Integration · Projects & tasks

Connect Claude & ChatGPT to Synergy

Ask your AI how a project is tracking, what is left of a stage budget, or which invoices are out on a job in Synergy. It can search projects and your wider Synergy data, read projects, stages, contract fees, budgets, forecasts and health scores, and look up invoices, expenses and purchase orders. It reads and searches, so your projects stay as they are.

Connect Synergy free

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

Try asking

“How is the Harbour Library project doing?”
The AI finds the project and gets a plain-language summary of its health and finances, with trends over the last 90 days.
“Which projects are red right now?”
It searches your projects and reads the red/amber/green health score of each one.
“What are the contract fees and budget totals on project 2417?”
It reads the project's contract fee values and budget totals side by side.

What your AI can do

Project health

Get project summaries, red/amber/green scores and financial insights on fees, costs and profit trends.

Fees, budgets and forecasts

Read contract fees, project budgets, stage budget lines, stage tasks and stage forecasts for a date range.

Invoices and costs

Search project invoices and read invoices, expenses and purchase orders, plus offices, project managers and statuses.

“Show the stage forecasts for project 2417 from January to June.”
It gets the stage forecasts for the project between the two dates.
“Which invoices have we raised on the Riverside Housing project?”
It finds the project and searches its invoices, with amounts, dates and status.
“List last month's expenses on stage 3 of project 2417.”
It lists expenses filtered by the stage and the date range, with their expense types.

96 tools for Synergy

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

create_company_contactChanges dataCreate a new contact for a company. Required: contacts. API summary: Create a batch of contacts.
create_company_expenseChanges dataCreate a new expense for a company. Required: staff id, project id, stage id, task id, expense category or rate id.
create_company_orderChanges dataCreate a new order for a company. Required: project id, contact id, attention id, address id, date or delivery date. API summary: Create a new purchase order.
create_company_phaseChanges dataCreate a new phase for a company. API summary: Create Phase.
create_company_projectChanges dataCreate a new project for a company. Search projects first to avoid duplicates.
create_company_taskChanges dataCreate a new task for a company. API summary: Create a to-do.
create_enrichmentChanges dataCreate a new enrichment. API summary: Create bulk enrichment job for search documents from core database (TSI admin only).
create_infrastructureChanges dataCreate a new infrastructure. API summary: Provision Azure AI Search infrastructure for organisation.
create_insightChanges dataCreate a new insight. Required: financial year start month, utilisation field, include leave, profitability or recovery. API summary: Create Insights settings.
create_messageChanges dataCreate a new message. Required: url. Search messages first to avoid duplicates. API summary: Create a new conversation for AI-assisted queries.
create_processChanges dataCreate a new process. Required: body. API summary: Process previously initiated vendor integration sync.
create_projectChanges dataCreate a new project. Required: show health, show progress, show fee cap, show invoiced, show recovery or show wip. Search projects first to avoid duplicates. API summary: Create projects portfolio settings.
create_provisioning_runChanges dataCreate a new provisioning run. API summary: Create bulk Azure AI Search infrastructure provisioning run for active organisations.
create_response_feedbackVisible to othersCreate a new feedback for a response. Required: rating or feedback text. Has effects visible outside this system. API summary: Submit thumbs-up or thumbs-down feedback on an Assist query response.
create_runChanges dataCreate a new run. API summary: Update search index schema for active organisations without deleting and recreating.
create_run_create_bulk_enrichment_runVisible to othersCreate a new run. Has effects visible outside this system. API summary: Queue enrichment jobs for all active organisations (TSI admin only).
create_schema_updateChanges dataCreate a new schema update. API summary: Update search index schema for a specific organisation without deleting and recreating.
create_stage_budget_lineChanges dataCreate a new budget line for a stage. API summary: Create a budget line for a stage.
create_timerChanges dataCreate a new timer. Required: start date, end date, note, project id, stage id or task id. API summary: Create a new timer entry.
create_vendor_callbackChanges dataCreate a new callback for a vendor. Required: code or state. API summary: Callback vendor OAuth2 connection.
create_vendor_connectionChanges dataCreate a new connection for a vendor. API summary: Initiate vendor OAuth2 connection (e.g., Xero).
create_vendor_mappingChanges dataCreate a new mapping for a vendor. Required: items. API summary: Create Organisation Mappings.
create_vendor_syncChanges dataCreate a new sync for a vendor. Required: body. API summary: Initiate vendor integration sync.
delete_company_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Delete an expense.
delete_stage_budget_lineDeletesPermanently delete a budget line by budget line id. Destructive action; may require approval. API summary: Delete a budget line for a stage.
delete_vendor_connectionsMoves moneyPermanently delete a connection by vendor. Financial or irreversible action; may require approval. API summary: Delete vendor connection.
export_projectsChanges dataExport projects. API summary: Export the project portfolio to Excel.
export_syncsExport syncs. API summary: Generate Excel file for sync details.
get_company_fee_typeGet one fee type for a company by fee type id. API summary: Get fee type by ID.
get_enrichmentGet one enrichment by job id. API summary: Get status of a search document enrichment job.
get_expenseGet one expense by `expense_id`.
get_integration_supplierGet one supplier for a integration by vendor. API summary: Get Vendor Integration.
get_invoiceGet one invoice by `invoice_id`, with amounts, dates and status.
get_messageGet one message by message id. API summary: Get the history of a conversation by id.
get_message_documentGet one document for a message by document id. API summary: Get the status and metadata of an uploaded Assist document.
get_narrativeGet one narrative by tracking id. API summary: Get AI insights narrative status and result.
get_projectGet one project by `project_id`, with client, dates, status and settings.
get_project_2Get one project by job id. API summary: Get the status of a queued portfolio export.
get_project_budgetGet a project's budget totals by `project_id`.
get_project_contract_feesGet the contract fee values for a project by `project_id`.
get_project_forecastsGet the stage forecasts for a project by `project_id` between `start_date` and `end_date` (yyyy-MM-dd).
get_project_insightsGet financial insights for a project by `project_id` (fees, costs, profit trends), optionally filtered by discipline, cost centre, stage status or stage manager.
get_project_rag_scoreGet a project's red/amber/green health score by `project_id`.
get_project_status_typesGet the current status of a project by organisation slug. API summary: Get Project Status Types.
get_project_summaryGet a plain-language summary of a project's health and finances by `project_id`, with trends over the last `trend_days` days (0-365).
get_project_typesList projects. Optional filters: status. Results are paginated. API summary: Get Project Types.
get_purchase_orderGet one purchase order by `order_id`, with supplier, items and delivery details.
get_rate_typesList projects. API summary: Get Rate Types.
get_staff_payroll_typesList projects. API summary: Get staff payroll types.
get_stageGet one project stage by `stage_id`, with dates, fees and status.
get_vendor_payroll_typesList projects. API summary: Get vendor payroll types.
list_categoriesList categories. API summary: Get Rate Categories.
list_company_cost_centresList cost centres for a company. Optional filters: status. Results are paginated. API summary: Get cost centres.
list_company_disciplinesList disciplines for a company. Optional filters: status. Results are paginated. API summary: Get disciplines.
list_company_fee_typesList fee types for a company. API summary: Get fee types.
list_expense_typesList the expense types, optionally by `status` (All, Active, Inactive).
list_expensesList expenses, filtered by `project_id`, `stage_id`, `staff_id`, `expense_type_id` or `date_from`/`date_to`. Paginated with `page` and `limit`.
list_frequenciesList frequencies. API summary: Get vendor payroll frequencies.
list_insightsList insights. API summary: Get insights settings.
list_officesList your organisation's offices. Paginated with `page` and `limit`.
list_pagesList pages. API summary: Get insights pages.
list_payrollsList payrolls. Optional filters: start, end or last export. API summary: Get payroll.
list_permissionsList permissions. API summary: Get permissions for insights pages.
list_project_managersList project managers, optionally filtered by name `search` or `status` (Active, Inactive, All).
list_project_statusesList the project statuses used in your organisation.
list_projectsList projects. API summary: Get projects portfolio settings.
list_projects_get_project_snapshot_comparisonList projects. Optional filters: from date or to date. API summary: Compare project snapshots between two dates.
list_projects_get_stage_snapshot_comparisonList projects. Optional filters: from date or to date. API summary: Compare stage snapshots between two dates.
list_rate_employeesList employees for a rate. API summary: Get Staff For Rate.
list_stage_budget_linesList the budget lines of a project stage by `stage_id`.
list_stage_tasksList the tasks in a project stage by `stage_id`.
list_tenantsList tenants. API summary: Get Tenants Connections.
list_vendor_mappingsList mappings for a vendor. API summary: Get Organisation Mapping.
list_vendor_syncsList syncs for a vendor. API summary: Get Organisation sync histories.
search_messagesChanges dataSearch messages. Use this to find existing messages before creating a new message. API summary: Submit a query for AI-assisted processing within a conversation.
search_project_invoicesChanges dataSearch and filter the invoices of a project by `project_id`; put filters in `body`.
search_projectsChanges dataSearch and filter projects; put the search and filter criteria in `body`. Use this to find a project ID.
search_synergySearch across your Synergy data with a text `query`, optionally narrowed by `entity_type`, `filter` and `sort_by`. Paginated with `page` and `limit`.
submit_feedbackDeletesSubmit a feedback (tracking id). Destructive action; may require approval. API summary: Submit feedback for an AI insights narrative.
update_bulksVisible to othersUpdate an existing bulk identified by project id. Has effects visible outside this system. API summary: Apply a batch of revenue forecast cell edits.
update_company_expenseChanges dataUpdate an existing expense identified by expense id.
update_company_phaseChanges dataUpdate an existing phase identified by phase id. Only the fields you pass are changed. API summary: Update Phase.
update_company_projectChanges dataUpdate an existing project identified by project id. API summary: Update project details.
update_company_stageChanges dataUpdate an existing stage identified by stage id. Only the fields you pass are changed. API summary: Update Stage.
update_contract_fee_values_for_a_projectVisible to othersUpdate an existing project identified by project id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update contract fee values for a project.
update_insightChanges dataUpdate an existing insight identified by insight id. API summary: Update Insights settings.
update_permissionsMoves moneyUpdate an existing permission identified by organisation slug. Financial or irreversible action; may require approval. API summary: Update permissions for insights pages.
update_projectChanges dataUpdate an existing project identified by project id. API summary: Update projects portfolio settings.
update_project_templateChanges dataUpdate an existing template identified by template id. API summary: Apply a project template.
update_projectsVisible to othersUpdate an existing project identified by project id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Toggle Project Phases.
update_purchase_order_documentsVisible to othersUpdate an existing document identified by purchase order id. Has effects visible outside this system. API summary: Record the generated document ids against a purchase order.
update_stage_budget_lineChanges dataUpdate an existing budget line identified by budget line id. Only the fields you pass are changed. API summary: Update a budget line for a stage.
update_stage_datesVisible to othersUpdate an existing date identified by stage id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Stage Dates.
update_stage_financialsVisible to othersUpdate an existing financial identified by stage id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Stage Financials.
update_tenantsVisible to othersUpdate an existing tenant identified by vendor. Has effects visible outside this system. API summary: Update tenant connection details.
update_vendor_mappingsVisible to othersUpdate an existing mapping identified by vendor. Has effects visible outside this system. API summary: Update Organisation Mapping.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Synergy from the app list.
2
Paste your key
Paste your Synergy static API key and your organisation slug. In Synergy click the top-right menu and choose Edit profile. On the profile page open the menu (...) and choose API key, pick a validity of 1 or 3 years and copy the complete key.
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 Synergy?

The AI can search projects and your wider Synergy data, and read projects, stages, contract fees, budgets, stage budget lines, tasks, forecasts, health scores, summaries and insights. It can also look up invoices, expenses, expense types, purchase orders, offices, project managers and project statuses.

Does the AI see my Synergy credentials?

No. Your Synergy API key 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, for example project health without expenses. 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 Synergy account.

Can the AI change my Synergy projects?

No. The Synergy tools read and search data only. The AI cannot create or edit projects, stages, invoices or expenses, so you can use it for reporting and questions without changing anything in Synergy.