Integration · CRM & sales
Connect Claude & ChatGPT to webCRM
Ask your AI what is on your to-do list, which open deals a customer has, or to book a meeting in webCRM. It can create and update organisations, persons, opportunities, activities and meetings, and read quote lines and pipelines. Sales questions get answered without clicking from record to record.
Connect webCRM free
Free plan, no credit card. Takes about a minute.
Try asking
“What are my to-dos?”
The AI finds your user ID and lists the activities you are responsible for.
“Find Lise Holm and tell me which company she works at.”
It searches persons for Lise Holm and reads her record, including the organisation she belongs to.
“Which deals do we have with Acme?”
It lists the opportunities for the organisation, with level, value and responsible.
What your AI can do
Organisations and persons
List, read, create and update organisations and contact people, and search persons by name or email.
Deals and quotes
List, read, create and update opportunities, move them through pipeline levels, and read quote lines.
Activities and meetings
See your to-dos, create and update activities and notes, and list, book and move meetings.
“Move the Acme deal to the next stage.”
It reads the pipelines and the opportunity, then updates it to the next level without losing other fields.
“Book a meeting with Acme on Thursday from 10 to 11 for me.”
It creates the meeting in the webCRM calendar with start, end and you as the user.
“What products are on the quote for deal 311?”
It lists the quotation lines on the opportunity with products, quantities and prices.
312 tools for webCRM
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
add_activity_noteChanges dataAdd a note (`comment`) to an activity by `activity_id`.create_activityChanges dataCreate an activity (to-do or follow-up). Put the fields in `body` using webCRM's field names, e.g. ActivityType, ActivityAction, ActivityNote, plus the organisation, responsible and date fields seen on an existing activity.create_api_loginChanges dataCreate a new api login. API summary: Returns accsess token.create_api_refreshChanges dataCreate a new api refresh. API summary: Refreshs accsess token.create_authChanges dataCreate a new auth. API summary: Returns accsess token.create_contact_persons_b2_c_postChanges dataCreate a new contact. Search contacts first to avoid duplicates. API summary: Adds new person and returns assigned id.create_contact_persons_by_id_move_postChanges dataCreate a new contact for a contact. Required: new organisation id. Search contacts first to avoid duplicates. API summary: Moves person to organisation.create_crm_loginChanges dataCreate a new crm login. API summary: Returns accsess token.create_crm_refreshChanges dataCreate a new crm refresh. API summary: Refreshs accsess token.create_deal_moveChanges dataCreate a new move for a deal. Required: new organisation id. API summary: Moves opportunity to organisation.create_deal_shipmentChanges dataCreate a new shipment for a deal. API summary: Convert opportunity to delivery.create_documentChanges dataCreate a new document. Required: document id. API summary: Adds new document and returns assigned id.create_eventChanges dataCreate a new event. API summary: Adds new event.create_meetingChanges dataCreate a meeting in the webCRM calendar. Put the fields in `body`, e.g. MeetingStart, MeetingEnd and MeetingUsers (user IDs), plus the title and organisation fields seen on an existing meeting.create_opportunityChanges dataCreate an opportunity (deal). Put the fields in `body` using webCRM's field names, e.g. OpportunityLevel, OpportunityNumber, OpportunityMemo, plus the organisation and value fields seen on an existing opportunity.create_organisationChanges dataCreate an organisation. Put the fields in `body` using webCRM's field names, e.g. OrganisationName, OrganisationCity, OrganisationWww, OrganisationType, OrganisationOwner (user ID). Returns the new ID.create_pageChanges dataCreate a new page. Required: punch entry id. API summary: Adds new punch entry and returns assigned id.create_personChanges dataCreate a person (contact). Put the fields in `body` using webCRM's field names, e.g. PersonName, PersonEmail, PersonTitle, plus the organisation link field seen on an existing person. Search first to avoid duplicates.create_price_groupChanges dataCreate a new price group. API summary: Adds new price group and returns assigned id.create_productChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for activities.create_product_deliveries_linked_data_postChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for deliveries.create_product_events_linked_data_postChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for events.create_product_opportunities_linked_data_postChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for opportunities.create_product_organisations_linked_data_postChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for organisations.create_product_persons_b2_c_linked_data_postChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for persons.create_product_persons_linked_data_postChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for persons.create_product_products_linked_data_postChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for products.create_product_products_postChanges dataCreate a new product. API summary: Adds new product and returns assigned id.create_product_quotation_lines_linked_data_postChanges dataCreate a new product. Required: quotation line linked data item id. API summary: Creates linked data for quotation lines.create_product_support_cases_linked_data_postChanges dataCreate a new product. Required: linked data item id. API summary: Creates linked data for support cases.create_punch_cardChanges dataCreate a new punch card. Required: punch card id. API summary: Adds new punch card and returns assigned id.create_quoteChanges dataCreate a new quote. Required: quotation line id. API summary: Adds new quotation line and returns assigned id.create_relationChanges dataCreate a new relation. Required: relation id. API summary: Adds new relation and returns assigned id.create_shipmentChanges dataCreate a new shipment. API summary: Adds new delivery and returns assigned id.create_shipment_moveChanges dataCreate a new move for a shipment. Required: new organisation id. API summary: Moves delivery to organisation.create_task_moveChanges dataCreate a new move for a task. Required: new organisation id. API summary: Moves activity to organisation.create_ticketChanges dataCreate a new ticket. API summary: Adds new support case and returns assigned id.create_userChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new activity hook and returns assigned id.create_user_deliveries_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new delivery hook and returns assigned id.create_user_documents_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new document hook and returns assigned id.create_user_events_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new event hook and returns assigned id.create_user_meetings_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new meeting hook and returns assigned id.create_user_opportunities_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new opportunity hook and returns assigned id.create_user_organisations_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new organisation hook and returns assigned id.create_user_persons_b2_c_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new personB2C hook and returns assigned id.create_user_persons_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new person hook and returns assigned id.create_user_products_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new product hook and returns assigned id.create_user_quotation_lines_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new quotation line hook and returns assigned id.create_user_relations_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new relation hook and returns assigned id.create_user_support_cases_hooks_postChanges dataCreate a new user. Required: filter, id, is enabled or target url. API summary: Adds new support case hook and returns assigned id.create_user_users_hooks_postChanges dataCreate a new user. Required: id, is enabled or target url. API summary: Adds new user hook and returns assigned id.create_user_users_postChanges dataCreate a new user. API summary: Adds new user and returns assigned id.delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval.delete_meetingDeletesPermanently delete a meeting by meeting id. Destructive action; may require approval. API summary: Delete a meeting or recurring series.delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Deletes punch entry line with specified id.delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for activities by id.delete_product_deliveries_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for deliveries by id.delete_product_events_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for events by id.delete_product_opportunities_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for opportunities by id.delete_product_organisations_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for organisations by id.delete_product_persons_b2_c_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for persons by id.delete_product_persons_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for persons by id.delete_product_products_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes product with specified id.delete_product_products_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for products by id.delete_product_quotation_lines_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for quotation lines by id.delete_product_support_cases_linked_data_by_id_deleteDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes linked data for support cases by id.delete_productsMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for activities.delete_products_deliveries_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for deliveries.delete_products_events_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for events.delete_products_opportunities_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for opportunities.delete_products_organisations_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for organisations.delete_products_persons_b2_c_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for persons.delete_products_persons_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for persons.delete_products_products_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for products.delete_products_quotation_lines_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for quotation lines.delete_products_support_cases_linked_data_deleteMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Deletes all linked data for support cases.delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Deletes quotation line with specified id.delete_task_messagesMoves moneyPermanently delete a message by activity id. Financial or irreversible action; may require approval. API summary: Removes newest note.delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes activity hook with specified id.delete_user_deliveries_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes delivery hook with specified id.delete_user_documents_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes document hook with specified id.delete_user_events_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes event hook with specified id.delete_user_meetings_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes meeting hook with specified id.delete_user_opportunities_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes opportunity hook with specified id.delete_user_organisations_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes organisation hook with specified id.delete_user_persons_b2_c_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes personB2C hook with specified id.delete_user_persons_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes person hook with specified id.delete_user_products_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes product hook with specified id.delete_user_quotation_lines_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes quotation line hook with specified id.delete_user_relations_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes relation hook with specified id.delete_user_support_cases_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes support case hook with specified id.delete_user_users_hooks_by_id_deleteDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes user hook with specified id.download_documentDownload the document for a document. API summary: Returns file related to document with specified id.get_activityGet one activity by ID (`task_id`). The field names shown here are the ones to use when creating or updating activities.get_budgetGet one budget by budget id. API summary: Returns budget with specified id.get_company_deliveries_by_organisation_by_organisation_id_getGet one company by organisation id. Results are paginated. API summary: Returns all deliveries by organisation id.get_company_events_by_organisation_by_id_getGet one company by company id. Results are paginated. API summary: Returns all events by organisation id.get_company_persons_b2_c_by_organisation_by_organisation_id_getGet one company by organisation id. API summary: Returns person by organisation id.get_company_persons_by_organisation_by_id_getGet one company by company id. Results are paginated. API summary: Returns all organisation's persons.get_company_products_by_organisation_by_id_getGet one company by company id. Results are paginated. API summary: Returns all organisation's products.get_company_support_cases_by_organisation_by_organisation_id_getGet one company by organisation id. Results are paginated. API summary: Returns all support cases by organisation id.get_contactGet one contact by end date. Results are paginated. API summary: Returns all organisations by update date (startDate.get_contact_persons_b2_c_by_id_getGet one contact by contact id. API summary: Returns person with specified id.get_contact_persons_find_by_update_dates_by_start_date_by_end_daGet one contact by end date. Results are paginated. API summary: Returns all persons by update date (startDate.get_deal_opportunities_by_pipeline_level_by_pipeline_level_getGet one deal by pipeline level. Results are paginated. API summary: Returns all opportunities by pipeline level.get_documentGet one document by document id. API summary: Returns document with specified id.get_document_documents_by_entity_type_by_entity_id_getGet one document by entity id. Results are paginated. API summary: Returns all documents by entity id.get_eventGet one event by event id. API summary: Returns event with specified id.get_fields_metadataGet one fields metadata by entity types. API summary: Returns all fields metadata by entity types.get_meetingGet one meeting by meeting id. API summary: Get meeting with specified meetingId.get_milestoneGet one milestone by milestone id. API summary: Returns milestone with specified id.get_opportunityGet one opportunity (deal) by ID (`deal_id`), with level, value, responsible and organisation. The field names shown here are the ones to use when creating or updating opportunities.get_organisationGet one organisation by its ID (`company_id`), with address, owner, type and custom fields. The field names shown here are the ones to use when creating or updating organisations.get_overviewGet one overview by overview id. API summary: Returns an overview with specified id.get_overview_overviews_by_data_type_getGet one overview by data type. Results are paginated. API summary: Returns overviews by data type.get_pageGet one page by page id. API summary: Returns punch entry with specified id.get_page_punch_entries_by_punch_card_by_punch_card_id_getGet one page by punch card id. Results are paginated. API summary: Returns all punch entries for punch card.get_personGet one person by ID (`contact_id`), including the organisation they belong to. The field names shown here are the ones to use when creating or updating persons.get_price_groupGet one price group by price group id. API summary: Returns price group with specified id.get_productGet one product by product id. API summary: Returns linked data for activities by id.get_product_deliveries_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for deliveries by id.get_product_events_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for events by id.get_product_opportunities_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for opportunities by id.get_product_organisations_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for organisations by id.get_product_persons_b2_c_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for persons by id.get_product_persons_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for persons by id.get_product_products_by_id_getGet one product by product id. API summary: Returns product with specified id.get_product_products_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for products by id.get_product_quotation_lines_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for quotation lines by id.get_product_support_cases_linked_data_by_id_getGet one product by product id. API summary: Returns linked data for support cases by id.get_punch_cardGet one punch card by punch card id. API summary: Returns punch card with specified id.get_quoteGet one quote by quote id. API summary: Returns quotation line with specified id.get_relationGet one relation by relation id. API summary: Returns relation with specified id.get_revenueGet one revenue by revenue id. API summary: Returns revenue with specified id.get_shipmentGet one shipment by shipment id. API summary: Returns delivery with specified id.get_shipment_deliveries_by_responsible2_by_responsible_id_getGet one shipment by responsible id. Results are paginated. API summary: Returns all deliveries by responsible id.get_shipment_opportunities_by_responsible2_by_responsible_id_getGet one shipment by responsible id. Results are paginated. API summary: Returns all opportunities by user id.get_task_activities_by_status_by_status_getGet one task by status. Results are paginated. API summary: Returns all activities by status id.get_task_activities_find_by_create_dates_by_start_date_by_end_daGet one task by end date. Results are paginated. API summary: Returns all activities by create date (startDate.get_task_deliveries_by_responsible_by_responsible_id_getGet one task by responsible id. Results are paginated. API summary: Returns all deliveries by responsible id.get_task_deliveries_by_status_by_status_getGet one task by status. Results are paginated. API summary: Returns all deliveries by status id.get_task_deliveries_find_by_create_dates_by_start_date_by_end_daGet one task by end date. Results are paginated. API summary: Returns all deliveries by create date (startDate.get_task_events_by_responsible_by_id_getGet one task by task id. Results are paginated. API summary: Returns all events by responsible id.get_task_events_by_status_by_status_getGet one task by status. Results are paginated. API summary: Returns all events by status id.get_task_events_find_by_create_dates_by_start_date_by_end_date_gGet one task by end date. Results are paginated. API summary: Returns all events by create date (startDate.get_task_opportunities_by_responsible_by_responsible_id_getGet one task by responsible id. Results are paginated. API summary: Returns all opportunities by responsible id.get_task_opportunities_find_by_create_dates_by_start_date_by_endGet one task by end date. Results are paginated. API summary: Returns all opportunities by create date (startDate.get_task_organisations_find_by_create_dates_by_start_date_by_endGet one task by end date. Results are paginated. API summary: Returns all organisations by create date (startDate.get_task_support_cases_by_responsible_by_responsible_id_getGet one task by responsible id. Results are paginated. API summary: Returns all support cases by responsible id.get_task_support_cases_by_status_by_status_getGet one task by status. Results are paginated. API summary: Returns all support cases by status.get_task_support_cases_find_by_create_dates_by_start_date_by_endGet one task by end date. Results are paginated. API summary: Returns all support cases by create date (startDate.get_the_list_of_meetings_for_an_organisationGet one company by organisation id. Results are paginated. API summary: Get the list of meetings for an organisation.get_ticketGet one ticket by ticket id. API summary: Returns support case with specified id.get_ticket_support_cases_by_channel_by_channel_getGet one ticket by channel. Results are paginated. API summary: Returns all support cases by channel.get_time_expenseGet one time expense by time expense id. API summary: Returns TimeExpense with specified id.get_userGet one user by user id. API summary: Returns activity hook with specified id.get_user_deliveries_hooks_by_id_getGet one user by user id. API summary: Returns delivery hook with specified id.get_user_documents_hooks_by_id_getGet one user by user id. API summary: Returns document hook with specified id.get_user_events_hooks_by_id_getGet one user by user id. API summary: Returns event hook with specified id.get_user_meetings_hooks_by_id_getGet one user by user id. API summary: Returns meeting hook with specified id.get_user_opportunities_hooks_by_id_getGet one user by user id. API summary: Returns opportunity hook with specified id.get_user_organisations_hooks_by_id_getGet one user by user id. API summary: Returns organisation hook with specified id.get_user_persons_b2_c_hooks_by_id_getGet one user by user id. API summary: Returns personB2C hook with specified id.get_user_persons_hooks_by_id_getGet one user by user id. API summary: Returns person hook with specified id.get_user_products_hooks_by_id_getGet one user by user id. API summary: Returns product hook with specified id.get_user_quotation_lines_hooks_by_id_getGet one user by user id. API summary: Returns quotation line hook with specified id.get_user_relations_hooks_by_id_getGet one user by user id. API summary: Returns relation hook with specified id.get_user_support_cases_hooks_by_id_getGet one user by user id. API summary: Returns support case hook with specified id.get_user_users_by_id_getGet one user by user id. API summary: Returns user with specified id.get_user_users_hooks_by_id_getGet one user by user id. API summary: Returns user hook with specified id.list_active_usersList the active webCRM users with their IDs. Use a user ID to find someone's activities or meetings, or to set a responsible/owner.list_activesList actives. Optional filters: sort order. Results are paginated. API summary: Returns all campaigns.list_activitiesList activities (to-dos, calls and follow-ups) page by page with `page` and `limit`.list_activity_notesList the notes on an activity by `activity_id`.list_authsList auths. API summary: Returns authorized user info.list_budgetsList budgets. Optional filters: sort order. Results are paginated. API summary: Returns all budgets.list_by_updatedsList by updateds. Optional filters: from, to, sort order, user ids or include recurring. Results are paginated. API summary: Get the list of meetings for the list of user filtered by updated datetime range.list_codesList codes. API summary: Returns all VAT Codes.list_company_eventsList events for a company. Optional filters: sort order. Results are paginated. API summary: Returns all organisation's events.list_company_productsList products for a company. Optional filters: sort order. Results are paginated. API summary: Returns all organisation's products.list_company_relationsList relations for a company. Optional filters: sort order. Results are paginated. API summary: Returns all organisation's relations.list_company_revenuesList revenues for a company. Optional filters: sort order. Results are paginated. API summary: Returns all organisation's revenues.list_company_ticketsList tickets for a company. Optional filters: sort order. Results are paginated. API summary: Returns all organisation's support cases.list_contact_productsList products for a contact. Optional filters: sort order. Results are paginated. API summary: Returns all person's products.list_contact_relationsList relations for a contact. Optional filters: sort order. Results are paginated. API summary: Returns all person's relations.list_contact_relations_persons_b2_c_by_id_relations_getList relations for a contact. Optional filters: sort order. Results are paginated. API summary: Returns all person's relations.list_contactsList contacts. Optional filters: sort order. Results are paginated. API summary: Returns all persons.list_contacts_persons_b2_c_getList contacts. Optional filters: sort order. Results are paginated. API summary: Returns all persons.list_currency_exchange_ratesList currency exchange rates. API summary: Returns system currency exchange rates.list_data_fieldsList data fields. API summary: Returns information about data fields settings.list_deal_revenuesList revenues for a deal. Optional filters: sort order. Results are paginated. API summary: Return all opportunity's revenues.list_documentsList documents. Optional filters: sort order. Results are paginated. API summary: Returns all documents.list_eventsList events. Optional filters: sort order. Results are paginated. API summary: Returns all events.list_featuresList features. API summary: Returns information about features.list_fields_metadataList fields metadata. API summary: Returns all fields metadata.list_groupsList groups. API summary: Returns all VAT Groups.list_meetingsList meetings between `from` and `to`, optionally for one `user_id`. Set `include_recurring` to include recurring meetings.list_milestonesList milestones. Optional filters: sort order. Results are paginated. API summary: Returns all milestones.list_opportunitiesList opportunities (deals) page by page with `page` and `limit`.list_opportunity_quote_linesList the quotation lines (products, quantities, prices) on an opportunity by `opportunity_id`.list_organisation_activitiesList the activities for one organisation by `organisation_id`.list_organisation_opportunitiesList the opportunities (deals) for one organisation by `organisation_id`.list_organisation_personsList the persons (contact people) at one organisation by `organisation_id`.list_organisationsList organisations (companies) page by page with `page` and `limit`.list_overview_reportsList reports for a overview. Optional filters: sort order. Results are paginated. API summary: Returns an overview report results.list_overviewsList overviews. Optional filters: sort order. Results are paginated. API summary: Returns all overviews.list_pagesList pages. Optional filters: sort order. Results are paginated. API summary: Returns all punch entries.list_pipelinesList the sales pipelines and their levels, used for opportunity stages.list_price_group_pricesList prices for a price group. Results are paginated. API summary: Returns all prices configured for the group.list_price_groupsList price groups. Optional filters: sort order. Results are paginated. API summary: Returns all price groups.list_product_quotesList quotes for a product. Optional filters: sort order, price group, currency symbol or include calculated. Results are paginated. API summary: Returns prices for quotation [line linked data] item.list_productsList products. Results are paginated. API summary: Returns all linked data for activities.list_products_deliveries_linked_data_getList products. Results are paginated. API summary: Returns all linked data for deliveries.list_products_events_linked_data_getList products. Results are paginated. API summary: Returns all linked data for events.list_products_opportunities_linked_data_getList products. Results are paginated. API summary: Returns all linked data for opportunities.list_products_organisations_linked_data_getList products. Results are paginated. API summary: Returns all linked data for organisations.list_products_persons_b2_c_linked_data_getList products. Results are paginated. API summary: Returns all linked data for persons.list_products_persons_linked_data_getList products. Results are paginated. API summary: Returns all linked data for persons.list_products_products_getList products. Optional filters: sort order. Results are paginated. API summary: Returns all products.list_products_products_linked_data_getList products. Results are paginated. API summary: Returns all linked data for products.list_products_quotation_lines_linked_data_getList products. Results are paginated. API summary: Returns all linked data for quotation lines.list_products_support_cases_linked_data_getList products. Results are paginated. API summary: Returns all linked data for support cases.list_punch_cardsList punch cards. Optional filters: sort order. Results are paginated. API summary: Returns all punch cards.list_queriesList queries. Optional filters: script or format custom fields. Results are paginated. API summary: Returns query's result.list_quotesList quotes. API summary: Returns linked setup for activities.list_quotes_deliveries_linked_setup_getList quotes. API summary: Returns linked setup for deliveries.list_quotes_events_linked_setup_getList quotes. API summary: Returns linked setup for events.list_quotes_opportunities_linked_setup_getList quotes. API summary: Returns linked setup for opportunities.list_quotes_organisations_linked_setup_getList quotes. API summary: Returns linked setup for organisations.list_quotes_persons_b2_c_linked_setup_getList quotes. API summary: Returns linked setup for persons.list_quotes_persons_linked_setup_getList quotes. API summary: Returns linked setup for persons.list_quotes_products_linked_setup_getList quotes. API summary: Returns linked setup for products.list_quotes_quotation_lines_getList quotes. Optional filters: sort order. Results are paginated. API summary: Return all quotation lines.list_quotes_quotation_lines_linked_setup_getList quotes. API summary: Returns linked setup for quotation lines.list_quotes_support_cases_linked_setup_getList quotes. API summary: Returns linked setup for support cases.list_relationsList relations. Optional filters: sort order. Results are paginated. API summary: Returns all relations.list_revenuesList revenues. Optional filters: sort order. Results are paginated. API summary: Returns all revenues.list_shipment_quotation_linesList quotation lines for a shipment. Optional filters: sort order. Results are paginated. API summary: Returns all quotation lines by delivery id.list_shipmentsList shipments. Optional filters: sort order. Results are paginated. API summary: Returns all deliveries.list_systemsList systems. API summary: Returns information about system settings.list_ticketsList tickets. Optional filters: sort order. Results are paginated. API summary: Returns all support cases.list_time_expensesList time expenses. Optional filters: sort order. Results are paginated. API summary: Returns all TimeExpenses.list_user_activitiesList the activities a user is responsible for, by `user_id`. Use this for 'my to-dos'.list_user_eventsList events for a user. Optional filters: sort order. Results are paginated. API summary: Returns all user's events.list_user_tasksList tasks for a user. Optional filters: sort order. Results are paginated. API summary: Returns all user's activities.list_usersList users. Optional filters: sort order. Results are paginated. API summary: Returns own activity hooks.list_users_deliveries_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own delivery hooks.list_users_documents_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own document hooks.list_users_events_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own event hooks.list_users_meetings_by_users_getList users. Optional filters: from, to, sort order, primary user id, user ids or include recurring. Results are paginated. API summary: Get the list of meetings for the list of user.list_users_meetings_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own meetings hooks.list_users_opportunities_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own opportunity hooks.list_users_organisations_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own organisation hooks.list_users_persons_b2_c_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own personB2C hooks.list_users_persons_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own person hooks.list_users_products_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own product hooks.list_users_quotation_lines_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own quotation line hooks.list_users_relations_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own relation hooks.list_users_settings_user_access_getList users. API summary: Returns information about current user access settings.list_users_support_cases_all_active_getList users. Optional filters: sort order. Results are paginated. API summary: Returns all active support cases.list_users_support_cases_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own support case hooks.list_users_users_getList users. Optional filters: sort order. Results are paginated. API summary: Returns all users.list_users_users_hooks_getList users. Optional filters: sort order. Results are paginated. API summary: Returns own user hooks.list_valuesList values. API summary: Returns all non-zero VAT Values (VAT percentage table).search_personsSearch persons (contact people) by text in `input`, such as a name or email. Use this to find a person's ID.search_price_group_filtered_pricesSearch filtered prices for a price group. Use this to find existing filtered prices before creating a new filtered price. Results are paginated. API summary: Returns prices configured for exactly this group (group 0 = base group only, unlike Prices which returns all when id=0).send_messageVisible to othersSend a message (message id). Has effects visible outside this system. API summary: Returns EmailSupport with specified id.send_message_emailVisible to othersEmail a message. Has effects visible outside this system. Results are paginated. API summary: Returns all EmailSupports.send_message_email_supports_postVisible to othersEmail a message. Has effects visible outside this system. API summary: Adds new support case email and returns assigned id.send_ticketVisible to othersSend a ticket (support case id). Has effects visible outside this system. Results are paginated. API summary: Returns all EmailSupports for a specified support case.submit_contactVisible to othersMerge a contact (person id). Has effects visible outside this system. API summary: Merges person with another person.update_activityChanges dataUpdate an activity by `task_id`, e.g. mark it done or change its date. Get the activity first and send it back in `body` with your changes, so no fields are lost.update_codesVisible to othersUpdate an existing code. Has effects visible outside this system. API summary: Save (override) all VAT Codes.update_companiesVisible to othersUpdate an existing company. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted organisations. Returns assigned ids for inserted organisations and error messages if insert/update fails.update_contact_persons_b2_c_by_id_putChanges dataUpdate an existing contact identified by contact id. API summary: Updates person with specified id.update_contactsVisible to othersUpdate an existing contact. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted persons. Returns assigned ids for inserted persons and error messages if insert/update fails.update_contacts_persons_b2_c_patchVisible to othersUpdate an existing contact. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted persons. Returns assigned ids for inserted persons and error messages if insert/update fails.update_dealsVisible to othersUpdate an existing deal. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted opportunities. Returns assigned ids for inserted opportunities and error messages if insert/update fails.update_documentChanges dataUpdate an existing document identified by document id. API summary: Updates document with specified id.update_documentsVisible to othersUpdate an existing document. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted documents. Returns assigned ids for inserted documents and error messages if insert/update fails.update_eventChanges dataUpdate an existing event identified by event id. API summary: Updates event with specified id.update_eventsVisible to othersUpdate an existing event. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted events. Returns assigned ids for inserted events and error messages if insert/update fails.update_groupsVisible to othersUpdate an existing group. Has effects visible outside this system. API summary: Save (override) all VAT Groups.update_meetingChanges dataUpdate a meeting by `meeting_id` with the fields in `body`, e.g. a new MeetingStart and MeetingEnd.update_meeting_connectionsVisible to othersUpdate an existing connection identified by meeting id. Has effects visible outside this system. API summary: Update the list of connected activities and opportunities.update_opportunityChanges dataUpdate an opportunity by `deal_id`, e.g. move it to another pipeline level. Get the opportunity first and send it back in `body` with your changes, so no fields are lost.update_organisationChanges dataUpdate an organisation by `company_id` with the fields in `body`. Get the organisation first and send it back with your changes, so no fields are lost.update_pageChanges dataUpdate an existing page identified by page id. API summary: Updates punch entry with specified id.update_pagesVisible to othersUpdate an existing page. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted punch entries. Returns assigned ids for inserted punch entries and error messages if insert/update fails.update_personChanges dataUpdate a person by `contact_id` with the fields in `body`. Get the person first and send it back with your changes, so no fields are lost.update_price_groupChanges dataUpdate an existing price group identified by price group id. API summary: Updates price group with specified id.update_price_groupsVisible to othersUpdate an existing price group. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted priceGroups. Returns assigned ids for inserted price groups and error messages if insert/update fails.update_pricesVisible to othersUpdate an existing price. Only the fields you pass are changed. Has effects visible outside this system. API summary: Manage prices for quotation [line linked data] items.update_productChanges dataUpdate an existing product identified by product id. API summary: Updates linked data for activities.update_product_products_by_id_putChanges dataUpdate an existing product identified by product id. API summary: Updates product with specified id.update_productsVisible to othersUpdate an existing product. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted products. Returns assigned ids for inserted products and error messages if insert/update fails.update_punch_cardChanges dataUpdate an existing punch card identified by punch card id. API summary: Updates punch card with specified id.update_punch_cardsVisible to othersUpdate an existing punch card. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted punch cards. Returns assigned ids for inserted punch cards and error messages if insert/update fails.update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Updates quotation line with specified id.update_quotesVisible to othersUpdate an existing quote. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted quotation lines. Returns assigned ids for inserted quotation lines and error messages if insert/update fails.update_relationChanges dataUpdate an existing relation identified by relation id. API summary: Updates relation with specified id.update_relationsVisible to othersUpdate an existing relation. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted relations. Returns assigned ids for inserted relations and error messages if insert/update fails.update_shipmentChanges dataUpdate an existing shipment identified by shipment id. API summary: Updates delivery with specified id.update_shipment_dealChanges dataUpdate an existing deal identified by level. API summary: Convert delivery to opportunity.update_shipmentsVisible to othersUpdate an existing shipment. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted deliveries. Returns assigned ids for inserted deliveries and error messages if insert/update fails.update_tasksVisible to othersUpdate an existing task. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted activities. Returns assigned ids for inserted activities and error messages if insert/update fails.update_ticketChanges dataUpdate an existing ticket identified by ticket id. API summary: Updates support case with specified id.update_ticketsVisible to othersUpdate an existing ticket. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted support cases. Returns assigned ids for inserted support cases and error messages if insert/update fails.update_userChanges dataUpdate an existing user identified by user id. API summary: Updates activity hook with specified id.update_user_users_by_id_putChanges dataUpdate an existing user identified by user id. API summary: Updates user with specified id.update_usersVisible to othersUpdate an existing user. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates or inserts submitted users. Returns assigned ids for inserted users and error messages if insert/update fails.update_valuesVisible to othersUpdate an existing value. Has effects visible outside this system. API summary: Save (override) all VAT Values (VAT percentage table).
Set up in three steps
- 1
Pick the app
Create a free HeyMyApps account and choose webCRM from the app list.
- 2
Paste your key
Paste a webCRM application token. You need webCRM Plus or Enterprise. Sign in to webCRM and go to Configuration > Integration > API > REST, create an application token and copy it. You can limit its access rights, for example to read-only.
- 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 webCRM?
The AI can read organisations, persons, opportunities, quote lines, pipelines, activities, activity notes, meetings and active users. It can create and update organisations, persons, opportunities, activities and meetings, and add notes to activities.
Does the AI see my webCRM credentials?
No. Your webCRM 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. Creating and updating records can require your approval before it runs. You can also limit the application token's access rights in webCRM. 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 webCRM account.
Which webCRM plan do I need?
API access needs webCRM Plus or Enterprise. You create the application token under Configuration > Integration > API > REST. When you create it, you can limit its access rights, for example to read-only, on top of the tools you switch on in HeyMyApps.
Related integrations
Let your AI work in webCRM today.
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