Integration · CRM & sales

Connect Claude & ChatGPT to Salesflare

Ask your AI which deals close this month, what happened with a customer lately, or to log the call you just had. It can search and update accounts, contacts and opportunities in Salesflare, read an account's timeline, add internal notes and create tasks for you or a teammate. Your CRM stays current without clicking through every record.

Connect Salesflare free

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

Try asking

“Which opportunities in the Proposal stage close this month?”
The AI looks up your pipeline stages and lists the open opportunities in that stage with a close date this month, with account, value and owner.
“What has happened with Acme lately?”
It finds the account and reads its timeline: recent emails, meetings and internal notes.
“Log a call with Anna Berg today: we discussed the renewal.”
It finds Anna's contact ID and logs the call with today's date, a subject and your notes.

What your AI can do

Accounts and contacts

Search, create and update accounts and contacts by name, email, domain, tag or city, and read an account's timeline of emails, meetings and notes.

Opportunities and pipelines

Search deals by stage, pipeline, owner, value or close date, create new ones and move them between stages.

Tasks, calls and meetings

Create and update tasks, log calls and meetings against contacts, and add internal notes to accounts.

“Add a note to the Acme account: they want a demo in March.”
It adds an internal note to the account's timeline. The note is not sent to the customer.
“Create a task for Tom to follow up with Acme next Tuesday.”
It looks up Tom's user ID and creates the task on the Acme account with next Tuesday as the due date.
“Move the Acme renewal to Negotiation and set the value to 12,000.”
It finds the opportunity and the stage ID, then updates the stage and value. Nothing else on the deal changes.

70 tools for Salesflare

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

add_account_noteChanges dataAdd an internal note to an account's timeline. Requires the account ID in `account` and the note text in `body`; you can @mention teammates in `mentions`. The note is not sent to the customer.
create_accountChanges dataCreate an account (company) with name, domain, website, email, phone, address, tags and owner. Search first to avoid duplicates.
create_account_contactChanges dataCreate a new contact for a account. Search contacts first to avoid duplicates. API summary: Update an account's contacts.
create_account_userChanges dataCreate a new user for a account. Search users first to avoid duplicates. API summary: Update an account's users.
create_an_internal_noteVisible to othersCreate a new feedback for a message. Required: feedback. Has effects visible outside this system. API summary: Create an internal note.
create_contactsChanges dataCreate one or more contacts, passed as a list in `items` (name, email, phone, account, position, tags). With `force` false, a contact with an existing email is not created again.
create_message_feedbackVisible to othersCreate a new feedback for a message. Required: feedback. Has effects visible outside this system. API summary: Create an internal note.
create_opportunityChanges dataCreate an opportunity for an account. Requires the account ID in `account`; set name, value, stage, owner, assignee and close date as needed.
create_tagChanges dataCreate a new tag. Required: name. Search tags first to avoid duplicates. API summary: Create a tag.
create_tasksChanges dataCreate one or more tasks, passed as a list in `items`. Each needs a `description`; add the account, assignee user IDs and a due date in `reminder_date`.
create_workflowChanges dataCreate a new workflow. Required: name. Search workflows first to avoid duplicates. API summary: Create a workflow.
delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Delete an account.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_customfieldDeletesPermanently delete a customfield by customfield id. Destructive action; may require approval. API summary: Delete a custom field.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete an opportunity.
delete_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete an internal note.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by its ID. This cannot be undone.
get_accountGet one account by `account_id`, including contacts, address, phone numbers and custom fields.
get_contactGet one contact by `contact_id`, including email, phone, position, account and tags.
get_current_userGet the Salesflare user this connection is signed in as, including their user ID and team.
get_custom_field_detailsGet one customfield by customfield id. API summary: Get custom field details.
get_customfieldGet one customfield by item class. API summary: List custom fields of a type.
get_filterfieldGet one filterfield by entity. API summary: List filter fields for an entity.
get_groupGet one group by group id. API summary: Get a group.
get_meetingGet one logged meeting by `meeting_id`, including date, participants and notes.
get_opportunityGet one opportunity by ID, including account, stage, value, owner and close date.
get_stageGet one stage by stage id. API summary: Get stage details.
get_tagGet one tag by tag id. API summary: Get tag details.
get_userGet one user by user id. API summary: Get user details.
get_workflowGet one workflow by workflow id. API summary: Get workflow details.
list_account_feedsList feeds for a account. Optional filters: before, types or contacts. Results are paginated. API summary: Get an account's feed.
list_account_timelineList the emails, meetings and internal notes on an account's timeline by `account_id`. Page with `cursor`.
list_aisList ais. API summary: Get AI Settings.
list_currenciesList currencies. API summary: List supported currencies.
list_current_user_s_contactsSearch contacts by id, name, email, phone number, domain or modification after. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List current user's contacts.
list_groupsList groups.
list_mergefieldsList mergefields. API summary: Get a workflow's merge fields.
list_personsSearch contacts by id, name, email or search. Use this to find existing contacts before creating a new contact. API summary: List persons.
list_pipelinesList the sales pipelines on your Salesflare team with their IDs.
list_stagesList pipeline stages with their IDs, so you can set or filter an opportunity's `stage`.
list_tag_usagesList usages for a tag. API summary: Get tag details on usage in workflows, saved filters & reports.
list_tagsList the tags used in Salesflare, optionally filtered by name, to tag accounts, contacts and opportunities consistently.
list_typesList types. API summary: List custom field types.
list_usersList the users on your Salesflare team. Use it to find user IDs for owners and task assignees.
log_callsChanges dataLog one or more phone calls, passed as a list in `items`. Each needs a `date` and `participants` (contact IDs); add subject and notes.
log_meetingsChanges dataLog one or more meetings, passed as a list in `items`. Each needs a `date` and `participants` (contact IDs); add subject, notes, end date and type (in person or phone).
search_accountsSearch accounts (companies) by name, domain, tag, city, country or free text in `search`. Use it to find an account ID before other lookups.
search_contactsSearch contacts by name, email, phone, domain, account, tag or free text in `search`. Use it to find a contact ID.
search_customfield_optionsSearch options for a customfield by search string. Use this to find existing options before creating a new option. API summary: List a custom field's options.
search_opportunitiesSearch opportunities (deals) by name, account, stage, pipeline, owner, value range, close date or closed state.
search_tasksList tasks, filtered by account, assignee or text in `search`. Defaults to tasks assigned to you.
search_workflowsSearch workflows by order by, search or q. Use this to find existing workflows before creating a new workflow. Results are paginated. API summary: List workflows.
send_datasourceVisible to othersEmail a datasource. Has effects visible outside this system. API summary: List email data sources.
update_accountChanges dataUpdate an account by `account_id`, such as name, website, phone, address, tags or owner. Only the fields you pass change.
update_account_contactsVisible to othersUpdate an existing contact identified by account id. Has effects visible outside this system. API summary: Update an account's contacts.
update_account_usersVisible to othersUpdate an existing user identified by account id. Has effects visible outside this system. API summary: Update an account's users.
update_aisVisible to othersUpdate an existing ai. Has effects visible outside this system. API summary: Update AI Settings.
update_an_email_data_sourceVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Update an email data source.
update_callChanges dataUpdate an existing call identified by meeting id. API summary: Update a call.
update_contactChanges dataUpdate a contact by `contact_id`, such as name, email, phone, position, account or tags. Only the fields you pass change.
update_customfieldChanges dataUpdate an existing customfield identified by item class. API summary: Create a custom field of a type.
update_meetingChanges dataUpdate an existing meeting identified by meeting id. API summary: Update a meeting.
update_messageVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Update an internal note.
update_opportunityChanges dataUpdate an opportunity by `deal_id`, such as moving it to another stage, changing value, owner or close date, or marking it closed or done. Only the fields you pass change.
update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update a tag.
update_taskChanges dataUpdate a task by `task_id`: change the description, due date, assignees or account, or mark it done with `completed`.
update_workflowChanges dataUpdate an existing workflow identified by workflow id. API summary: Update a workflow.
update_workflow_audienceChanges dataUpdate an existing audience identified by record id. API summary: Re-enter or exit an entity from a workflow.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Salesflare from the app list.
2
Paste your key
Paste a Salesflare API key. In Salesflare go to Settings > API keys and click the large orange + button at the bottom right to create a key. Copy it and paste it into HeyMyApps.
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 Salesflare?

It can search and read accounts, contacts, opportunities, tasks, meetings, pipelines, stages, tags and users, and read an account's timeline. It can create and update accounts, contacts, opportunities and tasks, log calls and meetings, add internal notes to accounts and delete tasks.

Does the AI see my Salesflare API key?

No. You paste your Salesflare API key into HeyMyApps once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example searches and lookups without any updates. Deleting a task is permanent and can require your approval before it runs, and so can the tools that write to your CRM. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own Salesflare account.

Will my customers see what the AI adds?

Notes the AI adds to an account are internal and are not sent to the customer. Calls and meetings are logged as records in Salesflare. None of the tools send email.