Work with your Hanna CRM records directly from ChatGPT. Hanna CRM is a customer relationship management system for sales, service and finance teams; this plugin connects ChatGPT to your own Hanna CRM workspace so you can find, read, create and update CRM records in conversation. Search and inspect customers, contacts, leads, opportunities, tasks, projects, tickets (with replies, notes and history), contracts, documents, objects, products, supplier orders, call history and financial records - invoices, pre-invoices, credit notes, payments and expenses - and look up the reference values your workspace uses (statuses, sources, stages, taxes, picklists, staff, roles). Create and update tasks, tickets, customers, contacts, leads, opportunities, projects, contracts, documents, objects, items, invoices, pre-invoices, credit notes, payments and expenses. Everything runs under your own Hanna CRM login: you see and change only what your role allows, in the workspace you choose when connecting. Creating or changing a record can send the notifications, webhooks or accounting exports your administrator has configured. Requests are logged for security auditing.
uuid matches the created_by / updated_by values other tools return. tenant gives the CRM slug and web URL.record. Audio is not returned.phone (any format), client / lead UUIDs, staff UUIDs, direction (in/out), dates, is_personal, has_recording. Each item has participants, duration in seconds, reason and comment. Use call_get for the transcription and AI summary; audio is not available over MCP.company. Optional: contact levels (customer_levels). For a natural person (legal_type: person) also creates its primary contact person. Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.record.client_get: its assigned_users lists the same people by uuid and name and takes the client uuid that clients_search returns. Use this only when a numeric client id is already known.customer_levels (contact level picklist UUIDs; pass [] to clear). Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.client_types and client_categories arrays. Results in items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).firstname. Optional: clients (client UUIDs) and main_client (one of them). Returns record with the detail projection. May export the record to configured accounting or field-service integrations.record.clients is sent, it replaces the full linked-client list; main_client (with clients) picks the main client. Returns record with the detail projection. May export the record to configured accounting or field-service integrations.clients. Results in items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).subject and either contact or lead. Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.record.uuid, code_name, name, document_name). The template body is not returned. Results in items, pagination in pagination.uuid, code_name, name, contract_prefix). Use the uuid for the contract type field. Results in items, pagination in pagination.record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).uuid, iso2, iso3, name, calling_code). Use the uuid for the country address field. Results in items, pagination in pagination.contact, date, items. Optional: currency (tenant default when omitted). Returns record with the detail projection. May export the record to a configured accounting integration.record.record with the detail projection. May export the record to a configured accounting integration.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).uuid, name, symbol, is_default). Use the uuid for the currency field. Results in items, pagination in pagination.slug, name, type, module, required, options). Use it to discover valid slugs before writing custom_fields. Narrow with the module filter (API module slug). Results in items.uuid, code_name, name, color). Results in items, pagination in pagination.uuid, code_name, name, color). Results in items, pagination in pagination.uuid, code_name, name). Use the uuid for the ticket department field. Results in items, pagination in pagination.name, client. Returns record with the detail projection. May send staff email notifications according to notification settings.record.record with the detail projection. May send staff email notifications according to notification settings.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).uuid, code_name, name, is_active). Use the uuid for the expense category field. Results in items, pagination in pagination.name, amount. Category defaults to tenant default when omitted. Returns record with the detail projection. May send staff email notifications according to notification settings.record.record with the detail projection. May send staff email notifications according to notification settings.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).content_base64. Pass module, related_uuid and the file uuid from files_search. Larger files: download them with API v4.module, related_uuid, filename (with extension) and the bytes as content_base64, up to 5 MB. Optional description. Needs edit rights on the record; the tenant's allowed file types apply. The file is not shown to the customer. Returns record (the file, as in files_search).uuid, file_name, filesize, filetype, description, created_at. Pass module and the record's related_uuid. For tickets the list includes email attachments. Read a file with file_get_content.contact, date, currency, items. Optional: document_prefix + document_number for manual numbering without auto increment. Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.record.record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).uuid, code_name, name, parent). Results in items, pagination in pagination.description, code. Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.record.uuid, code_name, name, parent). Use the uuid for the item group field. Results in items, pagination in pagination.record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).uuid, firstname, lastname, email, phone, position_title, is_primary, active, lead). Filter by lead to narrow it. Use the uuid for the lead_contact_person field. Distinct from contacts_search, which covers client contact persons. Results in items, pagination in pagination.company or name (at least one). Optional responsible_role_id round-robin assigns the next active staff of that role. Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.record.uuid, code_name, name). Results in items, pagination in pagination.uuid, code_name, name, color). Results in items, pagination in pagination.client). Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.lead_types and lead_categories arrays. Results in items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).name and either contact or lead (when enabled). Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.record.uuid, code_name, name). Results in items, pagination in pagination.uuid, code_name, name). Results in items, pagination in pagination.record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).send_to_client) and export to the accounting system according to tenant configuration. Returns the new pre-invoice (record, as pre_invoice_get).subject, total (unless items are sent), and contact or lead. organization, stage, and process use tenant defaults when omitted. Returns record with the detail projection. With items the totals are calculated from the lines (a sent total is ignored). May send record data to configured external webhook URLs when webhooks are enabled.record.uuid, code_name, name). Results in items, pagination in pagination.items is the whole line list after the change (uuid = update, no uuid = add, left out = remove) and recalculates the totals. A pre-invoice is linked by opportunity_convert_to_pre_invoice, not here. Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.country (uuid, iso2); response key record.uuid, title, name, code, default). Results in items, pagination in pagination.rel_type, document, total_amount, payment_mode. Returns record with the detail projection. May send staff email notifications and export the payment to a configured accounting integration.record.record with the detail projection. May export the payment to a configured accounting integration.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).values array (uuid, name, codename, color, position); response key record.uuid, module, name, codename). Optional module filter. Results in items, pagination in pagination.contact or lead, date, items. Currency uses tenant default when omitted; the number comes from prefix (the organization's numbering series, default series when omitted). For a pre-invoice from an opportunity use opportunity_convert_to_pre_invoice, which also links them. Returns record with the detail projection. May send customer emails according to tenant configuration.record.record with the detail projection. May send customer emails according to tenant configuration.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).name, client, start_date. Status and billing type use tenant defaults when omitted. Returns record with the detail projection. May send customer emails according to tenant configuration.record.record with the detail projection. May send customer emails according to tenant configuration.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).id, uuid, code_name, name). Results in items, pagination in pagination.uuid, name, client, address, city). Filter by client to narrow it. Use the uuid for the object subdivision field. Results in items, pagination in pagination.supplier, warehouse, status (picklist value UUID), order_date, responsible (staff UUIDs) and items. The status may create tasks from its templates and start the accounting export, as in the CRM. Returns record.record.items with uuid update those lines, without uuid add lines. A status change may create tasks and start the accounting export, as in the CRM. Returns record.status, supplier, responsible, warehouse, project and dates. Use supplier_order_get for the order lines.uuid, name, color). Results in items, pagination in pagination.name. Ask the user when the task should start (and end) and pass start_date / end_date; when omitted, the start defaults to now and the end to the task type duration (60 minutes without one). Returns record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.record.record, as timesheet_get). Stop it with task_timer_stop.record with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled. A status change runs the CRM status rules (approval, checklist, notifications).status, priority, assignees, and related_title. Results in items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).uuid, name, rate). Use the uuid as tax: {id: <uuid>} when writing. Results in items, pagination in pagination.subject. Returns record with the detail projection. May send staff email notifications according to notification settings.message and plain-text message_text, status, relations, CC fields, tags, custom fields, and organization when applicable); response key record. For the conversation, internal notes and change history call ticket_replies_search, ticket_notes_search and ticket_history_search with ticket set to this UUID. The HTML message can be large (a mail with embedded images runs to several MB): message_text is the readable text, and fields without message leaves the HTML out.causer) and a plain-text description of the changes. causer is null for system actions (email import, automations) or when the author no longer exists. Pass ticket (ticket UUIDs) for one ticket or created_since for recent activity across tickets. One of ticket, created_since or created_at is required.record.ticket (ticket UUIDs) for one ticket's notes or created_since for recent notes; query searches the note text. Each note has its text, author and time.uuid, name). Use the uuid for the ticket priority field. Results in items, pagination in pagination.ticket (ticket UUIDs) to read one conversation, sort = created_at for oldest first, or created_since for replies added since a time. Each reply has the author (staff, contact or external sender), message_text, email addresses and attachments. The initial message is in ticket_get.message body in addition to the list fields; response key record. The HTML body can be large (a mail with embedded images runs to several MB): message_text is the readable text, and fields without message leaves the HTML out.uuid, name). Use the uuid for the ticket service field. Results in items, pagination in pagination.uuid, code_name, name, color). Results in items, pagination in pagination.record with the detail projection. May send staff email notifications according to notification settings.items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).task (task UUID), start_time and end_time (ISO 8601). Optional note. You must be an assignee of the task. To time work as it happens use task_timer_start / task_timer_stop.record.task (task UUIDs), staff (staff UUIDs), start_date (YYYY-MM-DD - YYYY-MM-DD) or running (true = timers still running). Each entry has its task, staff, start/end time and duration in seconds.uuid, first name, last name, email, phone, position, active). Optional query narrows results. Excludes root and API/MCP service accounts. Results in items, pagination in pagination. Metadata filters: uuid, created_by/updated_by (staff UUID), created_at/updated_at (date ranges).code_name, name, address, country_code). Deleted warehouses are excluded. Results in items, pagination in pagination.Click any prompt to copy it.
