Integration · CRM & sales

Connect Claude & ChatGPT to TeamGram

Ask your AI which deals are open, what happened with a customer, or to create a follow-up task in TeamGram. It can search across companies, contacts, leads, opportunities, tasks and orders. It can create and update companies, contacts, leads, opportunities and tasks, convert leads, post notes on the timeline and read sales orders and products.

Connect TeamGram free

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

Try asking

“Which opportunities are open right now?”
The AI lists opportunities filtered on the open active status, with amount, stage and expected closing date.
“What do we have on Nordic Foods?”
It searches TeamGram and reads the company with its contact info, tags and recent timeline notes.
“Convert lead 912 and open a 40,000 DKK opportunity for it.”
It converts the lead into a company and contact and creates the opportunity with the amount you give.

What your AI can do

Companies, contacts and leads

Search, create and update companies and contacts, save leads, change their status and convert them.

Opportunities

List opportunities by status, create and update them, and mark them won or lost with a reason.

Tasks, notes and orders

Create, update and complete tasks, read and post timeline notes, and read sales orders and products.

“Mark the Acme renewal as won.”
It finds the opportunity and updates its status and stage, with a reason and realized amount if you give them.
“Create a task for me to call Jane on Friday.”
It creates a task with subject, due date and the related contact.
“Log a note on Acme that we sent the new price list.”
It posts the note on the timeline, linked to the company, and can mark that the customer was contacted.

123 tools for TeamGram

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

add_noteChanges dataPost a note (`body`) linked to records given in `relations`, optionally marking that the customer was contacted.
archive_custom_applicationVisible to othersArchive a custom application (domainname). Has effects visible outside this system. API summary: Archive / Unarchive.
change_lead_statusChanges dataChange a lead's `status` by `id`, with a `rating` and `reason`.
complete_taskMark a task as completed by `id`.
convert_leadChanges dataConvert a lead (`id`) into a company/contact, optionally also creating an opportunity with name, amount, stage and expected closing date.
create_bulk_update_priceVisible to othersCreate a new bulk update price. Required: items. Has effects visible outside this system. API summary: Bulk Update Prices.
create_companyChanges dataCreate a company with name, contact info, tags, owner, industry, tax details and custom fields. Search first to avoid duplicates.
create_contactChanges dataCreate a contact with name, last name, position, company, contact info, tags and custom fields. Search first to avoid duplicates.
create_contact_orders_createChanges dataCreate a new contact. Search contacts first to avoid duplicates.
create_contact_orders_editChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Edit.
create_contact_products_createChanges dataCreate a new contact. Search contacts first to avoid duplicates.
create_contact_products_editChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Edit.
create_contact_proposals_editChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Create-Edit.
create_contact_purchases_createChanges dataCreate a new contact. Search contacts first to avoid duplicates.
create_contact_purchases_editChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Edit.
create_deleteChanges dataCreate a new delete. Required: id.
create_delete_leads_deleteChanges dataCreate a new delete. Required: id.
create_delete_opportunities_deleteChanges dataCreate a new delete. Required: id.
create_delete_orders_deleteChanges dataCreate a new delete. Required: id.
create_delete_products_deleteChanges dataCreate a new delete. Required: id.
create_delete_proposals_deleteChanges dataCreate a new delete. Required: id.
create_delete_purchases_deleteChanges dataCreate a new delete. Required: id.
create_delete_tasks_deleteChanges dataCreate a new delete. Required: id.
create_documentChanges dataCreate a new document. API summary: PostAttachment.
create_favoriteChanges dataCreate a new favorite. Required: id. API summary: Favorite action.
create_inventoryChanges dataCreate a new inventory. API summary: Updating inventory changes.
create_inventory_products_inventory_adjustment_deleteChanges dataCreate a new inventory. Required: id. API summary: Deleting a stock movement.
create_lead_leads_cadence_due_changeChanges dataCreate a new lead. Required: id or cadence duedate. API summary: Sequence Step Date Update.
create_lead_leads_lead_convertChanges dataCreate a new lead. API summary: Convert.
create_opportunityChanges dataCreate an opportunity with name, related company or contact, amount, currency, stage, status, probability and expected closing date.
create_reminder_addChanges dataCreate a new reminder add. Required: id, date or text. API summary: Add reminder.
create_reminder_deleteChanges dataCreate a new reminder delete. Required: id or rem id. API summary: Deleting a Reminder.
create_taskChanges dataCreate a task with subject, description, start and due dates, priority, assignees and related records.
deleteChanges dataCreate a new delete. Required: id.
delete_custom_applications_documentDeletesPermanently delete a custom application by domainname. Destructive action; may require approval.
delete_messagesDeletesPermanently delete a message by domainname. Destructive action; may require approval.
delete_orders_multipleDeletesPermanently delete a order by domainname. Destructive action; may require approval. API summary: Multiple Deletion.
get_common_custom_application_form_pdfGet one common by domainname. API summary: Get Form PDF.
get_common_pdfGet one common by domainname. API summary: Get Order/Proposal PDF.
get_common_product_pdfGet one common by domainname. API summary: Get Product PDF.
get_common_task_pdfGet one common by domainname. API summary: Get Task PDF.
get_companyGet one company by `id`, with its contact info, tags and custom fields.
get_company_allGet one company by domainname. Results are paginated. API summary: Detailed Listing.
get_company_newGet one company by domainname. Results are paginated. API summary: Listing New Companies By Id.
get_company_updatedGet one company by domainname. Results are paginated. API summary: Listing Companies by Date.
get_contactGet one contact by `id`.
get_contact_allGet one contact by domainname. Results are paginated. API summary: Detailed Listing.
get_contact_newGet one contact by domainname. Results are paginated. API summary: Listing New Contacts by Id.
get_contact_updatedGet one contact by domainname. Results are paginated. API summary: Listing Contacts by Date Modified.
get_current_userGet the TeamGram user you are connected as.
get_custom_application_custom_app_listGet one custom application by domainname. API summary: Custom Applications List.
get_custom_application_document_of_appGet one custom application by domainname. API summary: View Document.
get_custom_application_documents_of_appGet one custom application by domainname. Results are paginated. API summary: View Documents.
get_custom_application_documents_of_entityGet one custom application by domainname. Results are paginated. API summary: View Documents Of Entity.
get_customer_customer_locationsGet one customer by domainname. API summary: Listing locations.
get_deal_status_logGet the current status of a deal by domainname. API summary: Status Logs.
get_documentGet one document by domainname. API summary: Get Attachment.
get_leadGet one lead by `id`.
get_lead_allGet one lead by domainname. Results are paginated. API summary: Detailed Listing.
get_lead_status_logGet the current status of a lead by domainname. API summary: Status Logs.
get_opportunityGet one opportunity by `id`.
get_orderGet one sales order by `id`, with its line items and totals.
get_order_last_idGet one order by domainname. API summary: View Id of last order.
get_order_last_id_getGet one order by domainname. API summary: View Id of last order.
get_order_newGet one order by domainname. Results are paginated. API summary: Listing New Orders By Id.
get_order_new_getGet one order by domainname. Results are paginated. API summary: Listing New Orders By Id.
get_order_status_logGet the current status of a order by domainname. API summary: Status Logs.
get_order_status_log_statusGet the current status of a order by domainname. API summary: Status Logs.
get_order_web_linkGet one order by domainname. API summary: Get Web Link.
get_product_allGet one product by domainname. Results are paginated. API summary: Detailed Listing.
get_product_newGet one product by domainname. Results are paginated. API summary: Listing New Products By Id.
get_product_updatedGet one product by domainname. Results are paginated. API summary: List of New Products by Date.
get_proposal_newGet one proposal by domainname. Results are paginated. API summary: Listing New Proposals By Id.
get_proposal_status_logGet the current status of a proposal by domainname. API summary: Status Logs.
get_proposal_templatesGet one proposal by domainname. API summary: List Proposal Templates.
get_proposal_web_linkGet one proposal by domainname. API summary: Get Web Link.
get_taskGet one task by `id`.
get_web_linkGet one order by domainname. API summary: Get Web Link.
list_change_outlooksList change outlooks. Optional filters: id or outlook.
list_companiesList companies, paginated with `page` and `limit`, optionally by starting `letter`.
list_companies_2List companies. Optional filters: id or letter. Results are paginated. API summary: Contacts of Company.
list_contactsList contacts (people), paginated with `page` and `limit`, optionally by starting `letter`.
list_contacts_goals_indexList contacts. Optional filters: recurrence or period. API summary: Goals.
list_contacts_products_getList contacts. Optional filters: id. API summary: View.
list_contacts_proposals_getList contacts. Optional filters: id. API summary: View.
list_contacts_purchases_getList contacts. Optional filters: id or split. API summary: View.
list_inventoriesList inventories. Optional filters: entity id or inv ttype. Results are paginated. API summary: Inventory listing.
list_meta_dataList meta data. API summary: Metadata.
list_notesList notes on the timeline, optionally for one record (`id`) and within a date range; paginated.
list_own_individual_listsList own individual lists. Optional filters: org box id.
list_productsList products, paginated with `page` and `limit`.
list_sending_failed_event_resendsList sending failed event resends. Optional filters: id. API summary: Retry Failed Sending.
list_sending_failed_eventsList sending failed events. API summary: Failed Sendings.
list_statsList stats. Optional filters: id, start date or end date.
list_summariesList summaries. Optional filters: id or period. API summary: Goal Summary.
list_tasksList tasks, paginated, optionally searching by text in `q`.
quick_searchSearch TeamGram by text in `query` across companies, contacts, leads, opportunities, tasks, products, orders and more; set the get* flags to choose which kinds to include.
save_leadChanges dataCreate a lead, or update one by passing its `id`, with name, company, contact info, status, rating, source channel and custom fields.
search_check_duplicatesSearch check duplicates by q, entity type, id, q2, phone values or mail values. Use this to find existing check duplicates before creating a new check duplicate. API summary: Duplicate Record Check.
search_contactsSearch contacts by ofid, fid, letter or q. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List.
search_contacts_opportunities_indexSearch contacts by letter, fid or q. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List.
search_contacts_orders_indexSearch contacts by ofid, own, fid, letter or q. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List.
search_contacts_proposals_indexSearch contacts by ofid, own, fid, letter or q. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List.
search_contacts_purchases_indexSearch contacts by ofid, own, fid, letter or q. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List.
search_hash_tag_listsSearch hash tag lists. Use this to find existing hash tag lists before creating a new hash tag list. API summary: Hashtag List.
search_indexSearch contacts by query, op, tags, m, comp or con. Use this to find existing contacts before creating a new contact. API summary: Search index.
search_load_moresSearch load mores by entity type, query or m. Use this to find existing load mores before creating a new load more. Results are paginated. API summary: Search detail.
search_searches_with_contact_infoSearch searches by entity type or query. Use this to find existing searches before creating a new search. Results are paginated. API summary: Search With Contact Infos.
search_tag_listsSearch tag lists. Use this to find existing tag lists before creating a new tag list.
update_companyChanges dataUpdate a company by `id` with the fields you pass.
update_contactChanges dataUpdate a contact by `id` with the fields you pass.
update_custom_applications_document_of_appChanges dataUpdate an existing custom application identified by domainname. API summary: Create-Edit.
update_leads_cadanceChanges dataUpdate an existing lead identified by domainname. API summary: Sequence Update.
update_messagesChanges dataUpdate an existing message identified by domainname.
update_opportunityChanges dataUpdate an opportunity by `id` with the fields you pass.
update_opportunity_statusChanges dataUpdate an opportunity's status and stage by `id`, e.g. mark it won or lost with a reason and realized amount.
update_orders_statusChanges dataUpdate an existing order identified by domainname. API summary: Status Update.
update_orders_status_updateChanges dataUpdate an existing order identified by domainname. API summary: Status Update.
update_products_selected_product_fieldsChanges dataUpdate an existing product identified by domainname. API summary: Edit Selected Fields.
update_proposals_statusChanges dataUpdate an existing proposal identified by domainname. API summary: Status Update.
update_taskChanges dataUpdate a task by `id` with the fields you pass, e.g. due date, assignees or progress.
update_tasks_colorChanges dataUpdate an existing task identified by domainname. API summary: Set Color.
update_tasks_progressChanges dataUpdate an existing task identified by domainname. API summary: Progress update.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose TeamGram from the app list.
2
Paste your key
Paste a TeamGram API token and your TeamGram domain name. Create the token in TeamGram under Control Panel › My Profile › API Tokens. The domain name is the company name in your TeamGram address, as used in https://api.teamgram.com/[COMPANYNAME].
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 TeamGram?

The AI can search and read companies, contacts, leads, opportunities, tasks, notes, sales orders and products. It can create and update companies, contacts, leads, opportunities and tasks, change lead status, convert leads, update opportunity status, complete tasks and post notes.

Does the AI see my TeamGram API token?

No. Your TeamGram API token 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. Converting leads, changing opportunity status and other changes 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 TeamGram account.

What is my TeamGram domain name?

It is the company name in your TeamGram address, the part used in https://api.teamgram.com/[COMPANYNAME]. HeyMyApps needs it together with your API token so the AI works in your company's TeamGram account.