Integration · CRM & sales

Connect Claude & ChatGPT to Salesdock

Ask your AI which leads you have, what changed on a sale, or to plan a follow-up call in Salesdock. It can create and update leads, relations and tasks, change a lead's status, read sales with their products and history, and look up products, users and lead sources.

Connect Salesdock free

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

Try asking

“List my leads and their status.”
The AI lists the leads you can see in Salesdock, with lead IDs and status.
“Create a lead for Sanne de Vries, [email protected], 06 12345678, Utrecht.”
It creates the lead with name, email, phone and city, and can assign it to a user.
“Change the status of lead 5120 and add a remark that we called.”
It checks the available statuses, then updates the lead's status with your remark.

What your AI can do

Leads

Create, read, list and update leads, change their status with a remark, and see lead history, sources, statuses and results.

Relations and tasks

Create, read, list and update relations, and plan, update and complete calls, appointments and to-dos.

Sales and products

List and read sales with their products and change history, update sale details, and look up products and users.

“What changed on sale 8841?”
It reads the sale's change history and the products in the sale.
“Plan a call with relation 312 on Tuesday at 10:00 and assign it to Tom.”
It finds Tom's user ID and creates a task linked to the relation with the date and times.
“Mark task 77 as done.”
It updates the task and marks it completed.

113 tools for Salesdock

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

create_bundleChanges dataCreate a new bundle. API summary: Create energy bundle offer.
create_companyChanges dataCreate a new company. API summary: Create organisation.
create_compareChanges dataCreate a new compare. API summary: Telecom compare.
create_compare_postChanges dataCreate a new compare. API summary: Solar compare.
create_conceptleadChanges dataCreate a new conceptlead. API summary: Create concept lead.
create_concepttransactionChanges dataCreate a new concepttransaction. API summary: Create concept transaction.
create_form_instanceChanges dataCreate a new instance for a form. API summary: Create lead form instance.
create_form_instance_postChanges dataCreate a new instance for a form. API summary: Fill form instance.
create_invitationChanges dataCreate a new invitation. API summary: Invite user.
create_leadChanges dataCreate a new lead with the person's `firstname`, `lastname`, `email`, `phone`, address (`streetname`, `housenumber`, `postcode`, `city`), optional company details (`company_name`, `coc`, `vat`) and planning dates. Optionally assign it to a `user`.
create_lead_2Changes dataCreate a new lead. API summary: Create lead as admin.
create_lead_as_resellerChanges dataCreate a new lead. API summary: Create lead as reseller.
create_productChanges dataCreate a new product. API summary: Create product.
create_relationChanges dataCreate a new relation (customer) with name (`firstname`, `infix`, `lastname`), `email`, `phone`, address and optional company details (`company_name`, `company_coc`, `company_vat`). Check list_relations first to avoid duplicates.
create_saleChanges dataCreate a new sale. API summary: 405 (Method not allowed).
create_sale_optinChanges dataCreate a new optin for a sale. API summary: Create opt-in for sale.
create_supplierChanges dataCreate a new supplier. API summary: Create supplier.
create_taskChanges dataCreate a task with a `title`, `type`, `description`, `planned_date` and start/end times, optionally linked to a relation (`relation_id`) and assigned to a user (`user_id`).
create_webhookDeletesCreate a new webhook. Destructive action; may require approval. API summary: Subscribe.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete organisation.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete product.
delete_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: Delete supplier.
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
delete_webhookDeletesPermanently delete a webhook by webhook uuid. Destructive action; may require approval. API summary: Unsubscribe.
download_form_pdfDownload the pdf document for a form. API summary: Get lead form PDF.
get_agreementGet one agreement by agreement id. API summary: Get agreement.
get_answerGet one answer by sale id. API summary: Get sale answers.
get_companyGet one company by company id. API summary: Get organisation.
get_concept_lead_fieldsList fields. API summary: Get concept lead fields.
get_contractGet one contract by sale id. API summary: Get sale contract.
get_energy_salesList energies. API summary: Get energy sales.
get_exportGet one export by export template. API summary: Get sales by export template.
get_flowGet one flow by flow id. API summary: Get flow.
get_form_elementsList elements for a form. API summary: Get form elements.
get_form_instanceGet one form instance by form instance id. API summary: Get sales of form instance.
get_form_instances_connected_to_saleGet one sale by sale id. API summary: Get form instances connected to sale.
get_formsList forms. API summary: Get forms.
get_incomingGet one incoming by sale id. API summary: Get incoming commissions of a sale.
get_instanceGet one instance by form instance id. API summary: Get form instance.
get_leadGet one lead by `lead_id`, with contact details, status and planning.
get_lead_historyGet the change history of a lead by `lead_id`.
get_outgoingGet one outgoing by sale id. API summary: Get outgoing commissions of a sale.
get_pdfGet one pdf by form instance id. API summary: Get form instance PDF.
get_productGet one product by `product_id`, with its details.
get_productquestionGet one productquestion by productquestion id. API summary: Get product question.
get_relationGet one relation (customer) by `relation_id`, with contact, address and company details.
get_saleGet one sale by `sale_id`, with customer, products and status.
get_sale_historyGet the change history of a sale by `sale_id`.
get_sale_idGet one sale id by source. API summary: Get last sale of concept transaction.
get_sales_of_concept_transactionGet one sale by source. API summary: Get sales of concept transaction.
get_supplierGet one supplier by supplier id. API summary: Get supplier.
get_taskGet one task by `task_id`.
get_urlGet one url by sale id. API summary: Get sale view URL.
list_agreementsList agreements. API summary: Get agreements.
list_companiesList companies. API summary: Get organisations.
list_company_productsList products for a company. API summary: Get organisation products.
list_energiesList energies. API summary: Get products with energy tariff and calculation.
list_energy_besList energy bes. API summary: Get product(s) with tariffs and calculations.
list_estimate_panelsList estimate panels. API summary: Panels estimation.
list_estimationsList estimations. API summary: Get energy usage estimation.
list_eventsList events. API summary: Get events.
list_fieldsList fields. API summary: Get concept transaction fields.
list_flowsList flows. API summary: Get flows.
list_form_elementsList elements for a form. API summary: Get leads form elements.
list_formsList forms. API summary: Get leads forms.
list_incomingsList incomings. API summary: Get all incoming commissions.
list_instancesList instances. API summary: Get form instances.
list_lead_resultsList the possible results (outcomes) that can be recorded on leads.
list_lead_results_2List results for a lead. API summary: Get lead results by lead.
list_lead_salesList sales for a lead. API summary: Get sale of lead.
list_lead_sourcesList the lead sources configured in your account, with their IDs.
list_lead_statusesList the statuses available in your Salesdock account.
list_leadsList the leads you can see in Salesdock, with their lead IDs and status.
list_optinsList optins. API summary: Get concept transaction fields with optin.
list_outgoingsList outgoings. API summary: Get all outgoing commissions.
list_product_energiesList energies for a product. API summary: Get energy product with tariff and calculation.
list_productquestionsList productquestions. API summary: Get product questions.
list_productsList the products you can sell in Salesdock, with their product IDs.
list_products_2List products. API summary: 403 (Forbidden).
list_products_3List products. API summary: 404 (Not found).
list_products_4List products. API summary: 429 (Throttling / Rate limiting).
list_products_getList products. API summary: 401 (Unauthorized).
list_relationsList your relations (customers and contacts), with their relation IDs.
list_sale_documentsList documents for a sale. API summary: Get sale documents.
list_sale_productsList the products included in a sale by `sale_id`.
list_salesList the sales you can see in Salesdock, with their sale IDs and status.
list_suppliersList suppliers. API summary: Get suppliers.
list_tasksList your tasks (calls, appointments and to-dos), with their task IDs.
list_tasks_2List tasks. API summary: Get lead activities.
list_townshipsList townships. API summary: Get townships.
list_usersList the users in your Salesdock account, with their user IDs. Use to find who to assign leads or tasks to.
list_webhooksList webhooks. API summary: Get subscriptions.
update_23445453sVisible to othersUpdate an existing 23445453 identified by version. Has effects visible outside this system. API summary: Update lead as admin.
update_cancelChanges dataUpdate an existing cancel identified by sale id. API summary: Cancel sale.
update_companyChanges dataUpdate an existing company identified by company id. API summary: Update organisation.
update_company_postChanges dataUpdate an existing company identified by product id. API summary: Connect product to organisations.
update_flowChanges dataUpdate an existing flow identified by flow identifier. API summary: Create energy offer (small-business).
update_heat_pumpChanges dataUpdate an existing heat pump identified by flow identifier. API summary: Create sale.
update_incomingChanges dataUpdate an existing incoming identified by incoming id. API summary: Update sale status by incoming id.
update_leadChanges dataUpdate a lead by `lead_id`: contact details, address, company details, labels, source or planning dates. Only the fields you pass change.
update_lead_statusChanges dataChange a lead's `status` by `lead_id`, with an optional `remark`. Use list_lead_statuses to find valid statuses.
update_productChanges dataUpdate an existing product identified by product id. API summary: Update product.
update_product_energiesVisible to othersUpdate an existing energy identified by product id. Has effects visible outside this system. API summary: Update energy product.
update_product_postChanges dataUpdate an existing product identified by organisation id. API summary: Connect organisation to products.
update_proposalChanges dataUpdate an existing proposal identified by sale id. Only the fields you pass are changed. API summary: Update telecom proposal.
update_relationChanges dataUpdate a relation by `relation_id`: name, email, address or company details. Only the fields you pass change.
update_saleChanges dataUpdate a sale by `sale_id`: change the `customer` details, `agreements` or `product_questions` answers. Only the fields you pass change.
update_sale_extra_field_values_by_incoming_idChanges dataUpdate an existing incoming identified by incoming id. API summary: Update sale extra field values by incoming id.
update_solar_panelChanges dataUpdate an existing solar panel identified by flow identifier. API summary: Create sale.
update_supplierChanges dataUpdate an existing supplier identified by supplier id. API summary: Update supplier.
update_taskChanges dataUpdate a task by `task_id`: title, description, planning, assignee or mark it `completed`. Only the fields you pass change.
update_updatefieldChanges dataUpdate an existing updatefield identified by sale id. API summary: Update sale extra field values.
update_updatestatusChanges dataUpdate an existing updatestatus identified by sale id. API summary: Update sale status.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Salesdock from the app list.
2
Paste your key
Fill in your API token, the scope and your account domain. Ask your Salesdock account admin to generate an API token for your user (tokens may be restricted to specific IP addresses). Scope is 'account' for access across the account (admin roles) or 'user' for only your own data. The account domain is the name in your Salesdock URLs, for example testomgeving in app.salesdock.nl/testomgeving. The API version can stay at v1.
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 Salesdock?

The AI can list, read, create and update leads and relations, change a lead's status and read lead history. It can list, read, create and update tasks, list and read sales with their products and history, and update sale details. It can also list products, users, lead sources, statuses and results, and delete a task if you switch that tool on.

Does the AI see my Salesdock API token?

No. Your Salesdock 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. Updates to leads, relations and sales change your records, and deleting a task is permanent. These 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 Salesdock account.

What is the difference between account and user scope?

With the account scope, the AI works across the whole Salesdock account, which fits admin roles. With the user scope, it only sees your own data. You pick the scope when you connect, together with your API token and account domain.