Integration · CRM & sales

Connect Claude & ChatGPT to Smokeball

Ask your AI what is open on a matter, to record half an hour of time or to give a colleague a task. It can search matters, leads and contacts in Smokeball, create and update matters, tasks and calendar events, record fees, time and expenses, add memos, read invoices and files and message clients through the client portal.

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

Try asking

“What is the status of the Johnson matter, and who works on it?”
The AI searches for the matter and reads it with clients, matter type, status and staff.
“Record 30 minutes on the Johnson matter for reviewing the lease.”
It records a fee entry on the matter with subject, date and duration, billable if you want.
“Give Sarah a task to file the response on the Johnson matter by Friday.”
It looks up the staff IDs and creates the task on the matter with Sarah as assignee and a due date.

What your AI can do

Matters and leads

Search and read matters, leads, matter types and roles, create matters or leads and update them.

Time, fees and expenses

Record fee and time entries and expenses on a matter, list them, and read the matter's invoices.

Tasks, calendar and clients

Create and list tasks and calendar events, add memos, find files and contacts, and message clients through the portal.

“Which invoices are on the Patel matter?”
It lists the invoices on the matter and can open any one of them.
“Find the signed engagement letter on the Johnson matter.”
It searches the files on the matter and returns the details of the match.
“Tell the client on the Johnson matter that the documents are ready.”
It sends the message through the matter's client portal, and the client is notified.

230 tools for Smokeball

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

add_add_onChanges dataUpdate an existing subscription identified by subscription id. API summary: Add add-on.
add_files_to_a_matterVisible to othersCreate a new document. Required: items. Search documents first to avoid duplicates. Has effects visible outside this system. API summary: Add files to a matter.
archive_matterVisible to othersArchive a matter (matter id). Has effects visible outside this system. API summary: Get the archive for a matter.
cancel_paymentMoves moneyCancel a payment (charge id). Financial or irreversible action; may require approval. API summary: Cancel usage charge.
cancel_subscriptionDeletesCancel a subscription (subscription id). Destructive action; may require approval. API summary: Cancel subscription.
create_a_subtaskChanges dataCreate a new task for a task. Required: staff id or subject. API summary: Create a subtask.
create_account_paymentChanges dataCreate a new payment for a account. API summary: Create a transaction.
create_account_protect_fundChanges dataCreate a new protect fund for a account. Required: matter id, effective date or amount. API summary: Protect bank account funds.
create_account_requisitionChanges dataCreate a new requisition for a account. Required: matter id, payee id, source or amount. API summary: Create a requisition.
create_companyChanges dataCreate a new company. API summary: Create firm.
create_contactChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create a contact.
create_contact_relationChanges dataCreate a new relation for a contact. API summary: Create a contact relation.
create_contact_tagChanges dataCreate a new tag for a contact. API summary: Add tags to a contact.
create_documentChanges dataCreate a new document. Required: file name. Search documents first to avoid duplicates. API summary: Add file to a matter.
create_employeeChanges dataCreate a new employee. Search employees first to avoid duplicates. API summary: Create firm staff member.
create_eventChanges dataCreate a calendar event with `subject`, `start_time`, `end_time`, optional `matter_id`, `location`, `attendees` and `description`.
create_event_reminderChanges dataCreate a new reminder for a event. API summary: Create reminder for an event.
create_folderChanges dataCreate a new folder. Required: name. API summary: Create a folder.
create_groupChanges dataCreate a new group. API summary: Create an authorization group.
create_intake_submissionChanges dataCreate a new submission for a intake. API summary: Create an intake submission for a matter.
create_layout_contactChanges dataCreate a new contact for a layout. Required: key or contact id. Search contacts first to avoid duplicates. API summary: Add a contact to a layout.
create_matterChanges dataCreate a matter or lead with `matter_type_id`, `client_ids`, `client_role`, `description`, `status` and staff IDs. Set `is_lead` true to create a lead.
create_matter_expenseChanges dataRecord an expense on a matter (`matter_id`) with `subject`, `expense_date`, `quantity`, `price` and optional `is_billable`.
create_matter_feeChanges dataRecord a fee or time entry on a matter (`matter_id`) with `subject`, `fee_date`, and optional `duration`, `rate`, `staff_id` and `is_billable`.
create_matter_memoChanges dataAdd a memo to a matter by `matter_id` with `title` and `text`.
create_matter_productChanges dataCreate a new product for a matter. API summary: Add a new layout.
create_matter_roleDeletesCreate a new role for a matter. Destructive action; may require approval. API summary: Add role to a matter.
create_matter_tagChanges dataCreate a new tag for a matter. API summary: Add tags to a matter.
create_notificationChanges dataCreate a new notification. API summary: Create a notification.
create_paymentChanges dataCreate a new payment. API summary: Add payment method.
create_pluginChanges dataCreate a new plugin.
create_plugin_subscriptionChanges dataCreate a new subscription for a plugin. API summary: Subscribe account to plugin.
create_plugin_urlChanges dataCreate a new url for a plugin. API summary: Request plugin URL.
create_policyChanges dataCreate a new policy. API summary: Create an authorization policy.
create_role_relationshipDeletesCreate a new relationship for a role. Destructive action; may require approval. API summary: Add relationship to a role.
create_subscriptionDeletesCreate a new subscription. Destructive action; may require approval. API summary: Create new webhook subscription.
create_subscription_paymentChanges dataCreate a new payment for a subscription. API summary: Add payment method.
create_taskChanges dataCreate a task with `subject`, `staff_id` (the creator), optional `matter_id`, `assignee_ids`, `due_date` and `note`.
create_task_2Changes dataCreate a new task. API summary: Create an activity code.
create_task_create_portal_task_asyncChanges dataCreate a new task. Required: external user id, title or url. API summary: Creates a portal task.
create_task_documentChanges dataCreate a new document for a task. Required: type. Search documents first to avoid duplicates. API summary: Create a task document.
create_usage_paymentMoves moneyCreate a new payment for a usage. Financial or irreversible action; may require approval. API summary: Create usage charge.
create_userChanges dataCreate a new user. Required: email. API summary: Create a user.
create_user_inviteVisible to othersCreate a new invite for a user. Required: email. Has effects visible outside this system. API summary: Resend a user invitation.
delete_a_subtaskDeletesPermanently delete a task by task id 2. Destructive action; may require approval. API summary: Delete a subtask.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete firm user mapping.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_contact_relationDeletesPermanently delete a relation by related contact id. Destructive action; may require approval. API summary: Delete a contact relation.
delete_contact_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Remove tags from a contact.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a file.
delete_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Deletes a firm staff member.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Delete event.
delete_event_reminderDeletesPermanently delete a reminder by reminder id. Destructive action; may require approval. API summary: Delete reminder for an event.
delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval.
delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Deletes an authorization group.
delete_layout_contactsMoves moneyPermanently delete a contact by item id. Financial or irreversible action; may require approval. API summary: Remove a contact from a layout.
delete_matterDeletesPermanently delete a matter by matter id. Destructive action; may require approval.
delete_matter_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Delete an expense.
delete_matter_feeDeletesPermanently delete a fee by fee id. Destructive action; may require approval.
delete_matter_memoDeletesPermanently delete a memo by memo id. Destructive action; may require approval.
delete_matter_productDeletesPermanently delete a product by item id. Destructive action; may require approval. API summary: Remove a layout.
delete_matter_roleDeletesPermanently delete a role by role id. Destructive action; may require approval. API summary: Remove role from a matter.
delete_matter_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Remove tags from a matter.
delete_pluginDeletesPermanently delete a plugin by plugin id. Destructive action; may require approval. API summary: Delete existing plugin.
delete_plugin_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Unsubscribes account from plugin.
delete_role_relationshipDeletesPermanently delete a relationship by relationship id. Destructive action; may require approval. API summary: Remove relationship from a role in a matter.
delete_subscriptionDeletesPermanently delete a subscription by subscription id 2. Destructive action; may require approval. API summary: Remove promotion from subscription.
delete_subscription_archie_tiersMoves moneyPermanently delete a archie tier by subscription id. Financial or irreversible action; may require approval. API summary: Remove the Archie tier from a subscription.
delete_subscription_delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deletes a webhook subscription.
delete_subscription_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Remove payment method.
delete_subscription_usageDeletesPermanently delete a usage by usage id. Destructive action; may require approval. API summary: Unsubscribe from usage product.
delete_taskDeletesDelete a task by `task_id`. This cannot be undone.
delete_task_2DeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an activity code.
delete_task_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a task document.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove a user.
download_documentDownload the document for a document. API summary: Get download url for a file.
download_invoiceDownload the document for a invoice. API summary: Get download url for an invoice.
download_invoice_pdfDownload the document for a invoice. API summary: Download invoice PDF.
get_a_protected_bank_account_balanceGet one account for a account by protection id. API summary: Get a protected bank account balance.
get_a_subtaskGet one task for a task by task id 2. API summary: Get a subtask.
get_a_webhook_subscriptionGet one subscription by subscription id. API summary: Get a webhook subscription.
get_accountGet one account by account id. API summary: Get a bank account.
get_account_paymentGet one payment for a account by payment id. API summary: Get a transaction.
get_addonGet one addon by addon id. API summary: Get an add-on.
get_an_item_on_a_matterGet one product for a matter by product id. API summary: Get an item on a matter.
get_archie_tierGet one archie tier by archie tier id. API summary: Get an Archie tier.
get_bank_account_matter_balancesList accounts for a account. Optional filters: last updated or matter id. Results are paginated. API summary: Get bank account matter balances.
get_companyGet one company by company id. API summary: Get firm user mapping.
get_contactGet one contact by `contact_id`, including name, email, phone and address.
get_contact_relationGet one relation for a contact by related contact id. API summary: Get a contact relation.
get_contacts_by_idsVisible to othersCreate a new contact. Search contacts first to avoid duplicates. Has effects visible outside this system. API summary: Get contacts by ids.
get_document_previewGet one preview for a document by document version id. API summary: Get preview info for a file by document version.
get_employeeGet one employee by employee id. API summary: Get firm staff member.
get_eventGet one calendar event by `event_id`.
get_firm_user_mappingsList companies. API summary: Get firm user mappings.
get_folderGet one folder by folder id. Results are paginated. API summary: Get folders/files under a folder.
get_groupGet one group by group id. API summary: Get an authorization group.
get_intake_submissionGet one submission for a intake by submission id. API summary: Get an intake submission.
get_invoice_download_urlList invoices for a invoice. API summary: Get invoice download URL.
get_items_on_a_matterList products for a matter. API summary: Get items on a matter.
get_layoutGet one layout by layout id. API summary: Get a layout design.
get_matterGet one matter by `matter_id`, including clients, type, status and staff.
get_matter_expenseGet one expense for a matter by expense id. API summary: Get an expense.
get_matter_feeGet one fee for a matter by fee id. API summary: Get a fee.
get_matter_fileGet details of one file on a matter by `matter_id` and `document_id`.
get_matter_invoiceGet one invoice on a matter by `matter_id` and `invoice_id`.
get_matter_memoGet one memo for a matter by memo id. API summary: Get a memo.
get_matter_productGet one product for a matter by item id. API summary: Get a layout.
get_matter_roleGet one role for a matter by role id. API summary: Get role on a matter.
get_mattertypeGet one mattertype by mattertype id. API summary: Get a matter type.
get_notificationGet one notification by notification id. API summary: Get a notification.
get_pluginGet one plugin by plugin id. API summary: Get a plugin.
get_plugin_subscriptionGet one subscription for a plugin by subscription id. API summary: Get a plugin subscription.
get_policyGet one policy by reference. API summary: Get an authorization policy.
get_preview_info_for_a_fileGet one document by file id. API summary: Get preview info for a file.
get_referraltypeGet one referraltype by referraltype id. API summary: Get a referral type.
get_role_relationshipGet one relationship for a role by relationship id. API summary: Get relationship on a role.
get_stagesetGet one stageset by stageset id. API summary: Get a stage set.
get_stageset_stageGet one stage for a stageset by stage id. API summary: Get a stage on a stage set.
get_subscriptionGet one subscription by subscription id. API summary: Get promotion.
get_subscription_changesList subscriptions for a subscription. Results are paginated. API summary: Get subscription changes.
get_subscription_get_subscriptionGet one subscription by subscription id. API summary: Get subscription.
get_subscription_paymentGet one payment for a subscription by payment id. API summary: Get payment method.
get_subscription_promotionsList subscriptions for a subscription. Results are paginated. API summary: Get subscription promotions.
get_subscription_settingsList subscriptions. API summary: Get subscription settings.
get_subscription_usage_chargesList payments for a subscription. Optional filters: from, to, status, matter id, user id or product id. Results are paginated. API summary: Get subscription usage charges.
get_subscriptionsList subscriptions. API summary: Get subscriptions.
get_subtasksList tasks for a task. API summary: Get subtasks.
get_supported_payment_systemsList payments. API summary: Get supported payment systems.
get_taskGet one task by `task_id`.
get_task_2Get one task by task id. API summary: Get an activity code.
get_task_documentGet one document for a task by document id. API summary: Get a task document.
get_tierGet one tier by tier id. API summary: Get a tier.
get_usageGet one usage by usage id. API summary: Get usage product.
get_usage_chargeGet one payment for a subscription by payment id. API summary: Get usage charge.
get_userGet one user by user id. API summary: Get a user.
get_webhook_subscriptionsList subscriptions. Results are paginated. API summary: Get webhook subscriptions.
list_account_paymentsList payments for a account. Optional filters: last updated or matter id. Results are paginated. API summary: Get transactions.
list_accountsList accounts. Optional filters: type or matter id. API summary: Get bank accounts.
list_addonsList addons. API summary: Get all add-ons.
list_archie_tiersList archie tiers. API summary: Get all available Archie tiers.
list_categoriesList categories. API summary: Get matter types categories.
list_companiesList companies. API summary: Get firm.
list_contact_relationsList relations for a contact. API summary: Get contact relations.
list_contact_tagsList tags for a contact. API summary: Get contact tags.
list_documentsList documents for a document. API summary: Get file history on a matter.
list_event_remindersList reminders for a event. API summary: Gets reminders for an event.
list_eventsList calendar events between `from` and `to`, optionally for one `matter_id`.
list_folder_historiesList histories for a folder. API summary: Get folder history on a matter.
list_folder_pathsList paths for a folder. API summary: Get folder path hierarchy.
list_foldersList folders. Results are paginated. API summary: Get folders/files under root folder.
list_formsList forms. Optional filters: matter type id. Results are paginated. API summary: Get intake forms for a matter type.
list_groupsList groups. API summary: Get authorization groups.
list_intake_submissionsList submissions for a intake. Results are paginated. API summary: Get intake submissions for a matter.
list_invoicesList invoices. Optional filters: from, to or subscription id. Results are paginated. API summary: Get subscription invoices.
list_layout_contactsList contacts for a layout. API summary: Get layout contacts.
list_layoutsList layouts. Results are paginated. API summary: Get layout designs.
list_mappingsList mappings. API summary: Get mapping.
list_matter_billingconfigurationsList billingconfigurations for a matter. API summary: Get matter billing configuration.
list_matter_expensesList expenses on a matter by `matter_id`.
list_matter_feesList fee and time entries on a matter by `matter_id`.
list_matter_filesList or search the files on a matter by `matter_id`, with optional `search` terms.
list_matter_invoicesList invoices on a matter by `matter_id`.
list_matter_memosList the memos (notes) on a matter by `matter_id`.
list_matter_productsList products for a matter. API summary: Get layouts.
list_matter_rolesList the roles on a matter (client, other side and more) and the contacts in them, by `matter_id`.
list_matter_stagesList stages for a matter. API summary: Get a matter stage information.
list_matter_tagsList tags for a matter. API summary: Get matter tags.
list_matter_typesList matter types by `name`, `category` or `location`. Use to find the `matter_type_id` for a new matter.
list_paymentsList payments. Results are paginated. API summary: Get all customer payment methods.
list_plugin_subscriptionsList subscriptions for a plugin. Results are paginated. API summary: Get plugin subscriptions.
list_pluginsList plugins. Results are paginated. API summary: Get plugins.
list_referraltypesList referraltypes. API summary: Get referral types.
list_role_relationshipsList relationships for a role. API summary: Get relationships on a matter.
list_staffList staff members in the firm. Use to find staff IDs for tasks, fees and matters.
list_stagesList stages. Optional filters: updated since or last updated. Results are paginated. API summary: Get stage to matter mappings in the firm.
list_stagesetsList stagesets. Optional filters: updated since or last updated. Results are paginated. API summary: Get stage sets for the firm.
list_subscription_paymentsList payments for a subscription. Results are paginated. API summary: Get payment methods.
list_subscriptionsList subscriptions. Results are paginated. API summary: Get all promotions.
list_task_documentsList documents for a task. API summary: Get task documents.
list_tasksList tasks, optionally for one `matter_id` or by `is_completed`, with `limit` and `offset`.
list_tasks_2List tasks. Optional filters: updated since. Results are paginated. API summary: Get activity codes.
list_tier_addonsList addons for a tier. API summary: Get tier add-ons.
list_tiersList tiers. API summary: Get all tiers.
list_typesList types. API summary: Get event types.
list_usage_paymentsList payments for a usage. Optional filters: from, to, status, matter id, user id or product id. Results are paginated. API summary: Get usage charges for a usage product.
list_usagesList usages. API summary: Get usage products.
patch_a_portal_taskChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Patch a portal task.
patch_an_archive_for_a_matterVisible to othersArchive a matter (matter id). Has effects visible outside this system. API summary: Patch an archive for a matter.
pay_usage_permissionMoves moneyCharge a usage (usage id). Financial or irreversible action; may require approval. API summary: Get usage charge permission.
remove_add_onDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Remove add-on.
search_contactsSearch contacts with `search` terms (email, phone or name), with `limit` and `offset`.
search_files_with_advanced_filtersChanges dataCreate a new document. Required: query. Search documents first to avoid duplicates. API summary: Search files with advanced filters.
search_mattersSearch matters by `search` text, `status`, `contact_id`, `matter_type_id` or `is_lead` (true for leads), with `limit` and `offset`.
send_client_portal_messageVisible to othersSend a message (`message`) to a client through the matter's client portal by `matter_id`, optionally to one `contact_id`. The client is notified.
send_subscriptionDeletesNotify a subscription (webhook id). Destructive action; may require approval. API summary: Notify a webhook subscription.
submit_documentVisible to othersPreview a document (file id). Has effects visible outside this system. API summary: Get or create a preview.
submit_subscriptionVisible to othersPreview a subscription (subscription id). Has effects visible outside this system. API summary: Preview upcoming subscription charges.
update_a_subtaskChanges dataUpdate an existing task identified by task id 2. API summary: Update a subtask.
update_a_webhook_subscriptionDeletesUpdate an existing subscription identified by subscription id. Destructive action; may require approval. API summary: Update a webhook subscription.
update_account_unprotect_fundChanges dataUpdate an existing unprotect fund identified by protection id. API summary: Unprotect bank account funds.
update_an_archive_for_a_matterVisible to othersArchive a matter (matter id). Has effects visible outside this system. API summary: Update an archive for a matter.
update_companiesVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Update firm.
update_companyChanges dataUpdate an existing company identified by company id. API summary: Update firm user mapping.
update_contactChanges dataUpdate an existing contact identified by contact id. API summary: Update a contact.
update_contact_relationChanges dataUpdate an existing relation identified by related contact id. API summary: Update a contact relation.
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Patch a file.
update_employeeChanges dataUpdate an existing employee identified by employee id. API summary: Update firm staff member.
update_eventChanges dataUpdate a calendar event by `event_id`: subject, times, location, attendees or description.
update_event_reminderChanges dataUpdate an existing reminder identified by reminder id. API summary: Update a reminder for an event.
update_folderChanges dataUpdate an existing folder identified by folder id. Only the fields you pass are changed. API summary: Patch a folder.
update_groupChanges dataUpdate an existing group identified by group id. API summary: Update an authorization group.
update_matterChanges dataUpdate a matter by `matter_id`: description, status, clients, staff or lead details. Only the fields you pass change.
update_matter_billingconfigurationsVisible to othersUpdate an existing billingconfiguration identified by matter id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Patch matter billing configuration.
update_matter_expenseChanges dataUpdate an existing expense identified by expense id. Only the fields you pass are changed. API summary: Patch an expense.
update_matter_feeChanges dataUpdate an existing fee identified by fee id. Only the fields you pass are changed. API summary: Patch a fee.
update_matter_memoChanges dataUpdate an existing memo identified by memo id. API summary: Update a memo.
update_matter_productChanges dataUpdate an existing product identified by item id. Only the fields you pass are changed. API summary: Merge a layout.
update_matter_roleDeletesUpdate an existing role identified by role id. Destructive action; may require approval. API summary: Update role on a matter.
update_pluginChanges dataUpdate an existing plugin identified by plugin id. API summary: Update existing plugin.
update_policyChanges dataUpdate an existing policy identified by reference. API summary: Update an authorization policy.
update_role_relationshipDeletesUpdate an existing relationship identified by relationship id. Destructive action; may require approval. API summary: Update a relationship.
update_subscriptionChanges dataUpdate an existing subscription identified by subscription id 2. API summary: Apply promotion to subscription.
update_subscription_paymentsVisible to othersUpdate an existing payment identified by subscription id. Has effects visible outside this system. API summary: Set default payment method.
update_subscription_resumesVisible to othersUpdate an existing resume identified by subscription id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Resume subscription.
update_subscription_tierChanges dataUpdate an existing tier identified by tier id. Only the fields you pass are changed. API summary: Switch product tier.
update_subscription_usageChanges dataUpdate an existing usage identified by usage id. API summary: Subscribe to usage product.
update_subscriptionsVisible to othersUpdate an existing subscription. Only the fields you pass are changed. Has effects visible outside this system. API summary: Patch subscription settings.
update_taskChanges dataUpdate an existing task identified by task id. API summary: Update an activity code.
upload_documentChanges dataUpload a document (file id). API summary: Get upload url for a file.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Smokeball from the app list.
2
Paste your key
Paste four values: your Smokeball region domain (com for the US, com.au for Australia or co.uk for the UK), a Client ID, a Client secret and an API key. Ask your Smokeball account manager to enable API access for your firm. Then sign in to the Smokeball Developer Console (console.smokeball.com), pick your region, click New App, choose Private App with the Client Credentials grant and tick the scopes you need. Copy the Client ID, Client secret and API key from the app details. HeyMyApps exchanges these for short-lived access automatically.
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 Smokeball?

It can search and read matters, leads, contacts, staff, matter types, matter roles, tasks, calendar events, memos, fees, expenses, invoices and files on a matter. It can create matters and leads, tasks, events, memos, fees and expenses, update matters and events, delete tasks and send messages through the client portal.

Does the AI see my Smokeball credentials?

No. Your Smokeball 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. Sending a client portal message reaches your client and can require your approval before it runs, and so can deleting a task, which cannot be undone. 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 Smokeball account.

Why do I need Smokeball to enable API access?

Smokeball switches on API access per firm, so ask your account manager first. After that you create a private app with the Client Credentials grant in the Smokeball Developer Console and tick the scopes you need. Those scopes decide what the AI can reach.