Integration · CRM & sales

Connect Claude & ChatGPT to Webmecanik Pipeline

Ask your AI which activities are late, what stage a deal is in, or to add a new contact in Webmecanik Pipeline. It can create and update contacts and companies, create opportunities and move them between statuses, add addresses and read your pipelines, users and custom fields. You keep the CRM up to date from a conversation.

Connect Webmecanik Pipeline free

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

Try asking

“Which of my activities are late?”
The AI lists activities with status late, filtered by owner if you ask, with type and date.
“Add Jane Miller from Acme as a contact, [email protected], owned by Tom.”
It finds Tom's user ID and the company, then creates the contact, or updates the existing one with the same email.
“Create an opportunity for Jane Miller in the new business pipeline.”
It looks up the pipeline and its statuses and creates the opportunity linked to her contact.

What your AI can do

Contacts and companies

Search contacts, read contacts and companies, create or update them without duplicates, and add or update addresses.

Opportunities and pipelines

Create, read and update opportunities, list them per pipeline, and read pipelines, statuses and lost reasons.

Activities and setup

List activities by status, owner or type, and read users, activity types and custom fields for contacts and opportunities.

“Move the Acme renewal deal to the next status.”
It reads the opportunity and its pipeline, then updates it to the new status_id.
“What deals are open in the partner pipeline?”
It lists the opportunities filtered by that pipeline, with their status and contact.
“Add Acme's office address in Lyon.”
It finds the company and adds a postal address with address lines, zip code, city and country.

84 tools for Webmecanik Pipeline

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

add_company_addressChanges dataAdd a postal address (address lines, zip code, city, country) to a company by `company_slug`.
add_contact_addressChanges dataAdd a postal address (address lines, zip code, city, country) to a contact by `contact_slug`.
create_a_contact_or_update_if_existsChanges dataCreate a new contact. Required: email. Search contacts first to avoid duplicates. API summary: create a contact or update if exists.
create_activity_typeChanges dataCreate a new activity type. Search activity types first to avoid duplicates. API summary: create an activity type.
create_companyChanges dataCreate a new company. API summary: create a company or update if exists.
create_contact_contact_marketing_event_storeChanges dataCreate a new contact for a contact. Required: type. Search contacts first to avoid duplicates. API summary: [Pro+] Create a contact marketing event.
create_fieldChanges dataCreate a new field. Required: model, type or label. Search fields first to avoid duplicates. API summary: create a field.
create_hierarchyChanges dataCreate a new hierarchy. Required: hierarchy type id, parent id or child id. Search hierarchies first to avoid duplicates. API summary: Create a hierarchy.
create_multiple_activities_or_update_if_existVisible to othersCreate a new task. Search tasks first to avoid duplicates. Has effects visible outside this system. API summary: Create multiple activities or update if exist.
create_opportunityChanges dataCreate an opportunity with `name`, `pipeline_id`, `status_id`, `contact_id`, optional `body`, dates and custom `fields`.
create_pipelineChanges dataCreate a new pipeline. API summary: [Pro+] create a pipeline.
create_taskChanges dataCreate a new task. Required: activity type id, owner id, modelable id, modelable type, name or body. Search tasks first to avoid duplicates. API summary: create an activity.
delete_addressDeletesPermanently delete a address by address slug. Destructive action; may require approval. API summary: delete an address.
delete_companyDeletesPermanently delete a company by company slug. Destructive action; may require approval.
delete_contactDeletesPermanently delete a contact by `contact_slug`. This cannot be undone.
delete_dealDeletesPermanently delete a deal by deal slug. Destructive action; may require approval. API summary: delete an opportunity.
delete_documentDeletesPermanently delete a document by document slug. Destructive action; may require approval. API summary: Delete file asset.
delete_fieldDeletesPermanently delete a field by field slug. Destructive action; may require approval.
delete_hierarchyDeletesPermanently delete a hierarchy by hierarchy slug. Destructive action; may require approval.
delete_pipeline_reason_lostDeletesPermanently delete a reason lost by reason lost. Destructive action; may require approval. API summary: deactivate (unlink) a lost reason from this pipeline (at least one must remain).
delete_taskDeletesPermanently delete a task by task slug. Destructive action; may require approval. API summary: delete an activity.
download_documentDownload the document for a document. API summary: Download file asset.
get_activity_typeGet one activity type by activity type slug. API summary: show one activity type.
get_addressGet one address by address slug. API summary: show an address.
get_companyGet one company by `company_slug`.
get_contactGet one contact by `contact_slug`, including company, owner and custom fields.
get_create_rulesList creates. API summary: Get create rules.
get_fieldGet one field by field slug. API summary: show one field.
get_hierarchyGet one hierarchy by hierarchy slug. API summary: show hierarchy by slug.
get_hierarchy_typeGet one hierarchy type by hierarchy type slug. API summary: show hierarchy type by slug.
get_opportunityGet one opportunity by `deal_slug`, including its pipeline, status and contact.
get_pipelineGet one pipeline and its details by `pipeline_slug`.
get_reason_lostGet one reason lost by reason lost slug. API summary: show one lost reason.
get_statusGet one pipeline status by `status_slug`.
get_update_rulesList updates. API summary: Get update rules.
get_userGet one user by user slug. API summary: show a user.
get_validation_rules_for_creating_a_contactList creates. API summary: Get validation rules for creating a contact.
get_validation_rules_for_creating_a_fieldList creates. API summary: Get validation rules for creating a field.
get_validation_rules_for_creating_a_hierarchyList creates. API summary: Get validation rules for creating a hierarchy.
get_validation_rules_for_creating_a_statusList creates. API summary: Get validation rules for creating a status.
get_validation_rules_for_creating_an_activity_typeList creates. API summary: Get validation rules for creating an activity type.
get_validation_rules_for_creating_an_addressList creates. API summary: Get validation rules for creating an address.
get_validation_rules_for_creating_an_companyList creates. API summary: Get validation rules for creating an company.
get_validation_rules_for_creating_an_opportunityList creates. API summary: Get validation rules for creating an opportunity.
get_validation_rules_for_updating_a_contactList updates. API summary: Get validation rules for updating a contact.
get_validation_rules_for_updating_a_fieldList updates. API summary: Get validation rules for updating a field.
get_validation_rules_for_updating_a_hierarchyList updates. API summary: Get validation rules for updating a hierarchy.
get_validation_rules_for_updating_a_statusList updates. API summary: Get validation rules for updating a status.
get_validation_rules_for_updating_an_activity_typeList updates. API summary: Get validation rules for updating an activity type.
get_validation_rules_for_updating_an_addressList updates. API summary: Get validation rules for updating an address.
get_validation_rules_for_updating_an_companyList updates. API summary: Get validation rules for updating an company.
get_validation_rules_for_updating_an_opportunityList updates. API summary: Get validation rules for updating an opportunity.
list_activitiesList activities (tasks, calls, emails, appointments, notes), filtered by `filters_status` (todo, late, completed), owner, activity type or creation date.
list_activity_typesList the activity types (e.g. call, email, appointment, note) with their IDs.
list_companiesList companies in the CRM, paginated with `page` and `limit`.
list_companies_7e3c9d42dd8bfb75da6a43199f4078abList companies. API summary: show fields on company cards.
list_contact_fieldsList the custom fields shown on contact cards, with their IDs, for use in `fields` when creating or updating contacts.
list_createsList creates. API summary: Get validation rules for creating an activity.
list_documentsList documents. API summary: Get file assets.
list_listsList lists. Optional filters: available. API summary: show icon list.
list_lost_reasonsList the reasons an opportunity can be marked as lost.
list_opportunitiesList opportunities (deals), optionally filtered by `filters_pipeline_id`. Results are paginated.
list_opportunity_fieldsList the custom fields shown on opportunity cards, with their IDs, for use in `fields` when creating or updating opportunities.
list_pipeline_reason_lostsList reason losts for a pipeline. API summary: show the lost reasons activated on this pipeline.
list_pipelinesList the sales pipelines. Use to find a `pipeline_id` for opportunities.
list_updatesList updates. API summary: Get validation rules for updating an activity.
list_usersList the CRM users. Use to find an `owner_id`.
search_contactsSearch contacts by email, first name, last name or phone number (`filters_*`). Results are paginated. Use this to find a contact's slug.
search_fieldsSearch fields by filters model, filters name, filters with external id or filters enabled. Use this to find existing fields before creating a new field. Results are paginated. API summary: show all fields.
search_hierarchiesSearch hierarchies by filters with external id. Use this to find existing hierarchies before creating a new hierarchy. Results are paginated. API summary: Show all hierarchies.
search_hierarchy_typesSearch hierarchy types by filters with external id or filters is active. Use this to find existing hierarchy types before creating a new hierarchy type. Results are paginated. API summary: show all hierarchy types.
update_activity_typeChanges dataUpdate an existing activity type identified by activity type slug. API summary: update an activity type.
update_addressChanges dataUpdate an existing address by `address_slug`: address lines, zip code, city or country.
update_documentChanges dataUpdate an existing document identified by document slug. Only the fields you pass are changed. API summary: Update file asset.
update_fieldChanges dataUpdate an existing field identified by field slug. Only the fields you pass are changed. API summary: update a field.
update_hierarchyChanges dataUpdate an existing hierarchy identified by hierarchy slug. API summary: Update a hierarchy.
update_opportunityChanges dataUpdate an opportunity by `deal_slug`, e.g. move it to another `status_id` or change its name, contact or dates. Only the fields you pass change.
update_pipelineChanges dataUpdate an existing pipeline identified by pipeline slug. API summary: [Pro+] update a pipeline (name, visibility).
update_pipeline_reason_lostChanges dataUpdate an existing reason lost identified by reason lost. API summary: activate (link) a lost reason on this pipeline.
update_statusChanges dataUpdate an existing status identified by status slug. Only the fields you pass are changed. API summary: update a status (pipelineid is immutable).
update_taskChanges dataUpdate an existing task identified by task slug. API summary: update an activity.
update_tasksVisible to othersUpdate an existing task. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update activities if exist.
upsert_companyChanges dataCreate a company, or update the existing one if a duplicate is found. Takes `name`, `domain`, `website`, `industry`, phone, email and custom `fields`.
upsert_contactChanges dataCreate a contact, or update the existing one with the same `email`. Also takes first/last name, phone, job, `company_id`, `owner_id` and custom `fields`.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Webmecanik Pipeline from the app list.
2
Paste your key
Paste the API client ID and client secret of your Webmecanik Pipeline account. If you do not have API credentials yet, ask Webmecanik support. HeyMyApps exchanges them for an access token automatically, so there is no sign-in step.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Webmecanik Pipeline?

It can search and read contacts, companies, opportunities, pipelines, statuses, activities, users, activity types, lost reasons and custom fields. It can create or update contacts and companies, create and update opportunities, add addresses to contacts and companies, update addresses and delete a contact.

Does the AI see my Webmecanik Pipeline credentials?

No. Your Webmecanik Pipeline client ID and client secret are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Deleting a contact is permanent and cannot be undone, and it can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Webmecanik Pipeline connects with OAuth, and this OAuth connection needs the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Webmecanik Pipeline account.

Will the AI create duplicate contacts?

The contact tool creates a contact or updates the existing one with the same email, and the company tool updates an existing company if it finds a duplicate. So asking the AI to add someone who is already there updates the record instead of adding a second one.