Integration · Accounting

Connect Claude & ChatGPT to Striven

Ask your AI which invoices still have an open balance, what a customer has paid, or which tasks are assigned to someone, and it answers from Striven. It can create customers, contacts, opportunities, invoices, projects and tasks, log time on a task and mark tasks done.

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Try asking

“Which invoices for Acme still have an open balance?”
The AI searches customer invoices by customer and open balance and lists them with due dates.
“Invoice Acme for 10 hours of consulting at 120 per hour, due in 14 days.”
It finds the customer and the item, then creates the invoice with the line and due date. The invoice posts to your books.
“Log 3 billable hours on task 551 for yesterday.”
It creates a time entry on the task with the date, hours and billable flag.

What your AI can do

Customers and sales

Search and create customers and contacts, create and search opportunities, and look up sales orders and items.

Invoices and payments

Search and read customer invoices, create new invoices, and search payments received.

Projects, tasks and time

Create and search projects and tasks, update tasks, log time, list time entries and mark tasks done.

“Which open tasks are assigned to Sara?”
It searches tasks by assignee and status.
“Create an opportunity for Acme: website redesign.”
It creates the opportunity with the customer, a type and a stage if you give one.
“Which payments did we receive from Acme last month?”
It searches customer payments by customer and date.

249 tools for Striven

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

archive_productVisible to othersDeactivate a product (item id). Has effects visible outside this system. API summary: Deactivates an item.
cancel_credit_noteDeletesVoid a credit note (credit memo id). Destructive action; may require approval. API summary: Voids CreditMemo specified by id.
cancel_invoiceDeletesVoid a invoice (bill credit id). Destructive action; may require approval. API summary: Voids bill credit specified by id.
cancel_invoice_invoices_void_invoiceDeletesVoid a invoice (invoice id). Destructive action; may require approval. API summary: Voids Invoice specified by id.
cancel_invoice_voidDeletesVoid a invoice (bill id). Destructive action; may require approval. API summary: Voids bill specified by id.
cancel_journal_entryDeletesVoid a journal entry (journal entry id). Destructive action; may require approval. API summary: Voids Journal Entry specified by id.
cancel_paymentMoves moneyVoid a payment (bill payment cc charge id). Financial or irreversible action; may require approval. API summary: Voids Bill Paymewnt CC Charge specified by id.
cancel_payment_payments_void_paymentDeletesVoid a payment (payment id). Destructive action; may require approval. API summary: Voids payment specified by id.
cancel_payment_voidDeletesVoid a payment (bill payment check id). Destructive action; may require approval. API summary: Voids bill paymewnt check specified by id.
cancel_productDeletesVoid a product (item build id). Destructive action; may require approval. API summary: Voids build specified by id.
create_accountChanges dataCreate a new account. Required: name or account type. Search accounts first to avoid duplicates. API summary: Creates new or updates existing gl account.
create_contactChanges dataCreate a contact with `first_name`, optional last name, emails, phones and address.
create_contact_customerChanges dataCreate a new customer for a contact. Required: customer. Search customers first to avoid duplicates. API summary: Associates an existing contact with an existing customer.
create_contact_supplierChanges dataCreate a new supplier for a contact. Required: vendor. Search suppliers first to avoid duplicates. API summary: Associates an existing contact with an existing vendor.
create_content_group_documentChanges dataCreate a new document for a content group. API summary: Uploads a document to the project's hub.
create_content_group_document_customers_upload_customer_documentChanges dataCreate a new document for a content group. API summary: Uploads a document to the customer's hub.
create_content_group_document_vendors_upload_vendor_documentsChanges dataCreate a new document for a content group. API summary: Uploads a document to the vendor's hub.
create_credit_noteChanges dataCreate a new credit note. Required: txn date or customer. Search credit notes first to avoid duplicates. API summary: Creates new or updates existing Credit Memo.
create_credit_note_applyChanges dataCreate a new apply for a credit note. API summary: Applies credit memo unapplied amount to specified open invoices.
create_credit_note_auto_applyChanges dataCreate a new auto apply for a credit note. API summary: Auto applies credit memo unapplied amount to open invoices starting with oldest date and greater open balance.
create_credit_note_documentChanges dataCreate a new document for a credit note. API summary: Uploads attachment to a specified Credit Memo.
create_customerChanges dataCreate a customer with company name or first/last name, email, phone, website, industry and categories. Search first to avoid duplicates.
create_customer_2Changes dataCreate a new customer. Required: name or status. Search customers first to avoid duplicates. API summary: Allows customer creation and full update.
create_customer_addressChanges dataCreate a new address for a customer. Required: name or address. Search addresses first to avoid duplicates. API summary: Creates or updates a customer location.
create_customer_custom_fieldChanges dataCreate a new custom field for a customer. API summary: Saves the custom fields for the specified id.
create_customer_custom_field_customer_assets_save_custom_fieldsChanges dataCreate a new custom field for a customer. API summary: Saves the custom fields for the specified id.
create_customer_customer_assets_save_customer_assetChanges dataCreate a new customer. Required: asset name, asset type or customer. Search customers first to avoid duplicates. API summary: Creates new or updates existing customer asset.
create_customer_maintenance_scheduleChanges dataCreate a new maintenance schedule for a customer. API summary: Creates or updates a Maintenance Schedule entry for an Asset.
create_deal_custom_fieldChanges dataCreate a new custom field for a deal. API summary: Saves the custom fields for the specified id.
create_documentChanges dataCreate a new document. API summary: Uploads a document to the project's hub.
create_document_customers_upload_customer_documents2Changes dataCreate a new document. API summary: Uploads a document to the customer's hub.
create_document_vendors_upload_vendor_documents2Changes dataCreate a new document. API summary: Uploads a document to the vendor's hub.
create_employee_custom_fieldChanges dataCreate a new custom field for a employee. API summary: Saves the custom fields for the specified id.
create_inventoryChanges dataCreate a new inventory. Required: type or line items. API summary: Creates new quantity/value inventory adjustments.
create_invoiceChanges dataCreate a customer invoice: `customer`, `txn_date`, line items, and a due date or payment terms. Posts to your books.
create_invoice_2Changes dataCreate a new invoice. Required: txn date, vendor or line items. Search invoices first to avoid duplicates. API summary: Creates new or updates existing bill credit.
create_invoice_applyChanges dataCreate a new apply for a invoice. API summary: Applies bill credits unapplied amount to specified open bills.
create_invoice_bills_save_billChanges dataCreate a new invoice. Required: txn date, vendor or line items. Search invoices first to avoid duplicates. API summary: Creates new or updates existing bill.
create_invoice_documentChanges dataCreate a new document for a invoice. API summary: Uploads attachment to a specified bill credit.
create_invoice_document_bills_upload_attachmentChanges dataCreate a new document for a invoice. API summary: Uploads attachment to a specified bill.
create_invoice_document_invoices_upload_attachmentChanges dataCreate a new document for a invoice. API summary: Uploads attachment to a specified invoice.
create_journal_entryChanges dataCreate a new journal entry. Required: id or txn date. API summary: Creates new or updates existing Journal Entry.
create_opportunityChanges dataCreate an opportunity with `title`, `customer` (Id or Name) and `type` (Id or Name), optional stage, priority and description.
create_orderChanges dataCreate a new order. Required: type or customer. Search orders first to avoid duplicates. API summary: Creates new or updates existing non-contract managed sales order.
create_order_bill_remainingChanges dataCreate a new bill remaining for a order. API summary: Creates a bill for all the remaining items that haven’t been billed for in the PO.
create_order_custom_fieldChanges dataCreate a new custom field for a order. API summary: Saves the custom fields for the specified id.
create_order_custom_field_purchase_orders_save_custom_fieldsChanges dataCreate a new custom field for a order. API summary: Saves the custom fields for the specified id.
create_order_documentChanges dataCreate a new document for a order. API summary: Uploads attachment to a specified sales order.
create_order_purchase_orders_save_purchase_orderChanges dataCreate a new order. Required: line items. Search orders first to avoid duplicates. API summary: Creates new or updates existing non-contract managed purchase order.
create_paymentChanges dataCreate a new payment. Required: credit card account, vendor or amount. Search payments first to avoid duplicates. API summary: Creates a new Bill Payment CC Charge.
create_payment_applyChanges dataCreate a new apply for a payment. API summary: Applies payment unapplied amount to specified open invoices.
create_payment_auto_applyChanges dataCreate a new auto apply for a payment. API summary: Auto applies payment unapplied amount to open invoices starting with oldest date and greater open balance.
create_payment_bill_payment_checks_v2_saveChanges dataCreate a new payment. Required: bank account, vendor or amount. Search payments first to avoid duplicates. API summary: Creates a new bill payment check.
create_payment_documentChanges dataCreate a new document for a payment. API summary: Uploads attachment to a specified payment.
create_payment_invoiceChanges dataCreate a new invoice for a payment. Search invoices first to avoid duplicates. API summary: Applies Bill Payment CC Charge to specified bills.
create_payment_invoice_bill_payment_checks_v2_apply_to_billsChanges dataCreate a new invoice for a payment. Search invoices first to avoid duplicates. API summary: Applies bill payment check to specified bills.
create_payment_payments_save_paymentChanges dataCreate a new payment. Required: customer, txn date, reference number or payment amount. Search payments first to avoid duplicates. API summary: Creates a new payment.
create_productChanges dataCreate a new product. Required: id or item. Search products first to avoid duplicates. API summary: Creates new or updates existing builds.
create_product_custom_fieldChanges dataCreate a new custom field for a product. API summary: Saves the custom fields for the specified id.
create_product_custom_field_items_save_custom_fieldsChanges dataCreate a new custom field for a product. API summary: Saves the custom fields for the specified id.
create_product_documentChanges dataCreate a new document for a product. API summary: Uploads attachment to a specified build.
create_product_imageChanges dataCreate a new image for a product. API summary: Uploads images for an item.
create_product_items_save_itemChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Creates new or updates existing item.
create_projectChanges dataCreate a project with `name`, optional customer, type, start/end dates, budget, priority and objective.
create_project_custom_fields_valueChanges dataCreate a new custom fields value for a project. API summary: Saves the custom fields for the specified id.
create_project_milestoneChanges dataCreate a new project milestone. Required: name or project. API summary: Creates a project milestone.
create_supplierChanges dataCreate a new supplier. Required: name or status. Search suppliers first to avoid duplicates. API summary: Creates or updates a vendor.
create_supplier_custom_fieldChanges dataCreate a new custom field for a supplier. API summary: Saves the custom fields for the specified id.
create_taskChanges dataCreate a task with `title`, optional type, project, customer, priority, due date, assignments and description.
create_task_contactChanges dataCreate a new contact for a task. Search contacts first to avoid duplicates. API summary: Adds a contact to task.
create_task_custom_fieldChanges dataCreate a new custom field for a task. API summary: Saves the custom fields for the specified id.
create_task_customer_assetChanges dataCreate a new customer asset for a task. API summary: Adds customer asset for a task.
create_task_documentChanges dataCreate a new document for a task. API summary: Uploads an attachment to the task.
create_task_tasks_v2_create_assignmentChanges dataCreate a new task for a task. Required: type. Search tasks first to avoid duplicates. API summary: Adds an assignment to task.
delete_product_imageDeletesPermanently delete a image by image id. Destructive action; may require approval. API summary: Deletes an image from the item.
delete_task_contactsMoves moneyPermanently delete a contact by task id. Financial or irreversible action; may require approval. API summary: Deletes a contact for a task.
delete_task_customer_assetsMoves moneyPermanently delete a customer asset by task id. Financial or irreversible action; may require approval. API summary: Deletes a customer asset to the task.
delete_tasksMoves moneyPermanently delete a task by task id. Financial or irreversible action; may require approval. API summary: Deletes a task assignment.
get_accountGet one account by account id. API summary: Gets a GL Acccount by id.
get_appointmentGet one appointment by appointment id. API summary: Gets appointment details by id.
get_company_profileGet your Striven company profile.
get_contactGet one contact by `contact_id`.
get_credit_noteGet one credit note by credit note id. API summary: Gets credit memo details by id.
get_credit_note_documentGet one document for a credit note by document id. API summary: Downloads a Credit Memo's attachment specified by attachment id and Credit Memo id.
get_customerGet one customer by `customer_id`.
get_customer_2Get one customer by type id. API summary: Gets the mark done custom field definitions for the task type id.
get_customer_customer_assets_get_customer_assetGet one customer by customer id. API summary: Gets customer asset details by id.
get_employeeGet one employee by employee id. API summary: Gets employee details by id.
get_invoiceGet one customer invoice by `invoice_id`.
get_invoice_2Get one invoice by invoice id. API summary: Gets bill credit details by id.
get_invoice_bills_get_billGet one invoice by invoice id. API summary: Gets bill details by id.
get_invoice_documentGet one document for a invoice by document id. API summary: Downloads a bill credit's attachment specified by attachment id and bill credit id.
get_invoice_document_bills_download_attachmentGet one document for a invoice by document id. API summary: Downloads a bill's attachment specified by attachment id and bill id.
get_invoice_document_invoices_download_attachmentGet one document for a invoice by document id. API summary: Downloads an invoice's attachment specified by attachment id and invoice id.
get_invoice_formatGet one format for a invoice by format id. API summary: Downloads an invoice's format specified by format id and invoice id.
get_opportunityGet one opportunity by `deal_id`.
get_order_documentGet one document for a order by document id. API summary: Downloads a sales order's attachment specified by attachment id and sales order id.
get_order_document_purchase_orders_download_attachmentGet one document for a order by document id. API summary: Downloads a purchase orders's attachment specified by attachment id and PO id.
get_order_formatGet one format for a order by format id. API summary: Downloads a sales order's format specified by format id and sales order id.
get_order_format_purchase_orders_download_formatGet one format for a order by format id. API summary: Downloads a purchase order's format specified by format id and purchase order id.
get_order_purchase_orders_get_purchase_orderGet one order by order id. API summary: Gets purchase order details by id.
get_paymentGet one customer payment by `payment_id`.
get_payment_2Get one payment by payment id. API summary: Gets Bill Payment CC Charge detail by id.
get_payment_bill_payment_checks_v2_getGet one payment by payment id. API summary: Gets bill payment check detail by id.
get_payment_documentGet one document for a payment by document id. API summary: Downloads a payment's attachment specified by attachment id and payment id.
get_productGet one product by product id. API summary: Gets price list item associated with the specified customer and item id.
get_product_documentGet one document for a product by document id. API summary: Downloads a build's attachment specified by attachment id and build id.
get_product_imageGet one image for a product by image id. API summary: Downloads an item's image specified by id and image id.
get_product_item_builds_get_item_buildGet one product by product id. API summary: Gets item build details by id.
get_product_items_get_itemGet one product by product id. API summary: Gets Item details by id.
get_product_vendors_get_vendor_cost_list_itemGet one product by product id. API summary: Gets cost list item associated with the specified vendor and item id.
get_projectGet one project by `project_id`.
get_project_milestoneGet one project milestone by project milestone id. API summary: Gets details of a project milestone.
get_reportGet one report by access key. Results are paginated. API summary: Gets data from Striven Reports.
get_sales_orderGet one sales order by `order_id`.
get_supplierGet one supplier by supplier id. API summary: Gets vendor details by id.
get_taskGet one task by `task_id`.
get_task_documentGet one document for a task by document id. API summary: Downloads an attachment for a task by attachment id.
get_task_mark_done_custom_fieldsGet one task by task id. API summary: Gets the mark done custom fields for a task.
get_textGet one text by access key. Results are paginated. API summary: Gets data from Striven Reports in Text format.
list_addressesList addresses. API summary: Gets list of company locations.
list_addresses_inventory_locations_get_inventory_locationsList addresses. API summary: Gets list of all available active/inactive inventory locations.
list_categoriesList categories. API summary: Gets list of all assignment categories.
list_categories_categories_get_customer_categoriesList categories. API summary: Gets list of all available active/inactive customer categories.
list_categories_categories_get_item_categoriesList categories. API summary: Gets list of all available active/inactive item categories.
list_categories_categories_get_opportunity_categoriesList categories. API summary: Gets list of all available active/inactive opportunity categories.
list_categories_categories_get_vendor_categoriesList categories. API summary: Gets list of all available active/inactive vendor categories.
list_classesList classes. API summary: Gets list of all available active/inactive classes.
list_content_groupsList content groups. API summary: Gets the hub content groups for a particular project.
list_content_groups_customers_get_customer_hub_content_groupsList content groups. API summary: Gets the hub content groups for a particular customer.
list_content_groups_vendors_get_vendor_hub_content_groupsList content groups. API summary: Gets the hub content groups for a particular vendor.
list_credit_note_documentsList documents for a credit note. API summary: Gets list of attachments for the Credit Memo specified by Credit Memo id.
list_custom_fieldsList custom fields. API summary: Gets the custom field definitions for the project id.
list_custom_listsList custom lists. API summary: Gets list of all types of custom lists.
list_custom_lists_itemsList custom lists. API summary: Gets the list of choices for a custom list type.
list_customer_addressesList addresses for a customer. API summary: Gets list of locations for the customer specified by customer id.
list_customer_assignmentsList assignments for a customer. API summary: Gets Active list of assignments for the customer specified by the customer id.
list_customer_contactsList the contacts linked to a customer by `customer_id`.
list_customer_custom_fieldsList custom fields for a customer. API summary: Gets the custom field definitions for the task type id.
list_customer_custom_fields_customer_assets_get_custom_fieldsList custom fields for a customer. API summary: Gets list of custom fields for the asset specified by customer asset id.
list_customer_custom_fields_customer_assets_get_custom_fields_foList custom fields for a customer. API summary: Gets the custom field definitions for the customer asset type id.
list_customer_custom_fields_customers_get_customer_custom_fieldsList custom fields for a customer. API summary: Gets list of custom fields for the customer specified by customer id.
list_customer_custom_fields_projects_v2_get_type_custom_field_meList custom fields for a customer. API summary: Gets the custom field definitions for the project type id.
list_customersList customers. Optional filters: active. API summary: Gets task types based on the active parameter.
list_customers_appointments_get_appointment_typesList customers. API summary: Gets all appointment types.
list_customers_customer_assets_get_customer_asset_typesList customers. API summary: Gets a list of all available asset types.
list_customers_customers_get_customer_payment_profilesList customers for a customer. API summary: Gets list of payment profiles for the customer specified by customer id.
list_customers_customers_get_customer_price_listList customers for a customer. API summary: Gets list of price list items associated with the customer specified by customer id.
list_customers_opportunities_get_opportunity_typesList customers. API summary: Gets list of opportunity types along with stages associated to those types.
list_customers_projects_v2_get_typesList customers. Optional filters: active. API summary: Gets project types based on the active parameter.
list_deal_custom_fieldsList custom fields for a deal. API summary: Gets list of custom fields for the opportunity specified by opportunity id.
list_employee_custom_fieldsList custom fields for a employee. API summary: Gets the custom fields for an employee.
list_employeesList employees.
list_formatsList formats. API summary: Get list of all available active sales order formats.
list_formats_purchase_orders_get_purchase_order_formatsList formats. API summary: Get list of all available active purchase order formats.
list_industriesList industries. API summary: Gets list of available active/inactive industries.
list_invoice_documentsList documents for a invoice. API summary: Gets list of attachments for the bill credit specified by bill credit id.
list_invoice_documents_bills_get_attachmentsList documents for a invoice. API summary: Gets list of attachments for the bill specified by bill id.
list_invoice_documents_invoices_get_attachmentsList documents for a invoice. API summary: Gets list of attachments for the invoice specified by invoice id.
list_invoice_formatsList invoice formats. API summary: Get list of all available active/inactive invoice formats.
list_invoice_formats_invoices_download_formatList formats for a invoice. API summary: Downloads an invoice's format related to the invoice specified by invoice id.
list_invoice_messagesList messages for a invoice. Results are paginated. API summary: Gets list of notes for the bill credit specified by bill credit id.
list_invoice_messages_bills_get_bill_notesList messages for a invoice. Results are paginated. API summary: Gets list of notes for the bill specified by bill id.
list_order_assignmentsList assignments for a order. API summary: Gets Active list of assignments for the sales order specified by the sales order id.
list_order_custom_fieldsList custom fields for a order. API summary: Gets list of custom fields for the specified id.
list_order_custom_fields_purchase_orders_get_custom_fieldsList custom fields for a order. API summary: Gets list of custom fields for the specified id.
list_order_documentsList documents for a order. API summary: Gets list of attachments for the sales order specified by sales order id.
list_order_documents_purchase_orders_get_attachmentsList documents for a order. API summary: Gets all attachments for a purchase order.
list_order_messagesList messages for a order. Results are paginated. API summary: Gets list of notes for the sales order specified by sales order id.
list_order_messages_purchase_orders_get_notesList messages for a order. Results are paginated. API summary: Gets all notes for a purchase order.
list_ordersList orders. Optional filters: exclude contract managed types. API summary: Gets list of all available sales order types.
list_orders_purchase_order_types_get_purchase_order_typesList orders. API summary: Gets list of all available purchase order types.
list_payment_documentsList documents for a payment. API summary: Gets list of attachments for the payment specified by payment id.
list_payment_invoicesList invoices for a payment. API summary: Gets bills applied by Bill Payment CC Charge id.
list_payment_invoices_bill_payment_checks_v2_get_applied_billsList invoices for a payment. API summary: Gets bills applied by bill payment check id.
list_paymentsList payments. Optional filters: exclude discounts. API summary: Gets list of all available active/inactive payment terms.
list_payments_payment_methods_get_payment_methodsList payments. API summary: Gets list of available payment methods that doesn't require processing.
list_payments_payment_processing_methods_get_payment_processing_List payments. API summary: Gets list of available payment processing methods.
list_poolsList pools. API summary: Gets a list of available active pools in the system.
list_product_addressesList addresses for a product. Optional filters: as of date. API summary: Returns Inventory locations with Qty On Hand and Qty Available for an item.
list_product_custom_fieldsList custom fields for a product. API summary: Gets list of custom fields for the build specified by build id.
list_product_custom_fields_items_get_customer_custom_fieldsList custom fields for a product. API summary: Gets list of custom fields for the item specified by item id.
list_product_documentsList documents for a product. API summary: Gets list of attachments for the build specified by build id.
list_product_imagesList images for a product. API summary: Gets list of images for the item specified by item id.
list_productsList products. API summary: Gets list of all available item types.
list_project_assignmentsList assignments for a project. API summary: Gets Active list of assignments for the project specified by the project id.
list_project_custom_fields_valuesList custom fields values for a project. API summary: Gets list of custom fields for the project specified by project id.
list_projectsList projects. Optional filters: active. API summary: Gets task priorities based on the active parameter.
list_projects_opportunities_get_opportunity_prioritiesList projects. API summary: Gets list of opportunity priorities.
list_projects_projects_get_custom_statusesList projects for a project. API summary: Gets all custom statuses of a project.
list_projects_projects_v2_get_prioritiesList projects. Optional filters: active. API summary: Gets project priorities based on the active parameter.
list_referral_sourcesList referral sources. API summary: Gets list of available active/inactive referral sources.
list_shipping_methodsList shipping methods. API summary: Gets all the available shipping methods.
list_supplier_addressesList addresses for a supplier. API summary: Gets list of locations for the vendor specified by vendor id.
list_supplier_assignmentsList assignments for a supplier. API summary: Gets Active list of assignments for the vendors specified by the vendor id.
list_supplier_contactsList contacts for a supplier. API summary: Gets list of contacts associated with the vendor specified by vendor id.
list_supplier_custom_fieldsList custom fields for a supplier. API summary: Gets list of custom fields for the vendor specified by vendor id.
list_suppliersList suppliers for a supplier. API summary: Gets list of cost list items associated with the vendor specified by vendor id.
list_task_contactsList contacts for a task. API summary: Gets all task contacts.
list_task_custom_fieldsList custom fields for a task. API summary: Gets the custom fields for a task.
list_task_customer_assetsList customer assets for a task. API summary: Gets all customer assets for a task.
list_task_documentsList documents for a task. API summary: Gets all attachments for a task.
list_task_productsList products for a task. API summary: Gets all checklist items for a task.
list_task_time_entriesList the time entries logged on a task by `task_id`.
list_tasksList tasks for a task. API summary: Gets task assignments by task id.
list_unit_of_measure_setsList unit of measure sets. API summary: Gets list of all available active/inactive Unit Of Measure Sets.
log_task_timeChanges dataLog a time entry on a task: `task_id`, `hours` (1-24), `date`, notes, employee and whether it is billable.
mark_task_doneVisible to othersMark a task done by `task_id`, with any required completion custom fields in `items`.
search_accountsChanges dataSearch accounts. Use this to find existing accounts before creating a new account. API summary: Search GL Accounts based on filters.
search_addressesChanges dataSearch addresses. Use this to find existing addresses before creating a new address. API summary: Search for vendor locations using the search filters.
search_addresses_searchChanges dataSearch addresses. Use this to find existing addresses before creating a new address. API summary: search for available customer locations using the search filters.
search_appointmentsChanges dataSearch appointments. Use this to find existing appointments before creating a new appointment. API summary: Search for appointments using the search filters.
search_contactsChanges dataSearch contacts by name, email, phone or account name.
search_credit_notesChanges dataSearch credit notes. Use this to find existing credit notes before creating a new credit note. API summary: Search for credit memo using the search filters passed in request body.
search_customersChanges dataSearch customers by name, number, phone, contact name, status or address, with paging.
search_for_customer_assets_using_the_search_filtersChanges dataSearch customers. Use this to find existing customers before creating a new customer. API summary: Search for customer assets using the search filters.
search_for_purchase_orders_using_the_search_filtersChanges dataSearch orders. Use this to find existing orders before creating a new order. API summary: Search for purchase orders using the search filters.
search_invoicesChanges dataSearch customer invoices by customer, number, due date, created date or open balance.
search_invoices_2Changes dataSearch invoices. Use this to find existing invoices before creating a new invoice. API summary: Gets list of bill credits using the search filters passed in the request body.
search_invoices_searchChanges dataSearch invoices. Use this to find existing invoices before creating a new invoice. API summary: Gets list of bills using the search filters passed in the request body.
search_itemsChanges dataSearch products and services (items) by name, item number, barcode or type.
search_opportunitiesChanges dataSearch opportunities (sales deals) by title, stage or type.
search_paymentsChanges dataSearch customer payments received, by customer, reference number or dates.
search_payments_2Changes dataSearch payments. Use this to find existing payments before creating a new payment. API summary: Gets list of Bill Payment CC Charges using the search filters passed in the request body.
search_payments_searchChanges dataSearch payments. Use this to find existing payments before creating a new payment. API summary: Search Bill Payment Checks. It doesn’t include other types of checks.
search_productsChanges dataSearch products. Use this to find existing products before creating a new product. API summary: Search for available builds using the search filters.
search_projectsChanges dataSearch projects by name, type, status or customer.
search_sales_ordersChanges dataSearch sales orders by name, number, customer, status or dates.
search_suppliersChanges dataSearch suppliers. Use this to find existing suppliers before creating a new supplier. API summary: Search for available vendors using the search filters.
search_tasksChanges dataSearch tasks by title, type, status, project, customer or assignee.
send_order_vendor_contactVisible to othersEmail a order (purchase order id). Has effects visible outside this system. API summary: Emails the purchase order to the contact set on the PO in the format specified by the id.
submit_orderVisible to othersMark complete a order (sales order id). Has effects visible outside this system. API summary: Marks a sales order complete.
submit_order_mark_canceledVisible to othersMark canceled a order (sales order id). Has effects visible outside this system. API summary: Marks a sales order cancelled.
submit_order_poVisible to othersClose a order (purchase order id). Has effects visible outside this system. API summary: Marks the PO as closed and also provides the ability to bill for the remaining items on close.
submit_productVisible to othersMark finalized a product (item build id). Has effects visible outside this system. API summary: Marks the build as finalized.
submit_product_mark_pendingVisible to othersMark pending a product (item build id). Has effects visible outside this system. API summary: Marks the build as pending.
submit_taskVisible to othersMark open a task (task id). Has effects visible outside this system. API summary: Marks task status open.
submit_task_mark_canceledVisible to othersMark canceled a task (task id). Has effects visible outside this system. API summary: Marks task status canceled.
submit_task_mark_on_holdVisible to othersMark on hold a task (task id). Has effects visible outside this system. API summary: Marks task status on hold.
update_customer_statusChanges dataUpdate an existing customer identified by customer asset id. API summary: Updates the status and sets the Status Note.
update_image_defaultChanges dataUpdate an existing image identified by image id. API summary: Sets an image as default.
update_payment_invoiceChanges dataUpdate an existing invoice identified by bill id. API summary: Unapply bill from Bill Payment CC Charge.
update_payment_invoice_bill_payment_checks_v2_unapply_billChanges dataUpdate an existing invoice identified by bill id. API summary: Unapply bill from bill payment check.
update_project_milestoneChanges dataUpdate an existing project milestone identified by project milestone id. API summary: Updates a project milestone.
update_project_orderChanges dataUpdate an existing order identified by order id. API summary: Associates a sales order to the project.
update_taskChanges dataUpdate a task's title, description, priority, due date, project or customer by `task_id`.
update_task_custom_statusesVisible to othersUpdate an existing custom status identified by task id. Has effects visible outside this system. API summary: Updates custom status of the task.
update_task_pageChanges dataUpdate an existing page identified by entry id. API summary: Edit Time Entry for a Task.
update_task_productChanges dataUpdate an existing product identified by check list item id. API summary: Checks off checklist item and adds notes to a task.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Striven from the app list.
2
Paste your key
Paste the Client ID and Client secret for Striven's API. An admin opens the API Settings page in Striven and clicks Enable API Access. Striven then shows the Client ID and Client Secret. Copy both into HeyMyApps.
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 Striven?

It can search and read customers, contacts, opportunities, invoices, sales orders, payments, items, projects, tasks, time entries, employees and your company profile. It can create customers, contacts, opportunities, invoices, projects and tasks, update tasks, log time and mark tasks done.

Does the AI see my Striven client secret?

No. Your Striven client secret is encrypted at rest and never shown to the AI. After you save it, it is 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 with searches only. Creating an invoice posts to your books, and that, like marking a task done, can require your approval before it runs. 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?

Striven connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Striven account.

Where do I find the Striven Client ID and secret?

An admin opens the API Settings page in Striven and clicks Enable API Access. Striven then shows a Client ID and Client Secret. You paste both into HeyMyApps, and HeyMyApps uses them to get access tokens from Striven.