Integration · CRM & sales

Connect Claude & ChatGPT to Sydnee

Ask your AI what is still open for a client, or to add a task to their board in Sydnee. It can look up client accounts and portal users, search tasks by status or due date, and create, move, assign and complete tasks. It can also comment on tasks, list shared files and send requests from your templates to a client.

Connect Sydnee free

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

Try asking

“Which tasks on the Nordic Foods board are overdue?”
The AI finds the client account and its task board, then searches for open tasks that are overdue.
“Add a task 'Send Q3 bank statements' to the Acme board, due Friday.”
It finds the board and its sections and creates the task with the title and due date.
“Mark the 'Onboarding call' task as complete and add a comment that it is done.”
It sets the task status to complete and posts a comment on the task, visible to others on it.

What your AI can do

Client accounts and portal users

List and create client accounts, and search, list and add the portal users on each account.

Task boards

Search tasks by status, due date or assignee, and create, rename, move, assign, prioritize, complete or archive tasks and subtasks.

Comments, files and requests

Read and post task comments, list client files with download links, and send requests from your templates.

“Add Jonas Holm, [email protected], as a portal user on the Acme account.”
It searches the account's portal users first, then adds Jonas. Sydnee sends an invite email unless you ask it not to.
“Send the 'Year-end documents' request to Anna at Nordic Foods.”
It looks up your request templates and the account's portal users, then sends the request. Anna is notified.
“What files has Acme shared with us?”
It lists the files in the client account and can get a download link for the one you pick.

29 tools for Sydnee

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

add_portal_userChanges dataAdd a portal user to a client account. Pass `account_id`, `name` and `email`. Sends an invite email unless `send_invite_email` is false; `custom_message_in_invite` adds a note.
add_task_commentChanges dataPost a comment on a task. Pass `account_id`, `board_id`, `task_id` and `content` with `format` "html" and the `html` text. Visible to others on the task.
archive_taskVisible to othersArchive or unarchive a task. Pass `account_id`, `board_id`, `task_id` and `archived` (true or false).
create_client_accountChanges dataCreate a new client account. Pass `account_name`.
create_subtaskChanges dataAdd a subtask under a task. Pass `account_id`, `board_id`, `task_id` and `title`; optionally `due` and assignees.
create_taskChanges dataCreate a task on a board. Pass `account_id`, `board_id` and `title`; optionally `section_id`, `due`, `description`, `assignee_user_ids` and `client_access`.
create_task_boardChanges dataCreate a task board in a client account. Pass `account_id` and `name`.
get_account_fileGet one file's details. Pass `account_id` and `document_id`.
get_client_accountGet one client account by `account_id`.
get_file_download_urlGet a download link for an account file. Pass `account_id` and `file_id`.
get_requestGet one request and its status. Pass `account_id` and `request_id`.
get_taskGet one task with its details. Pass `account_id`, `board_id` and `task_id`.
list_account_filesList the files shared in a client account by `account_id`.
list_board_sectionsList the sections (columns) of a task board. Pass `account_id` and `board_id`.
list_client_accountsList client accounts in the workspace. Paginate with `limit` and `cursor`. Use to find an `account_id`.
list_portal_usersList the portal users (client contacts) of an account by `account_id`.
list_request_templatesList the workspace's request templates. Use to find a `request_template_id` before sending a request.
list_task_boardsList the task boards of a client account by `account_id`.
list_task_commentsList the comments on a task. Pass `account_id`, `board_id` and `task_id`.
move_taskChanges dataMove a task to another section of its board. Pass `account_id`, `board_id`, `task_id`, target `section_id` and position `index` (0 = top).
rename_taskVisible to othersChange a task's title. Pass `account_id`, `board_id`, `task_id` and `title`.
search_portal_usersSearch an account's portal users by name or email with `q`. Pass `account_id`.
search_tasksSearch tasks on a board. Pass `account_id` and `board_id`; filter by title text `q`, `status` (open, complete), `overdue`, `assignee_user_id`, `section_id` or update dates.
send_requestVisible to othersSend a request (from a template) to a portal user. Pass `account_id`, `user_id` (the membership ID from the account users list) and `request_template_id`. The client is notified.
set_task_assigneesVisible to othersReplace a task's assignees. Pass `account_id`, `board_id`, `task_id` and `assignee_user_ids`.
set_task_due_dateVisible to othersSet or clear a task's due date. Pass `account_id`, `board_id`, `task_id` and `due` with `kind` (NONE, SINGLE, RANGE) and ISO `startAt`/`endAt`.
set_task_priorityVisible to othersSet a task's priority. Pass `account_id`, `board_id`, `task_id` and `priority` (LOW, NORMAL, HIGH, URGENT).
set_task_statusChanges dataMark a task complete or reopen it. Pass `account_id`, `board_id`, `task_id` and `status` (open, complete).
update_task_descriptionVisible to othersAppend to or replace a task's description. Pass `account_id`, `board_id`, `task_id`, `mode` (append, replace), `format` (html, plain-text) and `content`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Sydnee from the app list.
2
Paste your key
Paste a Sydnee API key. As a workspace owner or admin on a paid plan, open Company Settings › API Keys › Create new API key, give the key a label and copy it.
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 Sydnee?

It can list and create client accounts, list, search and add portal users, and work with task boards: list sections, search and read tasks, create tasks and subtasks, change title, description, status, due date, assignees and priority, move and archive tasks, and read and post comments. It can also list account files, get download links, list request templates, send requests and check their status.

Does the AI see my Sydnee credentials?

No. Your Sydnee API key is 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 with lookups only. Actions that reach your clients, like adding a portal user, posting a comment or sending a request, can require your approval before they run. 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 Sydnee workspace with API access.

Who can create a Sydnee API key?

API keys are created by a workspace owner or admin on a paid Sydnee plan, under Company Settings › API Keys. You give the key a label, copy it and paste it into PipMCP.