Integration · Field service

Connect Claude & ChatGPT to Repsly

Ask your AI which visits are planned for next week, where a client is and who covers it, or which forms came in since Monday. It can read clients, visits and visit schedules, forms, photos, retail audits, products, price lists and purchase orders from Repsly, and change the status of a sales document.

Connect Repsly free

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

Try asking

“Which visits are scheduled for next week?”
The AI lists the scheduled visits between the two dates, with extended details if you want them.
“Show me the address and assigned rep for client C-1001.”
It looks up the client by client code and shows address, contact details and the assigned representative.
“Which forms were submitted since Monday?”
It lists form submissions modified since that date, and can filter them by form name.

What your AI can do

Visits and schedules

List field visits, scheduled visits and how they were carried out, plus reps' daily working times.

Clients and field data

Read clients and client notes, submitted forms, photos and retail audits.

Products and orders

List products, price lists with their prices and purchase orders, and change a sales document's status.

“Were yesterday's scheduled visits carried out?”
It lists visit realizations changed since yesterday, showing how each scheduled visit went.
“What are the prices in our summer price list?”
It lists your price lists, finds the one you mean and shows its products and prices.
“Change the status of purchase order 5832.”
It lists the document types and their statuses so you can pick one, then updates the order.

20 tools for Repsly

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

get_clientGet one client by its `client_code`, with address, contact details and assigned representative.
list_client_notesList client notes after `last_client_note_id`; pass 0 to start and page on with the last returned ID.
list_clientsList clients (stores/accounts) changed since `last_time_stamp`; pass 0 to start from the beginning and use the returned last timestamp to page on.
list_daily_working_timesList reps' daily working time records after `last_daily_working_time_id`; pass 0 to start.
list_document_typesList the sales document types and their statuses (used with update_document_status).
list_form_submissionsList form submissions modified since `last_modified_date_time`, optionally filtered by form `name`. Paginated with `limit` and `offset`.
list_formsList submitted forms after `last_form_id`; pass 0 to start and page on with the last returned ID.
list_photosList photos taken by reps after `last_photo_id`; pass 0 to start and page on with the last returned ID.
list_pricelist_itemsList the products and prices in one price list by `pricelist_id`.
list_pricelistsList all price lists.
list_productsList products after `last_product_id`; pass 0 to start and page on with the last returned ID.
list_purchase_ordersList purchase orders (sales documents) after `last_document_id`; pass 0 to start and page on with the last returned ID.
list_representativesList the field representatives in the account.
list_retail_auditsList retail audits after `last_retail_audit_id`; pass 0 to start and page on with the last returned ID.
list_usersList users changed since `last_time_stamp`; pass 0 to start.
list_visit_realizationsList how scheduled visits were carried out, changed since the `modified` date/time. Paginated with `offset`.
list_visit_schedulesList scheduled visits between `begin_date_time` and `end_date_time`.
list_visit_schedules_extendedList scheduled visits with extended details between `begin_date_time` and `end_date_time`.
list_visitsList field visits recorded after `last_timestamp`; pass 0 to start and page on with the returned last timestamp.
update_document_statusChanges dataChange the status of a sales document such as a purchase order, by `document_id` and `document_status_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Repsly from the app list.
2
Paste your key
Paste your Repsly API username and API password. In the Repsly web app open Settings and go to API Settings, then copy the API username and password shown there. They are not the same as your login.
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 Repsly?

It can read clients, client notes, visits, visit schedules and realizations, daily working times, forms and form submissions, photos, retail audits, products, price lists, purchase orders, document types, users and representatives. The only change it can make is updating the status of a sales document such as a purchase order.

Does the AI see my Repsly credentials?

No. Your Repsly 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. Almost every tool only reads data, and changing a document status 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 PipMCP 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?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Repsly account.

Why are my API username and password different from my login?

Repsly gives API access with a separate API username and password, which you find in the web app under Settings › API Settings. Your normal login does not work for the API. Paste the API username and password into PipMCP.