MCP For Claude Marketplace
Sellsy

Sellsy MCP Connector for Claude

A+

Equip your AI agent with full read access to your Sellsy CRM to audit deals, generate invoices overviews, and prospect natively.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect the Sellsy CRM API to your AI workflow to unlock conversational oversight over your entire French-designed commercial hub. By providing exactly Read-Only access, your agent can securely map ongoing deals, review invoice payment statuses, and fetch complete dossiers on existing catalog items and contacts.

What you can do

  • Client & Prospecting Analysis — Use natural language to search companies, retrieve full metadata via company_id, and pull associated granular contacts directly into the conversational context
  • Sales Pipeline Auditing — Ask the agent to list all active 'opportunities' and drill down into a specific Deal ID to review its exact stage and monetary potential
  • Billing Integrity — Prompt your LLM to sweep your current draft, sent, and overdue invoices, including exact estimates given out recently to big leads
  • CRM Activity Surveillance — Seamlessly extract chronological activity feeds (meetings, calls, tasks) to compile end-of-week reporting automatically

How it works

  1. Simply subscribe to this Sellsy integration server
  2. Configure your specific Sellsy V2 API Access token
  3. Engage your native terminal IDEs (Cursor/Claude) commanding the AI to cross-reference data

Who is this for?

  • Sales Managers — have the AI compile a list of all lagging Deals at 5:00 PM without ever clicking into native reports
  • B2B Service Account Execs — instantly invoke get_contact combined with get_company to read a client history summary right before entering an urgent Zoom call
  • Operation & Finance Teams — automatically dump your overdue list_invoices matrix into a text format so it can be pushed for collection workflows
sales-pipelineinvoicingcontact-managementbillinglead-managementcrmactivity-trackingrevenue-management

12 tools expose this connector's capabilities to your AI agent.

list_companies

List all companies (clients, prospects) in the CRM

get_company

Get detailed information about a specific company

search_companies

Search companies by name or keyword

list_contacts

List all contacts in the CRM

get_contact

Get detailed information about a specific contact

list_deals

List all deals (opportunities) in the sales pipeline

get_deal

Get full details of a specific deal (amount, status, pipeline step, company)

list_invoices

List all invoices (draft, sent, paid, overdue)

get_invoice

Get full details of a specific invoice (amount, status, due date)

list_estimates

List all estimates (quotes) sent to prospects

list_items

List all products and services in the catalog

list_activities

List recent CRM activities (calls, emails, meetings, tasks)

See how to talk to your AI agent using Sellsy.

Identify pending Deals on Sellsy CRM and extract their projected monetary values.

I've analyzed your pipeline via `list_deals`. You currently hold 8 active deals labeled 'pending'. Their combined projected valuation totals exactly €24,500. Two key deals lie within the 'Closing/Final Negotiation' phase. Would you like to `get_deal` individually for those two top tier accounts?

Pull the contact information and status for the primary user of 'Company XYZ'.

First, I located the enterprise using `search_companies(query: 'Company XYZ')`, matching ID #1059. Then, querying `list_contacts`, I matched the linked employee: Ms. Sarah Jenkin. Her file indicates an active CRM status with the direct tag: 'Account Sponsor'.

Summarize the overarching status of my Sellsy invoices list.

I processed `list_invoices`. You possess 32 documented billables in the current view loop. Around 60% are safely flagged as 'PAID'. However, there are 5 critical invoices flagged manually as 'OVERDUE' contributing a gap of near €4,300 to your ledger right now.

No, it cannot. The agent is explicitly configured to possess pure Read-Only access capability via API V2 GET methodology endpoints (Such as `list_companies` and `get_invoices`). Your operational data remains completely immutable regardless of what you prompt.

Related Connectors

WA

Winston AI MCP

11 tools Official

Detect AI-generated content in essays, articles, and documents with high accuracy for educational institutions and publishers.

A+ View details →
GE

Genius MCP

7 tools Official

Search songs, get lyrics, annotations and artist info — the world's largest lyrics database.

A+ View details →
AE

AP Elections API MCP

4 tools Official

Access real-time election results — audit races, candidates, and votes via AI.

A+ View details →
H2

H2O.ai MCP

6 tools Official

Manage AI models via H2O.ai — track data frames, monitor machine learning models and training jobs, and audit cloud cluster status directly from any AI agent.

A+ View details →