Integration · Projects & tasks

Connect Claude & ChatGPT to Simplicate

Ask your AI to log three hours on a project, what an invoice contains, or to move a sales opportunity forward in Simplicate. It can work with organizations and persons in the CRM, projects and project services, hours, sales, quotes and invoices, and add notes to the timeline. Everyday admin gets done without switching between modules.

Connect Simplicate free

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

Try asking

“Log 3 hours for me on the Acme website project today.”
The AI finds you as an employee, the project, its project service and the hour type, then registers the hours.
“What is the status and budget of project Nordic Rebrand?”
It reads the project with its organization, manager, status, services and budget.
“Add Nordic Foods ApS as an organization with their VAT number.”
It creates the organization with name, VAT number and any contact details you give it.

What your AI can do

CRM

List, read, create and update organizations and persons, and add notes to the timeline.

Projects and hours

Create and update projects, list project services, employees and hour types, and register or correct hours.

Sales and invoicing

Create and update sales opportunities, read quotes, and list, read and create invoices.

“Set the sale 'Acme support contract' to 80 percent chance.”
It finds the sales opportunity and updates its chance to score.
“What is on invoice 2024-118, and has it been paid?”
It reads the invoice with lines, totals, status and payments.
“Add a note to the Acme project: kickoff moved to Friday.”
It adds a note with a title and text to the project's timeline.

28 tools for Simplicate

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

add_timeline_noteVisible to othersAdd a note to the timeline of an organization, person, project, sale, invoice or employee. Pass `title`, `content` and `linked_to` with the related IDs.
create_invoiceChanges dataCreate an invoice. Pass `organization_id` or `person_id`, `invoice_lines`, `payment_term_id`, `date` and optional `project_id`, `subject` and `reference`.
create_organizationChanges dataCreate an organization. Pass `name` plus optional `email`, `phone`, `url`, `coc_code`, `vat_number`, `visiting_address`, `postal_address`, `relation_manager` and `note`.
create_personChanges dataCreate a person. Pass `first_name`, `family_name` and optional `email`, `phone`, `address` and `note`.
create_projectChanges dataCreate a project. Pass `name`, `organization_id` or `person_id`, `project_manager_id`, `start_date`/`end_date`, `billable` and optional `note`.
create_saleChanges dataCreate a sales opportunity. Pass `subject`, `organization_id` or `person_id`, `responsible_employee_id`, and optional `expected_revenue`, `chance_to_score`, `expected_closing_date`, `status_id` and `note`.
get_invoiceGet one invoice by `invoice_id`, with lines, totals, status and payments.
get_organizationGet one organization by `company_id`, with addresses, contacts and relation details.
get_personGet one person by `contact_id`.
get_projectGet one project by `project_id`, with organization, manager, status, services and budget.
get_quoteGet one quote by `quote_id`, with lines, totals and status.
get_saleGet one sales opportunity by `sale_id`, with status, progress, expected revenue and closing date.
list_employeesList employees with their IDs, names and teams.
list_hour_typesList hour types with their IDs, needed as `type_id` when logging hours.
list_hoursList registered hours. Page with `limit` and `offset`, order with `sort`.
list_invoicesList invoices. Page with `limit` and `offset`, order with `sort`.
list_organizationsList organizations (companies) in the CRM. Page with `limit` and `offset`, order with `sort`.
list_personsList persons (individual contacts) in the CRM. Page with `limit` and `offset`.
list_project_servicesList project services (the billable parts of projects) with their IDs, needed when logging hours.
list_projectsList projects. Page with `limit` and `offset`, order with `sort`.
list_quotesList quotes. Page with `limit` and `offset`.
list_salesList sales opportunities. Page with `limit` and `offset`.
log_hoursChanges dataRegister hours. Pass `employee_id`, `project_id`, `projectservice_id`, `type_id` (hour type), `start_date` and `hours`, plus optional `note` and `billable`.
update_hoursChanges dataUpdate a registered hours entry by `hour_id`. Pass only the fields to change.
update_organizationChanges dataUpdate an organization by `company_id`. Pass only the fields to change.
update_personChanges dataUpdate a person by `contact_id`. Pass only the fields to change.
update_projectChanges dataUpdate a project by `project_id`, e.g. name, status, dates or manager. Pass only the fields to change.
update_saleChanges dataUpdate a sales opportunity by `sale_id`, e.g. its status, progress or expected revenue. Pass only the fields to change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Simplicate from the app list.
2
Paste your key
Paste an API key and API secret from Simplicate, and enter your Simplicate subdomain (the "acme" in acme.simplicate.nl). In Simplicate go to General settings → API and add an API token. The token gets the rights of the user it is created for.
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 Simplicate?

It can list and read organizations, persons, projects, project services, hours, hour types, employees, sales, quotes and invoices. It can create and update organizations, persons, projects, sales and hours, create invoices, and add notes to the timeline of an organization, person, project, sale, invoice or employee.

Does the AI see my Simplicate credentials?

No. Your Simplicate 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 invoices and adding timeline notes produce records your colleagues see, so these 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 with no credit card required. Paid plans bill per completed task. You also need your own Simplicate account.

Which rights does the AI get in Simplicate?

The API token gets the rights of the user it is created for in Simplicate. The AI can never do more than that user, and on top of that only the tools you switch on in PipMCP. To keep access narrow, create the token for a user with limited rights.