ChatGPT Plugin

Hanna CRM

Manage CRM records

Brand: Hanna CRM

Category: Pending
Primary Subcategory: Pending

Integration details

Description

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.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Pending
Primary Subcategory: Pending
Secondary Subcategories: None listed
Brand: Hanna CRM
Access: Account required
First tracked: 2026-10-17
Tool count: 105
Geography: US

Agent DiscoverabilityChatGPT Plugin Discovery Score

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Primary Subcategory

Competitive lineup

No Primary Subcategory assigned yetOnce Hanna CRM has a Primary Subcategory, the Plugins and Connectors it competes with will appear here with their scores.

Tools

105 tools agents can invoke

Returns authenticated staff profile from tenant staff table context. `uuid` matches the `created_by` / `updated_by` values other tools return.
authenticated-staff-profile-tool
Returns one call by UUID with its transcription, AI summary and metrics when available; response key `record`. Audio is not returned.
call_get
Lists phone calls from the CRM call history, newest first. Filter by `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.
calls_search
Creates a client. Required: `company`. Optional: contact levels (`customer_levels`). Also creates a primary contact person for the client unless one already exists. Returns `record` with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.
client_create
Returns a single client by UUID with full detail projection (addresses, types, categories, balances, primary contact, assigned users, and plan-conditional fields); response key `record`.
client_get
Returns the staff members responsible for one client, by the client's numeric id. Prefer `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.
client_responsibles
Updates a client by UUID. Only provided fields are changed. Supports `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_update
Searches clients (company, code, email, phone). Each item includes `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).
clients_search
Creates a contact person. Required: `firstname`, `clients` (at least one client UUID). Returns `record` with the detail projection. May export the record to configured accounting or field-service integrations.
contact_create
Returns a single contact person by UUID with detail projection (name, email, phone, position, primary flag, linked clients, custom fields); response key `record`.
contact_get
Updates a contact person by UUID. Only provided fields are changed. When `clients` is sent, it replaces the full linked-client list. Returns `record` with the detail projection. May export the record to configured accounting or field-service integrations.
contact_update
Searches contact persons (first name, last name, email, phone). Each item includes linked `clients`. Results in `items`, pagination in `pagination`. Metadata filters: `uuid`, `created_by`/`updated_by` (staff UUID), `created_at`/`updated_at` (date ranges).
contacts_search
Creates a contract. Required: `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.
contract_create
Returns a single contract by UUID with detail projection (core fields, contact or lead, status, type, dates, values, relations, custom fields, and organization when applicable); response key `record`.
contract_get
Lists contract text templates (`uuid`, `code_name`, `name`, `document_name`). The template body is not returned. Results in `items`, pagination in `pagination`.
contract_text_templates_search
Lists contract types (`uuid`, `code_name`, `name`, `contract_prefix`). Use the `uuid` for the contract `type` field. Results in `items`, pagination in `pagination`.
contract_types_search
Updates a contract by UUID. Only provided fields are changed. Returns `record` with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.
contract_update
Searches contracts by subject, contract number, contact name, or description. Results in `items`, pagination in `pagination`. Metadata filters: `uuid`, `created_by`/`updated_by` (staff UUID), `created_at`/`updated_at` (date ranges).
contracts_search
Lists countries (`uuid`, `iso2`, `iso3`, `name`, `calling_code`). Use the `uuid` for the `country` address field. Results in `items`, pagination in `pagination`.
countries_search
Creates a credit note. Required: `contact`, `date`, `items`. Optional: currency (tenant default when omitted). Returns `record` with the detail projection. May export the record to a configured accounting integration.
credit_note_create
Returns a single credit note by UUID with detail projection (amounts, client, dates, status, items, addresses, invoice/project, and organization when applicable); response key `record`.
credit_note_get
Updates a credit note by UUID. Only provided fields are changed. Returns `record` with the detail projection. May export the record to a configured accounting integration.
credit_note_update
Searches credit notes by number or client name. Results in `items`, pagination in `pagination`. Metadata filters: `uuid`, `created_by`/`updated_by` (staff UUID), `created_at`/`updated_at` (date ranges).
credit_notes_search
Lists currencies (`uuid`, `name`, `symbol`, `is_default`). Use the `uuid` for the `currency` field. Results in `items`, pagination in `pagination`.
currencies_search
Lists custom fields defined on this account (`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`.
custom_fields_search
Lists customer groups (`uuid`, `code_name`, `name`, `color`). Results in `items`, pagination in `pagination`.
customer_groups_search
Lists customer types (`uuid`, `code_name`, `name`, `color`). Results in `items`, pagination in `pagination`.
customer_types_search
Lists ticket departments (`uuid`, `code_name`, `name`). Use the `uuid` for the ticket `department` field. Results in `items`, pagination in `pagination`.
departments_search
Creates a document. Required: `name`, `client`. Returns `record` with the detail projection. May send staff email notifications according to notification settings.
document_create
Returns a single document by UUID with detail projection (core fields, status, category, type, relations, dates, custom fields, and organization when applicable); response key `record`.
document_get
Updates a document by UUID. Only provided fields are changed. Returns `record` with the detail projection. May send staff email notifications according to notification settings.
document_update
Searches documents by name, number, registration number, description, recipient address, client, or contact person. Results in `items`, pagination in `pagination`. Metadata filters: `uuid`, `created_by`/`updated_by` (staff UUID), `created_at`/`updated_at` (date ranges).
documents_search
Lists expense categories (`uuid`, `code_name`, `name`, `is_active`). Use the `uuid` for the expense `category` field. Results in `items`, pagination in `pagination`.
expense_categories_search
Creates an expense. Required: `name`, `amount`. Category defaults to tenant default when omitted. Returns `record` with the detail projection. May send staff email notifications according to notification settings.
expense_create
Returns a single expense by UUID with detail projection (amounts, category, status, relations, items, custom fields, and organization when applicable); response key `record`.
expense_get
Updates an expense by UUID. Only provided fields are changed. Returns `record` with the detail projection. May send staff email notifications according to notification settings.
expense_update
Searches expenses by name, reference number, note, or supplier name. Results in `items`, pagination in `pagination`. Metadata filters: `uuid`, `created_by`/`updated_by` (staff UUID), `created_at`/`updated_at` (date ranges).
expenses_search
Creates an invoice. Required: `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.
invoice_create
Returns a single invoice by UUID with detail projection (amounts, client, dates, status, items, addresses, and organization when applicable); response key `record`.
invoice_get
Updates an invoice by UUID. Only provided fields are changed. Returns `record` with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.
invoice_update
Searches invoices by number or client name. Results in `items`, pagination in `pagination`. Metadata filters: `uuid`, `created_by`/`updated_by` (staff UUID), `created_at`/`updated_at` (date ranges).
invoices_search
Lists item categories (`uuid`, `code_name`, `name`, `parent`). Results in `items`, pagination in `pagination`.
item_categories_search
Creates an item. Required: `description`, `code`. Returns `record` with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.
item_create
Returns a single item by UUID with detail projection (pricing, tax, unit, category, manufacturer, flags, warehouse balances, and organization when applicable); response key `record`.
item_get
Lists item groups (`uuid`, `code_name`, `name`, `parent`). Use the `uuid` for the item `group` field. Results in `items`, pagination in `pagination`.
item_groups_search
Updates an item by UUID. Only provided fields are changed. Returns `record` with the detail projection. May send record data to configured external webhook URLs when webhooks are enabled.
item_update
Searches items by code, description, supplier code, barcode, EAN, or serial number. Results in `items`, pagination in `pagination`. Metadata filters: `uuid`, `created_by`/`updated_by` (staff UUID), `created_at`/`updated_at` (date ranges).
items_search
Lists lead contact persons (`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`.
lead_contact_persons_search
Creates a lead. Required: `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.
lead_create
Returns a single lead by UUID with core detail projection (address, types, categories, activities, status, source, assigned users, metrics, and organization when applicable); response key `record`.
lead_get

FAQs

Hanna CRM ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve Hanna CRM's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.