Integration · CRM & sales

Connect Claude & ChatGPT to Sophiie

Ask your AI which leads came in this week, what an inquiry was about, or which appointments are booked in Sophiie. It can create and update leads, read their notes and activity, keep the FAQs, services and policies Sophiie shares with customers up to date, and send an SMS or start a call when you ask it to.

Connect Sophiie free

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

Try asking

“Which leads came in since Monday?”
The AI lists leads created since that date, newest first, with name, phone and email.
“What has happened with lead Jane Miller so far?”
It finds the lead and reads her notes and activity history, such as calls and messages.
“Show me the unarchived inquiries and archive the ones that are handled.”
It lists open inquiries with their details and archives the ones you point out.

What your AI can do

Leads and inquiries

List, create, update and delete leads, read their notes and activity history, and go through or archive inquiries.

What Sophiie tells customers

Read and update FAQs, services, products, policies and call scenarios, and check your availability.

SMS and calls

Send an SMS to a lead from a team member, or have Sophiie's AI agent place an outbound call with your instructions.

“Which appointments are booked for this lead?”
It lists the booked appointments for that lead.
“Add an FAQ: Do you work weekends? Yes, Saturdays from 9 to 13.”
It creates the FAQ with the question and answer and switches it on, so Sophiie can use it with customers.
“Text Jane Miller that we can come on Thursday morning.”
It finds the lead and the team member sending it, then sends a real SMS with your message.

54 tools for Sophiie

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

archive_inquiryVisible to othersArchive or unarchive an inquiry by `inquiry_id`; set `archived` to true or false.
cancel_taskDeletesCancel a task (task id). Destructive action; may require approval. API summary: Cancel an agent task.
create_faqChanges dataAdd a new FAQ with a `question` and its `answer`; `is_active` switches it on or off.
create_leadChanges dataCreate a new lead. Needs `first_name`; optionally last name, email, phone, business name, suburb and social links.
create_policyChanges dataCreate a new policy. Required: title or content. API summary: Create Policy.
create_productChanges dataCreate a new product. Required: name, description, response, faqs or trade category id. API summary: Create Product.
create_scenarioChanges dataCreate a new scenario. Required: name, prompt or response. API summary: Create Scenario.
create_serviceChanges dataCreate a new service. Required: name, description, follow up questions, duration, duration unit or trade category id. API summary: Create Service.
create_taskChanges dataCreate a new task. Required: task kind, task kind version or objective. API summary: Start an agent task.
create_task_respondChanges dataCreate a new respond for a task. API summary: Answer a request an agent task is waiting on.
create_transferChanges dataCreate a new transfer. Required: label, method, destination type, destination or conditions. API summary: Create Transfer.
delete_faqDeletesPermanently delete a faq by faq id. Destructive action; may require approval. API summary: Delete FAQ.
delete_leadDeletesPermanently delete a lead by `lead_id`. This cannot be undone.
delete_policyDeletesPermanently delete a policy by policy id. Destructive action; may require approval. API summary: Delete Policy.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete Product.
delete_scenarioDeletesPermanently delete a scenario by scenario id. Destructive action; may require approval. API summary: Delete Scenario.
delete_serviceDeletesPermanently delete a service by service id. Destructive action; may require approval. API summary: Delete Service.
delete_transferMoves moneyPermanently delete a transfer by transfer id. Financial or irreversible action; may require approval. API summary: Delete Transfer.
get_availabilityGet the business's availability (opening hours) as set up in Sophiie.
get_inquiryGet one inquiry's full details by `inquiry_id`.
get_leadGet one lead's full details by `lead_id`.
get_organizationGet the connected Sophiie organization's details. Use to confirm which business you are working in.
get_productGet one product's details by `product_id`.
get_scenarioGet one scenario by scenario id. API summary: Get Scenario.
get_serviceGet one service's details, including duration, pricing and follow-up questions, by `service_id`.
get_taskGet one task by task id. API summary: Get an agent task.
get_transferGet one transfer by transfer id. API summary: Get Transfer.
list_appointmentsList booked appointments, optionally only for one `lead_id`. Paginated.
list_capabilitiesList capabilities. API summary: Discover agent task capabilities.
list_company_messagesList messages for a company. Results are paginated. API summary: List Company Notes.
list_faqsList the FAQs Sophiie uses to answer customers. Paginated.
list_inquiriesList inquiries that came in through Sophiie, optionally filtered by `lead_id`, `source` or `archived`. Paginated.
list_lead_activitiesList a lead's activity history (calls, messages and other events) by `lead_id`.
list_lead_notesList the notes saved on a lead by `lead_id`.
list_leadsList leads, newest or oldest first with `sort_by` and `order`, optionally only those created or updated since a date (`created_since`, `updated_since`). Paginated with `page` and `limit`.
list_membersList the team members in the organization, with their IDs.
list_organization_membersList users. Results are paginated. API summary: List Organization Members.
list_policiesList the business policies (for example cancellations or warranties) Sophiie shares with customers. Paginated.
list_productsList the products the business sells, as Sophiie describes them to callers.
list_scenariosList the call scenarios that tell Sophiie how to handle specific situations. Paginated.
list_servicesList the services the business offers, as Sophiie describes them to callers.
list_task_artifactsList artifacts for a task. Results are paginated. API summary: List what an agent task changed.
list_tasksList tasks. Optional filters: status. Results are paginated. API summary: List agent tasks.
list_transfersList transfers. Results are paginated.
send_smsVisible to othersSend a real SMS to a lead. Needs `lead_id` and `user_id` (the team member sending it, see list_members) plus the `message` text; optionally media URLs.
start_callChanges dataHave Sophiie's AI agent place a real outbound phone call to `phone_number`, addressing the person by `name`. Optional `custom_instructions` tell the agent what the call is about.
update_batchesVisible to othersUpdate an existing batch. Only the fields you pass are changed. Has effects visible outside this system. API summary: Batch Update Products.
update_faqChanges dataChange an FAQ's question, answer or active status by `faq_id`.
update_leadChanges dataUpdate a lead's name, email, phone, business name, suburb or social links by `lead_id`.
update_policyChanges dataUpdate a policy's title, content or active status by `policy_id`.
update_productChanges dataUpdate an existing product identified by product id. API summary: Update Product.
update_scenarioChanges dataUpdate an existing scenario identified by scenario id. API summary: Update Scenario.
update_serviceChanges dataUpdate a service by `service_id`: name, description, duration, pricing, response or follow-up questions. Only the fields you pass change.
update_transferMoves moneyUpdate an existing transfer identified by transfer id. Financial or irreversible action; may require approval. API summary: Update Transfer.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Sophiie from the app list.
2
Paste your key
Paste your Sophiie API key. Generate it in your Sophiie dashboard and copy it straight away: Sophiie shows it only once and cannot recover it. If you lose it, generate a new one.
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 Sophiie?

It can list and read leads, lead notes and activity, inquiries, appointments, team members, FAQs, services, products, policies, call scenarios and your availability. It can create, update and delete leads, archive inquiries, create and update FAQs, and update services and policies. It can also send an SMS to a lead and start an outbound call through Sophiie's AI agent.

Does the AI see my Sophiie API key?

No. You paste your Sophiie API key into HeyMyApps once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example reading leads and inquiries without SMS or calls. Actions that reach real people or cannot be undone, like send_sms, start_call and delete_lead, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

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

What does it cost?

HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Sophiie account.

Can the AI change what Sophiie says to my customers?

Yes, if you switch on those tools. The AI can add and edit FAQs, update services and change policies, which Sophiie uses when it talks to customers. Keep those tools off, or require approval for them, if you want to review every change first.