Connect Heffl to your AI assistant

You can connect Heffl to AI assistants like Claude, ChatGPT, and Cursor so they can look up and update your Heffl data for you — right inside a normal chat. Once connected, you can simply ask things like:

“Show me my open deals over AED 50,000.” “Create a contact for Sarah at Acme, email [email protected].” “List tasks due this week and mark the Acme follow-up as done.”

The assistant does the work in Heffl for you. No spreadsheets, no API keys, no setup files.

This uses a standard called MCP (Model Context Protocol). You don’t need to know what that means — just follow the steps for your app below.

Supported apps

Claude

Free or paid

ChatGPT

Paid plan required

Cursor

Free or paid

Before you start

You’ll need:

A Heffl account you can sign in to (the same email and password you normally use).
One of the supported apps shown above.
This one address, which you’ll paste into your app:

https://api.heffl.com/api/mcp

Copy that address now — every app below asks you to paste it in one box.

Connect your app

Claude
ChatGPT
Cursor

Open Claude settings

Go to claude.ai, click your profile icon in the corner, and choose Settings.

Open Connectors

In the sidebar, click Connectors. Scroll to the bottom and click Add custom connector.

Paste the Heffl address

In the box that appears, paste:

https://api.heffl.com/api/mcp

You can name it Heffl. Click Add.

A Heffl sign-in window opens. Log in with your usual email and password.

Choose your team and approve

If you belong to more than one team, pick the team the assistant should use. Then click Authorize to allow access.

Done

Heffl now appears in your connectors. Start a new chat and ask Claude about your Heffl data.

Custom connectors in ChatGPT require a paid plan (Plus, Pro, Team, Business, or Enterprise) and Developer Mode turned on. The free plan can’t add custom connectors.

Turn on Developer Mode

In ChatGPT, go to Settings → Apps (or Connectors) → Advanced settings, and turn on Developer mode.On a Business/Enterprise workspace, an admin may need to enable this under Workspace Settings → Connectors.

Create a connector

Go to Settings → Connectors and click Create (or New connector).

Paste the Heffl address

For the server URL, paste:

https://api.heffl.com/api/mcp

Name it Heffl and save.

A Heffl sign-in window opens. Log in with your usual email and password.

Choose your team and approve

If you belong to more than one team, pick the team the assistant should use, then click Authorize.

Done

In a chat, open the apps / connectors menu and turn on Heffl to let ChatGPT use it.

Open MCP settings

In Cursor, open Settings and find the MCP (or Tools) section. Click Add new MCP server.

Add the Heffl server

Choose a remote / URL server and paste:

https://api.heffl.com/api/mcp

Or, if Cursor asks for a config file, use:

{
  "mcpServers": {
    "heffl": {
      "url": "https://api.heffl.com/api/mcp"
    }
  }
}

The first time you use it, a Heffl sign-in window opens. Log in, pick a team if asked, and click Authorize.

Choosing a team

If your Heffl login has access to more than one team, the sign-in step asks you to pick one team. The assistant will only see and change data in that team. To switch the assistant to a different team later, remove the Heffl connector and add it again, then pick the other team when you sign in.

What the assistant can do

Once connected, the assistant can help with the same things you can do in Heffl, for example:

You can ask…	It will…
”List my contacts at Acme.”	Find contacts and show them
”Create a deal for Acme worth AED 80,000.”	Add a new deal
”What invoices are unpaid this month?”	Look up invoices
”Add a task to call Sarah tomorrow.”	Create a task
”Update Acme’s stage to Won.”	Change the record

The assistant makes real changes in your Heffl account — creating a contact or deal actually creates it. There’s no practice mode. Read what it’s about to do before approving an action.

Is it safe?

The assistant signs in as you and can only do what your Heffl role allows.
It only ever touches the one team you picked during sign-in.
You never share your password with the AI app — you log in on Heffl’s own secure page, just like signing in to the website.
You can disconnect anytime by removing the Heffl connector in your app’s settings.

Troubleshooting

My app says it can't connect

Double-check the address is exactly https://api.heffl.com/api/mcp with no extra spaces. Then remove the connector and add it again.

The sign-in window didn't appear

I picked the wrong team

Remove the Heffl connector in your app’s settings and add it again. When the Heffl sign-in appears, choose the correct team.

ChatGPT won't let me add a connector

Custom connectors need a paid ChatGPT plan and Developer Mode turned on. On a company workspace, ask your admin to enable custom connectors.

It says I don't have permission to do something

The assistant can only do what your Heffl user is allowed to do. If you can’t perform the action in Heffl yourself, the assistant can’t either — ask your Heffl admin to adjust your permissions.

For developers

Technical details

The MCP server is exposed at https://api.heffl.com/api/mcp using the Streamable HTTP transport and authenticates with OAuth 2.1 (dynamic client registration — clients register themselves, no manual API key).Every API v2 operation is offered as a tool, named <object>_<action> (e.g. contacts_list, deals_create, tags_list). Tools run with the signed-in user’s role and are scoped to the team chosen during the OAuth flow (the team is carried in the access token). Calls are rate-limited to 200 requests per minute per token.Prefer writing your own code instead? Use the REST API with an x-api-key header — see Authentication.

​Connect Heffl to your AI assistant

​Supported apps

Claude

ChatGPT

Cursor

​Before you start

​Connect your app

​Choosing a team

​What the assistant can do

​Is it safe?

​Troubleshooting

​For developers

Connect Heffl to your AI assistant

Supported apps

Before you start

Connect your app

Choosing a team

What the assistant can do

Is it safe?

Troubleshooting

For developers