Integration · CRM & sales

Connect Claude & ChatGPT to Skalin

Ask your AI which customer accounts have alerts, what happened in the last calls with a client, or to log a meeting in Skalin. It can create and update customers, contacts and opportunities, work through tasks and search across your whole workspace. Customer success questions get answered without opening each account.

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Try asking

“Which customers have alerts right now?”
The AI lists alerts raised on customer accounts, such as churn or health signals, with the account they belong to.
“What has happened with Acme over the last month?”
It finds the customer and reads its interaction history: emails, calls, meetings, notes and tickets.
“Log today's call with Acme: they want to add 10 seats in Q3.”
It adds a CALL interaction to the customer's timeline with title, notes and time. Nothing is sent to the customer.

What your AI can do

Customers and contacts

List, create and update customer accounts with stage, CSM owner, tags and health profile, and manage their contacts.

Interactions and alerts

Read each customer's timeline, log emails, calls, meetings, notes and tickets, and list alerts on accounts.

Deals and tasks

Create and update opportunities in your pipelines, and read, update, complete and comment on tasks.

“Create a 12,000 EUR upsell opportunity for Acme closing end of June.”
It looks up your pipelines and stages, then creates the deal with amount, stage, close date and customer.
“Mark my onboarding task for Acme as completed.”
It finds the task linked to the customer and sets its status to COMPLETED.
“Add Jane Doe, [email protected], as a contact at Acme.”
It finds the customer and adds the contact with name, email and job title if you give one.

172 tools for Skalin

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

comment_on_taskChanges dataAdd a comment to a task by `task_id` with `content`; `visibility` PUBLIC (whole workspace) or PRIVATE (only you).
create_a_new_customer_stageChanges dataCreate a new customer. Required: client id or name. Search customers first to avoid duplicates. API summary: Create a new customer stage.
create_a_new_health_score_profileChanges dataCreate a new customer. Required: client id or name. Search customers first to avoid duplicates. API summary: Create a new health score profile.
create_a_new_opportunity_pipelineChanges dataCreate a new deal. Required: client id or name. Search deals first to avoid duplicates. API summary: Create a new opportunity pipeline.
create_a_new_task_templateChanges dataCreate a new task. Required: client id or name. Search tasks first to avoid duplicates. API summary: Create a new task template.
create_a_new_user_teamChanges dataCreate a new user. Required: client id or name. Search users first to avoid duplicates. API summary: Create a new user team.
create_agreementChanges dataCreate a new agreement. Required: client id. Search agreements first to avoid duplicates.
create_alertChanges dataCreate a new alert. Required: client id, type or trigger. Search alerts first to avoid duplicates.
create_contactChanges dataAdd a contact to a customer. Requires `customer_id` and `email`; optionally first/last name, phone, job title, language (fr, en, de), tags and description.
create_contact_2Changes dataCreate a new contact. Required: client id, email or customer. Search contacts first to avoid duplicates.
create_customChanges dataCreate a new custom. Required: client id, name, type, entity or data type. Search customs first to avoid duplicates. API summary: Create a new custom field.
create_customerChanges dataCreate a customer account. Requires `name` and `domain`; optionally stage, tags, CSM owner email (`csm_owner`), health score profile, currency, ref_id and description.
create_customer_agreementChanges dataCreate a new agreement for a customer. Required: client id. Search agreements first to avoid duplicates. API summary: Create a new agreement associated with a specified customer.
create_customer_rankChanges dataCreate a new rank for a customer. Required: client id or rank. API summary: Move a customer stage.
create_deal_documentChanges dataCreate a new document for a deal. Required: client id, customer id or link. API summary: Create a new attachment.
create_deal_messageChanges dataCreate a new message for a deal. Required: client id or content. API summary: Create a new comment.
create_goalChanges dataCreate a new goal. Required: client id or name.
create_goal_profileChanges dataCreate a new goal profile. Required: client id or name.
create_interaction_messageChanges dataCreate a new message for a interaction. Required: client id or content. API summary: Create a new interaction comment.
create_interaction_snippetChanges dataCreate a new interaction snippet. Required: client id, title or body.
create_opportunityChanges dataCreate an opportunity (deal) with title, amount, customer (customer_id, or `customer` as domain/refId/name), pipeline_id, stage, close_date, owner user_id and description.
create_projectChanges dataCreate a new project. Required: client id. Search projects first to avoid duplicates. API summary: Create a new task project.
create_step_retryChanges dataCreate a new retry for a step. Required: client id. API summary: Retry a step.
create_step_skipChanges dataCreate a new skip for a step. Required: client id. API summary: Skip a step.
create_tagChanges dataCreate a new tag. Required: client id, name or entity.
create_taskChanges dataCreate a new task. Required: client id, status, type, title or due date. Search tasks first to avoid duplicates.
create_userChanges dataCreate a new user. Required: client id or email. Search users first to avoid duplicates.
create_user_goalChanges dataCreate a new user. Required: client id. Search users first to avoid duplicates. API summary: Assign a goal profile to a user.
create_user_roleDeletesCreate a new user. Required: client id or role. Search users first to avoid duplicates. Destructive action; may require approval. API summary: Set a user's role.
create_webhookDeletesCreate a new webhook. Required: client id, name or status. Destructive action; may require approval.
delete_a_customer_stageDeletesPermanently delete a customer by customer name. Destructive action; may require approval. API summary: Delete a customer stage.
delete_a_health_score_profileDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete a health score profile.
delete_a_task_templateDeletesPermanently delete a task by template id. Destructive action; may require approval. API summary: Delete a task template.
delete_agreementDeletesPermanently delete a agreement by agreement id. Destructive action; may require approval. API summary: Delete an agreement.
delete_alertDeletesPermanently delete a alert by alert id. Destructive action; may require approval. API summary: Delete an alert.
delete_an_opportunity_pipelineDeletesPermanently delete a deal by pipeline id. Destructive action; may require approval. API summary: Delete an opportunity pipeline.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_customDeletesPermanently delete a custom by custom id. Destructive action; may require approval. API summary: Delete a custom field.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval.
delete_customer_agreementDeletesPermanently delete a agreement by agreement id. Destructive action; may require approval. API summary: Delete an agreement of a specified customer.
delete_customer_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete a contact of a specified customer.
delete_customer_interactionDeletesPermanently delete a interaction by interaction id. Destructive action; may require approval. API summary: Delete an interaction.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete an opportunity.
delete_deal_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete an attachment.
delete_deal_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
delete_goalDeletesPermanently delete a goal by goal id. Destructive action; may require approval.
delete_goal_profileDeletesPermanently delete a goal profile by goal profile id. Destructive action; may require approval.
delete_interaction_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete an interaction comment.
delete_interaction_snippetDeletesPermanently delete a interaction snippet by snippet id. Destructive action; may require approval. API summary: Delete an interaction snippet.
delete_playbook_activationDeletesPermanently delete a activation by activation id. Destructive action; may require approval. API summary: Delete an activation.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete a task project.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
delete_task_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
delete_userDeletesPermanently delete a user by team id. Destructive action; may require approval. API summary: Delete a user team.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
get_activation_statusChanges dataGet the current status of a activation by activation id. API summary: Change an activation's status.
get_agreementGet one agreement by agreement id. API summary: Get agreement information.
get_agreement_information_by_refidGet one ref by ref id. API summary: Get agreement information by refId.
get_alertGet one alert by alert id. API summary: Get alert information.
get_contactGet one contact by `contact_id`, with name, email, phone, job title, language, NPS score and tags.
get_contact_information_by_refidGet one ref by ref id. API summary: Get contact information by refId.
get_customerGet one customer account by `customer_id`, including stage, health profile, CSM owner, tags and currency.
get_customer_agreementGet one agreement for a customer by agreement id. API summary: Get an agreement of a specified customer.
get_customer_contactGet one contact for a customer by contact id. API summary: Get a contact of a specified customer.
get_customer_interactionGet one interaction for a customer by interaction id. API summary: Get interaction information.
get_deal_documentGet one document for a deal by document id. API summary: Get attachment information.
get_deal_messageGet one message for a deal by message id. API summary: Get comment information.
get_goalGet one goal by goal id. API summary: Get goal information.
get_goal_profileGet one goal profile by goal profile id. API summary: Get goal profile information.
get_interactionGet one interaction by `interaction_id`, with its type, title, body, contacts and timestamp.
get_interaction_messageGet one message for a interaction by message id. API summary: Get interaction comment information.
get_opportunityGet one opportunity by `deal_id`, with title, amount, stage, pipeline, close date and customer.
get_opportunity_pipeline_informationGet one deal by pipeline id. API summary: Get opportunity pipeline information.
get_playbookGet one playbook by playbook id. API summary: Get playbook information.
get_playbook_activationGet one activation for a playbook by activation id. API summary: Get activation information.
get_playbook_goalGet one goal for a playbook by goal id. API summary: Get playbook goal information.
get_playbook_versionGet one version for a playbook by version. API summary: Get a specific version of a playbook.
get_processGet one process by process id. API summary: Get an activation by process id.
get_projectGet one project by project id. API summary: Get task project information.
get_refGet one ref by ref id. API summary: Get customer information by refId.
get_tagGet one tag by tag id. API summary: Get tag information.
get_taskGet one task by `task_id`, with type, title, status, due date, assignee and linked customer or contact.
get_task_messageGet one message for a task by message id. API summary: Get comment information.
get_task_template_informationGet one task by template id. API summary: Get task template information.
get_userGet one user by user id. API summary: Get user information.
get_user_team_informationGet one user by team id. API summary: Get user team information.
get_webhookGet one webhook by webhook id. API summary: Get webhook information.
list_a_contact_s_activations_of_one_playbookSearch activations for a playbook by client id, sort or filters. Use this to find existing activations before creating a new activation. Results are paginated. API summary: List a contact's activations of one playbook.
list_a_customer_s_activations_of_one_playbookSearch activations for a playbook by client id, sort or filters. Use this to find existing activations before creating a new activation. Results are paginated. API summary: List a customer's activations of one playbook.
list_alertsList alerts raised on customer accounts (for example churn or health signals), with optional `filters`, `sort`, `page` and `limit`.
list_contact_interactionsList interactions for a contact. Optional filters: client id. API summary: List interactions associated with a specified contact.
list_contactsList contacts across all customers, with optional `filters`, `sort`, `limit` and `cursor`.
list_customer_agreementsList agreements for a customer. Optional filters: client id or sort. Results are paginated. API summary: List agreements associated with a specified customer.
list_customer_contactsList the contacts that belong to one customer, by `customer_id`.
list_customer_interactionsList the interaction history of one customer, by `customer_id`.
list_customer_opportunitiesList the opportunities (deals) of one customer, by `customer_id`.
list_customer_tasksList the tasks linked to one customer, by `customer_id`.
list_customersList customer accounts with optional `filters`, `sort`, `limit` and `cursor` for the next page. Use to find a customer's ID.
list_customers_2List customers. Optional filters: client id. API summary: List customer stages.
list_deal_documentsList documents for a deal. Optional filters: client id. Results are paginated. API summary: List an opportunity's attachments.
list_deal_messagesList messages for a deal. Optional filters: client id. Results are paginated. API summary: List an opportunity's comments.
list_defaultsList defaults. Optional filters: client id. API summary: Get the default health score profile.
list_goal_profilesList goal profiles. Optional filters: client id.
list_goal_resultsList results for a goal. Optional filters: client id. API summary: Get a playbook goal's results.
list_goalsList goals. Optional filters: client id.
list_health_score_profilesList customers. Optional filters: client id. API summary: List health score profiles.
list_interaction_messagesList messages for a interaction. Optional filters: client id. API summary: List interactions comments.
list_interaction_snippetsList interaction snippets. Optional filters: client id. Results are paginated.
list_interaction_summariesList summaries for a interaction. Optional filters: client id. API summary: Get an interaction's AI summary.
list_interactionsList interactions (emails, calls, meetings, notes, tickets) across all customers, with optional `filters`, `sort`, `page` and `limit`.
list_opportunitiesList opportunities (deals) with optional `filters`, `sort`, `page` and `limit`.
list_opportunity_pipelinesList opportunity pipelines and their stages. Use to get pipeline and stage IDs before creating or moving a deal.
list_playbook_goalsList goals for a playbook. Optional filters: client id. API summary: List a playbook's goals.
list_tagsList the tags available in your workspace.
list_task_messagesList messages for a task. Optional filters: client id. Results are paginated. API summary: List a task's comments.
list_task_templatesSearch tasks by client id, sort or filters. Use this to find existing tasks before creating a new task. Results are paginated. API summary: List task templates.
list_tasksList tasks across the workspace, with optional `filters`, `sort`, `page` and `limit`.
list_user_teamsSearch users by client id, sort or filters. Use this to find existing users before creating a new user. Results are paginated. API summary: List user teams.
list_usersList the Skalin users in your workspace, optionally filtered by `name` or a comma-separated list of `ids`. Use to find a user ID for assigning tasks or deals.
list_webhooksList webhooks. Optional filters: client id or type.
log_interactionChanges dataLog an interaction on a customer's timeline. Requires `customer_id`, `type` (EMAIL, CALL, MEET, NOTE, TICKET), `title`, `body` and `ts` (date-time); optionally direction (IN/OUT), contacts, sentiment score 1-5 and tags. This only records it; nothing is sent.
search_agreementsSearch agreements by client id, sort or filters. Use this to find existing agreements before creating a new agreement. Results are paginated. API summary: List all agreements.
search_contact_playbooks_activationsSearch playbooks activations for a contact by client id, sort or filters. Use this to find existing playbooks activations before creating a new playbooks activation. Results are paginated. API summary: List a contact's activations.
search_customer_alertsSearch alerts for a customer by client id, sort or filters. Use this to find existing alerts before creating a new alert. Results are paginated. API summary: List a customer's alerts.
search_customer_historiesSearch histories for a customer by client id, sort or filters. Use this to find existing histories before creating a new history. Results are paginated. API summary: Get a customer's history.
search_customer_playbooksSearch playbooks for a customer by client id, sort or filters. Use this to find existing playbooks before creating a new playbook. Results are paginated. API summary: List the playbooks of a customer.
search_customer_playbooks_activationsSearch playbooks activations for a customer by client id, sort or filters. Use this to find existing playbooks activations before creating a new playbooks activation. Results are paginated. API summary: List a customer's activations.
search_customer_projectsSearch projects for a customer by client id, sort or filters. Use this to find existing projects before creating a new project. Results are paginated. API summary: List a customer's task projects.
search_customsSearch customs by client id, ids, sort or filters. Use this to find existing customs before creating a new custom. Results are paginated. API summary: List custom fields.
search_manualsSearch manuals by client id, sort or filters. Use this to find existing manuals before creating a new manual. Results are paginated. API summary: List the steps awaiting a manual action.
search_playbook_activationsSearch activations for a playbook by client id, sort or filters. Use this to find existing activations before creating a new activation. Results are paginated. API summary: List a playbook's activations.
search_playbooksSearch playbooks by client id, sort or filters. Use this to find existing playbooks before creating a new playbook. Results are paginated. API summary: List playbooks.
search_playbooks_activationsSearch playbooks activations by client id, sort or filters. Use this to find existing playbooks activations before creating a new playbooks activation. Results are paginated. API summary: List activations.
search_projectsSearch projects by client id, sort or filters. Use this to find existing projects before creating a new project. Results are paginated. API summary: List task projects.
search_skalinSearch across all Skalin records (customers, contacts, deals, tasks and more) by a text term `q`, matched against labels and descriptions. Good first step when you only know a name.
submit_playbookVisible to othersActivate a playbook (playbook id). Has effects visible outside this system. API summary: Activate a playbook on a customer.
update_a_customer_stageChanges dataUpdate an existing customer identified by customer name. Only the fields you pass are changed. API summary: Update a customer stage.
update_a_health_score_profileChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed. API summary: Update a health score profile.
update_a_task_templateChanges dataUpdate an existing task identified by template id. Only the fields you pass are changed. API summary: Update a task template.
update_a_user_teamChanges dataUpdate an existing user identified by team id. Only the fields you pass are changed. API summary: Update a user team.
update_activation_stepChanges dataUpdate an existing step identified by step id. API summary: Complete a step.
update_agreementChanges dataUpdate an existing agreement identified by agreement id. Only the fields you pass are changed. API summary: Update agreement information.
update_alertChanges dataUpdate an existing alert identified by alert id. Only the fields you pass are changed. API summary: Update an alert.
update_an_opportunity_pipelineChanges dataUpdate an existing deal identified by pipeline id. Only the fields you pass are changed. API summary: Update an opportunity pipeline.
update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, job title, language, NPS score, tags or description. Only the fields you pass change.
update_contact_scoresVisible to othersUpdate an existing score identified by contact id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Record a contact's NPS score.
update_customChanges dataUpdate an existing custom identified by custom id. Only the fields you pass are changed. API summary: Update a custom field.
update_customerChanges dataUpdate a customer by `customer_id`: name, domain, stage, tags, CSM owner, csm_score (1-5 pulse), health profile, currency or description. Only the fields you pass change.
update_customer_agreementChanges dataUpdate an existing agreement identified by agreement id. Only the fields you pass are changed. API summary: Update an agreement of a specified customer.
update_customer_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Update a contact of a specified customer.
update_customer_interactionChanges dataUpdate an existing interaction identified by interaction id. Only the fields you pass are changed. API summary: Update interaction information.
update_customer_scoresVisible to othersUpdate an existing score identified by customer id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update customer CSM Pulse.
update_customer_tagsVisible to othersUpdate an existing tag identified by customer id. Has effects visible outside this system. API summary: Set a customer's tags.
update_deal_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update an attachment.
update_deal_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a comment.
update_goalChanges dataUpdate an existing goal identified by goal id. Only the fields you pass are changed. API summary: Update a goal.
update_goal_profileChanges dataUpdate an existing goal profile identified by goal profile id. Only the fields you pass are changed. API summary: Update a goal profile.
update_interaction_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update interaction comment information.
update_interaction_scoresVisible to othersUpdate an existing score identified by interaction id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set an interaction's sentiment score.
update_interaction_snippetChanges dataUpdate an existing interaction snippet identified by snippet id. Only the fields you pass are changed. API summary: Update an interaction snippet.
update_interaction_tagsVisible to othersUpdate an existing tag identified by interaction id. Has effects visible outside this system. API summary: Update interaction tags.
update_opportunityChanges dataUpdate an opportunity by `deal_id`: title, amount, stage, close_date, owner or description. Moving it to the won or lost stage closes the deal.
update_playbook_activationChanges dataUpdate an existing activation identified by activation id. Only the fields you pass are changed. API summary: Update an activation.
update_projectChanges dataUpdate an existing project identified by project id. Only the fields you pass are changed. API summary: Update a task project.
update_project_tagsVisible to othersUpdate an existing tag identified by project id. Has effects visible outside this system. API summary: Set a task project's tags.
update_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed. API summary: Update a tag.
update_taskChanges dataUpdate a task by `task_id`: title, status (DRAFT, TODO, COMPLETED), due_date, priority (0, 1, 5, 10), assignee user_id, type or description. Set status COMPLETED to close it.
update_task_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a comment.
update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update a user.
update_webhookDeletesUpdate an existing webhook identified by webhook id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update a webhook.
upload_interactionChanges dataImport a interaction. API summary: Import interaction with no Skalin internal identifier.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Skalin from the app list.
2
Paste your key
In Skalin, open Integration > API keys (app.skalin.io/#/integration/apiKeys), give a new key a name and save it. Paste the Client token ID and the Secret client token. The secret is shown only once, so copy it right away. Also enter your Skalin client ID.
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 Skalin?

The AI can read and search customers, contacts, interactions, opportunities, pipelines, tasks, alerts, tags and users. It can create customers, contacts and opportunities, log interactions, update customers, contacts, opportunities and tasks, and comment on tasks.

Does the AI see my Skalin credentials?

No. Your Skalin tokens 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. Changes like moving a deal to won or lost, or changing a customer's stage, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Skalin account.

Does logging an interaction send anything to my customer?

No. Logging an interaction only records an email, call, meeting, note or ticket on the customer's timeline in Skalin. Nothing is sent. The same goes for comments on tasks, which you can make visible to the whole workspace or only to you.