Connect Claude & ChatGPT to Uspacy

29 tools for Uspacy

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

• complete_taskVisible to othersMark a task as done by `task_id`, optionally linking a result comment.
• create_activityChanges dataCreate a CRM activity (activity, call, meeting, chat or email) with `title`, `start_time` and `end_time` (timestamps), plus optional description, responsible user, participants and linked CRM records.
• create_crm_recordChanges dataCreate a CRM record such as a lead, contact, company or deal: `entity` is the CRM entity code, e.g. leads, contacts, companies or deals; pass `title`, and optionally email and phone lists, owner (user ID), source and funnel_id.
• create_taskChanges dataCreate a task with `title`, `setter_id` and `created_by` (user IDs; use get_my_profile), plus optional description, responsible user, deadline (timestamp), priority, group and linked CRM records.
• get_crm_recordGet one CRM record by `entity` code (leads, contacts, companies, deals) and `item_id`.
• get_my_profileGet the profile of the connected Uspacy user. Use it to find your own user ID for tasks and assignments.
• get_productGet one product by `item_id`.
• get_taskGet one task by `task_id`.
• list_activitiesList CRM activities (calls, meetings, emails and so on), filtered by type, status (planned, done, cancelled), priority, responsible user or start time.
• list_callsList call events logged in the CRM, page by page.
• list_chat_messagesRead messages from one messenger chat by `chat_id`, with optional limit and timestamp range.
• list_chatsList messenger chats, optionally filtered by type (e.g. PRIVATE, GROUP, DIRECT, EXTERNAL).
• list_companiesList CRM companies, page by page.
• list_contactsList CRM contacts, page by page.
• list_crm_entitiesList the CRM entity types (leads, contacts, companies, deals and custom ones) with their codes.
• list_crm_recordsList the records of one CRM entity, page by page. `entity` is the CRM entity code, e.g. leads, contacts, companies or deals.
• list_dealsList CRM deals, page by page.
• list_leadsList CRM leads, page by page.
• list_pipeline_stagesList the pipeline (kanban) stages for a CRM entity such as leads or deals, optionally for one `funnel_id`. Use this to find a stage ID.
• list_productsList products in the CRM product catalog, page by page.
• list_related_crm_recordsList records of another entity (`entity_code`) linked to a CRM record, e.g. the contacts of a deal: `entity`, `item_id` and `entity_code`.
• list_usersList the users in your Uspacy company, page by page.
• move_crm_record_to_stageChanges dataMove a CRM record (`entity`, `entity_id`) to a pipeline stage (`stage_id`); optionally close it with `kanban_status` SUCCESS or FAIL and a reason ID.
• search_everythingSearch across all Uspacy services (CRM, tasks, messenger and more) by name with `q`.
• search_tasksSearch tasks by text (`q`), status, stage, priority, deadline, responsible user, setter or group.
• search_usersFind users by first name, last name or email.
• send_chat_messageVisible to othersSend a message to a messenger chat: `chat_id` and `message` text. Chat members see it immediately.
• update_crm_recordsVisible to othersUpdate fields on one or more CRM records of the same `entity`: pass the record IDs in `entity_ids` and the new field values in `data`.
• update_taskChanges dataUpdate a task by `task_id`: title, description, status, deadline, priority, responsible user and other fields. Only the fields you pass change.

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