Integration · CRM & sales

Connect Claude & ChatGPT to Salesgear

Ask your AI who is in a sequence, which tasks are due, or what a prospect wrote back, and get the answer from your Salesgear account. It can search and update contacts and accounts, add notes, create and complete tasks, and read the unified inbox. It can also enroll contacts in sequences and send or reply to emails, with your approval if you want it.

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Try asking

“Which call tasks are still open for me this week?”
The AI finds your team member ID and lists open call tasks with contact, due date and notes.
“What has happened with Jane Miller at Acme so far?”
It searches for the contact and lists her activity history: emails, calls, LinkedIn steps and tasks.
“Add these three people from Nordic Foods to the Q3 outbound sequence.”
It searches for existing contacts, creates the missing ones and enrolls them in the sequence. They then start receiving its steps.

What your AI can do

Contacts and accounts

Search, create and update contacts and companies, add notes, read activity history and add contacts to lists.

Sequences and tasks

List sequences and who is enrolled, enroll or stop contacts, and create, update and complete call, email and LinkedIn tasks.

Inbox and email

Read conversations in the unified inbox, reply to emails and send one-off emails, and list your email templates.

“Show me unread replies in the inbox and draft an answer to the newest one.”
It lists unread conversations, reads the latest one and writes a reply for you to check before it is sent.
“Complete my call task with contact 5821 and add a note that they want a demo in October.”
It completes the call task with the call outcome and adds a note to the contact.
“Stop Tom Berg in every sequence, he asked us not to follow up.”
It checks the contacts enrolled in your sequences and stops his progress in each one, so no further steps go out.

179 tools for Salesgear

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

add_accounts_companies_to_a_listChanges dataCreate a new account for a account. Search accounts first to avoid duplicates. API summary: Add accounts/companies to a list.
add_contact_noteChanges dataAdd a note to a contact by `contact_id`, with a `title` and `text`.
add_contacts_to_listChanges dataAdd contacts to a contact list by `contact_list_id`, passing their IDs in `contact_ids`.
add_contacts_to_sequenceChanges dataEnroll contacts in a sequence by `sequence_id`, passing them in `contacts` (each with at least an id or email). Enrolled contacts will start receiving the sequence's emails and steps.
cancel_inviteDeletesCancel a invite. Destructive action; may require approval. API summary: Cancel a pending invite.
complete_taskVisible to othersMark a task as completed by `task_id`; for a call task you can record the `call_outcome`.
create_a_contact_listChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create a contact list.
create_accountChanges dataCreate a new account. Required: domain. Search accounts first to avoid duplicates. API summary: Deep research a company.
create_account_analysiChanges dataCreate a new analysi for a account. API summary: Get account analysis.
create_account_bulk_task_account_operationVisible to othersCreate a new account. Search accounts first to avoid duplicates. Has effects visible outside this system. API summary: Bulk task/account operation.
create_account_enrich_accountChanges dataCreate a new account for a account. Search accounts first to avoid duplicates. API summary: Enrich an account.
create_account_save_custom_fieldsChanges dataCreate a new account. Search accounts first to avoid duplicates. API summary: Save custom fields.
create_accountsChanges dataAdd one or more new accounts (companies) in `accounts`; each needs a `domain` and can include name, industry and phone.
create_an_account_listChanges dataCreate a new account. Search accounts first to avoid duplicates. API summary: Create an account list.
create_call_dispositionChanges dataCreate a new call disposition. API summary: Create a call disposition.
create_contactChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Add a suppressed domain.
create_contact_bulk_contact_operationVisible to othersCreate a new contact. Search contacts first to avoid duplicates. Has effects visible outside this system. API summary: Bulk contact operation.
create_contact_enroll_hubspot_contactsChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Enroll contacts from Hubspot.
create_contact_enroll_salesforce_contactsChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Enroll contacts/leads from Salesforce.
create_contact_from_searchChanges dataCreate a new from search for a contact. Required: body. API summary: Save top results of a saved search into a list.
create_contact_leadChanges dataCreate a new lead for a contact. API summary: Add prospects to a list.
create_contact_opt_outChanges dataCreate a new opt out for a contact. API summary: Opt out a contact.
create_contact_pauseChanges dataCreate a new pause for a contact. API summary: Pause a contact.
create_contact_resumeChanges dataCreate a new resume for a contact. API summary: Resume a contact.
create_contactsChanges dataAdd one or more new contacts in `contacts`, each with fields such as firstName, lastName, email, company, jobTitle and phone. Search first to avoid duplicates.
create_crm_exportVisible to othersCreate a new crm export. Has effects visible outside this system. API summary: Bulk export contacts to CRM.
create_enrichChanges dataCreate a new enrich. Required: linkedin url. API summary: Enrich a person.
create_enrich_enrich_seller_profileChanges dataCreate a new enrich. Required: website. API summary: Draft a seller profile from a website.
create_leadChanges dataCreate a new lead. Required: linkedin url. API summary: Deep research a person.
create_messageVisible to othersCreate a new message. Has effects visible outside this system. API summary: Reply to a LinkedIn message.
create_sellerChanges dataCreate a new seller. Required: body. Search sellers first to avoid duplicates. API summary: Create a seller profile.
create_sequenceChanges dataCreate a new sequence. Search sequences first to avoid duplicates. API summary: Create a sequence.
create_sequence_folderChanges dataCreate a new sequence folder. API summary: Create a folder.
create_sequence_inboxChanges dataCreate a new inbox for a sequence. API summary: Add an inbox.
create_sequence_pauseChanges dataCreate a new pause for a sequence. API summary: Pause a sequence.
create_sequence_resumeChanges dataCreate a new resume for a sequence. API summary: Resume a sequence.
create_sequence_startChanges dataCreate a new start for a sequence. API summary: Start a sequence.
create_sequence_stopChanges dataCreate a new stop for a sequence. API summary: Stop a sequence.
create_taskChanges dataCreate a task for a contact: `contact_id`, `type` (e.g. call, email, LinkedIn or custom), `due_date`, `time_zone` and a `note`.
create_task_snooze_taskChanges dataCreate a new task for a task. API summary: Snooze a task.
create_templateChanges dataCreate a new template. API summary: Create templates.
create_template_folderChanges dataCreate a new template folder. API summary: Create a template folder.
create_triggerChanges dataCreate a new trigger. API summary: Create a trigger.
create_userVisible to othersCreate a new user. Has effects visible outside this system. API summary: Invite a team member.
create_user_reactivate_team_memberChanges dataCreate a new user for a user. API summary: Reactivate a team member.
delete_a_contact_listDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete a contact list.
delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Delete an account list.
delete_accountsMoves moneyPermanently delete a account by account list id. Financial or irreversible action; may require approval. API summary: Remove accounts from a list.
delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
delete_contactsMoves moneyPermanently delete a contact by contact list id. Financial or irreversible action; may require approval. API summary: Remove contacts from a list.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Disconnect an inbox.
delete_sequenceDeletesPermanently delete a sequence by sequence id. Destructive action; may require approval.
delete_sequence_accountsMoves moneyPermanently delete a account by sequence id. Financial or irreversible action; may require approval. API summary: Remove LinkedIn account.
delete_sequence_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Remove a contact.
delete_sequence_folderDeletesPermanently delete a sequence folder by sequence folder id. Destructive action; may require approval. API summary: Delete a folder.
delete_sequence_inboxDeletesPermanently delete a inbox by inbox id. Destructive action; may require approval. API summary: Remove an inbox.
delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval.
export_callsChanges dataExport calls.
export_contactsChanges dataExport contacts.
export_crmsChanges dataExport crms. API summary: Export contacts to CRM.
export_outboxesChanges dataExport outboxes. API summary: Export inbox/outbox items.
get_accountGet one account (company) by `account_id`, with name, domain, industry, size and stage.
get_account_analyticsList tasks. Optional filters: stage id. API summary: Get account analytics.
get_activity_insightsList tasks. Optional filters: from date, to date, owner ids, sequence ids or group ids. Results are paginated. API summary: Get activity insights.
get_an_activityGet one task by task id. API summary: Get an activity.
get_api_keyGet one api key by email. API summary: Get Member API Key.
get_calls_activity_reportList tasks. Optional filters: from date, to date, owner ids, sort param or direction. Results are paginated. API summary: Get calls activity report.
get_compose_data_for_an_activityGet one task by task id. API summary: Get compose data for an activity.
get_connected_accountList accounts. API summary: Get connected account.
get_contactGet one contact by `contact_id`, with name, email, phone, company, job title, stage and tags.
get_crm_statusGet the current status of a crm. API summary: CRM connection status.
get_current_userGet the Salesgear user this connection is signed in as, including name, email, role and team. Use to confirm whose account you are working in.
get_custom_fieldsList accounts. API summary: Get custom fields.
get_fieldGet one field by type. API summary: Get Salesforce fields.
get_hubspot_configList configs. API summary: Get Hubspot config.
get_inbox_conversationGet the full content of an inbox conversation by its `task_id`, including the messages exchanged.
get_linkedin_activity_insightsList tasks. Optional filters: from date, to date, owner ids, sequence ids or group ids. Results are paginated. API summary: Get LinkedIn activity insights.
get_pending_invitationGet one pending invitation. API summary: Get pending invitation count.
get_propertyGet one property by object. API summary: Get object meta data.
get_sequenceGet one sequence by `sequence_id`, including its name, status and steps.
get_sequence_statusGet the current status of a sequence by sequence id. API summary: Get sequence status.
get_taskGet one task by `task_id`, with its type, due date, contact and notes.
get_task_analyticsList tasks. Optional filters: task type, status or owner ids. API summary: Get task analytics.
get_team_reportList teams. Optional filters: from date, to date, owner ids, sequence ids or group ids. Results are paginated. API summary: Get team report.
get_templateGet one template by template id. API summary: Get a template.
get_user_insightsList users. Optional filters: from date, to date, owner ids, sequence ids or group ids. Results are paginated. API summary: Get user insights.
list_account_insightsList insights for a account. API summary: Get account insights.
list_account_listsList accounts. Results are paginated. API summary: List account lists.
list_account_stagesList accounts. API summary: List account stages.
list_accountsList accounts. API summary: Get custom field labels.
list_accounts_in_a_listList accounts for a account. Results are paginated. API summary: List accounts in a list.
list_branded_urlsList branded urls. API summary: Get branded tracking URL.
list_call_dispositionsList call dispositions.
list_callsList calls. Optional filters: from date, to date, owner ids or time zone. API summary: Get calls report.
list_cnamesList cnames. API summary: Get branded URL CNAME.
list_company_enrichesList enriches for a company. API summary: Enrich a company.
list_configsList configs. API summary: Get Salesforce config.
list_connected_linkedin_accountsList accounts. API summary: List connected LinkedIn accounts.
list_contact_activityList the activity history of a contact by `contact_id` (emails, calls, LinkedIn steps and tasks), with paging.
list_contact_listsList your contact lists with their IDs and names.
list_contactsList contacts. API summary: List suppressed domains.
list_creditsList credits. API summary: Get credits.
list_dailiesList dailies. Optional filters: from date, to date, owner ids, sequence ids or group ids. Results are paginated. API summary: Get sequence daily report.
list_daily_limit_reachedsList daily limit reacheds. API summary: Check daily limit.
list_fieldsList fields. API summary: Get Hubspot fields.
list_groupsList groups. Optional filters: from date, to date, owner ids, sequence ids or group ids. Results are paginated. API summary: Get group insights.
list_hubspot_usersList users. API summary: List Hubspot users.
list_inboxList conversations in the unified inbox (email, LinkedIn, WhatsApp), filtered by `read_status`, `channel`, `status`, sequence or sender/recipient address.
list_linkedinsList linkedins. Optional filters: from date, to date, owner ids or time zone. API summary: Get LinkedIn analytics.
list_listsList lists. Results are paginated. API summary: List Hubspot contact lists.
list_logsList logs. Results are paginated. API summary: Get export job logs.
list_message_deliverabilitiesList deliverabilities for a message. API summary: Get inbox deliverability.
list_messagesList messages for a message. API summary: Get a reply thread.
list_projectsList projects. Results are paginated. API summary: List bulk operation jobs.
list_salesforce_usersList users. API summary: List Salesforce users.
list_sequence_accountsList accounts for a sequence. API summary: Get LinkedIn account.
list_sequence_analyticsList analytics for a sequence. API summary: Get sequence analytics.
list_sequence_contactsList the contacts enrolled in a sequence by `sequence_id`, optionally filtered by their status in it.
list_sequence_foldersList sequence folders. API summary: List folders.
list_sequence_inboxesList inboxes for a sequence. API summary: List sequence inboxes.
list_sequencesList or search outreach sequences by `name`, optionally only active ones (`active_only`). Use to find a sequence's ID.
list_sequences_2List sequences. Optional filters: from date, to date, owner ids, sequence ids or group ids. Results are paginated. API summary: Get sequence insights.
list_subsidiariesList accounts for a account. API summary: List subsidiaries.
list_tagsList tags.
list_tasksList tasks (calls, emails, LinkedIn and to-dos), filtered by `status`, `task_type`, `owner_ids` or `sequence_ids`.
list_team_membersList the members of your Salesgear team, with their IDs, names and roles. Use to find owner IDs for filters.
list_teamsList teams. API summary: Get current team.
list_template_foldersList template folders.
list_template_token_validationsList token validations for a template. API summary: Validate template tokens.
list_templatesList email templates, optionally filtered by `folder_id` or shared templates only.
list_time_windowsList time windows. API summary: List sending time windows.
list_timezonesList timezones. API summary: List supported time zones.
list_triggersList triggers. Results are paginated.
list_unread_countsList unread counts. API summary: Get unread count.
reply_to_emailVisible to othersSend a reply to an email conversation by `task_id`, with `content`, optional `subject`, `to`, `cc` and `bcc`. This sends a real email, or schedules it if `due_date` is set.
search_accountsSearch accounts (companies) by free text across name and domain (`search`), or filter by stage or owner. Use to find an account's ID.
search_companiesChanges dataSearch companies. Use this to find existing companies before creating a new company.
search_contactsSearch your saved contacts by free text across name, email and company (`search`), or filter by contact list (`list_id`) or stage (`stage_id`). Use to find a contact's ID.
search_contacts_2Changes dataSearch contacts. Use this to find existing contacts before creating a new contact. API summary: Search people.
search_contacts_match_salesforce_contactSearch contacts by email. Use this to find existing contacts before creating a new contact. API summary: Match a contact against Salesforce.
search_sellersSearch sellers. Use this to find existing sellers before creating a new seller. API summary: List seller profiles.
send_accountVisible to othersEmail a account. Has effects visible outside this system. Results are paginated. API summary: List connected email accounts.
send_emailVisible to othersSend a one-off email: `to`, `subject`, `content`, optional `cc`, `bcc` and `from`. This sends a real email, or schedules it if `due_date` is set.
send_reportVisible to othersEmail a report. Has effects visible outside this system. Results are paginated. API summary: Get email insights.
set_custom_fieldsVisible to othersUpdate an existing contact identified by contact id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set custom fields.
set_parent_accountVisible to othersUpdate an existing account identified by account id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set parent account.
stop_contact_in_sequenceChanges dataStop a contact's progress in a sequence by `sequence_id` and `contact_id`, so no further steps are sent to them.
submit_branded_urlVisible to othersVerify a branded url. Has effects visible outside this system. API summary: Verify branded URL DNS.
submit_contactVisible to othersComplete a contact (contact id). Has effects visible outside this system.
submit_hubspotVisible to othersSync a hubspot. Has effects visible outside this system. API summary: Trigger a Hubspot sync.
submit_salesforceVisible to othersSync a salesforce. Has effects visible outside this system. API summary: Trigger a Salesforce sync.
update_accountChanges dataUpdate an account by `account_id`: name, domain, industry, revenue, employee count or custom fields. Only the fields you pass change.
update_account_rename_account_listChanges dataUpdate an existing account identified by account id. Only the fields you pass are changed. API summary: Rename an account list.
update_account_secondary_websitesVisible to othersUpdate an existing secondary website identified by account id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set secondary website.
update_accountsVisible to othersUpdate an existing account. Has effects visible outside this system. API summary: Set custom field labels.
update_accounts_change_account_ownerVisible to othersUpdate an existing account. Only the fields you pass are changed. Has effects visible outside this system. API summary: Change account owner.
update_accounts_change_account_stageVisible to othersUpdate an existing account identified by account id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Change account stage.
update_call_dispositionChanges dataUpdate an existing call disposition identified by call disposition id. Only the fields you pass are changed. API summary: Update a call disposition.
update_call_disposition_visibilitiesVisible to othersUpdate an existing visibility identified by call disposition id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Show/hide a call disposition.
update_contactChanges dataUpdate a contact's details by `contact_id`; put the fields to change (e.g. email, firstName, lastName, jobTitle, company, phone) in `body`.
update_contact_rename_contact_listChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Rename a contact list.
update_contact_stagesVisible to othersUpdate an existing stage identified by contact id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update contact stage.
update_contactsVisible to othersUpdate an existing contact identified by contact id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update contact tags.
update_inboxChanges dataUpdate an existing inbox identified by task id. Only the fields you pass are changed. API summary: Update an inbox item.
update_inbox_readsVisible to othersUpdate an existing read identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Mark inbox item read/unread.
update_message_settingsDeletesUpdate an existing setting identified by email id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update inbox settings.
update_message_signaturesDeletesUpdate an existing signature identified by email id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update inbox signature.
update_sequenceChanges dataUpdate an existing sequence identified by sequence id. API summary: Update a sequence.
update_sequence_accountsVisible to othersUpdate an existing account identified by sequence id. Has effects visible outside this system. API summary: Set LinkedIn account.
update_sequence_folderChanges dataUpdate an existing sequence folder identified by sequence folder id. Only the fields you pass are changed. API summary: Rename a folder.
update_sequence_foldersVisible to othersUpdate an existing folder identified by sequence id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Move sequence to folder.
update_taskChanges dataUpdate a task by `task_id`: change its type, due date, time zone, contact or note.
update_task_importantsVisible to othersUpdate an existing important identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Mark a task important.
update_templateChanges dataUpdate an existing template identified by template id. Only the fields you pass are changed. API summary: Update a template.
update_template_folderChanges dataUpdate an existing template folder identified by template folder id. Only the fields you pass are changed. API summary: Rename a template folder.
update_template_foldersVisible to othersUpdate an existing folder identified by template id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Move a template to a folder.
update_triggerChanges dataUpdate an existing trigger identified by trigger id. API summary: Update a trigger.
update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Edit a team member.
upload_contactChanges dataImport a contact. API summary: Import a Salesforce contact/lead.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Salesgear from the app list.
2
Paste your key
Paste a Salesgear API key. In Salesgear go to Settings > API Keys and click Generate New Key. Copy the key right away, because it is shown only once.
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 Salesgear?

It can search and read contacts, accounts, sequences, enrolled contacts, tasks, inbox conversations, contact lists, templates and team members. It can create and update contacts, accounts and tasks, add notes, complete tasks, add contacts to lists and enroll or stop contacts in sequences. It can also reply to emails, send one-off emails and delete contacts if you switch those tools on.

Does the AI see my Salesgear API key?

No. You paste your Salesgear 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. You choose which tools are switched on, so you can start with lookups only. Sending an email, enrolling contacts in a sequence and deleting a contact reach real people or cannot be undone, and they can require your approval before they run. 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 also need your own Salesgear account.

Are the emails the AI sends real?

Yes. The send and reply tools go through your Salesgear account, so the emails reach the recipient. You can set a due date to schedule an email instead of sending it right away, and you can require approval so nothing goes out before you have read it.