Integration · Projects & tasks

Connect Claude & ChatGPT to Simplicate

Ask your AI to log three hours on a project, what an invoice contains, or to move a sales opportunity forward in Simplicate. It can work with organizations and persons in the CRM, projects and project services, hours, sales, quotes and invoices, and add notes to the timeline. Everyday admin gets done without switching between modules.

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“Log 3 hours for me on the Acme website project today.”
The AI finds you as an employee, the project, its project service and the hour type, then registers the hours.
“What is the status and budget of project Nordic Rebrand?”
It reads the project with its organization, manager, status, services and budget.
“Add Nordic Foods ApS as an organization with their VAT number.”
It creates the organization with name, VAT number and any contact details you give it.

What your AI can do

CRM

List, read, create and update organizations and persons, and add notes to the timeline.

Projects and hours

Create and update projects, list project services, employees and hour types, and register or correct hours.

Sales and invoicing

Create and update sales opportunities, read quotes, and list, read and create invoices.

“Set the sale 'Acme support contract' to 80 percent chance.”
It finds the sales opportunity and updates its chance to score.
“What is on invoice 2024-118, and has it been paid?”
It reads the invoice with lines, totals, status and payments.
“Add a note to the Acme project: kickoff moved to Friday.”
It adds a note with a title and text to the project's timeline.

308 tools for Simplicate

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

add_a_new_absence_entityChanges dataCreate a new absence. API summary: Add a new absence entity.
add_a_new_documentChanges dataCreate a new document. API summary: Add a new document.
add_a_new_external_documentVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Add a new external document.
add_a_new_leave_entityChanges dataCreate a new leave. API summary: Add a new leave entity.
add_a_new_serviceChanges dataCreate a new project. API summary: Add a new service.
add_timeline_noteVisible to othersAdd a note to the timeline of an organization, person, project, sale, invoice or employee. Pass `title`, `content` and `linked_to` with the related IDs.
create_a_documentChanges dataCreate a new document. API summary: create a document.
create_absenceChanges dataCreate a new absence. API summary: Add a new hours entity for absence.
create_approvalChanges dataCreate a new approval. API summary: Add a new hours approval.
create_chunkedChanges dataCreate a new chunked. API summary: Create an upload record to upload a file.
create_compareorganizationChanges dataCreate a new compareorganization. API summary: Compare two organizations by a given source and target id.
create_comparepersonChanges dataCreate a new compareperson. API summary: Compare two persons by a given source and target id.
create_defaultserviceChanges dataCreate a new defaultservice. API summary: Add a new default service.
create_documentChanges dataCreate a new document. API summary: update a document.
create_document_create_documents_externaldocumentChanges dataCreate a new document. API summary: Add a new external document.
create_document_create_invoices_documentChanges dataCreate a new document. API summary: create a document.
create_document_create_projects_documentChanges dataCreate a new document. API summary: create a document.
create_document_create_sales_documentChanges dataCreate a new document. API summary: create a document.
create_document_create_timeline_attachmentChanges dataCreate a new document. API summary: Creates a new timeline message attachment - which is the link between /timeline/message and /documents/document.
create_employeeChanges dataCreate a new employee. API summary: Add a new employee.
create_hourstypeChanges dataCreate a new hourstype. API summary: Add a new hour type.
create_invoiceChanges dataCreate an invoice. Pass `organization_id` or `person_id`, `invoice_lines`, `payment_term_id`, `date` and optional `project_id`, `subject` and `reference`.
create_leaveChanges dataCreate a new leave. API summary: Add a new hours entity for leave.
create_mergeorganizationChanges dataCreate a new mergeorganization. API summary: Merge two organizations by a given source and target id.
create_mergepersonChanges dataCreate a new mergeperson. API summary: Merge two people by a given source and target id.
create_mileageChanges dataCreate a new mileage. API summary: Add a new mileage registration.
create_optionChanges dataCreate a new option. API summary: Creates an option.
create_organizationChanges dataCreate an organization. Pass `name` plus optional `email`, `phone`, `url`, `coc_code`, `vat_number`, `visiting_address`, `postal_address`, `relation_manager` and `note`.
create_paymentChanges dataCreate a new payment. API summary: Add a new payment.
create_personChanges dataCreate a person. Pass `first_name`, `family_name` and optional `email`, `phone`, `address` and `note`.
create_productChanges dataCreate a new product. API summary: Add a new shared item.
create_projectChanges dataCreate a project. Pass `name`, `organization_id` or `person_id`, `project_manager_id`, `start_date`/`end_date`, `billable` and optional `note`.
create_project_2Changes dataCreate a new project. API summary: Creates a new project assignment.
create_project_create_projects_assignmentstatusChanges dataCreate a new project. API summary: Creates a new project assignment status.
create_project_create_sales_serviceChanges dataCreate a new project. API summary: Add a new service.
create_projectemployeeChanges dataCreate a new projectemployee. API summary: Add an employee to a project.
create_quoteChanges dataCreate a new quote. API summary: create a quote template.
create_quotetemplateChanges dataCreate a new quotetemplate. API summary: create a quote template.
create_saleChanges dataCreate a sales opportunity. Pass `subject`, `organization_id` or `person_id`, `responsible_employee_id`, and optional `expected_revenue`, `chance_to_score`, `expected_closing_date`, `status_id` and `note`.
create_submissionChanges dataCreate a new submission. API summary: Submit all the employee's hours between the start and end date.
create_timerChanges dataCreate a new timer. API summary: Add a new timer.
create_timesheetrowChanges dataCreate a new timesheetrow. API summary: Submit a timesheet week row for the given employee.
create_timetableChanges dataCreate a new timetable. API summary: Add a new timetable.
create_workflowChanges dataCreate a new workflow. API summary: Add a new workflow.
delete_absenceDeletesPermanently delete a absence by absence id. Destructive action; may require approval. API summary: Deletes the absence for the given id.
delete_approvalDeletesPermanently delete a approval by approval id. Destructive action; may require approval. API summary: Deletes the hours approval with the given approval id.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Deletes the organization for the given id.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Deletes the person for the given id.
delete_contactpersonDeletesPermanently delete a contactperson by contactperson id. Destructive action; may require approval. API summary: Deletes the contact person for the given id.
delete_defaultserviceDeletesPermanently delete a defaultservice by defaultservice id. Destructive action; may require approval. API summary: Deletes the default service with the given id.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the document with the given id.
delete_document_delete_documents_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the document with the given id.
delete_document_delete_documents_externaldocumentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the external document with the given id.
delete_document_delete_hrm_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the document with the given id.
delete_document_delete_invoices_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the document with the given id.
delete_document_delete_projects_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the document with the given id.
delete_document_delete_sales_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the document with the given id.
delete_document_delete_timeline_attachmentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes the timeline message attachment for the given id.
delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Deletes the customfield group for the given id.
delete_hourDeletesPermanently delete a hour by hour id. Destructive action; may require approval. API summary: Deletes the hours registration with the given hours id.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Deletes the invoice for the given id.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes the timeline message for the given id.
delete_mileageDeletesPermanently delete a mileage by mileage id. Destructive action; may require approval. API summary: Deletes the mileage registration with the given mileage id.
delete_optionDeletesPermanently delete a option by option id. Destructive action; may require approval. API summary: Deletes the customfield option for the given id.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes the shared item with the given id.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Deletes the project with the given id.
delete_project_delete_projects_serviceDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Deletes the service with the given id.
delete_project_delete_sales_serviceDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Deletes the service with the given id.
delete_projectemployeeDeletesPermanently delete a projectemployee by projectemployee id. Destructive action; may require approval. API summary: Remove an employee from a project.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Deletes the quote template with the given id.
delete_quotetemplateDeletesPermanently delete a quotetemplate by quotetemplate id. Destructive action; may require approval. API summary: Deletes the quote template with the given id.
delete_timerDeletesPermanently delete a timer by timer id. Destructive action; may require approval. API summary: Deletes the timer with the given timer id.
delete_timesheetrowDeletesPermanently delete a timesheetrow by timesheetrow id. Destructive action; may require approval. API summary: Deletes the timesheet row with the supplied timesheetrow id.
delete_timetableDeletesPermanently delete a timetable by timetable id. Destructive action; may require approval. API summary: Deletes the timetable with given id.
delete_workflowDeletesPermanently delete a workflow by workflow id. Destructive action; may require approval. API summary: Deletes the workflow with the given id.
get_absenceGet one absence by absence id. API summary: Fetches a single absence by its id.
get_absencetypeGet one absencetype by absencetype id. API summary: Fetches a single absence type by absence type id.
get_approvalGet one approval by approval id. API summary: Fetches a single approval status for a day for an employee.
get_approvalstatusGet one approvalstatus by approvalstatus id. API summary: Fetches a single hour status by hour type id.
get_civilstatusGet one civilstatus by civilstatus id. API summary: Fetches a single contract type by id.
get_contactpersonGet one contactperson by contactperson id. API summary: Fetches a single contact person by id.
get_contractGet one contract by contract id. API summary: Fetches a single contract by id.
get_contracttypeGet one contracttype by contracttype id. API summary: Fetches a single contract type by id.
get_converttoprojectGet one converttoproject by converttoproject id. API summary: Shows if the provided sale id can be converted to a project.
get_coststypeGet one coststype by coststype id. API summary: Fetches a single cost type by cost type id.
get_countryGet one country by country id. API summary: Fetches a single country by id.
get_defaultactionGet one defaultaction by defaultaction id. API summary: Fetches a single default action by its id.
get_defaultserviceGet one defaultservice by defaultservice id. API summary: Fetches a single default service by id.
get_defaulttaskGet one defaulttask by defaulttask id. API summary: Fetches a single default task by its id.
get_defaultworkflowGet one defaultworkflow by defaultworkflow id. API summary: Fetches a single default workflow by its id.
get_defaultworkflowgroupGet one defaultworkflowgroup by defaultworkflowgroup id. API summary: Fetches a single default workflow group by its id.
get_documentGet one document by document id. API summary: Fetches a single document for CRM by its id.
get_document_get_crm_documenttype_by_idGet one document by document id. API summary: Fetches a single document type for CRM by its id.
get_document_get_documents_document_by_idGet one document by document id. API summary: Fetches a single document by its id.
get_document_get_documents_documenttype_by_idGet one document by document id. API summary: Fetches a single document type by its id.
get_document_get_documents_externaldocument_by_idGet one document by document id. API summary: Fetches a single external document by its id.
get_document_get_hrm_document_by_idGet one document by document id. API summary: Fetches a single document for HRM by its id.
get_document_get_hrm_documenttype_by_idGet one document by document id. API summary: Fetches a single document type for HRM by its id.
get_document_get_invoices_document_by_idGet one document by document id. API summary: Fetches a single document for invoices by its id.
get_document_get_invoices_documenttype_by_idGet one document by document id. API summary: Fetches a single document type for Invoices by its id.
get_document_get_projects_document_by_idGet one document by document id. API summary: Fetches a single document for projects by its id.
get_document_get_projects_documenttype_by_idGet one document by document id. API summary: Fetches a single document type for Projects by its id.
get_document_get_sales_document_by_idGet one document by document id. API summary: Fetches a single document for sales by its id.
get_document_get_sales_documenttype_by_idGet one document by document id. API summary: Fetches a single document type for Sales by its id.
get_downloadGet one download by download id. API summary: Fetches a single file by document id.
get_employeeGet one employee by employee id. API summary: Fetches a single employee by id.
get_employeecustomfieldGet one employeecustomfield by employeecustomfield id. API summary: Fetches a single custom field available for employee.
get_employeecustomfieldgroupGet one employeecustomfieldgroup by employeecustomfieldgroup id. API summary: Fetches a single custom field group available for employee.
get_employeeexpenseGet one employeeexpense by employeeexpense id. API summary: Fetches a single expense for an employee.
get_employeetypeGet one employeetype by employeetype id. API summary: Fetches a single employee type by id.
get_employmenttypeGet one employmenttype by employmenttype id. API summary: Fetches a single contract type by id.
get_expenseGet one expense by expense id. API summary: Fetches a single expense for an employee.
get_genderGet one gender by gender id. API summary: Fetches a single gender by id.
get_groupGet one group by group id. Results are paginated. API summary: Fetches single custom field group.
get_hourGet one hour by hour id. API summary: Fetches a single hours by hours id.
get_hourstypeGet one hourstype by hourstype id. API summary: Fetches a single hour type by hour type id.
get_industryGet one industry by industry id. API summary: Fetches a industry type by id.
get_interestGet one interest by interest id. API summary: Fetches a single interest by id.
get_invoiceGet one invoice by `invoice_id`, with lines, totals, status and payments.
get_invoice_get_invoices_invoicestatus_by_idGet one invoice by invoice id. API summary: Fetches a single invoice status by id.
get_leaveGet one leave by leave id. API summary: Fetches a single leave by its id.
get_leavetypeGet one leavetype by leavetype id. API summary: Fetches a single leave type by leave type id.
get_messageGet one message by message id. API summary: Fetches a single time line message by id.
get_messagetypeGet one messagetype by messagetype id. API summary: Fetches a single timeline message type by id.
get_mileageGet one mileage by mileage id. API summary: Fetches a single mileage by mileage id.
get_modelGet one model by model id. Results are paginated. API summary: Fetches all custom field models.
get_myorganizationprofileGet one myorganizationprofile by myorganizationprofile id. API summary: Fetches a single my organization profile by id.
get_optionGet one option by option id. Results are paginated. API summary: Fetches single custom field option.
get_orderGet one order by order id. API summary: Fetches a single project purchase record.
get_organizationGet one organization by `company_id`, with addresses, contacts and relation details.
get_organizationcustomfieldGet one organizationcustomfield by organizationcustomfield id. API summary: Fetches a single custom field available for organization.
get_organizationcustomfieldgroupGet one organizationcustomfieldgroup by organizationcustomfieldgroup id. API summary: Fetches a single custom field group available for organization.
get_organizationsizeGet one organizationsize by organizationsize id. API summary: Fetches a single organization size by id.
get_paymentGet one payment by payment id. API summary: Fetches a single payment by id.
get_paymenttermGet one paymentterm by paymentterm id. API summary: Fetches a single payment term by id.
get_personGet one person by `contact_id`.
get_personcustomfieldGet one personcustomfield by personcustomfield id. API summary: Fetches a single custom field available for person.
get_personcustomfieldgroupGet one personcustomfieldgroup by personcustomfieldgroup id. API summary: Fetches a single custom field group available for person.
get_productGet one product by product id. API summary: Fetches a single shared item by id.
get_projectGet one project by `project_id`, with organization, manager, status, services and budget.
get_project_2Get one project by project id. API summary: Fetches all a single assignment by its id.
get_project_get_projects_assignmentstatus_by_idGet one project by project id. Results are paginated. API summary: Fetches a single assignment status by its id.
get_project_get_projects_projectstatus_by_idGet one project by project id. API summary: Fetches a single projects status by id.
get_project_get_projects_service_by_idGet one project by project id. API summary: Fetches a single service by id.
get_project_get_sales_service_by_idGet one project by project id. API summary: Fetches a single service by id.
get_projectcustomfieldGet one projectcustomfield by projectcustomfield id. API summary: Fetches a single custom field available for projects.
get_projectcustomfieldgroupGet one projectcustomfieldgroup by projectcustomfieldgroup id. API summary: Fetches a single custom field group available for project.
get_projectfilterGet one projectfilter by projectfilter id. API summary: Fetches a single filter available for projects.
get_propositionGet one proposition by proposition id. API summary: Fetches a single proposition by id.
get_purchasetypeGet one purchasetype by purchasetype id. API summary: Fetches a single purchase type by id.
get_quoteGet one quote by `quote_id`, with lines, totals and status.
get_quotestatusGet one quotestatus by quotestatus id. API summary: Fetches a single quote status for quotes by its id.
get_quotetemplateGet one quotetemplate by quotetemplate id. API summary: Fetches a single quote template for sales by its id.
get_relationtypeGet one relationtype by relationtype id. API summary: Fetches a single relation type by id.
get_remindersetGet one reminderset by reminderset id. API summary: Fetches a single invoice reminder set by id.
get_remindertemplateGet one remindertemplate by remindertemplate id. API summary: Fetches a single invoice reminder template by id.
get_revenuegroupGet one revenuegroup by revenuegroup id. API summary: Fetches a single revenue group by id.
get_reverseinvoiceGet one reverseinvoice by reverseinvoice id. API summary: Fetches a single project reverse invoice.
get_saleGet one sales opportunity by `sale_id`, with status, progress, expected revenue and closing date.
get_salescustomfieldGet one salescustomfield by salescustomfield id. API summary: Fetches a single custom field available for sales.
get_salescustomfieldgroupGet one salescustomfieldgroup by salescustomfieldgroup id. API summary: Fetches a single custom field group available for project.
get_salesfilterGet one salesfilter by salesfilter id. API summary: Fetches a single filter available for sales.
get_salesprogressGet one salesprogress by salesprogress id. API summary: Fetches a single sales progress by id.
get_salesreasonGet one salesreason by salesreason id. API summary: Fetches a single sales reason by id.
get_salessourceGet one salessource by salessource id. API summary: Fetches a single sales source by id.
get_salesstatusGet one salesstatus by salesstatus id. API summary: Fetches a single sales status by id.
get_teamGet one team by team id. API summary: Fetches a single team by id.
get_timerGet one timer by timer id. API summary: Fetches a single timer by its id.
get_timetableGet one timetable by timetable id. API summary: Fetches a single timetable by id.
get_typeGet one type by type id. Results are paginated. API summary: Fetches single custom field type.
get_vatclassGet one vatclass by vatclass id. API summary: Fetches a single vat class by id.
get_workflowGet one workflow by workflow id. API summary: Fetches a single workflow by its id.
list_absencesList absences. Optional filters: sort. Results are paginated. API summary: Fetches all absence for employees.
list_absencetypesList absencetypes. Optional filters: sort. Results are paginated. API summary: Fetches all absence types.
list_approvalsList approvals. Optional filters: sort. Results are paginated. API summary: Fetches the approval status of each day for each employee.
list_approvalstatusesList approvalstatuses. Optional filters: sort. Results are paginated. API summary: Fetches all hour types.
list_civilstatusesList civilstatuses. Optional filters: sort. Results are paginated. API summary: Fetches all available civil statuses.
list_contactpeopleList contactpeople. Optional filters: sort or select. Results are paginated. API summary: Fetches all contact persons.
list_contractsList contracts. Optional filters: sort. Results are paginated. API summary: Fetches all contracts.
list_contracttypesList contracttypes. Optional filters: sort. Results are paginated. API summary: Fetches all available contract types.
list_coststypesList coststypes. Optional filters: sort. Results are paginated. API summary: Fetches all cost types.
list_countriesList countries. Optional filters: sort. Results are paginated. API summary: Fetches all available countries.
list_customersList customers. Optional filters: sort. Results are paginated. API summary: Fetches all debtors available (organization and if business to consumer is enabled person also.
list_defaultactionsList defaultactions. Optional filters: sort. Results are paginated. API summary: Fetches all default actions.
list_defaultservicesList defaultservices. Optional filters: sort. Results are paginated. API summary: Fetches all default services.
list_defaulttasksList defaulttasks. Optional filters: sort. Results are paginated. API summary: Fetches all default tasks.
list_defaultworkflowgroupsList defaultworkflowgroups. Optional filters: sort. Results are paginated. API summary: Fetches all default workflow groups.
list_defaultworkflowsList defaultworkflows. Optional filters: sort. Results are paginated. API summary: Fetches all default workflows.
list_documentsList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available documents for CRM.
list_documents_get_crm_documenttypeList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available document types for CRM.
list_documents_get_documents_document9List documents. Optional filters: sort. Results are paginated. API summary: Fetches all documents.
list_documents_get_documents_documenttypeList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available document types.
list_documents_get_documents_externaldocumentList documents. Optional filters: sort. Results are paginated. API summary: Fetches all external documents.
list_documents_get_hrm_documentList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available documents for HRM.
list_documents_get_hrm_documenttypeList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available document types for HRM.
list_documents_get_invoices_documentList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available documents for invoices.
list_documents_get_invoices_documenttypeList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available document types for Invoices.
list_documents_get_projects_documentList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available documents for projects.
list_documents_get_projects_documenttypeList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available document types for Projects.
list_documents_get_sales_documentList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available documents for sales.
list_documents_get_sales_documenttypeList documents. Optional filters: sort. Results are paginated. API summary: Fetches all available document types for Sales.
list_employeecustomfieldgroupsList employeecustomfieldgroups. Optional filters: sort. Results are paginated. API summary: Fetches all custom field groups available for employees.
list_employeecustomfieldsList employeecustomfields. Optional filters: sort. Results are paginated. API summary: Fetches all custom fields available for employees.
list_employeeexpensesList employeeexpenses. Optional filters: sort. Results are paginated. API summary: Fetches the expenses of employees.
list_employeesList employees with their IDs, names and teams.
list_employeetypesList employeetypes. Optional filters: sort. Results are paginated. API summary: Fetches all available employee types.
list_employmenttypesList employmenttypes. Optional filters: sort. Results are paginated. API summary: Fetches all available contract types.
list_expensesList expenses. Optional filters: sort. Results are paginated. API summary: Fetches the expenses of employees.
list_gendersList genders. Optional filters: sort. Results are paginated. API summary: Fetches all available genders.
list_groupsList groups. Optional filters: sort. Results are paginated. API summary: Fetches all custom field groups.
list_hour_typesList hour types with their IDs, needed as `type_id` when logging hours.
list_hoursList registered hours. Page with `limit` and `offset`, order with `sort`.
list_industriesList industries. Optional filters: sort. Results are paginated. API summary: Fetches all industry types.
list_interestsList interests. Optional filters: sort. Results are paginated. API summary: Fetches all interests available.
list_invoicesList invoices. Page with `limit` and `offset`, order with `sort`.
list_invoices_get_invoices_invoicestatusList invoices. Optional filters: sort. Results are paginated. API summary: Fetches all invoice status.
list_leavebalancesList leavebalances. Optional filters: sort. Results are paginated. API summary: Fetches all leave balances for employees.
list_leavesList leaves. Optional filters: sort. Results are paginated. API summary: Fetches all leave for employees.
list_leavetypesList leavetypes. Optional filters: sort. Results are paginated. API summary: Fetches all leave types.
list_messagesList messages. Optional filters: sort. Results are paginated. API summary: Fetches all messages.
list_messagetypesList messagetypes. Optional filters: sort. Results are paginated. API summary: Fetches all message types.
list_mileagesList mileages. Optional filters: sort. Results are paginated. API summary: Fetches all mileages.
list_modelsList models. Optional filters: sort. Results are paginated. API summary: Fetches all custom field models.
list_mostrecentsList mostrecents. Optional filters: q before date, q employee id or q type. API summary: Find the most recent timesheet row.
list_myorganizationprofilesList myorganizationprofiles. Optional filters: sort. Results are paginated. API summary: Fetches all my organization profiles.
list_optionsList options. Optional filters: sort. Results are paginated. API summary: Fetches all custom field options.
list_ordersList orders. Optional filters: sort. Results are paginated. API summary: Fetches all project purchase records.
list_organizationcustomfieldgroupsList organizationcustomfieldgroups. Optional filters: sort. Results are paginated. API summary: Fetches all custom field groups available for organizations.
list_organizationcustomfieldsList organizationcustomfields. Optional filters: sort. Results are paginated. API summary: Fetches all custom fields available for organizations.
list_organizationsList organizations (companies) in the CRM. Page with `limit` and `offset`, order with `sort`.
list_organizationsizesList organizationsizes. Optional filters: sort. Results are paginated. API summary: Fetches all available organization sizes.
list_paymentsList payments. Optional filters: sort. Results are paginated. API summary: Fetches all payments.
list_paymenttermsList paymentterms. Optional filters: sort. Results are paginated. API summary: Fetches all paymentterms.
list_personcustomfieldgroupsList personcustomfieldgroups. Optional filters: sort. Results are paginated. API summary: Fetches all custom field groups available for persons.
list_personcustomfieldsList personcustomfields. Optional filters: sort. Results are paginated. API summary: Fetches all custom fields available for persons.
list_personsList persons (individual contacts) in the CRM. Page with `limit` and `offset`.
list_productsList products. Optional filters: sort. Results are paginated. API summary: Fetches all shared items.
list_project_planning_budgetsList planning budgets for a project. Optional filters: by or until date. API summary: Fetches the assignment budget info of a project.
list_project_planning_budgets_get_projects_service_by_id2List planning budgets for a project. Optional filters: by or until date. API summary: Fetches the assignment budget info of a project service.
list_project_servicesList project services (the billable parts of projects) with their IDs, needed when logging hours.
list_projectcustomfieldgroupsList projectcustomfieldgroups. Optional filters: sort. Results are paginated. API summary: Fetches all custom field groups available for projects.
list_projectcustomfieldsList projectcustomfields. Optional filters: sort. Results are paginated. API summary: Fetches all custom fields available for projects.
list_projectsList projects. Page with `limit` and `offset`, order with `sort`.
list_projects_2List projects. Optional filters: sort. Results are paginated. API summary: Fetches all available assignments for projects.
list_projects_get_projects_assignmentbudgetList projects. Optional filters: q range start, q employee id, q assignment id or sort. Results are paginated. API summary: Get budget information (planned amount, spent amount etc.) of assignment within given date range.
list_projects_get_projects_assignmentstatusList projects. Optional filters: sort. Results are paginated. API summary: Fetches all available assignment statuses for projects.
list_projects_get_projects_projectstatusList projects. Optional filters: sort. Results are paginated. API summary: Fetches all projects statusses.
list_projects_get_sales_serviceList projects. Optional filters: sort. Results are paginated. API summary: Fetches all services.
list_propositionsList propositions. Optional filters: sort. Results are paginated. API summary: Show all available propositions.
list_purchasetypesList purchasetypes. Optional filters: sort. Results are paginated. API summary: Fetches all purchase types.
list_quotesList quotes. Page with `limit` and `offset`.
list_quotestatusesList quotestatuses. API summary: Fetches all quote statuses.
list_quotetemplatesList quotetemplates. Optional filters: sort. Results are paginated. API summary: Fetches all available quote templates for sales.
list_relationtypesList relationtypes. Optional filters: sort. Results are paginated. API summary: Fetches all relation types.
list_remindersetsList remindersets. Optional filters: sort. Results are paginated. API summary: Fetches all invoice reminder sets.
list_remindertemplatesList remindertemplates. Optional filters: sort. Results are paginated. API summary: Fetches all invoice reminder templates.
list_revenuegroupsList revenuegroups. Optional filters: sort. Results are paginated. API summary: Fetches all revenue groups.
list_reverseinvoicesList reverseinvoices. Optional filters: sort. Results are paginated. API summary: Fetches all reverse invoice records.
list_salesList sales opportunities. Page with `limit` and `offset`.
list_salescustomfieldgroupsList salescustomfieldgroups. Optional filters: sort. Results are paginated. API summary: Fetches all custom field groups available for sales.
list_salescustomfieldsList salescustomfields. Optional filters: sort. Results are paginated. API summary: Fetches all custom fields available for sales.
list_salesprogressesList salesprogresses. Optional filters: sort. Results are paginated. API summary: Fetches all sales progresses.
list_salesreasonsList salesreasons. Optional filters: sort or select. Results are paginated. API summary: Fetches all sales reasons.
list_salessourcesList salessources. Optional filters: sort. Results are paginated. API summary: Fetches all sales source.
list_salesstatusesList salesstatuses. Optional filters: sort. Results are paginated. API summary: Fetches all sales statusses.
list_submissionsList submissions. Optional filters: q start date, q end date or q employee id. API summary: Fetches hours submission status, by date, for an employee.
list_teamsList teams. Optional filters: sort. Results are paginated. API summary: Fetches all teams.
list_timersList timers. Optional filters: sort. Results are paginated. API summary: Fetches all timers.
list_timesheetrowsList timesheetrows. Optional filters: q start date, q end date or q employee id. API summary: Fetches timesheet rows, by date, for an employee.
list_timetablesList timetables. Optional filters: sort. Results are paginated. API summary: Fetches all available timetables.
list_typesList types. Optional filters: sort. Results are paginated. API summary: Fetches all custom field types.
list_vatclassesList vatclasses. Optional filters: sort. Results are paginated. API summary: Fetches all to vat class.
list_workflowsList workflows. Optional filters: sort. Results are paginated. API summary: Fetches all workflows.
log_hoursChanges dataRegister hours. Pass `employee_id`, `project_id`, `projectservice_id`, `type_id` (hour type), `start_date` and `hours`, plus optional `note` and `billable`.
search_projectfiltersSearch projectfilters by sort. Use this to find existing projectfilters before creating a new projectfilter. Results are paginated. API summary: Fetches all filters available for projects.
search_salesfiltersSearch salesfilters by sort. Use this to find existing salesfilters before creating a new salesfilter. Results are paginated. API summary: Fetches all filters available for sales.
submit_hourVisible to othersSubmit a hour. Has effects visible outside this system. API summary: Submit hours for approval.
submit_projectVisible to othersDuplicate a project (service id). Has effects visible outside this system. API summary: Duplicates a service on base of the id.
submit_project_duplicateVisible to othersDuplicate a project (service id). Has effects visible outside this system. API summary: Duplicates a service on base of the id.
submit_saleVisible to othersDuplicate a sale (sale id). Has effects visible outside this system. API summary: Duplicates a sales deal on base of the id.
update_absenceChanges dataUpdate an existing absence identified by absence id. API summary: Updates an hour entity for absence for the given id.
update_approvalChanges dataUpdate an existing approval identified by approval id. API summary: Updates a hours approval for the given approval id.
update_chunkedChanges dataUpdate an existing chunked identified by chunked id. API summary: Upload next chunk to specific chunkedupload.
update_defaultserviceChanges dataUpdate an existing defaultservice identified by defaultservice id. API summary: Updates a default service for the given id.
update_documentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: update a document.
update_employeeChanges dataUpdate an existing employee identified by employee id. API summary: Updates an existing employee.
update_groupChanges dataUpdate an existing group identified by group id. API summary: Updates an group for the given id.
update_hoursChanges dataUpdate a registered hours entry by `hour_id`. Pass only the fields to change.
update_hourstypeChanges dataUpdate an existing hourstype identified by hourstype id. API summary: Updates a hour type registration for the given hour type id.
update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Updates a invoice for the given id.
update_leaveChanges dataUpdate an existing leave identified by leave id. API summary: Updates an hour entity for leave for the given id.
update_mileageChanges dataUpdate an existing mileage identified by mileage id. API summary: Updates a mileage registration for the given mileage id.
update_optionChanges dataUpdate an existing option identified by option id. API summary: Updates an option.
update_ordersVisible to othersUpdate an existing order. Has effects visible outside this system. API summary: Change order for timesheetrows.
update_organizationChanges dataUpdate an organization by `company_id`. Pass only the fields to change.
update_personChanges dataUpdate a person by `contact_id`. Pass only the fields to change.
update_productChanges dataUpdate an existing product identified by product id. API summary: Updates an existing shared item.
update_projectChanges dataUpdate a project by `project_id`, e.g. name, status, dates or manager. Pass only the fields to change.
update_project_2Changes dataUpdate an existing project identified by project id. API summary: Updates a project assignment for the given id.
update_project_update_projects_assignmentstatusChanges dataUpdate an existing project identified by project id. API summary: Updates a project assignment status for the given id.
update_project_update_projects_serviceChanges dataUpdate an existing project identified by project id. API summary: Updates a service for the given id.
update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: update a quote template.
update_quoteemailChanges dataUpdate an existing quoteemail identified by quoteemail id. API summary: append only a single email to the emails collection quote.
update_quotetemplateChanges dataUpdate an existing quotetemplate identified by quotetemplate id. API summary: update a quote template.
update_saleChanges dataUpdate a sales opportunity by `sale_id`, e.g. its status, progress or expected revenue. Pass only the fields to change.
update_timerChanges dataUpdate an existing timer identified by timer id. API summary: Updates a timer for the given timer id.
update_timetableChanges dataUpdate an existing timetable identified by timetable id. API summary: Updates an existing timetable.
update_workflowChanges dataUpdate an existing workflow identified by workflow id. API summary: Updates a workflow for the given id.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Simplicate from the app list.
2
Paste your key
Paste an API key and API secret from Simplicate, and enter your Simplicate subdomain (the "acme" in acme.simplicate.nl). In Simplicate go to General settings → API and add an API token. The token gets the rights of the user it is created for.
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 Simplicate?

It can list and read organizations, persons, projects, project services, hours, hour types, employees, sales, quotes and invoices. It can create and update organizations, persons, projects, sales and hours, create invoices, and add notes to the timeline of an organization, person, project, sale, invoice or employee.

Does the AI see my Simplicate credentials?

No. Your Simplicate credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Creating invoices and adding timeline notes produce records your colleagues see, so these 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 with no credit card required. Paid plans bill per completed task. You also need your own Simplicate account.

Which rights does the AI get in Simplicate?

The API token gets the rights of the user it is created for in Simplicate. The AI can never do more than that user, and on top of that only the tools you switch on in HeyMyApps. To keep access narrow, create the token for a user with limited rights.