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Integration · CRM & sales

terros.com

Connect Claude & ChatGPT to Terros

Ask your AI which leads a rep has in a ZIP code, when a closer has a free slot, or what a team did yesterday. It can create and update accounts and appointments, check for an existing account at an address, look at territories, teams and workflows, and update tasks. Your field sales data answers questions from a chat.

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

Try asking

  • “Show the accounts in ZIP 84101 owned by Sam.”

    The AI filters accounts by ZIP code and owner and lists them with status and workflow stage.

  • “Is there already an account at 12 Oak Street?”

    It matches accounts by address before anything new is created, to avoid duplicates.

  • “Book Lisa an appointment with account 7731 on Thursday or Friday.”

    It looks up Lisa's available time slots and creates the calendar event with the account, date, duration and location.

What your AI can do

Accounts and leads

Search, list, create, update and remove accounts, filter by status, owner, stage or location, and match by address.

Appointments and tasks

Find open time slots, create and update calendar events with outcomes and notes, and update tasks.

Teams, areas and activity

Read users, teams, territories, workflows and custom fields, and list field activity such as knocks and stage changes.

  • “How many doors did the north team knock yesterday?”

    It lists field activity for the workflow, filtered by team and time range, including knocks, actions and stage changes.

  • “Move account 7731 to the next workflow stage and add a note.”

    It reads the workflow's stages and updates the account's stage and notes.

  • “Which territories does Mike's team cover?”

    It lists areas filtered by team, with assigned users and account counts.

83 tools for Terros

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

  • add_areaChanges dataCreate a new add. Required: assignment type. API summary: Add Area.
  • add_connect_app_versionChanges dataCreate a new add. Required: version data. API summary: Add Connect App Version.
  • add_connect_scriptChanges dataCreate a new add. Required: script or script size. API summary: Add Connect Script.
  • add_custom_fieldChanges dataCreate a new add. Required: unsaved. API summary: Add Custom Field.
  • add_evaluationChanges dataCreate a new add. API summary: Add Evaluation.
  • add_teamChanges dataCreate a new add. Required: name or level. API summary: Add Team.
  • add_team_memberChanges dataCreate a new add. Required: team id or user id. API summary: Add Team Member.
  • add_userChanges dataCreate a new add. Required: user. API summary: Add User.
  • add_workflowChanges dataCreate a new add. Required: workflow. API summary: Add Workflow.
  • attach_areaChanges dataAssign a area. API summary: Run Area Assignment.
  • create_accountChanges dataCreate an account (lead/customer) in `account`: contacts, location, owner, status, workflow and custom fields.
  • create_batchVisible to othersCreate a new batch. Required: operations. Has effects visible outside this system. API summary: Batch Accounts.
  • create_bulkVisible to othersCreate a new bulk. Required: filter or actions. Has effects visible outside this system. API summary: Bulk Modify Accounts.
  • create_calendar_eventChanges dataCreate a calendar event (e.g. an appointment) in `event`: title, date, duration, owner, attendee, account and location.
  • create_checkDeletesCreate a new check. Required: permission type or target id. Destructive action; may require approval. API summary: Check Permission.
  • create_columnChanges dataCreate a new column. API summary: Get report columns.
  • create_downlineChanges dataCreate a new downline. Required: entity id. API summary: Get Team Downline.
  • create_kpiChanges dataCreate a new kpi. Required: version, kpis or grouping. API summary: Get KPIs.
  • create_managementChanges dataCreate a new management. API summary: Manage tasks.
  • create_profileChanges dataCreate a new profile. API summary: Get User Profile.
  • create_timeChanges dataCreate a new time. Required: column, interval or grouping. API summary: Get KPI over time.
  • delete_accountChanges dataRemove an account by `account_id`.
  • delete_calendar_eventChanges dataRemove a calendar event by `event_id`.
  • delete_usersDeletesPermanently delete a user. Destructive action; may require approval. API summary: Remove Team.
  • download_exportChanges dataDownload the document for a export. API summary: Download Export.
  • export_addsChanges dataExport adds. API summary: Add Export.
  • export_usersChanges dataExport users. API summary: List Exports.
  • find_available_timeslotsChanges dataFind available appointment time slots for a closer or team (`target_id`) from a start time over a number of `days`.
  • get_accountChanges dataGet one account by `account_id`, including contacts, location, owner, status, workflow stage and custom fields.
  • get_areaChanges dataGet one territory (area) by `area_id`, including assigned users and account counts.
  • get_attachmentChanges dataCreate a new get. Required: attachment id. API summary: Get Attachment.
  • get_calendar_eventChanges dataGet one calendar event by `event_id`.
  • get_connect_appChanges dataCreate a new get. Required: app id. API summary: Get Connect App.
  • get_connect_app_versionChanges dataCreate a new get. Required: app id or app version. API summary: Get Connect App Version.
  • get_custom_fieldChanges dataCreate a new get. Required: field id. API summary: Get Custom Field.
  • get_evaluationChanges dataCreate a new get. Required: evaluation id. API summary: Get Evaluation.
  • get_taskChanges dataGet one task by `task_id`.
  • get_teamChanges dataGet one team by `team_id`, including members and hierarchy.
  • get_userChanges dataGet one user by `user_id`, or the connected user when omitted.
  • get_workflowChanges dataGet one workflow by `workflow_id`, including its stages and actions.
  • list_accountsChanges dataList and filter accounts (leads/customers) via `search_input`: text query, status, owner, team, workflow stage, city, state, ZIP or date range; or find accounts `nearby` a point.
  • list_activityChanges dataList field activity (knocks, actions, stage changes) for a `workflow_id`, filtered by users, teams, actions, location or time range.
  • list_areasChanges dataList territories (areas), filtered by team, user, state or dates.
  • list_calendar_eventsChanges dataList calendar events such as appointments, filtered by owner, team, type, closed status or time range.
  • list_custom_fieldsChanges dataList custom fields for a record type (`table_type`), optionally for a workflow. Use to know which custom fields accounts accept.
  • list_evaluationsChanges dataCreate a new user. Search users first to avoid duplicates. API summary: List Evaluations.
  • list_permissionsDeletesCreate a new user. Search users first to avoid duplicates. Destructive action; may require approval. API summary: List Permissions.
  • list_tasksChanges dataList tasks, filtered by owner, sender, date range or archived.
  • list_teamsChanges dataList teams in the company.
  • list_usersChanges dataList users (reps), optionally by team or IDs.
  • list_workflowsChanges dataList sales workflows with their stages and actions. Use to find workflow, stage and action IDs.
  • match_accountChanges dataFind an existing account matching an address (`location`), `account_id` or `external_lead_id`. Use before creating to avoid duplicates.
  • remove_areaChanges dataCreate a new user. Required: area id. Search users first to avoid duplicates. API summary: Remove Area.
  • remove_custom_fieldChanges dataCreate a new user. Required: field id. Search users first to avoid duplicates. API summary: Remove Custom Field.
  • remove_evaluationChanges dataCreate a new user. Required: evaluation id. Search users first to avoid duplicates. API summary: Remove Evaluation.
  • remove_exportChanges dataExport users. API summary: Remove Export.
  • remove_taskChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Remove task.
  • remove_team_memberDeletesPermanently delete a user. Destructive action; may require approval. API summary: Remove Team Member.
  • remove_userChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Remove User.
  • remove_workflowChanges dataCreate a new user. Required: workflow id. Search users first to avoid duplicates. API summary: Remove Workflow.
  • searchChanges dataSearch across accounts, calendar events, teams, users and locations by text `query`; narrow with `scopes`.
  • search_addressesChanges dataLook up addresses and property locations using a `filter`.
  • search_usersChanges dataSearch users by name or email `query`, optionally within teams.
  • update_accountChanges dataCreate a new user. Required: account. Search users first to avoid duplicates. API summary: Update Account.
  • update_areaChanges dataCreate a new user. Required: area. Search users first to avoid duplicates. API summary: Update Area.
  • update_calendar_eventChanges dataCreate or update a calendar event in `event` (include eventId to update): date, duration, owner, outcome or notes.
  • update_calendar_event_2Changes dataCreate a new user. Required: event. Search users first to avoid duplicates. API summary: Update Calendar Event.
  • update_companyChanges dataCreate a new user. Required: company. Search users first to avoid duplicates. API summary: Update Company.
  • update_connect_app_versionChanges dataCreate a new user. Required: app version. Search users first to avoid duplicates. API summary: Update Connect App Version.
  • update_custom_fieldChanges dataCreate a new user. Required: custom field. Search users first to avoid duplicates. API summary: Update Custom Field.
  • update_evaluationChanges dataCreate a new user. Required: evaluation. Search users first to avoid duplicates. API summary: Update Evaluation.
  • update_permissionDeletesCreate a new user. Required: entity id, permission type or scope. Search users first to avoid duplicates. Destructive action; may require approval. API summary: Update Permission.
  • update_taskChanges dataUpdate a task in `task` (include taskId): status, due date, owner, priority or snooze.
  • update_teamChanges dataCreate a new user. Required: team. Search users first to avoid duplicates. API summary: Update Team.
  • update_team_memberChanges dataCreate a new user. Required: team id or user id. Search users first to avoid duplicates. API summary: Update Team Member.
  • update_userChanges dataCreate a new user. Required: user. Search users first to avoid duplicates. API summary: Update User.
  • update_workflowChanges dataCreate a new user. Required: workflow. Search users first to avoid duplicates. API summary: Update Workflow.
  • upload_addChanges dataUpload a add. API summary: Add Import.
  • upload_cleanupChanges dataUpload a cleanup. API summary: Cleanup Import.
  • upload_errorChanges dataUpload a error. API summary: Get Import Errors.
  • upload_getChanges dataUpload a get. API summary: Get Import.
  • upload_userChanges dataUpload a user. API summary: List Imports.
  • upsert_accountChanges dataCreate or update an account in `account` (matched by accountId or externalLeadId), e.g. to change owner, status, notes or workflow stage.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Terros from the app list.

  2. 2

    Paste your key

    Paste a Terros API key. In Terros open your company settings › API Keys and create a key. You must be a company admin or have permission to create API keys. Copy the key.

  3. 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 Terros?

It can search, list, read, create, update and remove accounts, and match accounts by address or ID. It can find open time slots and create, update and remove calendar events. It can read and update tasks, read teams, users, areas, workflows, custom fields and field activity, and look up addresses.

Does the AI see my Terros API key?

No. Your Terros 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 with lookups only. Removing an account or a calendar event 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?

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

Can the AI book appointments?

Yes. It finds available time slots for a closer or a team over a number of days, then creates a calendar event with title, date, duration, owner, attendee, account and location. Later it can update the event with an outcome or notes.

Related integrations

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HeyMyApps is not affiliated with Terros. Product names are trademarks of their owners.