Integration · Field service

Connect Claude & ChatGPT to RO App

Ask your AI which orders are due today, what a client has in for repair, or to book an appointment in RO App. It can find and create clients, work orders, estimates, inquiries and bookings, change an order's status, add products and services to an order and read invoices. You get answers about the shop floor without clicking through each order.

Connect RO App free

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

Try asking

“Which orders are due today at our main location?”
The AI looks up your locations and lists the work orders due today there, with client, status and assignee.
“Find the order for the phone with IMEI 356938035643809.”
It searches orders by the asset's serial number and shows the order with its malfunction, notes, dates and totals.
“Create a repair order for Jens Hansen: cracked screen, due Friday.”
It finds the client, looks up the location and order type, and creates the order with the malfunction and due date.

What your AI can do

Orders and estimates

Find, create and update work orders and estimates, change status, add products and services, and leave comments.

Clients and inquiries

Search, create and update client people and organizations, and log new inquiries from leads.

Bookings, invoices and catalog

List and create bookings, read invoices with items and due dates, and search products and services.

“Move order 1520 to Ready for pickup and add a note that the client was called.”
It finds the status ID, changes the order's status and adds a private comment to the order.
“Add a battery replacement to order 1520.”
It searches the service catalog, finds the service and adds it to the order as a line item with quantity and price.
“Book Maria Olsen in with Peter tomorrow from 10 to 11.”
It finds the client and the employee and creates a booking at the location with start and end time.

163 tools for RO App

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

add_order_commentChanges dataAdd a comment to an order by `order_id`. Set `is_private` to keep it internal.
add_order_itemChanges dataAdd a product or service (`entity_id`) to an order by `order_id` with quantity, price, cost, discount, warranty and assignee.
create_account_paymentChanges dataCreate a new payment for a account. Required: amount or direction. API summary: Create Transaction.
create_accounts_transferMoves moneyCreate a new accounts transfer. Required: from account id, to account id or amount. Financial or irreversible action; may require approval. API summary: Create Transfer.
create_bookingChanges dataBook an appointment: `branch_id` (location), `client_id`, `assignee_id` and the start (`scheduled_for`) and end (`scheduled_to`) date-times are required; optional comment.
create_booking_productChanges dataCreate a new product for a booking. Required: entity id or quantity. Search products first to avoid duplicates. API summary: Add Booking Item.
create_bundleChanges dataCreate a new bundle. Required: title or category id. Search bundles first to avoid duplicates. API summary: Create Bundle.
create_bundle_productChanges dataCreate a new product for a bundle. Required: entity id, quantity or price. Search products first to avoid duplicates. API summary: Add Bundle Item.
create_company_contactChanges dataCreate a new contact for a company. Required: contact id. API summary: Add People to Organization.
create_company_messageChanges dataCreate a new message for a company. Required: comment. API summary: Create Organization Comment.
create_contact_messageChanges dataCreate a new message for a contact. Required: comment. API summary: Create Person Comment.
create_estimateChanges dataCreate an estimate: `branch_id` (location), `client_id` and `order_type_id` are required; optionally malfunction, due date, assignee, manager, notes and custom fields.
create_exchange_rateChanges dataCreate a new exchange rate. Required: currency. API summary: Create Exchange Rate.
create_inquiryChanges dataCreate an inquiry (lead) with `type_id` (required), client name, phone or email (or an existing `client_id`), comment, due date and urgency.
create_inquiry_messageChanges dataCreate a new message for a inquiry. Required: comment. API summary: Create Inquiry Comment.
create_invoiceChanges dataCreate a new invoice. Required: client id or payment method. API summary: Create Invoice.
create_invoice_messageChanges dataCreate a new message for a invoice. Required: comment. API summary: Create Invoice Comment.
create_invoice_productChanges dataCreate a new product for a invoice. Required: entity id, quantity or price. Search products first to avoid duplicates. API summary: Add Invoice Item.
create_orderChanges dataCreate a work order: `branch_id` (location), `client_id` and `order_type_id` are required; optionally malfunction, due date, schedule, assignee, manager, estimated price, notes and custom fields.
create_organizationChanges dataCreate a client organization with `name` (required), email, phones, address, notes, tags, tax and registration numbers. Search first to avoid duplicates.
create_personChanges dataCreate a client person with `first_name` (required), last name, email, phones, address, notes, tags and custom fields. Search first to avoid duplicates.
create_productChanges dataCreate a new product. Required: product type id, category id, title or uom id. Search products first to avoid duplicates. API summary: Create Product.
create_quote_messageChanges dataCreate a new message for a quote. Required: comment. API summary: Create Estimate Comment.
create_quote_productChanges dataCreate a new product for a quote. Required: entity id, assignee id, quantity, price, cost or discount. Search products first to avoid duplicates. API summary: Add Estimate Item.
create_serviceChanges dataCreate a new service. Required: category id, title or uom id. Search services first to avoid duplicates. API summary: Create Service.
create_tagChanges dataCreate a new tag. Required: name. API summary: Create Tag.
create_tag_create_tagChanges dataCreate a new tag. Required: name. API summary: Create Tag.
delete_account_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete Transaction.
delete_bookingDeletesPermanently delete a booking by booking id. Destructive action; may require approval. API summary: Delete Booking.
delete_booking_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete Booking Item.
delete_bundleDeletesPermanently delete a bundle by bundle id. Destructive action; may require approval. API summary: Delete Bundle.
delete_bundle_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete Bundle Item.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete Organization.
delete_company_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete People from Organization.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete Person.
delete_exchange_rateDeletesPermanently delete a exchange rate by exchange rate code. Destructive action; may require approval. API summary: Delete Exchange Rate.
delete_inquiryDeletesPermanently delete a inquiry by inquiry id. Destructive action; may require approval. API summary: Delete Inquiry.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete Invoice.
delete_invoice_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete Invoice Item.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete Product.
delete_serviceDeletesPermanently delete a service by service id. Destructive action; may require approval. API summary: Delete Service.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Delete Tag.
delete_tag_delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Delete Tag.
get_accountGet one account by account id. API summary: Get Finance Account by ID.
get_account_paymentGet one payment for a account by payment id. API summary: Get Account Transaction by ID.
get_addressGet one address by address id. API summary: Get Location by ID.
get_bookingGet one booking by booking id. API summary: Get Booking by ID.
get_bundleGet one bundle by bundle id. API summary: Get Bundle by ID.
get_callGet one call by call id. API summary: Get Call by ID.
get_cashflow_categoriesList categories. Optional filters: direction or sort. API summary: Get Cashflow Categories.
get_cashflow_category_by_idGet one category by category id. API summary: Get Cashflow Category by ID.
get_categoryGet one category by category id. API summary: Get Bundle Category by ID.
get_companyGet one company by company id. API summary: Get Organization by ID.
get_company_infoGet the connected RO App company's details. Use to confirm which business you are working in.
get_contact_tagsList tags. API summary: Get Contact Tags.
get_employeeGet one employee by employee id. API summary: Get Employee by ID.
get_estimateGet one estimate by `quote_id`, with client, status, items and totals.
get_exchange_rateGet one exchange rate by exchange rate code. API summary: Get Exchange Rate by ID.
get_inquiryGet one inquiry by inquiry id. API summary: Get Inquiry by ID.
get_inquiry_custom_fieldsList custom fields. API summary: Get Inquiry Custom Fields.
get_inquiry_statusChanges dataGet the current status of a inquiry by inquiry id. API summary: Update Inquiry Status.
get_inquiry_statusesList statuses. API summary: Get Inquiry Statuses.
get_inquiry_typesList types. API summary: Get Inquiry Types.
get_invoiceGet one invoice by `invoice_id`, with items, amounts, status and due date.
get_invoice_productGet one product for a invoice by product id. API summary: Get Invoice Item by ID.
get_invoice_statusChanges dataGet the current status of a invoice by invoice id. API summary: Update Invoice Status.
get_invoice_statusesList statuses. API summary: Get Invoice Statuses.
get_legal_entityGet one legal entity by legal entity id. API summary: Get Legal Entity by ID.
get_orderGet one order by `order_id`, with client, asset, status, malfunction, notes, dates and totals.
get_order_custom_fieldsList custom fields. API summary: Get Order Custom Fields.
get_organizations_custom_fieldsList custom fields. API summary: Get Organizations Custom Fields.
get_people_custom_fieldsList custom fields. API summary: Get People Custom Fields.
get_personGet one client person by `contact_id`, with phones, email, address, tags and custom fields.
get_priceGet one price by price id. API summary: Get Product Price by ID.
get_productGet one product by product id. API summary: Get Product by ID.
get_product_categoriesList categories. Optional filters: parent id. API summary: Get Product Categories.
get_product_category_by_idGet one category by category id. API summary: Get Product Category by ID.
get_product_typesList types. API summary: Get Product Types.
get_provider_extensionGet one extension for a provider by ext id. API summary: Get Extension by ID.
get_quote_statusChanges dataGet the current status of a quote by estimate id. API summary: Change Estimate Status.
get_refundGet one refund by refund id. API summary: Get Refund by ID.
get_saleGet one sale by sale id. API summary: Get Sale by ID.
get_serviceGet one service by service id. API summary: Get Service by ID.
get_service_categoriesList categories. Optional filters: parent id or sort. API summary: Get Service Categories.
get_service_category_by_idGet one category by category id. API summary: Get Service Category by ID.
get_service_price_by_idGet one price by price id. API summary: Get Service Price by ID.
get_service_pricesList prices. API summary: Get Service Prices.
get_service_settingsList settings. API summary: Get Service Settings.
get_service_unit_of_measureList uoms. Optional filters: sort. API summary: Get Service Unit Of Measure.
get_service_unit_of_measure_by_idGet one uom by uom id. API summary: Get Service Unit Of Measure by ID.
get_tagGet one tag by tag id. API summary: Get Tag by ID.
get_tag_by_idGet one tag by tag id. API summary: Get Tag by Id.
get_uomGet one uom by uom id. API summary: Get Product Unit Of Measure by ID.
list_account_paymentsList payments for a account. Optional filters: direction, category id, created by id, created at or sort. Results are paginated. API summary: Get Account Transactions.
list_accountsList accounts. Optional filters: payment method, branch id or sort. API summary: Get Finance Accounts.
list_address_resourcesList resources for a address. Optional filters: sort. API summary: Get Location Resources.
list_booking_productsList products for a booking. API summary: Get Bookings Items.
list_bookingsList bookings (appointments), filtered by location, status, assignee, client or scheduled date. Results are paginated.
list_bundle_productsList products for a bundle. API summary: Get Bundle Items.
list_call_recording_urlsList recording urls for a call. API summary: Get Call Recording Url.
list_call_transcriptsList transcripts for a call. API summary: Get Call Transcript.
list_callsList calls. Optional filters: direction, extension ids, status, sentiment, insight or contact id. Results are paginated. API summary: Get Calls.
list_categoriesList categories. Optional filters: parent id or sort. API summary: Get Bundle Categories.
list_company_contactsList contacts for a company. API summary: Get Organization People.
list_contact_companiesList companies for a contact. API summary: Get Person's Organization.
list_custom_fieldsList custom fields. API summary: Get Estimate Custom Fields.
list_directoriesList directories. API summary: Get Directories.
list_directory_productsList products for a directory. Optional filters: branch id. API summary: Get Directory Items.
list_employeesList employees, optionally filtered by employee group IDs. Use to find IDs for managers and assignees.
list_estimatesFind estimates by client, status, type, location, document number or date ranges. Results are paginated.
list_exchange_rate_historiesList histories for a exchange rate. API summary: Get Exchange Rate History.
list_exchange_ratesList exchange rates. API summary: Get Exchange Rates.
list_groupsList groups. API summary: Get Employee Groups.
list_inquiriesFind inquiries (leads) by type, status, manager, location, client name or phone, or date ranges. Results are paginated.
list_invoice_productsList products for a invoice. API summary: Get Invoice Items.
list_invoicesFind invoices by client, payer, status, number, payment method or date ranges (issue, due, created). Results are paginated.
list_legal_entitiesList legal entities. Optional filters: sort. API summary: Get Legal Entities.
list_licensesList licenses. API summary: Get License.
list_locationsList the company's locations. Their IDs are the `branch_id` / location ID used when creating orders, estimates and bookings.
list_order_itemsList the products and services (line items) on an order by `order_id`.
list_order_public_urlsList public urls for a order. API summary: Get Order Public Page Url.
list_order_statusesList the order statuses with their IDs.
list_order_typesList the order types with their IDs, needed as `order_type_id` when creating orders or estimates.
list_ordersFind repair/work orders by client, status IDs, order type, location, document number, asset serial number (VIN, IMEI) or date ranges (created, due, scheduled, closed). Results are paginated.
list_organizationsFind client organizations by `names`, `emails`, `phones`, `tags` or managers, or by created/modified dates.
list_peopleFind client people by `names`, `emails`, `phones`, `tags` or managers, or by created/modified dates. Use this to find a client ID before creating orders.
list_pricesList prices. API summary: Get Product Prices.
list_provider_extensionsList extensions for a provider. API summary: Get Provider Extensions.
list_providersList providers. API summary: Get Telephony Providers.
list_quote_productsList products for a quote. API summary: Get Estimate Items.
list_quote_public_urlsList public urls for a quote. API summary: Get Estimate Public Page Url.
list_refund_productsList products for a refund. API summary: Get Refund Items.
list_refundsList refunds. Optional filters: branch ids, client ids, related document type, created at or sort. Results are paginated. API summary: Get Refunds.
list_salesList sales. Optional filters: branch ids, created at, created by ids, client ids or sort. Results are paginated. API summary: Get Sales.
list_settingsList settings. API summary: Get Product Settings.
list_statusesList statuses. API summary: Get Estimate Statuses.
list_tagsList tags. Optional filters: sort. API summary: Get Finance Transaction Tags.
list_taxesList taxes. Optional filters: sort. API summary: Get Taxes.
list_typesList types. API summary: Get Estimate Types.
list_uomsList uoms. Optional filters: sort. API summary: Get Product Unit Of Measures.
search_bundlesSearch bundles by q, barcode, category ids or sort. Use this to find existing bundles before creating a new bundle. API summary: Get Bundles.
search_productsSearch the product catalog by text `q`, SKU, code, barcode or category. Use to find a product ID to add to orders.
search_servicesSearch the service catalog by text `q`, barcode or category. Use to find a service ID to add to orders.
set_order_statusChanges dataChange an order's status by `order_id` to `status_id` (see list_order_statuses), with an optional comment.
submit_companyVisible to othersMerge a company (organization id). Has effects visible outside this system. API summary: Merge Organizations.
submit_contactVisible to othersMerge a contact (person id). Has effects visible outside this system. API summary: Merge People.
update_bookingChanges dataUpdate an existing booking identified by booking id. Only the fields you pass are changed. API summary: Update Booking.
update_booking_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update Booking Item.
update_bundleChanges dataUpdate an existing bundle identified by bundle id. Only the fields you pass are changed. API summary: Update Bundle.
update_bundle_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update Bundle Item.
update_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Update Organization.
update_exchange_rateChanges dataUpdate an existing exchange rate identified by exchange rate code. Only the fields you pass are changed. API summary: Update Exchange Rate.
update_inquiryChanges dataUpdate an existing inquiry identified by inquiry id. Only the fields you pass are changed. API summary: Update Inquiry.
update_invoiceChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: Update Invoice.
update_invoice_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update Invoice Item.
update_orderChanges dataUpdate an order by `order_id`: malfunction, conclusion (`resume`), notes, dates, assignee, manager or custom fields. Only the fields you pass change.
update_order_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update Order Item.
update_personChanges dataUpdate a client person by `contact_id` (name, email, phones, address, notes, tags, custom fields). Only the fields you pass change.
update_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update Product.
update_quoteChanges dataUpdate an existing quote identified by quote id. Only the fields you pass are changed. API summary: Update Estimate.
update_quote_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update Estimate Item.
update_serviceChanges dataUpdate an existing service identified by service id. Only the fields you pass are changed. API summary: Update Service.
update_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed. API summary: Update Tag.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose RO App from the app list.
2
Paste your key
Paste your RO App API key. In RO App open Settings > API and copy the key. The key is linked to your user profile, so the AI gets the same access you have.
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 RO App?

The AI can read your company details, locations, employees, clients, orders, order statuses and types, order items, estimates, inquiries, bookings, invoices, products and services. It can create and update clients, create orders, estimates, inquiries and bookings, update orders, change an order's status, add items to an order and add comments.

Does the AI see my RO App API key?

No. Your RO App 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. Creating orders and bookings or changing an order's status 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 RO App account.

What access does the AI get in RO App?

The RO App API key is linked to the user profile that created it, so the AI can reach what that user can reach. On top of that, it can only use the tools you switch on in HeyMyApps. If you want tighter access, create the key from a user with fewer permissions.