts of a Team in an Organization.
list_team_contact_groupsList contact groups for a team. API summary: Get all contact groups of a Team in an Organization.
list_team_contactsList contacts for a team. API summary: Get all contacts of a Team in an Organization.
list_team_deal_groupsList deal groups for a team. API summary: Get all deal groups of a Team in an Organization.
list_team_dealsList deals for a team. API summary: Get all deals of a Team in an Organization.
list_team_smart_routesList smart routes for a team. API summary: Get all routes of a Team in an Organization.
list_team_tasksList tasks for a team. API summary: Get all activities of a Team in an Organization.
list_teamsList teams in the organization and their IDs.
list_territoriesList sales territories, with limit, offset and order.
list_tripsList recorded trips (mileage tracking) in the organization.
list_usersList the users (reps) in the organization and their IDs.
submit_smart_routeVisible to othersPreview a smart route (org id). Has effects visible outside this system. API summary: Create a route preview.
update_bulksVisible to othersUpdate an existing bulk identified by org id. Has effects visible outside this system. API summary: Bulk upsert opertation to create new accounts and update existing ones in a single request.
update_organization_account_custom_fieldChanges dataUpdate an existing account custom field identified by field id. API summary: Update a custom field of a organization.
update_organization_contact_custom_fieldChanges dataUpdate an existing contact custom field identified by field id. API summary: Update a custom field value of a Contact.
update_organization_crm_activity_custom_fieldChanges dataUpdate an existing crm activity custom field identified by field id. API summary: Update a custom field value of a Contact.
update_organization_deal_custom_fieldChanges dataUpdate an existing deal custom field identified by field id. API summary: Update a custom field of a Deal.
update_routeChanges dataUpdate a route's name, owner or route_detail by `route_id` (also pass the same `id`).
update_territoryChanges dataUpdate a territory's name, owner, color, postal codes or shape by `territory_id` (also pass the same `id`).
update_upsertsVisible to othersUpdate an existing upsert identified by org id. Has effects visible outside this system. API summary: Upsert custom field values in bulk for accounts.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Map My Customers from the app list.
2
Paste your key
Enter your Client ID, Client secret and Organization ID (orgId). Map My Customers gives out API access on request: email [email protected] for your organization and they send a client_id and client_secret. The orgId is returned when an access token is generated.
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 Map My Customers?

It can list accounts, contacts, deals, CRM activities, funnels and stages, groups, users, teams, check-ins, routes, territories and trips. It can create and update routes and sales territories.

Does the AI see my Map My Customers credentials?

No. Your Map My Customers 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 or changing routes and territories affects what your reps see, so those actions 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 Map My Customers account.

How do I get Map My Customers API credentials?

Map My Customers gives out API credentials on request. Email [email protected] for your organization and they send you a client_id and client_secret. You also need your organization ID (orgId), which is returned when an access token is generated. HeyMyApps then fetches and renews access tokens for you.