Integration · CRM & sales

Connect Claude & ChatGPT to Sellsy

Ask your AI about a client, a deal or an invoice and get the answer from your Sellsy account. It can search companies, contacts and individuals, follow opportunities through your pipelines and read estimates, invoices and catalogue items. It can also create companies, opportunities, estimates, draft invoices, tasks and comments.

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Try asking

“What do we know about Dupont Industries?”
The AI searches Sellsy and reads the company with its addresses, contacts and main details.
“Which opportunities are in the Negotiation step right now?”
It looks up your pipelines and steps and lists the matching opportunities with amount and probability.
“Move the Dupont deal to Won.”
It finds the opportunity and updates its status or step.

What your AI can do

Companies and contacts

Search and read companies, contacts and individuals, create and update companies and individuals, and add comments.

Opportunities and tasks

Read pipelines and steps, create and update opportunities, and create and update tasks for staff.

Estimates and invoices

Read and create estimates, read invoices with payment status, create draft invoices and look up catalogue items.

“Make an estimate for Dupont: 3 days of training at 900 EUR per day.”
It creates an estimate related to the company with one row, subject, date and currency.
“Create a draft invoice for Atelier Martin for the website project.”
It creates a draft invoice with the rows you give. It stays a draft until you validate it in Sellsy.
“Remind me on Friday to follow up with Dupont.”
It finds a task label and creates a task due Friday, linked to the company.

401 tools for Sellsy

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

add_commentChanges dataAdd a comment (`description`) to a company, individual, contact or opportunity via `related`.
attach_contact_to_companyChanges dataAttach a contact (contact id). API summary: Link a contact at one company.
attach_credit_note_to_invoiceChanges dataAttach a credit note (credit note id). API summary: Link a credit note to an invoice.
attach_discount_incl_tax_to_credit_noteChanges dataAttach a discount incl tax (discount id). API summary: Link discount including taxes to credit note.
attach_discount_incl_tax_to_invoiceChanges dataAttach a discount incl tax (discount id). API summary: Link discount including taxes to invoice.
attach_discount_incl_tax_to_orderChanges dataAttach a discount incl tax (discount id). API summary: Link discount including taxes to order.
attach_discount_incl_tax_to_quoteChanges dataAttach a discount incl tax (discount id). API summary: Link discount including taxes to estimate.
attach_invoice_to_credit_noteChanges dataAttach a invoice (invoice id). API summary: Link an invoice to a credit note.
attach_payment_to_credit_noteChanges dataAttach a payment (payment id). API summary: Link payment to credit note.
attach_payment_to_invoiceChanges dataAttach a payment (payment id). API summary: Link payment to invoice.
attach_payment_to_invoice_link_deposit_invoice_paymentChanges dataAttach a payment (payment id). API summary: Link payment to deposit invoice.
attach_payment_to_orderChanges dataAttach a payment (payment id). API summary: Link payment to order.
attach_payment_to_quoteChanges dataAttach a payment (payment id). API summary: Link payment to estimate.
attach_smart_tag_to_companyChanges dataAttach a smart tag (company id). API summary: Link smart tags to company.
attach_smart_tag_to_contactChanges dataAttach a smart tag (contact id). API summary: Link smart tags to contact.
attach_smart_tag_to_credit_noteChanges dataAttach a smart tag (credit note id). API summary: Link smart tags to credit note.
attach_smart_tag_to_dealChanges dataAttach a smart tag (opportunity id). API summary: Link smart tags to opportunity.
attach_smart_tag_to_individualChanges dataAttach a smart tag (individual id). API summary: Link smart tags to individual.
attach_smart_tag_to_invoiceChanges dataAttach a smart tag (invoice id). API summary: Link smart tags to invoice.
attach_smart_tag_to_invoice_link_deposit_invoice_smart_tagsChanges dataAttach a smart tag (deposit invoice id). API summary: Link smart tags to deposit invoice.
attach_smart_tag_to_orderChanges dataAttach a smart tag (order id). API summary: Link smart tags to an order.
attach_smart_tag_to_quoteChanges dataAttach a smart tag (estimate id). API summary: Link smart tags to estimate.
cancel_esignMoves moneyCancel a esign (estimate id). Financial or irreversible action; may require approval. API summary: Cancel esign for estimate.
cancel_esign_for_orderMoves moneyCancel a esign (order id). Financial or irreversible action; may require approval. API summary: Cancel esign for order.
cancel_esign_for_proposal_documentMoves moneyCancel a esign (document id). Financial or irreversible action; may require approval. API summary: Cancel esign for proposal document.
create_a_deposit_invoiceChanges dataCreate a new invoice. Required: parent or rows. Search invoices first to avoid duplicates. API summary: Create a deposit invoice.
create_a_deposit_invoice_quicklyChanges dataCreate a new invoice. Required: parent or percent. Search invoices first to avoid duplicates. API summary: Create a deposit invoice quickly.
create_a_progress_invoiceChanges dataCreate a new invoice. Required: parent or rows. Search invoices first to avoid duplicates. API summary: Create a Progress invoice.
create_accounting_codeChanges dataCreate a new accounting code. Required: code. Search accounting codes first to avoid duplicates. API summary: Create an accounting code.
create_batchVisible to othersCreate a new batch. Has effects visible outside this system. API summary: Batch request.
create_calendar_eventChanges dataCreate a new calendar event. Required: title, datetime start, datetime end or label id. Search calendar events first to avoid duplicates. API summary: Create a calendar event.
create_categoryChanges dataCreate a new category. Required: label. API summary: Create rate category.
create_companyChanges dataCreate a company with `name` and `type` (prospect, client or supplier), plus email, phone, website and note.
create_company_addressChanges dataCreate a new address for a company. Required: name, address line 1, postal code, city or country code. API summary: Create a company address.
create_company_convert_companyChanges dataCreate a new company for a company. Required: target or also enable custom fields on target. Search companies first to avoid duplicates. API summary: Convert prospect company to client company.
create_company_paymentChanges dataCreate a new payment for a company. Required: paid at, payment method id, type or amount. Search payments first to avoid duplicates. API summary: Record payment on a company.
create_conformityChanges dataCreate a new conformity. Required: confirm final change. API summary: Activate invoice conformity (Definitively).
create_contactChanges dataCreate a new contact. Required: last name. Search contacts first to avoid duplicates. API summary: Create a contact.
create_contact_addressChanges dataCreate a new address for a contact. Required: name, address line 1, postal code, city or country code. API summary: Create a contact address.
create_credit_noteChanges dataCreate a new credit note. Required: related. Search credit notes first to avoid duplicates. API summary: Create credit note.
create_custom_activity_typeChanges dataCreate a new task. Required: name. Search tasks first to avoid duplicates. API summary: Create Custom Activity Type.
create_directoryChanges dataCreate a new directory. Required: name or parent. API summary: Create directory.
create_discount_incl_taxChanges dataCreate a new discount incl tax. Required: reference, name, description, unit id or amount. API summary: Create a discount including taxes.
create_document_esignChanges dataCreate a new esign for a document. Required: auth mode or related. API summary: Create esign for proposal document.
create_employeeChanges dataCreate a new employee. Required: lastname, firstname, email, civility, profile or team. Search employees first to avoid duplicates. API summary: Create a staff.
create_estimateChanges dataCreate an estimate: in `body` pass `related` (company, individual or opportunity), `rows`, subject, date and currency.
create_individualChanges dataCreate an individual with `last_name` and `type` (prospect, client or supplier), plus first name, email and phone.
create_individual_addressChanges dataCreate a new address for a individual. Required: name, address line 1, postal code, city or country code. API summary: Create an individual address.
create_individual_convertChanges dataCreate a new convert for a individual. Required: target or also enable custom fields on target. API summary: Convert prospect individual to client individual.
create_individual_paymentChanges dataCreate a new payment for a individual. Required: paid at, payment method id, type or amount. Search payments first to avoid duplicates. API summary: Record payment on an individual.
create_invoiceChanges dataCreate a draft invoice for a `related` company or individual with `rows`, date, subject and note. It stays a draft until validated in Sellsy.
create_invoice_2Changes dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Compute an estimate.
create_invoice_compute_credit_noteChanges dataCreate a new invoice. Required: related. Search invoices first to avoid duplicates. API summary: Compute a credit note.
create_invoice_compute_deposit_invoiceChanges dataCreate a new invoice. Required: parent or rows. Search invoices first to avoid duplicates. API summary: Compute a deposit invoice.
create_invoice_compute_invoiceChanges dataCreate a new invoice. Required: related. Search invoices first to avoid duplicates. API summary: Compute an invoice.
create_invoice_compute_orderChanges dataCreate a new invoice. Required: related. Search invoices first to avoid duplicates. API summary: Compute an order.
create_invoice_compute_progress_invoiceChanges dataCreate a new invoice. Required: parent or rows. Search invoices first to avoid duplicates. API summary: Compute a progress invoice.
create_invoice_prepare_deposit_invoiceChanges dataCreate a new invoice. Required: parent or percent. Search invoices first to avoid duplicates. API summary: Prepare a deposit invoice.
create_modelChanges dataCreate a new model. Required: number or rate category id. Search models first to avoid duplicates. API summary: Create a document model.
create_model_convertChanges dataCreate a new convert for a model. Required: doctype, related or refresh rows content. API summary: Convert a document model into a document.
create_model_documentChanges dataCreate a new document for a model. API summary: Generate a proposal document.
create_opportunityChanges dataCreate an opportunity with `name`, `pipeline`, `step` and `related` company or individual; optional amount, due date and note.
create_orderChanges dataCreate a new order. Required: related. Search orders first to avoid duplicates. API summary: Create an order.
create_order_esignChanges dataCreate a new esign for a order. Required: auth mode or related. API summary: Create esign for order.
create_phone_callChanges dataCreate a new phone call. Required: owner id, result, source, date or related. Search phone calls first to avoid duplicates. API summary: Create a phonecall.
create_productChanges dataCreate a new product. Required: type or reference. Search products first to avoid duplicates. API summary: Create an item.
create_product_declinationChanges dataCreate a new declination for a product. API summary: Search Declinations.
create_propertyChanges dataCreate a new property for a property. Search properties first to avoid duplicates. API summary: Reschedule an export.
create_quote_esignChanges dataCreate a new esign for a quote. Required: auth mode or related. API summary: Create esign for estimate.
create_subscriptionChanges dataCreate a new subscription. Required: model, related, sending, preferences source, conditions or payment installments. Search subscriptions first to avoid duplicates. API summary: Create a subscription.
create_taskChanges dataCreate a task with `title`, `due_date`, `label_id` and one `related` object (company, individual, contact or opportunity); optional assigned staff and description.
create_task_2Changes dataCreate a new task. Search tasks first to avoid duplicates. API summary: Create Custom Activity.
create_taxChanges dataCreate a new tax. Search taxes first to avoid duplicates. API summary: Create tax.
create_webhookDeletesCreate a new webhook. Search webhooks first to avoid duplicates. Destructive action; may require approval. API summary: Create Webhook.
delete_a_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
delete_accounting_codeDeletesPermanently delete a accounting code by accounting code id. Destructive action; may require approval. API summary: Delete an accounting code.
delete_calendar_eventDeletesPermanently delete a calendar event by calendar event id. Destructive action; may require approval. API summary: Delete calendar event.
delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete Rate category.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete company.
delete_company_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete a company address.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete contact.
delete_contact_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete a contact address.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete OAuth client.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete an Opportunity.
delete_directoryDeletesPermanently delete a directory by directory id. Destructive action; may require approval. API summary: Delete the directory and all items attached.
delete_discount_incl_taxDeletesPermanently delete a discount incl tax by discount incl tax id. Destructive action; may require approval. API summary: Delete a discount including taxes.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete file.
delete_employee_licensesMoves moneyPermanently delete a license by staff id. Financial or irreversible action; may require approval. API summary: Delete licenses.
delete_individualDeletesPermanently delete a individual by individual id. Destructive action; may require approval. API summary: Delete Individual.
delete_individual_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete an individual address.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
delete_modelDeletesPermanently delete a model by model id. Destructive action; may require approval. API summary: Delete document model.
delete_notificationDeletesPermanently delete a notification by notification id. Destructive action; may require approval. API summary: Delete notification.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete payment.
delete_payment_installmentDeletesPermanently delete a payment installment by payment installment id. Destructive action; may require approval. API summary: Delete a payment installment for a subscription.
delete_phone_callDeletesPermanently delete a phone call by phone call id. Destructive action; may require approval. API summary: Delete a phoneCall.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete item.
delete_smart_tagDeletesPermanently delete a smart tag by smart tag id. Destructive action; may require approval. API summary: Delete a smart tags.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete Custom Activity.
delete_taxDeletesPermanently delete a tax by tax id. Destructive action; may require approval. API summary: Delete tax.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete Webhook.
detach_contact_to_companyDeletesDetach a contact (contact id). Destructive action; may require approval. API summary: Unlink a contact of company.
detach_credit_note_to_invoiceDeletesDetach a credit note (credit note id). Destructive action; may require approval. API summary: Unlink a credit note from an invoice.
detach_discount_incl_tax_to_credit_noteDeletesDetach a discount incl tax (discount id). Destructive action; may require approval. API summary: Unlink a discount including taxes from a credit note.
detach_discount_incl_tax_to_invoiceDeletesDetach a discount incl tax (discount id). Destructive action; may require approval. API summary: Unlink a discount including taxes from an invoice.
detach_discount_incl_tax_to_orderDeletesDetach a discount incl tax (discount id). Destructive action; may require approval. API summary: Unlink a discount including taxes from an order.
detach_discount_incl_tax_to_quoteDeletesDetach a discount incl tax (discount id). Destructive action; may require approval. API summary: Unlink a discount including taxes from an estimate.
detach_invoice_to_credit_noteDeletesDetach a invoice (invoice id). Destructive action; may require approval. API summary: Unlink an invoice from a credit note.
detach_payment_to_credit_noteDeletesDetach a payment (payment id). Destructive action; may require approval. API summary: Unlink payment from credit note.
detach_payment_to_invoiceDeletesDetach a payment (payment id). Destructive action; may require approval. API summary: Unlink payment from invoice.
detach_payment_to_invoice_unlink_deposit_invoice_paymentDeletesDetach a payment (payment id). Destructive action; may require approval. API summary: Unlink payment from deposit invoice.
detach_payment_to_orderDeletesDetach a payment (payment id). Destructive action; may require approval. API summary: Unlink payment from order.
detach_payment_to_quoteDeletesDetach a payment (payment id). Destructive action; may require approval. API summary: Unlink payment from estimate.
export_accounting_journalsChanges dataExport accounting journals.
export_companiesChanges dataExport companies.
export_contactsChanges dataExport contacts.
export_dealsChanges dataExport deals. API summary: Export opportunities.
export_invoicesChanges dataExport invoices.
export_propertiesChanges dataExport properties. API summary: Export the exports list.
export_quotesChanges dataExport quotes. API summary: Export estimates.
export_tasksChanges dataExport tasks. API summary: Export the CRM activity.
fetch_list_of_subscriptionsList subscriptions. API summary: Fetch list of subscriptions.
get_a_deposit_invoiceGet one invoice by invoice id. API summary: Get a deposit invoice.
get_a_paymentGet one payment by payment id. API summary: Get a payment.
get_a_taskGet one task by task id. API summary: Get a task.
get_accounting_journalGet one accounting journal by type. Results are paginated. API summary: Get accounting journal.
get_available_tags_for_document_modelsList tags. API summary: Get available tags for document models.
get_available_tags_for_email_signature_settingsList tags. API summary: Get available tags for email signature settings.
get_calendar_eventGet one calendar event by calendar event id. API summary: Get calendar event.
get_calendar_events_labelsList labels. Optional filters: order, direction or field. Results are paginated. API summary: Get calendar events labels.
get_categoryGet one category by category id. API summary: Get rate category.
get_companyGet one company by `company_id`, with addresses, contacts and main details.
get_company_addressGet one address for a company by address id. API summary: Get a company address.
get_contactGet one contact by `contact_id`.
get_contact_addressGet one address for a contact by address id. API summary: Get a contact address.
get_credit_noteGet one credit note by credit note id. API summary: Get credit note.
get_credit_notes_linked_to_a_deposit_invoiceList credit notes for a invoice. API summary: Get credit notes linked to a deposit invoice.
get_custom_activity_typeGet one task by task id. API summary: Get Custom Activity Type.
get_custom_fieldGet one custom field by custom field id. API summary: Get custom field.
get_customerGet one customer by customer id. API summary: Get OAuth client.
get_deposit_invoice_custom_fieldsList custom fields for a invoice. Optional filters: order, direction, field or embed. Results are paginated. API summary: Get deposit invoice custom fields.
get_directoryGet one directory by directory id. API summary: Get directory.
get_discount_incl_taxGet one discount incl tax by discount incl tax id. API summary: Get a discount including taxes.
get_documentGet one document by document id. API summary: Get file.
get_emailGet one message by message id. API summary: Get Email.
get_email_settingsVisible to othersEmail a message. Has effects visible outside this system. API summary: Get email settings.
get_email_templateGet one message by message id. API summary: Get email template.
get_employeeGet one employee by employee id. API summary: Get Staff.
get_estimateGet one estimate by `quote_id`, with rows, totals and status.
get_individualGet one individual by `individual_id`.
get_individual_addressGet one address for a individual by address id. API summary: Get an individual address.
get_invoiceGet one invoice by `invoice_id`, with rows, totals, due date and payment status.
get_itemGet one catalogue item by `product_id`, with price and tax.
get_list_of_your_email_templatesList messages. API summary: Get list of your email templates.
get_messageGet one message by message id. API summary: Get comment details.
get_meta_informations_for_activityList tasks. API summary: Get meta informations for activity.
get_metadata_for_purchase_invoice_ocrList tasks. API summary: Get Metadata for purchase invoice OCR.
get_modelGet one model by model id. API summary: Get document model.
get_notifications_settingsList messages. API summary: Get Notifications settings.
get_opportunities_categories_listList categories. Optional filters: direction, field or embed. API summary: Get Opportunities Categories List.
get_opportunities_categoryGet one category by category id. API summary: Get Opportunities Category.
get_opportunityGet one opportunity by `deal_id`, with amount, pipeline step, probability and related company or individual.
get_opportunity_sourcesList deals. Optional filters: direction, field or order. Results are paginated. API summary: Get Opportunity Sources.
get_orderGet one order by order id. API summary: Get order.
get_paymentGet one payment by payment id. API summary: Get the payment method.
get_paymentsList payments. Optional filters: direction, field, embed or order. Results are paginated. API summary: Get payments.
get_phone_callGet one phone call by phone call id. API summary: Get a phoneCall.
get_propertyGet one property by property id. API summary: Get an export status.
get_proposal_documentGet one document by document id. API summary: Get proposal document.
get_proposal_modelGet one model by model id. API summary: Get proposal model.
get_quote_statusChanges dataGet the current status of a quote by estimate id. API summary: Update estimate status.
get_shipmentGet one shipment by shipment id. API summary: Get delivery.
get_smart_tags_for_a_deposit_invoiceList smart tags for a invoice. API summary: Get smart tags for a deposit invoice.
get_subscriptionGet one subscription by subscription id. API summary: Get subscription.
get_system_email_template_with_contentVisible to othersUpdate an existing message identified by context. Has effects visible outside this system. API summary: Get system email template with content.
get_taskGet one task by task id. API summary: Get Custom Activity.
get_taxGet one tax by tax id. API summary: Get Tax.
get_threadGet one thread by thread id. API summary: Get Emails Thread.
get_webhookGet one webhook by webhook id. API summary: Get Webhook.
get_your_email_template_with_contextVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Get your email template with context.
get_your_invoices_and_credit_notesList documents. Optional filters: order or direction. Results are paginated. API summary: Get your invoices and credit notes.
list_accounting_chartsList accounting charts. API summary: Get accounting charts settings.
list_accounting_codesList accounting codes. Optional filters: direction or order. Results are paginated. API summary: Get accounting codes.
list_accounting_codes_get_taxes_accounting_chartsList accounting codes. Optional filters: order, embed, direction or field. Results are paginated. API summary: Taxes accounting codes list.
list_accounting_journal_metasList metas for a accounting journal. API summary: Get meta informations for accounting journal.
list_accountsList accounts. Optional filters: field. Results are paginated. API summary: List bank accounts.
list_addressesList addresses. API summary: List account addresses.
list_assigned_staff_labelsList assigned staff labels. Optional filters: field, order, direction or embed. Results are paginated.
list_calendar_eventsList calendar events. Optional filters: order, direction, embed or field. Results are paginated. API summary: Calendar events List.
list_calendarsList calendars. API summary: List provider calendars.
list_categoriesList categories. Optional filters: order, embed, direction or field. Results are paginated. API summary: Rate categories list.
list_category_sourcesList sources for a category. Optional filters: direction, field or order. Results are paginated. API summary: Get Opportunity Category Sources.
list_check_labelsList check labels. Optional filters: field, order, direction or embed. Results are paginated.
list_companiesList companies (clients, prospects, suppliers) with `limit`, `offset` and ordering.
list_company_addressesList addresses for a company. API summary: Get company addresses.
list_company_contactsList contacts for a company. Optional filters: order, direction, embed or field. Results are paginated. API summary: Get a company contacts.
list_company_custom_fieldsList custom fields for a company. Optional filters: order, direction, field or embed. Results are paginated. API summary: Company custom fields List.
list_company_documentsList documents for a company. API summary: List directories and files of a company.
list_company_smart_tagsList smart tags for a company. API summary: Company smart tags List.
list_conformitiesList conformities. API summary: Retrieve invoicing conformity state.
list_contact_addressesList addresses for a contact. API summary: Get contact addresses.
list_contact_companiesList companies for a contact. Optional filters: embed. API summary: Companies contact.
list_contact_custom_fieldsList custom fields for a contact. Optional filters: order, direction, field or embed. Results are paginated. API summary: Contact custom fields List.
list_contact_documentsList documents for a contact. API summary: List directories and files of a contact.
list_contact_smart_tagsList smart tags for a contact. API summary: Contact smart tags List.
list_contactsList contacts (people at companies) with paging.
list_contacts_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List contacts favourite filters.
list_countriesList countries. Optional filters: language. API summary: Get countries list.
list_credit_note_custom_fieldsList custom fields for a credit note. Optional filters: order, direction, field or embed. Results are paginated. API summary: Credit note custom fields List.
list_credit_note_documentsList documents for a credit note. API summary: List directories and files of a credit note.
list_credit_note_invoicesList invoices for a credit note. Optional filters: direction or field. Results are paginated. API summary: Get invoices linked to credit note.
list_credit_note_paymentsList payments for a credit note. Optional filters: order or direction. API summary: Credit note payments list.
list_credit_note_smart_tagsList smart tags for a credit note. API summary: Credit note smart-tags list.
list_credit_notesList credit notes. Optional filters: direction, field, embed or order. Results are paginated. API summary: Credit notes List.
list_credit_notes_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List credit-notes favourite filters.
list_currenciesList currencies. Optional filters: direction or field. Results are paginated. API summary: Get currencies.
list_custom_fieldsList custom fields. Optional filters: order, direction or field. Results are paginated. API summary: Custom Fields List.
list_customersList customers. Results are paginated. API summary: List OAuth clients.
list_deal_custom_fieldsList custom fields for a deal. Optional filters: order, direction, field or embed. Results are paginated. API summary: Opportunity custom fields List.
list_deal_documentsList documents for a deal. API summary: List directories and files of an opportunity.
list_deal_smart_tagsList smart tags for a deal. API summary: Opportunity smart-tags list.
list_declination_pricesList prices for a declination. Results are paginated. API summary: Get item declination prices.
list_deposit_invoicesList invoices. Optional filters: direction, field, embed or order. Results are paginated. API summary: List deposit invoices.
list_directdebit_timelinesList timelines for a directdebit. API summary: Get timeline of a GoCardless directdebit.
list_directories_and_files_of_a_deposit_invoiceList documents for a invoice. API summary: List directories and files of a deposit invoice.
list_directory_documentsList documents for a directory. Optional filters: direction or field. Results are paginated. API summary: List directories and files in a directory.
list_discount_incl_taxesList discount incl taxes. API summary: Get list of discounts including taxes.
list_document_esignsList esigns for a document. API summary: Get esign for proposal document.
list_documentsList documents. Results are paginated. API summary: Get all document layouts.
list_estimatesList estimates (quotes) with paging.
list_estimates_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List estimates favourite filters.
list_eventsList events. API summary: List Webhook Events.
list_fiscal_yearsList fiscal years. Optional filters: direction or field. Results are paginated. API summary: Get fiscal years.
list_individual_addressesList addresses for a individual. API summary: Get individual addresses.
list_individual_contactsList contacts for a individual. Optional filters: order, direction, embed or field. Results are paginated. API summary: Get an individual contacts.
list_individual_custom_fieldsList custom fields for a individual. Optional filters: order, direction, field or embed. Results are paginated. API summary: Individual custom fields List.
list_individual_documentsList documents for a individual. API summary: List directories and files of an individual.
list_individual_smart_tagsList smart tags for a individual. API summary: Individual smart tags List.
list_individualsList individuals (private-person customers and prospects) with paging.
list_individuals_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List individuals favourite filters.
list_invoice_credit_notesList credit notes for a invoice. Optional filters: direction or field. Results are paginated. API summary: Get credit notes linked to invoice.
list_invoice_custom_fieldsList custom fields for a invoice. Optional filters: order, direction, field or embed. Results are paginated. API summary: Invoice custom fields List.
list_invoice_documentsList documents for a invoice. API summary: List directories and files of an invoice.
list_invoice_paymentsList payments for a invoice. Optional filters: order or direction. API summary: Invoice payments list.
list_invoice_payments_get_deposit_invoice_paymentsList payments for a invoice. Optional filters: order or direction. API summary: Deposit payments list.
list_invoice_smart_tagsList smart tags for a invoice. API summary: Invoice smart-tags list.
list_invoicesList invoices with paging.
list_invoices_2List invoices. Optional filters: direction or order. Results are paginated. API summary: Ocr List - Purchase invoices.
list_invoices_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List invoices favourite filters.
list_itemsList catalogue items (products and services) with paging.
list_items_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List items favourite filters.
list_languagesList languages. API summary: Get the account languages.
list_mandatesList mandates. API summary: Get GoCardless mandates.
list_messagesList messages. Optional filters: direction, field, embed or order. Results are paginated. API summary: Comments List.
list_modelsList models. API summary: List document models.
list_notificationsList notifications. API summary: Get User Notifications.
list_opportunitiesList opportunities (deals) with paging.
list_opportunities_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List opportunities favourite filters.
list_order_custom_fieldsList custom fields for a order. Optional filters: order, direction, field or embed. Results are paginated. API summary: Order custom fields List.
list_order_documentsList documents for a order. API summary: List directories and files of an orders.
list_order_esignsList esigns for a order. API summary: Get esign for order.
list_order_paymentsList payments for a order. Optional filters: order or direction. API summary: Order payments list.
list_order_smart_tagsList smart tags for a order. API summary: Order smart tags List.
list_ordersList orders. Optional filters: direction, field, embed or order. Results are paginated. API summary: Get all orders.
list_orders_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List orders favourite filters.
list_payment_installmentsList payment installments. Optional filters: order, direction or field. Results are paginated. API summary: Get all payment installments of subscriptions.
list_payment_termsList payment terms. Optional filters: field, order or embed. Results are paginated.
list_paymentsList payments. Optional filters: direction, order or embed. Results are paginated. API summary: List of all payment methods.
list_phone_callsList phone calls. Optional filters: order, direction, field or embed. Results are paginated. API summary: PhoneCalls List.
list_pipeline_stepsList the steps of one pipeline by `pipeline_id`.
list_pipelinesList opportunity pipelines with their IDs.
list_product_custom_fieldsList custom fields for a product. Optional filters: order, direction, field or embed. Results are paginated. API summary: Item custom fields List.
list_product_declinationsList declinations for a product. API summary: Declinations List.
list_product_pricesList prices for a product. Results are paginated. API summary: Get item prices.
list_profilesList profiles. Optional filters: order or direction. Results are paginated. API summary: Profiles list.
list_proforma_invoice_custom_fieldsList custom fields for a proforma invoice. Optional filters: order, direction, field or embed. Results are paginated. API summary: Proforma Invoice custom fields List.
list_propertiesList properties. Optional filters: direction or order. Results are paginated. API summary: List exports.
list_proposal_modelsList models. Optional filters: field. Results are paginated. API summary: List proposal models.
list_quotasList quotas. API summary: Get Quotas.
list_quote_custom_fieldsList custom fields for a quote. Optional filters: order, direction, field or embed. Results are paginated. API summary: Estimate custom fields List.
list_quote_documentsList documents for a quote. API summary: List directories and files of an estimate.
list_quote_esignsList esigns for a quote. API summary: Get esign for estimate.
list_quote_paymentsList payments for a quote. Optional filters: order or direction. API summary: Estimate payments list.
list_quote_smart_tagsList smart tags for a quote. API summary: Estimate smart-tags list.
list_scopesList scopes. API summary: Scopes List.
list_shipmentsList shipments. Optional filters: direction, field, embed or order. Results are paginated. API summary: Get all deliveries.
list_staffList staff users in the Sellsy account with their IDs.
list_subscriptionsList subscriptions. API summary: Get my Sellsy subscription informations.
list_tagsList tags. API summary: Get available tags for email templates.
list_task_labelsList task labels. A label ID is required when creating a task.
list_tasksList tasks with paging.
list_tasks_2List tasks. Optional filters: order, direction, embed or field. Results are paginated. API summary: Get the CRM activity.
list_tasks_get_custom_activitiesList tasks. Optional filters: direction or order. Results are paginated. API summary: Customs Activities List.
list_tasks_get_custom_activity_typesList tasks. Optional filters: direction or order. Results are paginated. API summary: Custom Activity Types List.
list_tax_accounting_codesList accounting codes for a tax. Optional filters: order, embed, direction or field. Results are paginated. API summary: Tax accounting codes list.
list_taxesList taxes. Optional filters: order, embed, direction or field. Results are paginated. API summary: Taxes list.
list_teamsList teams. Results are paginated. API summary: Team List.
list_treesList trees. API summary: Get Scopes Tree.
list_unitsList units. Optional filters: direction, field, embed or order. Results are paginated. API summary: Get Units.
list_webhooksList webhooks. Optional filters: direction or field. Results are paginated. API summary: Get Webhooks.
searchSearch across Sellsy by keyword `q`, optionally limited by `type` (company, individual, contact, opportunity, document.invoice, item ...). Use this to find IDs.
search_accounting_codesChanges dataSearch accounting codes by direction or order. Use this to find existing accounting codes before creating a new accounting code.
search_accounting_journalsChanges dataSearch accounting journals by direction or embed. Use this to find existing accounting journals before creating a new accounting journal.
search_all_opportunity_pipeline_stepsChanges dataSearch steps by direction, field, order or embed. Use this to find existing steps before creating a new step. API summary: Search All Opportunity Pipeline Steps.
search_barcodesChanges dataSearch barcodes by order, direction or field. Use this to find existing barcodes before creating a new barcode.
search_calendar_eventsChanges dataSearch calendar events by order, direction, embed or field. Use this to find existing calendar events before creating a new calendar event.
search_companiesChanges dataSearch companies by order, embed, direction or field. Use this to find existing companies before creating a new company.
search_contactsChanges dataSearch contacts by order, direction, embed or field. Use this to find existing contacts before creating a new contact.
search_credit_notesChanges dataSearch credit notes by direction, field, embed or order. Use this to find existing credit notes before creating a new credit note.
search_custom_activitiesChanges dataSearch tasks by direction or order. Use this to find existing tasks before creating a new task. API summary: Search Custom Activities.
search_custom_fieldsChanges dataSearch custom fields by order, direction or field. Use this to find existing custom fields before creating a new custom field. API summary: Custom Fields Search.
search_dealsChanges dataSearch deals by order, direction, embed or field. Use this to find existing deals before creating a new deal. API summary: Search Opportunities.
search_deposit_invoicesChanges dataSearch invoices by direction, field, embed or order. Use this to find existing invoices before creating a new invoice. API summary: Search deposit invoices.
search_employeesChanges dataSearch employees by field, embed or order. Use this to find existing employees before creating a new employee. API summary: Search Staffs.
search_favourite_filtersSearch favourite filters by order, direction or field. Use this to find existing favourite filters before creating a new favourite filter. Results are paginated. API summary: List companies favourite filters.
search_in_activityChanges dataSearch tasks by order, direction, field or embed. Use this to find existing tasks before creating a new task. API summary: Search in activity.
search_individualsChanges dataSearch individuals by order, embed, direction or field. Use this to find existing individuals before creating a new individual.
search_invoicesChanges dataSearch invoices by direction or order. Use this to find existing invoices before creating a new invoice. API summary: Search OCR - Purchase invoices.
search_invoices_searchChanges dataSearch invoices by direction, field, embed or order. Use this to find existing invoices before creating a new invoice.
search_mandatesChanges dataSearch mandates by direction or field. Use this to find existing mandates before creating a new mandate. API summary: Search GoCardless mandates.
search_messagesChanges dataSearch messages by direction, field, embed or order. Use this to find existing messages before creating a new message. API summary: Search comments.
search_modelsChanges dataSearch models by direction, field or order. Use this to find existing models before creating a new model. API summary: Search document models.
search_notificationsChanges dataSearch notifications by direction or field. Use this to find existing notifications before creating a new notification. API summary: Search User Notifications.
search_opportunity_pipelinesChanges dataSearch deals by order, direction or field. Use this to find existing deals before creating a new deal. API summary: Search Opportunity Pipelines.
search_opportunity_sourcesChanges dataSearch deals by order, direction or field. Use this to find existing deals before creating a new deal. API summary: Search Opportunity Sources.
search_ordersChanges dataSearch orders by direction, field, embed or order. Use this to find existing orders before creating a new order.
search_payment_installmentsChanges dataSearch payment installments by order, direction or field. Use this to find existing payment installments before creating a new payment installment. API summary: Search payment installments of subscriptions.
search_paymentsChanges dataSearch payments by direction, order or embed. Use this to find existing payments before creating a new payment. API summary: Search methods of payment.
search_payments_searchChanges dataSearch payments by direction, field, embed or order. Use this to find existing payments before creating a new payment.
search_phone_callsChanges dataSearch phone calls by order, direction, field or embed. Use this to find existing phone calls before creating a new phone call. API summary: Search phoneCalls.
search_productsChanges dataSearch products by direction, field, order or embed. Use this to find existing products before creating a new product. API summary: Search items.
search_propertiesChanges dataSearch properties by direction or order. Use this to find existing properties before creating a new property. API summary: Search exports.
search_proposal_modelsChanges dataSearch models by field. Use this to find existing models before creating a new model. API summary: Search proposal models.
search_quotesChanges dataSearch quotes by direction, field, embed or order. Use this to find existing quotes before creating a new quote. API summary: Search estimates.
search_shipmentsChanges dataSearch shipments by direction, field, embed or order. Use this to find existing shipments before creating a new shipment. API summary: Search deliveries.
search_smart_tag_autocompletesSearch autocompletes for a smart tag by q. Use this to find existing autocompletes before creating a new autocomplete. API summary: Smart tags autocomplete.
search_stepsChanges dataSearch steps by direction, field, order or embed. Use this to find existing steps before creating a new step. API summary: Search Opportunity Pipeline Steps.
search_subscriptionsChanges dataSearch subscriptions by direction, field or order. Use this to find existing subscriptions before creating a new subscription.
search_tasksChanges dataSearch tasks by order, direction, embed or field. Use this to find existing tasks before creating a new task. API summary: Search in CRM activity.
search_tasks_searchChanges dataSearch tasks by order, direction, embed or field. Use this to find existing tasks before creating a new task.
search_taxesChanges dataSearch taxes by order, embed, direction or field. Use this to find existing taxes before creating a new tax.
search_timelinesChanges dataSearch timelines by order, direction, field or embed. Use this to find existing timelines before creating a new timeline. API summary: Timeline search.
search_webhooksDeletesSearch webhooks by direction or field. Use this to find existing webhooks before creating a new webhook. Destructive action; may require approval.
send_messageVisible to othersSend a message. Has effects visible outside this system. API summary: Send Email.
submit_credit_noteVisible to othersValidate a credit note (credit note id). Has effects visible outside this system. API summary: Validate credit note.
submit_invoiceVisible to othersValidate a invoice (invoice id). Has effects visible outside this system. API summary: Validate Invoice.
submit_invoice_validateVisible to othersValidate a invoice (deposit invoice id). Has effects visible outside this system. API summary: Validate Deposit Invoice.
submit_messageVisible to othersValidate a message. Has effects visible outside this system. API summary: Validate email's DNS.
submit_notificationVisible to othersMark as read a notification (notification id). Has effects visible outside this system. API summary: Mark notification as read.
submit_notification_mark_all_as_readDeletesMark all as read a notification. Destructive action; may require approval. API summary: Mark all unread notifications as read.
update_a_deposit_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update a deposit invoice.
update_a_progress_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update a progress invoice.
update_accounting_chartsVisible to othersUpdate an existing accounting chart. Has effects visible outside this system. API summary: Update accounting charts settings.
update_calendar_eventChanges dataUpdate an existing calendar event identified by calendar event id. API summary: Update calendar event.
update_categoryChanges dataUpdate an existing category identified by category id. API summary: Update a rate category.
update_companyChanges dataUpdate a company's name, type, email, phone, note or other details by `company_id`.
update_company_addressChanges dataUpdate an existing address identified by address id. API summary: Update a company address.
update_company_contactChanges dataUpdate an existing contact identified by contact id. API summary: Update a contact of company link.
update_company_custom_fieldsVisible to othersUpdate an existing custom field identified by company id. Has effects visible outside this system. API summary: Update Company custom fields.
update_contactChanges dataUpdate an existing contact identified by contact id. API summary: Update contact.
update_contact_addressChanges dataUpdate an existing address identified by address id. API summary: Update a contact address.
update_contact_custom_fieldsVisible to othersUpdate an existing custom field identified by contact id. Has effects visible outside this system. API summary: Update contact custom fields.
update_credit_noteChanges dataUpdate an existing credit note identified by credit note id. API summary: Update credit note.
update_credit_note_custom_fieldsVisible to othersUpdate an existing custom field identified by credit note id. Has effects visible outside this system. API summary: Update credit note custom fields.
update_custom_activity_typeChanges dataUpdate an existing task identified by task id. API summary: Update Custom Activity Type.
update_deal_custom_fieldsVisible to othersUpdate an existing custom field identified by opportunity id. Has effects visible outside this system. API summary: Update opportunity custom fields.
update_dealsVisible to othersUpdate an existing deal identified by opportunity id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update opportunity's rank and/or step.
update_deposit_invoice_custom_fieldsVisible to othersUpdate an existing custom field identified by deposit invoice id. Has effects visible outside this system. API summary: Update Deposit Invoice custom fields.
update_directoryChanges dataUpdate an existing directory identified by directory id. API summary: Update directory.
update_discount_incl_taxChanges dataUpdate an existing discount incl tax identified by discount incl tax id. API summary: Update a discount including taxes.
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Move a file to a new directory.
update_email_settingsDeletesEmail a message. Destructive action; may require approval. API summary: Update email settings.
update_employeeChanges dataUpdate an existing employee identified by employee id. API summary: Update Staff.
update_employee_licensesVisible to othersUpdate an existing license identified by staff id. Has effects visible outside this system. API summary: Put staff licenses.
update_individualChanges dataUpdate an existing individual identified by individual id. API summary: Update Individual.
update_individual_addressChanges dataUpdate an existing address identified by address id. API summary: Update an individual address.
update_individual_custom_fieldsVisible to othersUpdate an existing custom field identified by individual id. Has effects visible outside this system. API summary: Update Individual custom fields.
update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update invoice.
update_invoice_custom_fieldsVisible to othersUpdate an existing custom field identified by invoice id. Has effects visible outside this system. API summary: Update Invoice custom fields.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a comment.
update_messagesVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Update Notifications settings.
update_modelChanges dataUpdate an existing model identified by model id. API summary: Update document model.
update_opportunityChanges dataUpdate an opportunity by `deal_id`. List the properties to change in `only` (e.g. status, step, amount) and pass their new values.
update_orderChanges dataUpdate an existing order identified by order id. API summary: Update an order.
update_order_custom_fieldsVisible to othersUpdate an existing custom field identified by order id. Has effects visible outside this system. API summary: Update Order custom fields.
update_payment_installmentChanges dataUpdate an existing payment installment identified by payment installment id. API summary: Update a payment installment for a subscription.
update_phone_callChanges dataUpdate an existing phone call identified by phone call id. API summary: Update a phoneCall.
update_productChanges dataUpdate an existing product identified by product id. API summary: Update an item.
update_product_custom_fieldsVisible to othersUpdate an existing custom field identified by item id. Has effects visible outside this system. API summary: Update Item custom fields.
update_product_pricesVisible to othersUpdate an existing price identified by item id. Has effects visible outside this system. API summary: Update item prices.
update_propertyChanges dataUpdate an existing property identified by property id. API summary: Update an export.
update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Update estimate.
update_quote_custom_fieldsVisible to othersUpdate an existing custom field identified by estimate id. Has effects visible outside this system. API summary: Update Estimate custom fields.
update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. API summary: Update a subscription.
update_subscription_payment_installmentsVisible to othersUpdate an existing payment installment identified by subscription id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add payment installment for a subscription.
update_taskChanges dataUpdate a task's title, status (todo or done), due date or description by `task_id`.
update_task_2Changes dataUpdate an existing task identified by task id. API summary: Update Custom Activity.
update_taxChanges dataUpdate an existing tax identified by tax id. API summary: Update tax.
update_tax_accounting_codesVisible to othersUpdate an existing accounting code identified by tax id. Has effects visible outside this system. API summary: Update tax accounting codes.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Update Webhook.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Sellsy from the app list.
2
Paste your key
Paste a Sellsy Client ID and Client secret. In Sellsy, open the developer page for API V2 and create a new access of type Personal, choosing the scopes you need. Copy the Client ID and Client secret.
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 Sellsy?

It can search Sellsy and read companies, contacts, individuals, opportunities, pipelines, estimates, invoices, catalogue items, tasks and staff. It can create and update companies and opportunities, create individuals and estimates, create draft invoices, create and update tasks and add comments.

Does the AI see my Sellsy Client secret?

No. You paste your Client secret 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 search and lookups without creating documents. Actions like create_estimate or create_invoice 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 connect your own Sellsy account, so anything Sellsy charges is between you and Sellsy.

Can the AI send or validate invoices?

No. The AI can create an invoice, but it stays a draft until you validate it in Sellsy yourself. It can read existing invoices with their rows, totals, due date and payment status. The scopes you choose for the Personal API access also limit what it can reach.