Integration · Projects & tasks

Connect Claude & ChatGPT to OnRamp

Ask your AI which onboarding tasks are overdue, where a customer's project stands, or to start a new project from a playbook. It searches OnRamp customers, projects, tasks, playbooks and users, and reads contacts, members, notes and comments. It can create customers, contacts, projects and tasks, move tasks through start, complete and reopen, and add notes and comments.

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Try asking

“Which customer tasks are overdue across all projects?”
The AI searches tasks with the overdue flag and type customer, and lists them with project, assignee and due date.
“Where does the Nordic Foods onboarding stand?”
It finds the customer's project and reads its status, dates and modules, plus the open tasks.
“Start an onboarding project for Acme from our Standard playbook, beginning Monday.”
It finds the playbook and the customer account and creates the project with name, start date and owner. Invite emails go out only if you ask for them.

What your AI can do

Projects and playbooks

Search and read onboarding projects, create projects from playbooks, list project members and notes, and mark projects as completed.

Tasks and comments

Search tasks by project, assignee, status, overdue flag or dates, create tasks, start, complete or reopen them, and read and post comments.

Customers and contacts

Search, create and update customer accounts, list and add contacts, and read and add notes on an account.

“Mark the kickoff call task as done and comment that the recording is shared.”
It finds the task, marks it completed and posts your comment. Project members may be notified.
“Add Jonas Holm, [email protected], as a contact on the Acme account without inviting him yet.”
It adds the contact to the customer account with send_invite off, so no email is sent.
“Add a note to the Acme project that go-live moved to 1 March.”
It adds the note to the project so the whole team can see it.

168 tools for OnRamp

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

add_a_task_to_a_playbook_moduleChanges dataCreate a new task for a module. Search tasks first to avoid duplicates. API summary: Add A Task To A Playbook Module.
add_customer_contactChanges dataAdd a contact to a customer account: `first_name`, `last_name`, `email_address`, optional job title and phone. If `send_invite` is true, they receive an invite email.
add_customer_noteChanges dataAdd a note to a customer account: `title` and `content`.
add_library_modules_to_a_running_projectChanges dataCreate a new project. Search projects first to avoid duplicates. API summary: Add library modules to a running project.
add_project_noteChanges dataAdd a note to a project: `project_id` and `note_detail`.
add_tag_to_customerChanges dataUpdate an existing customer identified by customer id 2. API summary: Add Tag To Customer.
add_tag_to_projectChanges dataUpdate an existing project identified by project id 2. API summary: Add Tag To Project.
add_tag_to_taskChanges dataUpdate an existing task identified by task id 2. API summary: Add Tag To Task.
add_tag_to_userChanges dataUpdate an existing user identified by user id 2. API summary: Add Tag To User.
add_task_commentChanges dataPost a comment on a task (`task_id`) with `message_plain`, optionally replying to a comment. Project members may be notified.
add_task_dependencyChanges dataCreate a new task for a task. Required: blocked by task uuid. Search tasks first to avoid duplicates. API summary: Add Task Dependency.
archive_customerVisible to othersArchive a customer (customer id). Has effects visible outside this system. API summary: Archive A Customer Account.
archive_datafieldVisible to othersArchive a datafield (datafield uuid). Has effects visible outside this system. API summary: Archive A Data Field.
archive_moduleVisible to othersArchive a module (library module uuid). Has effects visible outside this system. API summary: Archive A Library Module.
archive_playbookVisible to othersArchive a playbook (playbook uuid). Has effects visible outside this system.
archive_projectVisible to othersArchive a project (project id). Has effects visible outside this system.
archive_taskVisible to othersArchive a task (task uuid). Has effects visible outside this system. API summary: Archive A Library Task.
attach_project_to_projectDeletesAttach a project (project id). Destructive action; may require approval. API summary: Assign Project Role.
complete_projectVisible to othersMark a project as completed by `project_id`.
complete_taskVisible to othersMark a task as completed by `task_id`.
create_a_library_taskChanges dataCreate a new task. Required: name. Search tasks first to avoid duplicates. API summary: Create A Library Task.
create_a_new_moduleChanges dataCreate a new module. Required: project uuid or name. Search modules first to avoid duplicates.
create_customerChanges dataCreate a customer account with `name`, plus optional primary email and physical address. Search first to avoid duplicates.
create_customer_external_linkChanges dataCreate a new external link for a customer. Required: integration uuid, external id, external type or external label. API summary: Link a CRM record to a customer.
create_customer_resourceChanges dataCreate a new resource for a customer. Required: name or url. API summary: Create Customer Resource.
create_datafieldChanges dataCreate a new datafield. Required: name, object type code or type. Search datafields first to avoid duplicates. API summary: Create A Data Field.
create_datafield_optionChanges dataCreate a new option for a datafield. Required: value. API summary: Create A Data Field Option.
create_datafield_valueVisible to othersCreate a new datafield value. Required: updates. Has effects visible outside this system. API summary: Bulk Update Datafield Values.
create_moduleChanges dataCreate a new module. Required: name. Search modules first to avoid duplicates. API summary: Create A Library Module.
create_module_taskChanges dataCreate a new task for a module. Search tasks first to avoid duplicates. API summary: Add A Task To A Library Module.
create_playbookChanges dataCreate a new playbook. Required: name. Search playbooks first to avoid duplicates. API summary: Create A Playbook.
create_playbook_moduleChanges dataCreate a new module for a playbook. Search modules first to avoid duplicates. API summary: Add A Module To A Playbook.
create_projectChanges dataCreate an onboarding project: `name`, `start_date` (MM/DD/YYYY), `project_owner`, and usually `playbook_uuid` and customer `account`. Invite emails go out if `send_invite_email` or `send_invite_email_customers` is true.
create_project_accountChanges dataCreate a new account for a project. Required: account uuid. API summary: Affiliate a customer account with a project.
create_project_append_a_playbook_to_a_project_v1_projects_projecChanges dataCreate a new project for a project. Required: playbook uuid. Search projects first to avoid duplicates. API summary: Append a published playbook to a running project.
create_project_external_linkChanges dataCreate a new external link for a project. Required: integration uuid, external id, external type or external label. API summary: Link a CRM record to a project.
create_project_resourceChanges dataCreate a new resource for a project. Required: name or url. API summary: Create Project Resource.
create_project_userChanges dataCreate a new user for a project. API summary: Add Project Member.
create_subtask_moveChanges dataCreate a new move for a subtask. Required: display order. API summary: Reorder Subtask.
create_tagChanges dataCreate a new tag. Required: name. Search tags first to avoid duplicates.
create_taskChanges dataCreate a task in a project module: `name`, `type` (internal or customer) and `module_uuid`, plus optional assignee, start/due date and description.
create_task_reset_a_task_back_to_not_started_v1_tasks_task_id_reChanges dataCreate a new task for a task. Search tasks first to avoid duplicates. API summary: Reset A Task Back To Not Started.
create_task_subtaskChanges dataCreate a new subtask for a task. Required: name or elements. API summary: Create A Subtask.
create_userChanges dataCreate a new user. Required: first name, last name, email address or user role.
create_webhookDeletesCreate a new webhook. Required: event code or hook url. Search webhooks first to avoid duplicates. Destructive action; may require approval.
delete_customerDeletesPermanently delete a customer by customer id 2. Destructive action; may require approval. API summary: Remove Tag From Customer.
delete_customer_external_linkDeletesPermanently delete a external link by link uuid. Destructive action; may require approval. API summary: Remove an external link from a customer.
delete_customer_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a customer note.
delete_customer_resourceDeletesPermanently delete a resource by resource uuid. Destructive action; may require approval. API summary: Delete Customer Resource.
delete_datafield_optionDeletesPermanently delete a option by option id. Destructive action; may require approval. API summary: Remove A Data Field Option.
delete_datafield_valueDeletesPermanently delete a datafield value by datafield value uuid. Destructive action; may require approval. API summary: Delete Datafield Value.
delete_messageDeletesPermanently delete a message by message uuid. Destructive action; may require approval. API summary: Delete Comment.
delete_moduleDeletesPermanently delete a module by module id. Destructive action; may require approval.
delete_module_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Remove Tag From Module.
delete_module_taskDeletesPermanently delete a task by task uuid. Destructive action; may require approval. API summary: Delete A Library Module Task.
delete_playbook_moduleDeletesPermanently delete a module by module uuid. Destructive action; may require approval. API summary: Remove A Module From A Playbook.
delete_playbook_taskDeletesPermanently delete a task by task uuid. Destructive action; may require approval. API summary: Delete A Playbook Task.
delete_projectDeletesPermanently delete a project by project id 2. Destructive action; may require approval. API summary: Remove Tag From Project.
delete_project_accountDeletesPermanently delete a account by account uuid. Destructive action; may require approval. API summary: Remove an affiliated customer account from a project.
delete_project_external_linkDeletesPermanently delete a external link by link uuid. Destructive action; may require approval. API summary: Remove an external link from a project.
delete_project_noteDeletesPermanently delete a message by message uuid. Destructive action; may require approval. API summary: Delete Project Note.
delete_project_resourceDeletesPermanently delete a resource by resource uuid. Destructive action; may require approval. API summary: Delete Project Resource.
delete_project_userDeletesPermanently delete a user by user uuid. Destructive action; may require approval. API summary: Remove Project Member.
delete_subtaskDeletesPermanently delete a subtask by subtask id. Destructive action; may require approval. API summary: Delete Subtask.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
delete_userDeletesPermanently delete a user by user id 2. Destructive action; may require approval. API summary: Remove Tag From User.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
get_all_modulesSearch modules by name, project id, project uuid, project name, min completed percentage or max completed percentage. Use this to find existing modules before creating a new module. API summary: Get All Modules.
get_customerGet one customer account by `customer_id`.
get_customer_messageGet one message for a customer by message id. API summary: Get a specific note.
get_datafieldGet one datafield by datafield uuid. API summary: Get Data Field By Uuid.
get_datafield_valueGet one datafield value by datafield value uuid. API summary: Get Datafield Value By Uuid.
get_library_task_by_uuidGet one task by task uuid. API summary: Get Library Task By Uuid.
get_messageGet one message by message uuid. API summary: Get Comment.
get_moduleGet one module by library module uuid. API summary: Get A Library Module By Uuid.
get_module_by_idGet one module by module id. API summary: Get Module By Id.
get_playbookGet one playbook by playbook uuid. API summary: Get Playbook By Uuid.
get_playbook_fieldsGet one playbook by playbook uuid. API summary: Get Playbook Merge Fields.
get_projectGet one onboarding project by `project_id` (ID or UUID), including status, dates, customer and modules.
get_project_noteGet one message by message uuid. API summary: Get Project Note.
get_project_task_dependenciesList projects for a project. API summary: Get Project Task Dependencies.
get_subtaskGet one subtask by subtask id. API summary: Get Subtask By Id.
get_tagGet one tag by tag id. API summary: Get Tag By Id.
get_taskGet one task by `task_id` (ID or UUID), including status, assignee, due date and description.
get_task_dependenciesList tasks for a task. API summary: Get Task Dependencies.
get_userGet one user by user id. API summary: Get User By Id.
get_webhookGet one webhook by webhook id. API summary: Get Webhook By Id.
list_customer_contactsList the contacts (customer users) on a customer account by `customer_id`.
list_customer_external_linksList external links for a customer. API summary: List a customer's external (CRM) links.
list_customer_notesList notes on a customer account by `customer_id`.
list_customer_resourcesList resources for a customer. API summary: List Customer Resources.
list_datafield_optionsList options for a datafield. API summary: List Data Field Options.
list_datafield_valuesList values for a datafield. API summary: List Datafield Values For A Specific Datafield.
list_feedback_left_on_a_taskList tasks for a task. API summary: List Feedback Left On A Task.
list_library_tasksSearch tasks by name, tags or include archived. Use this to find existing tasks before creating a new task. Results are paginated. API summary: List Library Tasks.
list_playbook_datafieldsList datafields for a playbook. API summary: Get Playbook Data Fields.
list_playbook_modulesList modules for a playbook. API summary: Get Playbook Modules.
list_playbook_rolesList roles for a playbook. API summary: Get Playbook Task Roles.
list_playbook_tasksList tasks for a playbook. API summary: Get Playbook Tasks.
list_project_accountsList accounts for a project. API summary: List a project's affiliated customer accounts.
list_project_external_linksList external links for a project. API summary: List a project's external (CRM) links.
list_project_membersList the internal and customer members of a project by `project_uuid`.
list_project_notesList notes on a project by `project_id`.
list_project_resourcesList resources for a project. API summary: List Project Resources.
list_project_tasksList tasks for a project. Optional filters: action, object type, start date or end date. Results are paginated. API summary: Get Project Activity.
list_projectsList projects for a project. API summary: Get Project Roles.
list_statusesList the project and task statuses used in your OnRamp account.
list_task_commentsList comments on a task by `task_id`.
list_task_feedbackList tasks. Optional filters: left after or left before. API summary: List Task Feedback.
list_task_subtasksList subtasks for a task.
list_tasksList tasks. Optional filters: action, object type, start date, end date, customer uuid or user uuid. Results are paginated. API summary: Get Organization Activity.
list_usagesList usages. API summary: Get Api Usage.
list_usersList users (your team and customer users), filtered by name, email, active status or whether they are customer users.
list_users_2List users. API summary: Get All User Roles.
move_or_reorder_taskChanges dataCreate a new task for a task. Required: display order. Search tasks first to avoid duplicates. API summary: Move Or Reorder Task.
remove_tag_from_taskDeletesPermanently delete a task by task id 2. Destructive action; may require approval. API summary: Remove Tag From Task.
remove_task_dependencyDeletesPermanently delete a task by blocked by task uuid. Destructive action; may require approval. API summary: Remove Task Dependency.
reopen_a_completed_projectChanges dataCreate a new project for a project. Search projects first to avoid duplicates. API summary: Reopen A Completed Project.
reopen_taskChanges dataReopen a completed task by `task_id`.
restore_customerChanges dataUnarchive a customer (customer id). API summary: Restore An Archived Customer Account.
restore_datafieldChanges dataUnarchive a datafield (datafield uuid). API summary: Restore An Archived Data Field.
restore_moduleChanges dataUnarchive a module (library module uuid). API summary: Restore An Archived Library Module.
restore_playbookChanges dataUnarchive a playbook (playbook uuid). API summary: Restore An Archived Playbook.
restore_projectChanges dataUnarchive a project (project id). API summary: Restore An Archived Project.
restore_taskChanges dataUnarchive a task (task uuid). API summary: Restore An Archived Library Task.
search_customersSearch customer accounts by `name`, `primary_email`, tag or archived status. Use this to find a customer's ID.
search_datafieldsSearch datafields by name, is archived, is required, object type code, type or apply on creation. Use this to find existing datafields before creating a new datafield. API summary: Get All Data Fields.
search_eventsSearch events by name. Use this to find existing events before creating a new event. API summary: Get All Events.
search_modulesSearch modules by name or is archived. Use this to find existing modules before creating a new module. API summary: List Library Modules.
search_playbooksList playbooks (project templates) by `name` or archived status. Use a playbook UUID when creating a project.
search_projectsSearch onboarding projects by name, owner, status, customer account, tag or start/due dates.
search_tagsSearch tags by name or color. Use this to find existing tags before creating a new tag. API summary: Get All Tags.
search_tasksSearch tasks by project, assignee, status, overdue flag, name, tag or due/start/completed dates. Paginated with `cursor`.
search_webhooksSearch webhooks by url or name. Use this to find existing webhooks before creating a new webhook. API summary: Get All Webhooks.
start_taskChanges dataMark a task as in progress by `task_id`.
submit_playbookVisible to othersPublish a playbook (playbook uuid). Has effects visible outside this system. API summary: Publish A Draft Playbook.
submit_playbook_duplicateVisible to othersDuplicate a playbook (playbook uuid). Has effects visible outside this system.
submit_user_inviteVisible to othersResend a user (user id). Has effects visible outside this system. API summary: Resend User Invite.
update_customerChanges dataUpdate a customer account's name, primary email or physical address by `customer_id`.
update_customer_datafieldChanges dataUpdate an existing datafield identified by datafield uuid. API summary: Set a data field value on a customer.
update_customer_external_linkChanges dataUpdate an existing external link identified by link uuid. API summary: Update a customer's external link.
update_customer_messageChanges dataUpdate an existing message identified by message id. API summary: Update a customer note.
update_customer_resourceChanges dataUpdate an existing resource identified by resource uuid. API summary: Update Customer Resource.
update_customer_userChanges dataUpdate an existing user identified by user uuid. API summary: Move an existing portal contact to this customer.
update_datafieldChanges dataUpdate an existing datafield identified by datafield uuid. API summary: Update Data Field.
update_datafield_optionChanges dataUpdate an existing option identified by option id. API summary: Update A Data Field Option.
update_datafield_valueChanges dataUpdate an existing datafield value identified by datafield value uuid. API summary: Update Datafield Value.
update_messageChanges dataUpdate an existing message identified by message uuid. API summary: Update Comment.
update_moduleChanges dataUpdate an existing module identified by library module uuid. API summary: Update A Library Module.
update_module_datafieldChanges dataUpdate an existing datafield identified by datafield uuid. API summary: Set a data field value on a module.
update_module_tagChanges dataUpdate an existing tag identified by tag id. API summary: Add Tag To Module.
update_module_taskChanges dataUpdate an existing task identified by task uuid. API summary: Update A Library Module Task.
update_module_to_libraryChanges dataUpdate an existing module identified by module id. API summary: Save Module To Library.
update_playbookChanges dataUpdate an existing playbook identified by playbook uuid. API summary: Update A Playbook.
update_playbook_moduleChanges dataUpdate an existing module identified by module uuid. API summary: Update A Playbook Module.
update_playbook_taskChanges dataUpdate an existing task identified by task uuid. API summary: Update A Playbook Task.
update_projectChanges dataUpdate an existing project identified by project id. API summary: Update Project By Id.
update_project_datafieldChanges dataUpdate an existing datafield identified by datafield uuid. API summary: Set a data field value on a project.
update_project_external_linkChanges dataUpdate an existing external link identified by link uuid. API summary: Update a project's external link.
update_project_noteChanges dataUpdate an existing message identified by message uuid. API summary: Update Project Note.
update_project_resourceChanges dataUpdate an existing resource identified by resource uuid. API summary: Update Project Resource.
update_subtaskChanges dataUpdate an existing subtask identified by subtask id. API summary: Update Subtask (Metadata Or Answer).
update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update Tag By Id.
update_taskChanges dataUpdate an existing task identified by task id. API summary: Update Task By Id.
update_task_datafieldChanges dataUpdate an existing datafield identified by datafield uuid. API summary: Set a data field value on a task.
update_userChanges dataUpdate an existing user identified by user id. API summary: Update User By Id.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Update A Webhook.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose OnRamp from the app list.
2
Paste your key
Paste an OnRamp API key. In OnRamp go to Settings > API > Keys and create an API key. If the API is not enabled for your organization, ask your OnRamp account manager.
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 OnRamp?

The AI can search and read customers, contacts, projects, project members, tasks, comments, notes, playbooks, users and statuses. It can create and update customers, add contacts, create projects and tasks, start, complete and reopen tasks, complete projects, and add notes and comments.

Does the AI see my OnRamp API key?

No. Your OnRamp 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 lookups only. Actions that reach customers, like adding a contact with an invite, creating a project with invite emails or posting a comment that notifies members, 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 OnRamp account with API access.

Will my customers get emails when the AI makes changes?

Only in specific cases. Adding a contact sends an invite email if send_invite is on, and creating a project sends invites if the invite options are on. Comments on tasks may notify project members. You can keep the email-sending tools off or require approval for them.