Integration · CRM & sales

Connect Claude & ChatGPT to OnePageCRM

Ask your AI what is next in your Action Stream, which deals are pending, or to log the call you just had. It can search and update contacts, companies and deals, create and complete next actions, add notes and tags, and log calls and meetings in OnePageCRM.

Connect OnePageCRM free

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

Try asking

“What is next on my Action Stream?”
The AI reads the Action Stream: your contacts ordered by their next action.
“Log a call with Jane at Acme: interested, send a quote.”
It finds the contact and logs the call with the result and your notes.
“Set a next action for Peter: follow up on Friday.”
It creates a dated next action on the contact.

What your AI can do

Contacts and companies

Search, create and update contacts, change their status, add tags and notes, and read companies and their contacts.

Next actions

Read the Action Stream, and create, update and complete next actions for any contact.

Deals and activity

Search, create and update deals across pipelines, and log calls and meetings.

“Which deals are pending in the Sales pipeline, and what are they worth?”
It finds the pipeline and searches pending deals in it, with amounts and stages.
“Mark the Nordic Foods deal as won.”
It finds the deal and updates its status to won.
“Add Maria Berg, CFO at Nordic Foods, as a lead.”
It looks up your contact statuses and creates the contact with name, company, job title and lead status.

166 tools for OnePageCRM

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

add_contact_noteChanges dataAdd a note to a contact (`contact_id`) with `text`; optional linked_deal_id and users to notify.
attach_contact_to_companyChanges dataAttach a contact (company id). API summary: Link a contact to a specific company.
change_contact_statusChanges dataChange a contact's status (`contact_id`, `status_id`), e.g. lead to customer.
complete_next_actionVisible to othersMark a next action (`action_id`) as done.
create_actionChanges dataCreate a new action. API summary: Create an action.
create_call_documentChanges dataCreate a new document for a call. Required: reference type or key. API summary: Create attachment and assign it to an existing call.
create_change_auth_keyChanges dataCreate a new change auth key. API summary: Invalidate the current API key and return a new API key.
create_companyChanges dataCreate a new company. Required: name or type. Search companies first to avoid duplicates. API summary: Create a new company field.
create_company_synced_statusChanges dataCreate a new synced status for a company. API summary: Enable company status sync.
create_contactChanges dataCreate a contact: first_name, last_name, company_name, job_title, emails, phones, tags, status_id and owner_id.
create_contact_callChanges dataCreate a new call for a contact. API summary: Create a call for a specific contact.
create_contact_contact_photoChanges dataCreate a new contact photo for a contact. API summary: Add a contact photo.
create_contact_dealChanges dataCreate a new deal for a contact. Search deals first to avoid duplicates. API summary: Create a deal for a specific contact.
create_contact_relationshipChanges dataCreate a new relationship for a contact. Search relationships first to avoid duplicates. API summary: Create a relationships for a specific contact.
create_contact_save_contact_to_google_contactsChanges dataCreate a new contact for a contact. Search contacts first to avoid duplicates. API summary: Save a specific OnePageCRM contact to Google Contacts.
create_custom_fieldChanges dataCreate a new custom field. Required: name or type.
create_dealChanges dataCreate a deal for a contact (`contact_id`) with name, amount, stage, status, expected_close_date and pipeline_id.
create_deal_2Changes dataCreate a new deal. Required: name or type. Search deals first to avoid duplicates. API summary: Create a deal field.
create_deal_documentChanges dataCreate a new document for a deal. Required: reference type or key. API summary: Create attachment and assign it to an existing deal.
create_documentChanges dataCreate a new document. Required: reference type or key. API summary: Create a new attachment.
create_leadChanges dataCreate a new lead. Required: text. API summary: Create a new lead source.
create_meetingChanges dataCreate a new meeting. API summary: Create a meeting.
create_meeting_documentChanges dataCreate a new document for a meeting. Required: reference type or key. API summary: Create attachment and assign it to an existing meeting.
create_messageChanges dataCreate a new message. API summary: Create a note.
create_message_documentChanges dataCreate a new document for a message. Required: reference type or key. API summary: Create attachment and assign it to an existing note.
create_next_actionChanges dataCreate a next action for a contact (`contact_id`) with `text`, `status` (asap, date, waiting) and optional `date` and `assignee_id`.
create_predefined_actionChanges dataCreate a new predefined action. Required: text or days.
create_predefined_action_groupChanges dataCreate a new predefined action group.
create_predefined_item_groupChanges dataCreate a new predefined item group.
create_productChanges dataCreate a new product. API summary: Create a new predefined item.
create_relationship_typeChanges dataCreate a new relationship type. Search relationship types first to avoid duplicates.
create_statusChanges dataCreate a new status. Required: text or color.
delete_a_specific_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete a specific deal.
delete_actionDeletesPermanently delete a action by action id. Destructive action; may require approval. API summary: Delete a specific action.
delete_callDeletesPermanently delete a call by call id. Destructive action; may require approval. API summary: Delete a specific call.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete a specific company field.
delete_company_logosMoves moneyPermanently delete a logo by company id. Financial or irreversible action; may require approval. API summary: Delete the company logo.
delete_company_synced_statusesMoves moneyPermanently delete a synced status by company id. Financial or irreversible action; may require approval. API summary: Disable company status sync.
delete_contactDeletesDelete a contact by `contact_id`, with its actions, notes and deals.
delete_contact_contact_photosMoves moneyPermanently delete a contact photo by contact id. Financial or irreversible action; may require approval. API summary: Remove a contact's photo.
delete_contact_relationshipDeletesPermanently delete a relationship by relationship id. Destructive action; may require approval.
delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete a specific custom field.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete a specific deal field.
delete_deletesMoves moneyPermanently delete a delete. Financial or irreversible action; may require approval. API summary: Delete multiple contacts.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a specific attachment.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete a specific lead source.
delete_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval. API summary: Delete a specific meeting.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a specific note.
delete_predefined_actionDeletesPermanently delete a predefined action by predefined action id. Destructive action; may require approval. API summary: Delete a specific predefined action.
delete_predefined_action_groupDeletesPermanently delete a predefined action group by predefined action group id. Destructive action; may require approval. API summary: Delete a specific predefined action group.
delete_predefined_item_groupDeletesPermanently delete a predefined item group by predefined item group id. Destructive action; may require approval. API summary: Delete a specific predefined item group.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete a specific predefined item.
delete_relationship_typeDeletesPermanently delete a relationship type by relationship type id. Destructive action; may require approval.
delete_statusDeletesPermanently delete a status by status id. Destructive action; may require approval. API summary: Delete a specific status.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete a specific webhook.
detach_actionChanges dataUnassign a action (action id). API summary: Unassign a specific action (from the currently assigned user).
detach_action_unlinkChanges dataUnlink a action (action id). API summary: Unlink an action from the external event it mirrors.
detach_contact_to_companyDeletesDetach a contact (contact id). Destructive action; may require approval. API summary: Unlink a contact from a company.
detach_unassign_tag_to_contactChanges dataDetach a unassign tag (tag name). API summary: Remove a tag from a specific contact.
get_actionGet one action by action id. API summary: Get a specific action.
get_action_streamGet the Action Stream: contacts ordered by their next action, with the same filters as contact search.
get_callGet one call by call id. API summary: Get a specific call.
get_cascadeGet one cascade by last id. API summary: Get contacts past the 10,000 contact in the account.
get_companyGet one company by `company_id`.
get_company_2Get one company by company id. API summary: Get a specific company field.
get_contactGet one contact by `contact_id`, including emails, phones, company, tags and status.
get_contact_relationshipGet one relationship for a contact by relationship id. API summary: Get a specific relationship.
get_custom_fieldGet one custom field by custom field id. API summary: Get a specific custom field.
get_dealGet one deal by `deal_id`.
get_deal_2Get one deal by deal id. API summary: Get a specific deal field.
get_filterGet one filter by filter id. API summary: Get (and run) a specific custom filter.
get_filter_list_contacts_by_filterGet one filter by filter id. API summary: Show contacts that meet the criteria of a filter.
get_leadGet one lead by lead id. API summary: Get a specific lead source.
get_meetingGet one meeting by meeting id. API summary: Get a specific meeting.
get_messageGet one message by message id. API summary: Get a specific note.
get_notificationGet one notification by notification id. API summary: Get serialised notification by ID.
get_pipelineGet one pipeline by pipeline id. API summary: Get a specific pipeline.
get_predefined_actionGet one predefined action by predefined action id. API summary: Get a specific predefined action.
get_predefined_action_groupGet one predefined action group by predefined action group id. API summary: Get a specific predefined action group.
get_predefined_item_groupGet one predefined item group by predefined item group id. API summary: Get a specific predefined item group.
get_productGet one product by product id. API summary: Get a specific predefined item.
get_relationship_typeGet one relationship type by relationship type id. API summary: Get a specific relationship type.
get_statusGet one status by status id. API summary: Get a specific status.
get_userGet one user by user id. API summary: Get a specific user.
get_webhookGet one webhook by webhook id. API summary: Get a specific webhook.
list_bootstrapsList bootstraps. API summary: Get useful information about the logged API user's account.
list_call_resultsList call results. API summary: Get the list of call results (for the logged API user's account).
list_callsList logged calls, filtered by `contact_id` or `company_id`.
list_cascadesList cascades. API summary: Get contacts past the 10,000 contact in the account.
list_companiesList companies. Optional filters: sort by or order. Results are paginated. API summary: Get the list of company fields (for the logged API user's account).
list_company_actionsList actions for a company. Optional filters: done, status, assignee id, date filter, since or until. Results are paginated. API summary: Get actions associated with a specific company.
list_company_callsList calls for a company. Optional filters: date filter, since, until, modified since, unmodified since or sort by. Results are paginated. API summary: Get calls associated with a specific company.
list_company_contactsList the contacts linked to a company (`company_id`).
list_company_documentsList documents for a company. API summary: Get the list of attachments pinned to this company.
list_company_meetingsList meetings for a company. Optional filters: date filter, since, until, modified since, unmodified since or sort by. Results are paginated. API summary: Get meetings associated with a specific company.
list_company_messagesList messages for a company. Optional filters: date filter, since, until, modified since, unmodified since or sort by. Results are paginated. API summary: Get notes associated with a specific company.
list_contact_actionsList actions for a contact. Optional filters: done, status, assignee id, date filter, since or until. Results are paginated. API summary: Get all actions for a specific contact.
list_contact_callsList calls for a contact. Optional filters: date filter, since, until, modified since, unmodified since or sort by. Results are paginated. API summary: Get all calls for a specific contact.
list_contact_documentsList documents for a contact. API summary: Get a list of attachments pinned to this contact.
list_contact_meetingsList meetings for a contact. Optional filters: date filter, since, until, modified since, unmodified since or sort by. Results are paginated. API summary: Get all meetings for a specific contact.
list_contact_messagesList messages for a contact. Optional filters: date filter, since, until, modified since, unmodified since or sort by. Results are paginated. API summary: Get all notes for a specific contact.
list_countriesList countries. API summary: Get the list of all compatible countries.
list_custom_fieldsList custom fields. Optional filters: sort by or order. Results are paginated. API summary: Get the list of custom fields (for the logged API user's account).
list_dealsList deals. Optional filters: sort by or order. Results are paginated. API summary: Get the list of deal fields (for the logged API user's account).
list_lead_sourcesList lead sources.
list_meetingsList logged meetings, filtered by `contact_id` or `company_id`.
list_next_actionsList next actions (tasks), filtered by `contact_id`, `assignee_id`, `status` or `done`.
list_notesList notes, filtered by `contact_id` or `company_id`.
list_notificationsList notifications. Results are paginated. API summary: Get a list of notifications that user has.
list_pipelinesList sales pipelines and their stages.
list_predefined_action_groupsList predefined action groups. API summary: Get the list of predefined action groups (for the logged API user's account).
list_predefined_actionsList predefined actions. API summary: Get the list of predefined actions (for the logged API user's account).
list_predefined_item_groupsList predefined item groups. API summary: Get the list of predefined item groups (for the logged API user's account).
list_productsList products. API summary: Get the list of predefined items (for the logged API user's account).
list_s3_formsList s3 forms. Optional filters: contact id. API summary: Get a pre-authorized S3 upload form (use to upload a file on the client side).
list_statusesList contact statuses (e.g. lead, prospect, customer). Use to find a `status_id`.
list_usersList users in the OnePageCRM account. Use to find owner and assignee IDs.
list_webhooksList webhooks. API summary: Get all webhooks (associated with the logged API user's account).
log_callChanges dataLog a call for a contact (`contact_id`) with `call_result`, `text` and optional phone number and time.
log_meetingChanges dataLog a meeting for a contact (`contact_id`) with `text`, `place` and `meeting_time_int`.
reopen_the_sales_cycle_for_a_specific_contactVisible to othersReopen a contact (contact id). Has effects visible outside this system. API summary: Reopen the sales cycle for a specific contact.
search_companiesSearch companies by `name` or `phone`.
search_company_dealsSearch deals for a company by name, search, status, stage, owner id or date filter. Use this to find existing deals before creating a new deal. Results are paginated. API summary: Get deals associated with a specific company.
search_contact_dealsSearch deals for a contact by name, search, status, stage, owner id or date filter. Use this to find existing deals before creating a new deal. Results are paginated. API summary: Get all deals for a specific contact.
search_contact_relationshipsSearch relationships for a contact by relationship type id, contact id filter, variant id filter, search, symmetrical or date filter. Use this to find existing relationships before creating a new relationship. Results are paginated. API summary: Get all relationships for a specific contact.
search_contactsSearch contacts by `search` text, `email`, `phone`, `tag`, `status_id`, `owner_id` or `company_id`.
search_dealsSearch deals by `search` text, `status` (pending, won, lost), `stage`, `contact_id`, `company_id`, `owner_id` or `pipeline_id`.
search_filtersSearch filters. Use this to find existing filters before creating a new filter. Results are paginated. API summary: Get the list of custom filters (for the logged API user's account).
search_relationship_typesSearch relationship types by search, symmetrical, date filter, since, until or modified since. Use this to find existing relationship types before creating a new relationship type. Results are paginated. API summary: Get a list of relationship types.
search_team_streamsSearch team streams by user id, team, search, phone, url or action stream. Use this to find existing team streams before creating a new team stream. Results are paginated. API summary: Get a list of contacts prioritized by their next action.
submit_contactVisible to othersSplit a contact (contact id). Has effects visible outside this system. API summary: Split a contact from their current company (and potentially to a new company).
submit_contact_sales_cycleVisible to othersClose a contact (contact id). Has effects visible outside this system. API summary: Close the sales cycle for a specific contact.
submit_notificationVisible to othersMark as read a notification (notification id). Has effects visible outside this system. API summary: Marks given notification as read.
submit_notification_mark_all_as_readVisible to othersMark all as read a notification. Has effects visible outside this system. API summary: Marks all users' notifications as read.
tag_contactChanges dataAdd a tag (`tag_name`) to a contact (`contact_id`).
update_action_promotesVisible to othersUpdate an existing promote identified by action id. Has effects visible outside this system. API summary: Specify action to be promoted as the logged API users next action.
update_action_revert_promotionsVisible to othersUpdate an existing revert promotion identified by action id. Has effects visible outside this system. API summary: Undo action promotion.
update_action_swapsVisible to othersUpdate an existing swap identified by action id. Has effects visible outside this system. API summary: Specify action to be swapped in as the logged API users next action.
update_action_undo_completionsVisible to othersUpdate an existing undo completion identified by action id. Has effects visible outside this system. API summary: Undo action completion.
update_callChanges dataUpdate an existing call identified by call id. API summary: Update a specific call.
update_companyChanges dataUpdate a company's name, phone, url, address or description by `company_id`.
update_company_2Changes dataUpdate an existing company identified by company id. API summary: Update a specific company field.
update_company_logosVisible to othersUpdate an existing logo identified by company id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update the company logo.
update_contactChanges dataUpdate a contact by `contact_id`: names, company, job title, emails, phones, tags, status or owner.
update_contact_change_ownerChanges dataUpdate an existing change owner identified by owner id. API summary: Change the owner of a specific contact.
update_contact_contact_photosVisible to othersUpdate an existing contact photo identified by contact id. Has effects visible outside this system. API summary: Update a contact's photo.
update_contact_force_close_sales_cyclesVisible to othersUpdate an existing force close sales cycle identified by contact id. Has effects visible outside this system. API summary: Force close the sales cycle for a specific contact.
update_contact_relationshipChanges dataUpdate an existing relationship identified by relationship id. API summary: Update a specific relationship.
update_contact_starsVisible to othersUpdate an existing star identified by contact id. Has effects visible outside this system. API summary: Apply a star to a specific contact.
update_contact_unstarsVisible to othersUpdate an existing unstar identified by contact id. Has effects visible outside this system. API summary: Remove star from a specific contact.
update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. API summary: Update a specific custom field.
update_dealChanges dataUpdate a deal by `deal_id`: name, amount, stage, status (e.g. won or lost) or close date.
update_deal_2Changes dataUpdate an existing deal identified by deal id. API summary: Update a specific deal field.
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Sets/updates attachment custom file name.
update_document_pinsVisible to othersUpdate an existing pin identified by attachment id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Pin attachment to its owner contact through its note/call/deal.
update_document_unpinsVisible to othersUpdate an existing unpin identified by attachment id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unpin attachment from its owner contact through its note/call/deal.
update_leadChanges dataUpdate an existing lead identified by lead id. API summary: Update a specific lead source.
update_meetingChanges dataUpdate an existing meeting identified by meeting id. API summary: Update a specific meeting.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a specific note.
update_next_actionChanges dataUpdate a next action by `action_id`: text, date, status or assignee.
update_predefined_actionChanges dataUpdate an existing predefined action identified by predefined action id. API summary: Update a specific predefined action.
update_predefined_action_groupChanges dataUpdate an existing predefined action group identified by predefined action group id. API summary: Update a specific predefined action group.
update_productChanges dataUpdate an existing product identified by product id. API summary: Update a specific predefined item.
update_relationship_typeChanges dataUpdate an existing relationship type identified by relationship type id. API summary: Update a specific relationship type.
update_statusChanges dataUpdate an existing status identified by status id. API summary: Update a specific status.
update_userChanges dataUpdate an existing user identified by user id. API summary: Update a specific user.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose OnePageCRM from the app list.
2
Paste your key
Paste your OnePageCRM User ID and API key. Sign in to OnePageCRM, open the API settings page and go to its Configuration tab, where you find both. Treat the API key like a password.
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 OnePageCRM?

The AI can search and read contacts, companies, deals, next actions, notes, calls, meetings, pipelines, statuses, lead sources, users and the Action Stream. It can create and update contacts and deals, change status, add tags and notes, log calls and meetings, create, update and complete next actions, update companies and delete a contact.

Does the AI see my OnePageCRM User ID and API key?

No. Your OnePageCRM 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. Deleting a contact also removes its actions, notes and deals, so it 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 OnePageCRM account.

Why does OnePageCRM need a User ID as well as an API key?

OnePageCRM identifies API calls by your User ID together with your API key. Both are on the Configuration tab of the API settings page in OnePageCRM. You paste both into HeyMyApps, and the AI works in OnePageCRM as that user.