Connect Claude & ChatGPT to Upsales

30 tools for Upsales

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

• add_ticket_commentChanges dataAdd a message to a ticket. With isPublic true the customer receives it as a reply; with false it stays an internal note.
• create_appointmentChanges dataBook an appointment with start and end time, appointment type, company, users and contacts.
• create_commentChanges dataAdd a note to a company, contact, opportunity or ticket. Needs description and the author user ID.
• create_companyChanges dataCreate a company with name and optional phone, website, organisation number, account managers and custom fields. Search first to avoid duplicates.
• create_contactChanges dataCreate a contact on a company (client.id) with name or firstName and lastName, email, phone and title.
• create_order_or_opportunityChanges dataCreate an opportunity (probability 1-99) or a won order (probability 100) for a company, with stage, user, close date and product rows.
• create_taskChanges dataCreate a phone call or to-do task with description, date, task type, company, contacts and assigned users.
• create_ticketChanges dataCreate a support ticket with title, status and type, optionally linked to a company and contact.
• get_companyGet one company by ID with address, account managers, categories and custom fields.
• get_contactGet one contact by ID with company, title, email and phone.
• get_current_userGet the Upsales user and account the API key belongs to. Use to find your own user ID.
• get_orderGet one order or opportunity with company, stage, probability, value and order rows.
• get_ticketGet one support ticket with its status, type, company, contact and conversation.
• list_appointment_typesList appointment types and their IDs.
• list_appointmentsList appointments (meetings), filtered by company, user or start date.
• list_commentsList notes on a company, contact, opportunity or ticket, filtered by their ID or created date.
• list_stagesList opportunity and order stages with their IDs and default probabilities.
• list_task_typesList task types, such as phone call and to-do, with their IDs.
• list_tasksList tasks (phone calls and to-dos), filtered by company, assigned user, date, closed date or task type.
• list_ticketsList support tickets, filtered by status, company, assigned user or created date.
• list_usersList users on the account, for example to find the ID of a salesperson or account manager.
• search_companiesList companies filtered by name, account manager (user.id), organisation number, phone or dates. Filters use value or comparison:value (eq, ne, gt, gte, lt, lte).
• search_contactsList contacts filtered by name, email, company (client.id) or active status.
• search_orders_and_opportunitiesList orders and opportunities. probability=100 gives won orders, probability gte:1 and lte:99 open opportunities; filter also by company, user, stage, date or value.
• search_productsList products, filtered by name, active status or category.
• update_companyChanges dataUpdate a company's name, phone, website, account managers or custom fields.
• update_contactChanges dataUpdate a contact's name, email, phone, title, company or active status.
• update_order_or_opportunityChanges dataUpdate an order or opportunity, for example move it to another stage, change probability, close date or rows.
• update_taskChanges dataUpdate a task. Set closeDate to mark it as done, or add notes.
• update_ticketChanges dataUpdate a ticket's status, assigned user, priority or custom fields.

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