MASLERO

By MASLERO

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Open in ChatGPT

Open in Claude

Overview

MASLERO is an all-in-one business platform that brings contacts, deals, activities, customer conversations, team chat, calls and reports together in one app. This connector lets Claude read the contacts, deals, activities and team members of the MASLERO organizations you approve when you connect, so you can ask about your customers and sales in plain language. What Claude can do with it: - Tell you which organizations are connected, your role in each, and what you can read in each area. - Search contacts by name, job title, department, email, phone number or social media username. - Open one contact's full profile: email addresses and phone numbers, social media accounts, addresses, tags, custom fields, notes, and their latest deals and activities. - List deals by status, pipeline or keyword, and open one deal's full record: products, owners, close details and notes. - Summarize the sales pipeline: deal count and total value per stage and currency. - Review activities (what happened recently, what is coming up and what is overdue) and open one activity's full record. - List the organization's members and their roles (only for people who can manage members). Example prompts: - Find Sarah Johnson and summarize her open deals and latest activities - Summarize our sales pipeline by stage - What is overdue, and what is due this week? - Show me the details of our largest open deal The connector is read-only: it cannot create, change or delete anything. It sees only what you can see in MASLERO, because your role and permissions apply to every request, and it reads only the organizations you approved, one organization per request. Every tool call is recorded in the organization's audit log. You can disconnect at any time in MASLERO under Security › AI Connections (mobile) or Settings › AI Connections (web). Requires a MASLERO organization on the Business or Enterprise plan (trials included) with AI Connections turned on.

Tools

get_activity

ChatGPT

Get the full record of one activity (call, meeting, task, note) in the connected MASLERO organization: type, dates, completion, priority, call direction and status, duration, location, result, description (first 1000 characters), contact, deal, owners, participants, tags and custom fields. Use the id from recent_activities, get_contact or get_deal. "hidden" names linked records the user cannot see and why. found=false means the activity does not exist or the user cannot see it.

get_connection_info

ChatGPT

Describe this MASLERO connection: every organization it covers (id, name, plan), who the user is in each (role, branch), which assistant is connected, and what the user can read in each area of each organization — contacts, deals, activities and members — as all, assigned (only records assigned to them), none (no permission) or module_off. Call this first when the user asks what you can do, which organizations are connected or what they are allowed to see, and to get the organization_id the other tools need when several organizations are connected.

get_contact

ChatGPT

Get the full profile of one person in the connected MASLERO organization: all email addresses and phone numbers, social media accounts, addresses, tags, languages, related contacts, assigned team members, source and first contact channel, communication consents, custom fields, document names, notes (first 1000 characters), and the 10 most recent deals and activities. Use the id returned by search_contacts. Empty fields are omitted; "hidden" names sections the user cannot see and why (no_permission, module_off, not_visible). found=false means the contact does not exist or the user cannot see it.

get_deal

ChatGPT

Get the full record of one deal in the connected MASLERO organization: status, value and currency, probability, pipeline and stage, contact, owners, tags, products, close details (won/lost dates, reason, competitor), notes (first 1000 characters), custom fields and the 10 most recent activities. Use the id from list_deals or get_contact. Empty fields are omitted; "hidden" names sections the user cannot see and why. found=false means the deal does not exist or the user cannot see it.

list_deals

ChatGPT

List deals (sales opportunities) of the connected MASLERO organization, most recently updated first. Filter by status, by pipeline, or by words in the deal title or the contact name. Returns value, currency, stage, pipeline, contact and expected close date. Each deal has an id: call get_deal for its full record.

list_members

ChatGPT

List the current members (the team) of the connected MASLERO organization: name, job title, email, role, branch, status (active or suspended) and join date, with total active and suspended counts. Only users with the member-management permission in MASLERO can use it; otherwise it returns a permission error — then tell the user they do not have permission and do not guess the answer.

pipeline_summary

ChatGPT

Summarize the sales pipeline of the connected MASLERO organization: for each stage, the number of deals and their total value per currency. Without pipeline_id, every active pipeline is summarized (default first).

recent_activities

ChatGPT

List activities (calls, meetings, tasks, notes) of the connected MASLERO organization. period "past" returns what happened in the last days days (newest first), "upcoming" returns open activities due in the next days days, "overdue" returns open activities whose due date has passed (oldest due date first). Each activity has an id: call get_activity for its full record.

search_contacts

ChatGPT

Find people in the connected MASLERO organization by name, job title, department, email address, phone number or social media username. Every word of the query must match (case and accents are ignored). Returns each match with its id, primary email, primary phone and last interaction time, most recently active first. This is a short summary: for anything else about a person (other emails and phones, social media accounts, addresses, tags, custom fields, notes, related deals and activities) call get_contact with the id. Never conclude that a contact lacks such information from this result alone.