Integration · Company data

Connect Claude & ChatGPT to TrackVia

Ask your AI to find a record in TrackVia, add a new entry to a view, or update a status field. It can list your apps and views, page through and search the records in a view, read a single record with all its fields, create, update and delete records, and list the users in your account.

Connect TrackVia free

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

Try asking

“Which views do we have for work orders?”
The AI lists the views whose name matches, so it knows where to read and write.
“Find the record for Acme in the Customers view.”
It searches the records in the view for Acme and shows the matches.
“Show me everything on work order 1482.”
It reads the record with all the fields visible in that view.

What your AI can do

Apps and views

List the apps and views you can access, filtered by name, to find where your records live.

Records

Page through or search the records in a view, read one record with all its fields, and create, update or delete records.

Users

List the users in your TrackVia account.

“Add a new inspection for site 12, dated today.”
It creates a record in the view using the view's own field names.
“Set the status of work order 1482 to Done.”
It updates only the status field. The other fields stay as they were.
“Who has a user in our TrackVia account?”
It lists the users in the account, page by page.

21 tools for TrackVia

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

create_integration_invokeChanges dataCreate a new invoke for a integration. Required: body. API summary: Invoke a microservice with arbitrary request body params.
create_recordChanges dataAdd a record to a view (`view_id`). Pass `body` as {"data": [{"<Field name>": value}]} using the view's field names.
create_userChanges dataCreate a new user. Required: email, first name or last name. API summary: Create a user for an account.
delete_allsMoves moneyPermanently delete a all by view id. Financial or irreversible action; may require approval. API summary: Delete all records in a view.
delete_attachment_allsMoves moneyPermanently delete a all by field name. Financial or irreversible action; may require approval. API summary: Delete all attachments from a record field.
delete_recordDeletesPermanently delete one record by `view_id` and `record_id`. This cannot be undone.
delete_record_documentDeletesPermanently delete a document by field name. Destructive action; may require approval. API summary: Delete a file on a single record in a view.
delete_specific_attachments_from_a_record_fieldDeletesPermanently delete a document by field name. Destructive action; may require approval. API summary: Delete specific attachments from a record field.
download_a_single_attachment_from_a_recordGet one document for a record by document id. API summary: Download a single attachment from a record.
get_recordGet one record by `view_id` and `record_id`, with all fields visible in that view.
get_record_documentGet one document for a record by field name. API summary: Returns a file from a single record from a view.
list_appsList the TrackVia apps you can access, optionally filtered by `name`.
list_integration_invokesList invokes for a integration. Optional filters: param. API summary: Invoke a microservice with arbitrary query string params.
list_integrationsList integrations. API summary: Returns a list of microservices in an account.
list_usersList the users in the TrackVia account, with `max` and `offset` paging.
list_view_recordsList the records in a view by `view_id`, page by page with `max` and `offset`.
list_viewsList the views (tables of records) you can access, optionally filtered by `name`. Records are always read and written through a view, so find the `view_id` here first.
search_view_recordsSearch the records in a view (`view_id`) for text `q`, with `max` and `offset` paging.
update_recordChanges dataUpdate a record by `view_id` and `record_id`. Pass `body` as {"data": [{"<Field name>": value}]}; only the fields you include change.
update_record_documentChanges dataUpdate an existing document identified by field name. API summary: Attach a file to a single record in a view.
update_record_document_postChanges dataUpdate an existing document identified by field name. API summary: Upload one or more attachments to a record field.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose TrackVia from the app list.
2
Paste your key
Paste your TrackVia API key, an auth token written as 'Bearer <token>', and your TrackVia domain. In TrackVia, go to Account Settings › API Access and copy the API key. Then, as a Super Admin, create an auth token for an API User. The domain is go.trackvia.com unless you use a custom or private subdomain.
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 TrackVia?

It can list apps, views and users, list and search the records in a view, and read a single record. It can create and update records, and delete a record if you switch that tool on.

Does the AI see my TrackVia API key?

No. Your TrackVia API key and auth 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. Deleting a record is permanent and can require your approval before it runs. 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 with no credit card required. Paid plans bill per completed task. You also need your own TrackVia account.

Why does the AI work through views?

In TrackVia, records are always read and written through a view, so the AI first finds the right view and its ID. It then uses that view's field names when it creates or updates a record. The fields the AI sees are the ones visible in that view.