Integration · CRM & sales
Connect Claude & ChatGPT to Uspacy
Ask your AI which deals are open, what is due this week, or who a lead belongs to in Uspacy. It can list and read CRM records, pipeline stages, tasks, activities, calls, products and messenger chats, and search across the whole portal. It can also create leads, deals, tasks and activities, move a record to another stage and post in a chat.
Free plan, no credit card. Takes about a minute.
Try asking
“Which deals are in the Negotiation stage?”
The AI lists the pipeline stages for deals and the deals in that stage.
“Create a lead for Nordic Foods with email [email protected].”
It creates a lead with the title and email, and can set owner and source.
“Move deal 318 to Won.”
It moves the deal to the stage you name and can close it as successful.
What your AI can do
CRM records and pipelines
List, read, create and update leads, contacts, companies, deals and custom entities, and move records between stages.
Tasks and activities
Search, create, update and complete tasks, and list or create calls, meetings, emails and other activities.
Messenger and search
List chats, read and send messages, and search across CRM, tasks, messenger and more.
“Make a task for me to send the contract to Acme by Friday.”
It finds your user ID and creates the task with a deadline, linked to the Acme record if you want.
“Log a meeting with Anna Berg tomorrow at 10.”
It creates a meeting activity with start and end time, participants and the linked contact.
“What did the team say in the sales chat today?”
It finds the chat and reads today's messages.
342 tools for Uspacy
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
add_email_settingsVisible to othersUpdate an existing task identified by email id. Has effects visible outside this system. API summary: Add Email Settings.approve_auth_emailVisible to othersConfirm a auth. Has effects visible outside this system. API summary: Confirm user email.archive_userVisible to othersDeactivate a user (user id). Has effects visible outside this system. API summary: Deactivate user by id.attach_referenceChanges dataAttach a reference. API summary: Attach requisite to entity reference.attach_reference_attachChanges dataAttach a reference (requisite id). API summary: Attach bank requisite reference.complete_taskVisible to othersMark a task as done by `task_id`, optionally linking a result comment.create_a_commentChanges dataCreate a new message. Required: entity type, entity id, message, author id or date. Search messages first to avoid duplicates. API summary: Create a comment.create_activityChanges dataCreate a CRM activity (activity, call, meeting, chat or email) with `title`, `start_time` and `end_time` (timestamps), plus optional description, responsible user, participants and linked CRM records.create_appChanges dataCreate a new app. Required: name, code, short description, redirect url, callback url or developer name. API summary: Create app.create_batchDeletesCreate a new batch. Required: items. Destructive action; may require approval. API summary: Create invites.create_bulkVisible to othersCreate a new bulk. Has effects visible outside this system. API summary: Bulk create products.create_bulk_postVisible to othersCreate a new bulk. Has effects visible outside this system. API summary: Bulk create list products.create_callChanges dataCreate a new call. Required: integration code, call type or from. API summary: Create call event.create_categoryChanges dataCreate a new category. API summary: Create product category.create_chatChanges dataCreate a new chat. Required: members or type. Search chats first to avoid duplicates.create_chat_leaveChanges dataCreate a new leave for a chat. API summary: Leave a chat.create_chat_muteChanges dataCreate a new mute for a chat. API summary: Mute chat notifications.create_chat_pinChanges dataCreate a new pin for a chat. API summary: Pin a chat.create_chat_unmuteChanges dataCreate a new unmute for a chat. API summary: Unmute chat notifications.create_chat_unpinChanges dataCreate a new unpin for a chat. API summary: Unpin a chat.create_chat_userChanges dataCreate a new user for a chat. Required: members. Search users first to avoid duplicates. API summary: Add members to chat.create_credentialVisible to othersCreate a new credential. Required: email or password. Has effects visible outside this system. API summary: Add Email Credentials.create_crm_activityChanges dataCreate a new task. Search tasks first to avoid duplicates. API summary: Create CRM activity.create_crm_letterChanges dataCreate a new crm letter. API summary: Handle CRM letter binding.create_crm_recordChanges dataCreate a CRM record such as a lead, contact, company or deal: `entity` is the CRM entity code, e.g. leads, contacts, companies or deals; pass `title`, and optionally email and phone lists, owner (user ID), source and funnel_id.create_csv_importChanges dataCreate a new csv import.create_departmentChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Create department.create_dependencyChanges dataCreate a new dependency. API summary: Create field dependency.create_documentChanges dataCreate a new document. API summary: Create field.create_document_postChanges dataCreate a new document. API summary: Generate document.create_document_templateChanges dataCreate a new document. API summary: Create document template.create_endChanges dataCreate a new end. Required: integration code, call type or from. API summary: End a phone call.create_entityChanges dataCreate a new entity. API summary: Create entity.create_entity_fieldChanges dataCreate a new field for a entity. API summary: Create field.create_entity_funnelChanges dataCreate a new funnel for a entity. API summary: Create funnel.create_entity_postChanges dataCreate a new entity. API summary: Bulk get entities by contacts.create_external_lineChanges dataCreate a new external line. Required: name, icon, phone number or external id. API summary: Create an external line.create_forgot_passwordDeletesCreate a new forgot password. Destructive action; may require approval. API summary: Initiate password reset.create_groupChanges dataCreate a new group. Required: name or group type. Search groups first to avoid duplicates. API summary: Create group.create_incoming_webhookDeletesCreate a new incoming webhook. Required: name or permissions. Search incoming webhooks first to avoid duplicates. Destructive action; may require approval. API summary: Create Incoming Webhook.create_inviteChanges dataCreate a new invite. API summary: Sending invitations to groups. Only available to group owner.create_join_requestChanges dataCreate a new request for a join. API summary: Add join request for private group.create_kanban_stageChanges dataCreate a new stage. API summary: Create kanban stage.create_message_messages_controller_handle_forward_messagesChanges dataCreate a new message. Required: messages ids or chat id. Search messages first to avoid duplicates. API summary: Forward messages.create_message_messages_controller_handle_pin_messageVisible to othersCreate a new message for a message. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Pin a message.create_message_messages_controller_handle_unpin_messageVisible to othersCreate a new message for a message. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Unpin a message.create_permissionDeletesCreate a new permission. Destructive action; may require approval. API summary: Create/update CRM permissions.create_productChanges dataCreate a new product. API summary: Create product.create_product_price_typeChanges dataCreate a new product. API summary: Create product price type.create_quantityChanges dataCreate a new quantity. API summary: Get quantity of items to transfer.create_registerChanges dataCreate a new register. API summary: New user registration by invitation.create_requisiteChanges dataCreate a new requisite. API summary: Create requisite.create_requisite_bank_requisiteChanges dataCreate a new bank requisite for a requisite. API summary: Create bank requisite.create_requisite_templateChanges dataCreate a new document. API summary: Create requisite template.create_reset_passwordDeletesCreate a new reset password. Destructive action; may require approval. API summary: Change password with token.create_roleDeletesCreate a new role. Required: title. Destructive action; may require approval. API summary: Create role.create_signatureVisible to othersCreate a new signature. Has effects visible outside this system.create_stageChanges dataCreate a new stage. Required: title or color. API summary: Create kanban stage.create_stage_taskChanges dataCreate a new task for a stage. Search tasks first to avoid duplicates. API summary: Moving a task to stage.create_startChanges dataCreate a new start. Required: integration code, call type or from. API summary: Start a phone call.create_taskChanges dataCreate a task with `title`, `setter_id` and `created_by` (user IDs; use get_my_profile), plus optional description, responsible user, deadline (timestamp), priority, group and linked CRM records.create_task_2Changes dataCreate a new task. Search tasks first to avoid duplicates. API summary: Bulk deletion tasks.create_task_3Changes dataCreate a new task. Required: payload. Search tasks first to avoid duplicates. API summary: Bulk editing tasks.create_task_4Changes dataCreate a new task. Search tasks first to avoid duplicates. API summary: CRM task handler (internal).create_task_check_listChanges dataCreate a new check list for a task. API summary: Create checklist for task.create_task_postChanges dataCreate a new task. Search tasks first to avoid duplicates. API summary: Bulk ready tasks.create_taxChanges dataCreate a new tax. API summary: Create tax.create_unitChanges dataCreate a new unit. API summary: Create measurement unit.create_userChanges dataCreate a new user. Required: email, first name or password. Search users first to avoid duplicates. API summary: Sign up.create_user_postChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Transfer CRM data to another user.create_user_usersChanges dataCreate a new user. Required: items. Search users first to avoid duplicates. API summary: Update department users by id.create_webhookDeletesCreate a new webhook. Required: url or events. Destructive action; may require approval. API summary: Create a New Outgoing Webhook.delete_a_commentDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.delete_a_messageDeletesPermanently delete a message by message id. Destructive action; may require approval.delete_activity_by_idDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete activity by id.delete_appDeletesPermanently delete a app by app id. Destructive action; may require approval. API summary: Delete app.delete_bulksMoves moneyPermanently delete a bulk. Financial or irreversible action; may require approval. API summary: Bulk delete list products.delete_callDeletesPermanently delete a call by call event id. Destructive action; may require approval. API summary: Delete call event.delete_categoryDeletesPermanently delete a category by item id. Destructive action; may require approval. API summary: Delete product category.delete_chatDeletesPermanently delete a chat by chat id. Destructive action; may require approval.delete_chat_usersMoves moneyPermanently delete a user by chat id. Financial or irreversible action; may require approval. API summary: Remove members from chat.delete_check_listDeletesPermanently delete a check list by check list item id. Destructive action; may require approval. API summary: Delete item to checklist by id.delete_comments_entity_type_entity_idsMoves moneyPermanently delete a comments entity type entity id. Financial or irreversible action; may require approval. API summary: Delete all comments for an entity.delete_crm_activityDeletesPermanently delete a task by item id. Destructive action; may require approval. API summary: Delete CRM activity.delete_crm_entity_itemDeletesPermanently delete a entity by item id. Destructive action; may require approval. API summary: Delete CRM entity item.delete_crm_letterDeletesPermanently delete a crm letter by crm letter id. Destructive action; may require approval. API summary: Unbind letter from CRM entity.delete_dependencyDeletesPermanently delete a dependency by dependency id. Destructive action; may require approval. API summary: Delete field dependency.delete_documentDeletesPermanently delete a document by field. Destructive action; may require approval. API summary: Delete field by code.delete_document_deleteDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete document.delete_documentsMoves moneyPermanently delete a document. Financial or irreversible action; may require approval. API summary: Mass delete document templates.delete_entityDeletesPermanently delete a entity by entity item. Destructive action; may require approval. API summary: Delete entity.delete_entity_fieldDeletesPermanently delete a field by field. Destructive action; may require approval. API summary: Delete field by code.delete_entity_funnelDeletesPermanently delete a funnel by funnel id. Destructive action; may require approval. API summary: Delete funnel.delete_entity_listDeletesPermanently delete a list by value. Destructive action; may require approval. API summary: Delete list item.delete_entity_mass_deletionsMoves moneyPermanently delete a mass deletion by entity. Financial or irreversible action; may require approval. API summary: Mass delete CRM entity items.delete_entity_trashesMoves moneyPermanently delete a trash by entity. Financial or irreversible action; may require approval. API summary: Permanently delete trashed items.delete_external_lineDeletesPermanently delete a external line by external line id. Destructive action; may require approval. API summary: Delete an external line.delete_file_by_idDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete file by id.delete_files_entity_type_entity_idsMoves moneyPermanently delete a files entity type entity id. Financial or irreversible action; may require approval. API summary: Delete files by entity.delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval. API summary: Delete an email folder.delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete group. Only available to group owner.delete_incoming_webhookDeletesPermanently delete a incoming webhook by incoming webhook id. Destructive action; may require approval. API summary: Delete Incoming Webhook.delete_incoming_webhooksMoves moneyPermanently delete a incoming webhook. Financial or irreversible action; may require approval. API summary: Mass Delete Incoming Webhooks.delete_inviteDeletesPermanently delete a invite by group id. Destructive action; may require approval. API summary: Refusal of an invitation. Only available to the current user.delete_join_requestDeletesPermanently delete a request by user id. Destructive action; may require approval. API summary: Decline private group join request.delete_kanban_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval. API summary: Delete kanban stage.delete_lettersMoves moneyPermanently delete a letter. Financial or irreversible action; may require approval. API summary: Delete Letters.delete_listDeletesPermanently delete a list by value. Destructive action; may require approval. API summary: Deleting a list item.delete_list_productDeletesPermanently delete a product by item id. Destructive action; may require approval. API summary: Delete list product.delete_messageDeletesPermanently delete a message by user id. Destructive action; may require approval. API summary: Delete invitation.delete_messagesMoves moneyPermanently delete a message. Financial or irreversible action; may require approval. API summary: Delete multiple messages.delete_productDeletesPermanently delete a product by item id. Destructive action; may require approval. API summary: Delete product.delete_product_price_typeDeletesPermanently delete a product by item id. Destructive action; may require approval. API summary: Delete product price type.delete_reasonDeletesPermanently delete a reason by reason id. Destructive action; may require approval. API summary: Delete reason.delete_requisiteDeletesPermanently delete a requisite by requisite id. Destructive action; may require approval. API summary: Delete requisite.delete_requisite_bank_requisiteDeletesPermanently delete a bank requisite by bank requisite id. Destructive action; may require approval. API summary: Delete bank requisite.delete_requisite_templateDeletesPermanently delete a document by requisite id. Destructive action; may require approval. API summary: Delete requisite template.delete_roleDeletesPermanently delete a role by role id. Destructive action; may require approval. API summary: Delete role by id.delete_signatureDeletesPermanently delete a signature by signature id. Destructive action; may require approval. API summary: Delete an email signature.delete_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval. API summary: Delete kanban stage by id.delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete task by id.delete_task_check_listDeletesPermanently delete a check list by check list id. Destructive action; may require approval. API summary: Delete checklist from task by id.delete_tasksMoves moneyPermanently delete a task. Financial or irreversible action; may require approval. API summary: Mass delete CRM activities.delete_tasks_2Moves moneyPermanently delete a task. Financial or irreversible action; may require approval. API summary: Bulk deletion activities.delete_tasks_deleteMoves moneyPermanently delete a task. Financial or irreversible action; may require approval. API summary: Mass delete products.delete_taxDeletesPermanently delete a tax by item id. Destructive action; may require approval. API summary: Delete tax.delete_unitDeletesPermanently delete a unit by item id. Destructive action; may require approval. API summary: Delete measurement unit.delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete department.delete_user_usersDeletesPermanently delete a user by department id. Destructive action; may require approval. API summary: Delete users from department.delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete an Outgoing Webhook.delete_webhooksMoves moneyPermanently delete a webhook. Financial or irreversible action; may require approval. API summary: Delete Multiple Outgoing Webhooks.detach_referenceMoves moneyDetach a reference. Financial or irreversible action; may require approval. API summary: Detach requisite from entity reference.detach_reference_detachMoves moneyDetach a reference (requisite id). Financial or irreversible action; may require approval. API summary: Detach bank requisite reference.get_available_entities_for_filterList documents. API summary: Get available entities for filter.get_available_settings_listList tasks. Optional filters: list. Results are paginated. API summary: Get available settings list.get_by_folderGet one by folder by folder id. Results are paginated. API summary: Retrieve Letters by Folder.get_callGet one call by call event id. API summary: Get call event.get_categoryGet one category by item id. API summary: Get product category.get_chatGet one chat by chat id. API summary: Get chat by ID.get_check_listGet one check list by check list id. API summary: Get checklist items by id.get_comments_listList messages. Optional filters: entity type, entity id, list, child list, next id or last id. API summary: Get comments list.get_crm_activities_listList tasks. Optional filters: list. Results are paginated. API summary: Get CRM activities list.get_crm_activityGet one task by item id. API summary: Get CRM activity.get_crm_recordGet one CRM record by `entity` code (leads, contacts, companies, deals) and `item_id`.get_crm_settingGet one crm setting by email id. API summary: Retrieve CRM integration settings for a specific email.get_customer_contactsList contacts. Optional filters: contact. API summary: Get customer contacts.get_department_by_idGet one user by user id. API summary: Get department by id.get_departments_listList users. Optional filters: list. Results are paginated. API summary: Get departments list.get_documentGet one document by field. API summary: Get field by code.get_document_available_fieldsList documents. API summary: Get document available fields.get_document_templateGet one document by document id. API summary: Get document template.get_document_templates_listList documents. Optional filters: list. Results are paginated. API summary: Get document templates list.get_documents_listList documents. Optional filters: list. Results are paginated. API summary: Get documents list.get_entity_fieldGet one field for a entity by field. API summary: Get field by code.get_entity_funnelGet one funnel for a entity by funnel id. API summary: Get funnel by ID.get_entity_listGet one list for a entity by field. API summary: Get list elements.get_entity_product_listList products. API summary: Get entity product list.get_entity_trashGet one trash for a entity by item id. API summary: Get removed item details.get_external_lineGet one external line by external line id. API summary: Get external line by ID.get_groupGet one group by group id. API summary: Shows the group info.get_history_for_a_specific_service_and_entityGet one task by task id. Results are paginated. API summary: Get history for a specific service and entity.get_joinGet one join by group id. API summary: Getting a list of invited users for particular private group.get_join_requestGet one request for a join by user id. API summary: Check if user sent join request to the private group.get_kanban_stageGet one stage by stage id. API summary: Get kanban stage.get_leads_fields_listList documents. API summary: Get leads fields list.get_listGet one list by field. API summary: Get list elements. Available for all users.get_list_productGet one product by item id. API summary: Get list product.get_messageGet one message by message id. API summary: Retrieve Email by ID.get_message_allChanges dataGet one message. API summary: Mark all messages as read.get_message_pinned_messagesGet one message. API summary: Get pinned messages.get_message_readChanges dataGet one message. API summary: Mark messages as read.get_my_profileGet the profile of the connected Uspacy user. Use it to find your own user ID for tasks and assignments.get_productGet one product by `item_id`.get_product_price_typesList products. API summary: Get product price types.get_reasonGet one reason by funnel id. API summary: Get funnel reasons.get_region_bank_requisites_fieldGet one bank requisites field for a region by requisite template id. API summary: Get bank requisite fields for region.get_requisiteGet one requisite by requisite id. API summary: Get requisite by ID.get_requisite_templatesList documents. API summary: Get requisite templates.get_roleGet one role by role id. API summary: Get role by id.get_searchGet one search by chat id. Results are paginated. API summary: Search within a specific chat.get_stageGet one stage by stage id. API summary: Get kanban stage by id.get_taskGet one task by `task_id`.get_task_getGet one task by task id. API summary: Show activity.get_userGet one user by user id. API summary: Get user by id.get_user_by_fieldChanges dataGet one user. API summary: Getting a list of users by filter. Available to unauthorized users.list_activitiesList CRM activities (calls, meetings, emails and so on), filtered by type, status (planned, done, cancelled), priority, responsible user or start time.list_appsList apps. API summary: Get applications list.list_basic_templatesList basic templates. API summary: Get basic requisite templates.list_callsList call events logged in the CRM, page by page.list_categoriesList categories. API summary: Get product categories tree.list_chat_messagesRead messages from one messenger chat by `chat_id`, with optional limit and timestamp range.list_chatsList messenger chats, optionally filtered by type (e.g. PRIVATE, GROUP, DIRECT, EXTERNAL).list_comments_entity_idsList comments entity ids. Optional filters: entity type, entity ids, list, child list, next id or last id. API summary: Get comments for multiple entities.list_companiesList CRM companies, page by page.list_contact_entitiesList entities for a contact. API summary: Get entities for a contact.list_contactsList CRM contacts, page by page.list_crm_entitiesList the CRM entity types (leads, contacts, companies, deals and custom ones) with their codes.list_crm_recordsList the records of one CRM entity, page by page. `entity` is the CRM entity code, e.g. leads, contacts, companies or deals.list_dealsList CRM deals, page by page.list_dependenciesList dependencies. API summary: List field dependencies.list_document_fieldsList fields for a document. API summary: Get document fields.list_documentsList documents. API summary: Get available fields list.list_documents_getList documents. Optional filters: entity type or entity id. API summary: Lists the file info.list_entity_fieldsList fields for a entity. API summary: Get available fields list.list_entity_funnelsList funnels for a entity. Optional filters: funnel id. API summary: Get funnels.list_entity_tabsList tabs for a entity. API summary: Get entity tabs.list_entity_trashesList trashes for a entity. Optional filters: list. Results are paginated. API summary: Get removed/deleted items.list_external_linesList external lines. API summary: Get all external lines.list_field_sectionsList field sections. API summary: Get field sections list.list_field_typesList field types. API summary: Get available field types list.list_files_entity_idsList files entity ids. Optional filters: entity type or entity ids. API summary: Lists the file info.list_files_upload_idsList files upload ids. Optional filters: upload id. API summary: Lists the file info.list_foldersList folders. API summary: Retrieve all email folders.list_funnelsList funnels. API summary: Get funnel permissions list.list_invitesList invites. API summary: Getting a list of invitations to groups of the current user.list_leadsList CRM leads, page by page.list_lettersList letters. Optional filters: id. API summary: Retrieve Letters by IDs.list_messagesList messages. Optional filters: list. Results are paginated. API summary: Retrieve Emails List.list_messages_messages_controller_handle_go_to_messageList messages for a message. Results are paginated. API summary: Navigate to a specific message.list_permissionsList permissions. API summary: Get permissions list.list_pipeline_stagesList the pipeline (kanban) stages for a CRM entity such as leads or deals, optionally for one `funnel_id`. Use this to find a stage ID.list_productsList products in the CRM product catalog, page by page.list_products_productsChanges dataList products. API summary: Create list product.list_progressList progress. API summary: Get transfer progress.list_regionsList regions. API summary: Get available regions.list_related_crm_recordsList records of another entity (`entity_code`) linked to a CRM record, e.g. the contacts of a deal: `entity`, `item_id` and `entity_code`.list_requisite_bank_requisitesList bank requisites for a requisite. API summary: Get bank requisites.list_requisitesList requisites. Optional filters: list. Results are paginated. API summary: Get requisites list.list_rolesList roles. API summary: Get roles list.list_signaturesList signatures. API summary: Get Signatures List.list_stage_amountsList amounts for a stage. API summary: Get stage items amount.list_stagesList stages. API summary: Get kanban stages.list_stopsList stops. API summary: Stop ongoing transfer.list_task_check_listsList check lists for a task. API summary: Get checklist by task id.list_tasksList tasks. API summary: Get self settings.list_taxesList taxes. API summary: Get taxes list.list_twofa_statusesList twofa statuses. API summary: Get two-factor authentication status.list_unitsList units. API summary: Get measurement units.list_user_settingsList settings for a user. API summary: Get user account settings by id.list_user_twofa_statusesList twofa statuses for a user. API summary: Get two-factor authentication status by id.list_usersList the users in your Uspacy company, page by page.list_valuesList values. API summary: Get requisite values.list_webhooksList webhooks. API summary: Retrieve Outgoing Webhooks List.move_crm_record_to_stageChanges dataMove a CRM record (`entity`, `entity_id`) to a pipeline stage (`stage_id`); optionally close it with `kanban_status` SUCCESS or FAIL and a reason ID.pay_task_to_departmentMoves moneyTransfer a task. Financial or irreversible action; may require approval. API summary: Transfer tasks to department.pay_task_to_department_transferMoves moneyTransfer a task. Financial or irreversible action; may require approval. API summary: Transfer groups to another user.pay_task_to_group_membersMoves moneyTransfer a task. Financial or irreversible action; may require approval. API summary: Transfer groups to another user.pay_task_to_userMoves moneyTransfer a task. Financial or irreversible action; may require approval. API summary: Transfer tasks to another user.pay_task_to_user_transferMoves moneyTransfer a task. Financial or irreversible action; may require approval. API summary: Transfer groups to another user.remove_user_from_groupChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Remove user from group.restore_trashVisible to othersRestore a trash (entity). Has effects visible outside this system. API summary: Restore removed items.search_callersSearch callers by phone. Use this to find existing callers before creating a new caller. API summary: Get caller information.search_chats_all_by_metaSearch chats by type or value. Use this to find existing chats before creating a new chat. API summary: Find all chats by meta value.search_chats_by_metaSearch chats by type or value. Use this to find existing chats before creating a new chat. API summary: Find chat by meta value.search_check_invitesSearch check invites by email. Use this to find existing check invites before creating a new check invite. API summary: Checking if an invitation exists.search_everythingSearch across all Uspacy services (CRM, tasks, messenger and more) by name with `q`.search_exploresSearch explores by query. Use this to find existing explores before creating a new explore. API summary: Search/explore requisites.search_groupsSearch groups by list, archived, my groups or q. Use this to find existing groups before creating a new group. Results are paginated. API summary: Get groups list.search_incoming_webhooksSearch incoming webhooks by list, active, created at, user id, permissions or name. Use this to find existing incoming webhooks before creating a new incoming webhook. Results are paginated. API summary: Retrieve Incoming Webhooks List.search_messagesSearch messages by email. Use this to find existing messages before creating a new message. API summary: Email existence check.search_messages_globallySearch messages by query or date. Use this to find existing messages before creating a new message. Results are paginated. API summary: Search messages globally.search_tasksSearch tasks by text (`q`), status, stage, priority, deadline, responsible user, setter or group.search_usersFind users by first name, last name or email.send_chat_messageVisible to othersSend a message to a messenger chat: `chat_id` and `message` text. Chat members see it immediately.send_inviteVisible to othersEmail a invite. Has effects visible outside this system. API summary: Create invites.submit_entityVisible to othersMerge a entity (entity). Has effects visible outside this system. API summary: Merge CRM entities.submit_userVisible to othersActivate a user (user id). Has effects visible outside this system. API summary: Activate user by id.update_activityChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Update activity.update_appChanges dataUpdate an existing app identified by app id. Only the fields you pass are changed. API summary: Update app data.update_bulksVisible to othersUpdate an existing bulk. Only the fields you pass are changed. Has effects visible outside this system. API summary: Bulk update list products.update_by_folderVisible to othersUpdate an existing by folder identified by folder id. Has effects visible outside this system. API summary: Add Letter to Send Queue.update_callChanges dataUpdate an existing call identified by call event id. Only the fields you pass are changed. API summary: Update call event.update_categoryChanges dataUpdate an existing category identified by item id. Only the fields you pass are changed. API summary: Edit product category.update_change_passwordsMoves moneyUpdate an existing change password. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Update password.update_chat_active_valueChanges dataUpdate an existing chat identified by chat id. API summary: Set chat active status.update_chatsVisible to othersUpdate an existing chat. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update a chat.update_check_listChanges dataUpdate an existing check list identified by check list id. API summary: Create checklist for task.update_credentialVisible to othersUpdate an existing credential identified by email id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Email Credentials.update_crm_letterChanges dataUpdate an existing crm letter identified by crm letter id. Only the fields you pass are changed. API summary: Mark letter as processed.update_crm_recordsVisible to othersUpdate fields on one or more CRM records of the same `entity`: pass the record IDs in `entity_ids` and the new field values in `data`.update_crm_settingVisible to othersUpdate an existing crm setting identified by email id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update CRM integration settings for a specific email. Available only for mailbox owner or users with email role setter.update_department_by_idChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update department by id.update_documentChanges dataUpdate an existing document identified by field. Only the fields you pass are changed. API summary: Edit field by code.update_document_fieldsVisible to othersUpdate an existing field identified by document id. Has effects visible outside this system. API summary: Update document fields (fill values).update_document_patchChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update document.update_document_templateChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update document template.update_entityChanges dataUpdate an existing entity identified by entity item. Only the fields you pass are changed. API summary: Update entity.update_entity_convertingChanges dataUpdate an existing converting identified by item id. API summary: Convert CRM entity item.update_entity_fieldChanges dataUpdate an existing field identified by field. Only the fields you pass are changed. API summary: Edit field by code.update_entity_funnelChanges dataUpdate an existing funnel identified by funnel id. Only the fields you pass are changed. API summary: Edit funnel.update_entity_listChanges dataUpdate an existing list identified by field. API summary: Create or edit list items.update_entity_product_listChanges dataUpdate an existing product identified by item id. Only the fields you pass are changed. API summary: Update entity product list.update_external_lineChanges dataUpdate an existing external line identified by external line id. Only the fields you pass are changed. API summary: Update an external line.update_file_by_idChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update file by id.update_files_entity_type_entity_idsVisible to othersUpdate an existing files entity type entity id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update files by entity.update_folderVisible to othersUpdate an existing folder identified by email id. Has effects visible outside this system. API summary: Add a new folder to an email account.update_groupChanges dataUpdate an existing group identified by group id. Only the fields you pass are changed. API summary: Update group. Only available to group owner.update_group_join_groupsVisible to othersUpdate an existing join group identified by group id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Adding the current user to the group.update_group_leave_groupsVisible to othersUpdate an existing leave group identified by group id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Remove the current user from the group.update_group_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Adding a user to a group.update_incoming_webhookDeletesUpdate an existing incoming webhook identified by incoming webhook id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Incoming Webhook.update_letterVisible to othersUpdate an existing letter identified by letter id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update Letter CRM Entities.update_listChanges dataUpdate an existing list identified by field. API summary: Creating or editing list items.update_list_productChanges dataUpdate an existing product identified by item id. Only the fields you pass are changed. API summary: Update list product.update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a comment.update_message_repeat_invitationsDeletesUpdate an existing repeat invitation identified by user id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Resend an invitation.update_messagesDeletesUpdate an existing message. Only the fields you pass are changed. Destructive action; may require approval. API summary: Edit a message.update_moveVisible to othersUpdate an existing move identified by folder id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Move Letters to Folder.update_productChanges dataUpdate an existing product identified by item id. Only the fields you pass are changed. API summary: Update product.update_product_price_typeChanges dataUpdate an existing product identified by item id. Only the fields you pass are changed. API summary: Update product price type.update_readVisible to othersUpdate an existing read identified by folder id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Mark Letters as Read.update_reasonChanges dataUpdate an existing reason identified by funnel id. API summary: Create reason.update_requisiteChanges dataUpdate an existing requisite identified by requisite id. Only the fields you pass are changed. API summary: Update requisite.update_requisite_bank_requisiteChanges dataUpdate an existing bank requisite identified by bank requisite id. Only the fields you pass are changed. API summary: Update bank requisite.update_roleDeletesUpdate an existing role identified by role id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update role by id.update_signatureVisible to othersUpdate an existing signature identified by signature id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update a Signature.update_stageChanges dataUpdate an existing stage identified by stage id. Only the fields you pass are changed. API summary: Update kanban stage by id.update_taskChanges dataUpdate a task by `task_id`: title, description, status, deadline, priority, responsible user and other fields. Only the fields you pass change.update_task_check_listChanges dataUpdate an existing check list identified by check list id. Only the fields you pass are changed. API summary: Update checklist for task.update_tasksVisible to othersUpdate an existing task. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update self settings.update_tasks_2Visible to othersUpdate an existing task identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Stopped the task.update_tasks_4Visible to othersUpdate an existing task identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Restart the task.update_tasks_5Visible to othersUpdate an existing task identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Watch the task.update_tasks_6Visible to othersUpdate an existing task identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unwatch the task.update_tasks_activityChanges dataUpdate an existing task. API summary: Update activity.update_tasks_patchVisible to othersUpdate an existing task identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Take on a task.update_taxChanges dataUpdate an existing tax identified by item id. Only the fields you pass are changed. API summary: Update tax.update_twofa_disablesVisible to othersUpdate an existing twofa disable. Only the fields you pass are changed. Has effects visible outside this system. API summary: Disable two-factor authentication.update_twofa_enablesVisible to othersUpdate an existing twofa enable. Only the fields you pass are changed. Has effects visible outside this system. API summary: Enable two-factor authentication in a two steps.update_unitChanges dataUpdate an existing unit identified by item id. Only the fields you pass are changed. API summary: Update measurement unit.update_unreadVisible to othersUpdate an existing unread identified by folder id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Mark Letters as Unread.update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update user data by id.update_user_change_passwordsMoves moneyUpdate an existing change password identified by user id. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Update user password.update_user_positionChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update user position by id. Returns user data with new position.update_user_rolesDeletesUpdate an existing user identified by user id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update user roles by id. Returns user data with new roles.update_user_roles_updateDeletesUpdate an existing user identified by department id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update department roles by id. Returns department data with new roles.update_user_settingsVisible to othersUpdate an existing setting identified by user id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update user account settings by id.update_user_twofa_disablesVisible to othersUpdate an existing twofa disable identified by user id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Disable two-factor authentication by id.update_webhook_repeatsMoves moneyUpdate an existing repeat identified by webhook id. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Repeat Outgoing Webhook Action.update_webhook_togglesMoves moneyUpdate an existing toggle identified by webhook id. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Toggle Outgoing Webhook Status.upload_entity_avatarChanges dataUpload a entity (item id). API summary: Upload entity avatar.upload_group_logoChanges dataUpload a group (group id). API summary: Upload group logo. Only available to group owner or moderator.
Set up in three steps
- 1
Pick the app
Create a free HeyMyApps account and choose Uspacy from the app list.
- 2
Paste your key
Enter your Uspacy portal address (for example acme.uspacy.com, or .uspacy.eu, .uspacy.ua or .uspacy.com.br) and the email and password you use to sign in. HeyMyApps uses them to get an access token. Accounts with two-factor sign-in cannot connect this way. Leave the extra headers field empty unless you need it.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in Uspacy?
It can list and read leads, contacts, companies, deals, custom CRM entities, related records, pipeline stages, products, users, tasks, activities, calls and messenger chats, and search across the portal. It can create CRM records, tasks and activities, update records and tasks, move a record to another stage, complete tasks and send chat messages.
Does the AI see my Uspacy credentials?
No. Your Uspacy 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 read-only. Chat messages are seen by members right away, and bulk record updates change data for several records at once. These 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 Uspacy account.
Why does Uspacy need my email and password?
HeyMyApps signs in to your Uspacy portal with your email and password to get an access token, and the AI works with the same access as your user. Your password is encrypted and never shown to the AI. Accounts with two-factor sign-in cannot connect this way.
Related integrations
Let your AI work in Uspacy today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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