Integration · CRM & sales

Connect Claude & ChatGPT to Sellsy

Ask your AI about a client, a deal or an invoice and get the answer from your Sellsy account. It can search companies, contacts and individuals, follow opportunities through your pipelines and read estimates, invoices and catalogue items. It can also create companies, opportunities, estimates, draft invoices, tasks and comments.

Connect Sellsy free

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

Try asking

“What do we know about Dupont Industries?”
The AI searches Sellsy and reads the company with its addresses, contacts and main details.
“Which opportunities are in the Negotiation step right now?”
It looks up your pipelines and steps and lists the matching opportunities with amount and probability.
“Move the Dupont deal to Won.”
It finds the opportunity and updates its status or step.

What your AI can do

Companies and contacts

Search and read companies, contacts and individuals, create and update companies and individuals, and add comments.

Opportunities and tasks

Read pipelines and steps, create and update opportunities, and create and update tasks for staff.

Estimates and invoices

Read and create estimates, read invoices with payment status, create draft invoices and look up catalogue items.

“Make an estimate for Dupont: 3 days of training at 900 EUR per day.”
It creates an estimate related to the company with one row, subject, date and currency.
“Create a draft invoice for Atelier Martin for the website project.”
It creates a draft invoice with the rows you give. It stays a draft until you validate it in Sellsy.
“Remind me on Friday to follow up with Dupont.”
It finds a task label and creates a task due Friday, linked to the company.

30 tools for Sellsy

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

add_commentChanges dataAdd a comment (`description`) to a company, individual, contact or opportunity via `related`.
create_companyChanges dataCreate a company with `name` and `type` (prospect, client or supplier), plus email, phone, website and note.
create_estimateChanges dataCreate an estimate: in `body` pass `related` (company, individual or opportunity), `rows`, subject, date and currency.
create_individualChanges dataCreate an individual with `last_name` and `type` (prospect, client or supplier), plus first name, email and phone.
create_invoiceChanges dataCreate a draft invoice for a `related` company or individual with `rows`, date, subject and note. It stays a draft until validated in Sellsy.
create_opportunityChanges dataCreate an opportunity with `name`, `pipeline`, `step` and `related` company or individual; optional amount, due date and note.
create_taskChanges dataCreate a task with `title`, `due_date`, `label_id` and one `related` object (company, individual, contact or opportunity); optional assigned staff and description.
get_companyGet one company by `company_id`, with addresses, contacts and main details.
get_contactGet one contact by `contact_id`.
get_estimateGet one estimate by `quote_id`, with rows, totals and status.
get_individualGet one individual by `individual_id`.
get_invoiceGet one invoice by `invoice_id`, with rows, totals, due date and payment status.
get_itemGet one catalogue item by `product_id`, with price and tax.
get_opportunityGet one opportunity by `deal_id`, with amount, pipeline step, probability and related company or individual.
list_companiesList companies (clients, prospects, suppliers) with `limit`, `offset` and ordering.
list_contactsList contacts (people at companies) with paging.
list_estimatesList estimates (quotes) with paging.
list_individualsList individuals (private-person customers and prospects) with paging.
list_invoicesList invoices with paging.
list_itemsList catalogue items (products and services) with paging.
list_opportunitiesList opportunities (deals) with paging.
list_pipeline_stepsList the steps of one pipeline by `pipeline_id`.
list_pipelinesList opportunity pipelines with their IDs.
list_staffList staff users in the Sellsy account with their IDs.
list_task_labelsList task labels. A label ID is required when creating a task.
list_tasksList tasks with paging.
searchSearch across Sellsy by keyword `q`, optionally limited by `type` (company, individual, contact, opportunity, document.invoice, item ...). Use this to find IDs.
update_companyChanges dataUpdate a company's name, type, email, phone, note or other details by `company_id`.
update_opportunityChanges dataUpdate an opportunity by `deal_id`. List the properties to change in `only` (e.g. status, step, amount) and pass their new values.
update_taskChanges dataUpdate a task's title, status (todo or done), due date or description by `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Sellsy from the app list.
2
Paste your key
Paste a Sellsy Client ID and Client secret. In Sellsy, open the developer page for API V2 and create a new access of type Personal, choosing the scopes you need. Copy the Client ID and Client secret.
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 Sellsy?

It can search Sellsy and read companies, contacts, individuals, opportunities, pipelines, estimates, invoices, catalogue items, tasks and staff. It can create and update companies and opportunities, create individuals and estimates, create draft invoices, create and update tasks and add comments.

Does the AI see my Sellsy Client secret?

No. You paste your Client secret into PipMCP once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example search and lookups without creating documents. Actions like create_estimate or create_invoice can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your 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, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own Sellsy account, so anything Sellsy charges is between you and Sellsy.

Can the AI send or validate invoices?

No. The AI can create an invoice, but it stays a draft until you validate it in Sellsy yourself. It can read existing invoices with their rows, totals, due date and payment status. The scopes you choose for the Personal API access also limit what it can reach.