Integration · CRM & sales

Connect Claude & ChatGPT to SalesNexus

Ask your AI to find a contact, check an opportunity or plan your follow-ups in SalesNexus. It can create and update contacts, opportunities, notes and tasks, move deals to another stage and read call transcripts and form submissions. You get answers about your pipeline without clicking through the CRM.

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

Try asking

“Find Maria Jensen and show me her phone number and company.”
The AI searches your contacts and reads Maria's record, including phone, email, address, company and custom fields.
“Add a new contact, Tom Berg, CFO at Nordlys ApS, [email protected].”
It searches first to avoid a duplicate, then creates the contact with name, title, company and email.
“Move the Nordlys opportunity to the next stage and set the amount to 45,000.”
It looks up the pipeline stages, then updates the opportunity with the new stage and amount.

What your AI can do

Contacts and notes

Search, create and update contacts with custom fields, and add or edit notes on contacts, companies and opportunities.

Opportunities and pipelines

Create and update opportunities, read goals, pipelines and stages, and move deals to another stage.

Tasks, calls and forms

Create, update and complete tasks, read call transcripts, and list forms, form submissions, documents and templates.

“What tasks do I have this week?”
It lists tasks and calendar items in this week's date range, with titles and dates.
“Summarize my last call with Tom Berg.”
It searches call transcripts by contact, reads the transcript and gives you the main points.
“Who filled in our demo request form this month?”
It finds the form and lists its submissions for the date range you give.

102 tools for SalesNexus

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

create_contactChanges dataCreate a contact. `first_name` is required; also set last name, email, phone, company, title, address, owner (`manager_user_id`) and custom fields. Search first to avoid duplicates.
create_contact_2Visible to othersCreate a new contact. Search contacts first to avoid duplicates. Has effects visible outside this system. API summary: Batch updates multiple opportunities with specified field values.
create_contact_fieldChanges dataCreate a new contact field. API summary: Creates a new custom field for Contacts.
create_contact_postVisible to othersCreate a new contact. Search contacts first to avoid duplicates. Has effects visible outside this system. API summary: Batch updates multiple contacts with specified field values.
create_documentChanges dataCreate a new document. Required: url. API summary: Creates a new document from a URL.
create_formChanges dataCreate a new form. API summary: Creates a new form.
create_form_versionChanges dataCreate a new version for a form.
create_goalChanges dataCreate a new goal. Required: name. API summary: Creates a new goal.
create_goal_pipelineChanges dataCreate a new pipeline for a goal. Required: name.
create_layoutChanges dataCreate a new layout. API summary: Creates a new layout (Lookup Columns).
create_lookupChanges dataCreate a new lookup. API summary: Creates a new lookup. Can optionally create a Segment and Layout inline.
create_noteChanges dataAdd a note (`note_text`) to a contact, company or opportunity.
create_opportunityChanges dataCreate an opportunity for a contact. Requires `goal_id` and `contact_id`; also set title, amount, currency, stage (`current_stage_id`) and owner.
create_opportunity_fieldChanges dataCreate a new opportunity field.
create_pipeline_stageChanges dataCreate a new stage for a pipeline. Required: name.
create_reportChanges dataCreate a new report. Required: title or spec json. API summary: Creates a new report.
create_segmentChanges dataCreate a new segment. API summary: Creates a new segment (Lookup Filter).
create_stage_triggerChanges dataCreate a new trigger for a stage. Required: event type or action type.
create_taskChanges dataCreate a task or appointment. Requires `title`, `date_from` and `date_to`; optionally link a contact or opportunity, set type, priority, notes and assignee.
create_templateChanges dataCreate a new template. Required: name. API summary: Creates a new template.
delete_contactDeletesPermanently delete a contact by `contact_id`. This cannot be undone.
delete_contact_fieldDeletesPermanently delete a contact field by id or name. Destructive action; may require approval. API summary: Soft-deletes a custom contact field by ID or name.
delete_contactsMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval.
delete_contacts_deleteMoves moneyPermanently delete a contact. Financial or irreversible action; may require approval. API summary: Batch deletes multiple opportunities.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Deletes an opportunity.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes a document.
delete_formDeletesPermanently delete a form by form id. Destructive action; may require approval. API summary: Deletes a form (soft delete).
delete_goalDeletesPermanently delete a goal by goal id. Destructive action; may require approval. API summary: Deletes a goal.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval.
delete_pipelineDeletesPermanently delete a pipeline by pipeline id. Destructive action; may require approval.
delete_reportDeletesPermanently delete a report by report id. Destructive action; may require approval. API summary: Deletes a report.
delete_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval.
delete_stage_triggerDeletesPermanently delete a trigger by trigger id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Deletes a task.
delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval. API summary: Deletes a template.
delete_unpublishedsMoves moneyPermanently delete a unpublished by form id. Financial or irreversible action; may require approval. API summary: Deletes all unpublished versions of a form.
get_call_transcriptGet one call transcript by `call_transcript_id`.
get_contactGet one contact by `contact_id`, including phone, email, address, company and custom fields.
get_dealGet one opportunity by `deal_id`, with title, amount, stage, owner and contact.
get_documentGet one document by document id. API summary: Retrieves a specific document by ID.
get_formGet one form by form id. API summary: Retrieves a specific form by ID.
get_goalGet one goal by goal id. API summary: Retrieves a specific goal by ID.
get_layoutGet one layout by layout id. API summary: Retrieves a specific layout by ID.
get_lookupGet one lookup by lookup id. API summary: Retrieves a specific lookup by ID.
get_messageGet one message by message id.
get_pipelineGet one pipeline by pipeline id.
get_reportGet one report by report id. API summary: Retrieves a specific report by ID.
get_segmentGet one segment by segment id. API summary: Retrieves a specific segment by ID.
get_stageGet one stage by stage id.
get_taskGet one task by `task_id`.
get_templateGet one template by template id. API summary: Retrieves a specific template by ID.
get_userGet one user by user id. API summary: Retrieves a specific user by ID.
get_webhook_contactGet one webhook. API summary: Full documentation for the upsert-contact webhook method.
list_companiesList companies. API summary: Retrieves the current company-external-key settings for the authenticated account.
list_contact_fieldsList the contact fields in the account, including custom fields, so you know which field names to use.
list_dealsList opportunities, filtered by goal (`goal_id`), stage, contact or company.
list_defaultsList defaults. API summary: Retrieves the account-wide default field-view template (with fields included).
list_documentsList documents attached to a contact, company or opportunity.
list_domainsList domains. Optional filters: purpose. API summary: Lists configured domains and their validation state.
list_form_embed_codesList embed codes for a form. API summary: Retrieves the embed code and wiretap code for the form.
list_form_submissionsList submissions of one form by `form_id`, optionally by date range or status.
list_form_versionsList versions for a form.
list_formsList the web forms in the account.
list_goal_pipelinesList the pipelines of one goal by `goalId`.
list_goalsList goals (the sales processes opportunities belong to). Use to find the `goal_id` for new opportunities.
list_layoutsList layouts. API summary: Retrieves all layouts available.
list_lookupsList lookups. Optional filters: entity type. API summary: Retrieves all lookups accessible to the user, optionally filtered by entity type.
list_notesList notes, filtered by contact, company or opportunity.
list_opportunity_fieldsList opportunity fields.
list_pipeline_stagesList the stages of a pipeline by `pipeline_id`. Use to find stage IDs for moving opportunities.
list_pipeline_triggersList pipeline triggers. API summary: Full documentation for the pipeline-trigger webhook method.
list_reportsList reports. API summary: Retrieves a list of reports for the account.
list_segmentsList segments. API summary: Retrieves all segments available to the user.
list_stage_triggersList triggers for a stage.
list_tasksList tasks and calendar items, filtered by date range (`start_date`, `end_date`), company or scope.
list_template_statisticsList statistics for a template. API summary: Retrieves performance statistics for a specific template.
list_templatesList email and message templates in the account.
list_usersList the users (team members) in the SalesNexus account, e.g. to find an owner or assignee ID.
list_webhooksList webhooks. API summary: List all available webhook methods.
search_call_transcriptsSearch call transcripts by text, contact, user, status or date range.
search_contactsSearch contacts by name, email or other text in `search`, with paging. Use this to find a contact's ID before other lookups.
submit_formVisible to othersUnpublish a form (form id). Has effects visible outside this system. API summary: Unpublishes all versions of a form.
submit_layoutVisible to othersDuplicate a layout (layout id). Has effects visible outside this system. API summary: Duplicates a field-view layout template into a new private copy owned by the calling user.
submit_lookupVisible to othersDuplicate a lookup (lookup id). Has effects visible outside this system. API summary: Duplicates a lookup into a new private copy owned by the calling user.
submit_lookup_previewVisible to othersPreview a lookup. Has effects visible outside this system. API summary: Stateless segment preview: returns the count of entities matching the supplied conditions and a sample of the first 5 in serving-default ord….
submit_versionVisible to othersPublish a version (version id). Has effects visible outside this system.
update_companiesVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Updates the company-external-key settings for the authenticated account.
update_contactChanges dataUpdate a contact's name, email, phone, company, address, owner or custom fields by `contact_id`.
update_contact_fieldChanges dataUpdate an existing contact field identified by id or name. API summary: Updates a contact field by ID or name.
update_formChanges dataUpdate an existing form identified by form id. API summary: Updates an existing form.
update_goalChanges dataUpdate an existing goal identified by goal id. API summary: Updates an existing goal.
update_layoutChanges dataUpdate an existing layout identified by layout id. API summary: Updates an existing layout.
update_layout_account_defaultsVisible to othersUpdate an existing account default identified by layout id. Has effects visible outside this system. API summary: Sets a field-view layout template as the account-wide default (single winner per account).
update_noteChanges dataChange the text of a note by `message_id`.
update_opportunityChanges dataUpdate an opportunity by `deal_id`, e.g. move it to another stage (`current_stage_id`), change amount, title or owner.
update_pipelineChanges dataUpdate an existing pipeline identified by pipeline id.
update_reportChanges dataUpdate an existing report identified by report id. API summary: Updates an existing report.
update_segmentChanges dataUpdate an existing segment identified by segment id. API summary: Updates an existing segment.
update_stageChanges dataUpdate an existing stage identified by stage id.
update_stage_triggerChanges dataUpdate an existing trigger identified by trigger id.
update_taskChanges dataUpdate a task by `task_id`, e.g. mark it done via `status`, reschedule, reassign or edit notes.
update_templateChanges dataUpdate an existing template identified by template id. API summary: Updates an existing template.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose SalesNexus from the app list.
2
Paste your key
Paste your SalesNexus API key. You create it in your SalesNexus account under API access. HeyMyApps sends it in the X-Api-Key header.
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 SalesNexus?

The AI can search and read contacts, opportunities, tasks, notes, call transcripts, forms, form submissions, documents, templates, users, goals, pipelines and stages. It can create and update contacts, opportunities, notes and tasks, and delete a contact if you switch that tool on.

Does the AI see my SalesNexus API key?

No. Your SalesNexus 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. Deleting a contact is permanent and cannot be undone, so it 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 SalesNexus account.

How does the AI find the right stage for an opportunity?

In SalesNexus, opportunities belong to a goal, and each goal has pipelines with stages. The AI lists the goals, then the pipelines and stages, and uses the stage ID to create or move the opportunity. You can simply name the stage in plain words.