Connect your AI to Sellsy

What your AI can do with Sellsy

Once connected, these tools appear automatically in your AI assistant:

• searchread-only

  Full-text search across the whole Sellsy account (companies, contacts, opportunities, invoices…). Optionally restrict to object types.

• list_companiesread-only

  List companies (clients and prospects), paginated.

• get_companyread-only

  Get a company by id (details, addresses, smart tags).

• create_companywrite · needs approval

  Create a company (prospect or client). Writes to Sellsy, so it goes through the confirmation guardrail when enabled.

• list_contactsread-only

  List contacts (people attached to companies), paginated.

• create_contactwrite · needs approval

  Create a contact (a person). Writes to Sellsy, so it goes through the confirmation guardrail when enabled.

• list_opportunitiesread-only

  List opportunities (deals), paginated.

• get_opportunityread-only

  Get an opportunity by id (amount, status, pipeline step, related party).

• list_pipelinesread-only

  List the opportunity pipelines. Their ids (and their steps' ids) are required by create_opportunity.

• create_opportunitywrite · needs approval

  Create an opportunity linked to a company or individual, in a pipeline step (get ids from list_pipelines). Writes to Sellsy, so it goes through the confirmation guardrail when enabled.

• update_opportunitywrite · needs approval

  Update an opportunity's simple fields: name, status (open/won/lost/cancelled/late) or pipeline step. Writes to Sellsy, so it goes through the confirmation guardrail when enabled.

• list_estimatesread-only

  List estimates (quotes/devis), paginated. Read-only.

• get_estimateread-only

  Get an estimate by id (amounts, status, linked party). Read-only.

• list_invoicesread-only

  List invoices, paginated. Read-only.

• get_invoiceread-only

  Get an invoice by id (amounts, payment status, due date, linked party). Read-only.

• list_paymentsread-only

  List received payments, paginated. Read-only.

• create_taskwrite · needs approval

  Create a task, optionally linked to a company, individual or opportunity. Writes to Sellsy, so it goes through the confirmation guardrail when enabled.

• add_commentwrite · needs approval

  Add a comment to a Sellsy object's timeline (company, individual or opportunity). Writes to Sellsy, so it goes through the confirmation guardrail when enabled.

Example prompts

Just ask your AI in plain language — it picks the right Sellsy tool:

• “Full-text search across the whole Sellsy account (companies, contacts, opportunities, invoices…). Optionally restrict to object types — from Sellsy, in plain language.”
• “List companies (clients and prospects), paginated — from Sellsy, in plain language.”
• “Get a company by id (details, addresses, smart tags) — from Sellsy, in plain language.”
• “List contacts (people attached to companies), paginated — from Sellsy, in plain language.”

How it works

1. Create your Proxoria account and add your MCP endpoint to Claude or ChatGPT.
2. Connect Sellsy with a secure OAuth connection — each user connects their own account, credentials encrypted at rest.
3. Your AI instantly gets the Sellsy tools. Write actions wait for your approval in the dashboard before anything changes.

Frequently asked questions

Does Sellsy have an official MCP server?

You don't need one. Proxoria exposes Sellsy to your AI through the Model Context Protocol, so you can use it from Claude, ChatGPT, Mistral or any MCP-compatible client — no official Sellsy MCP server required.

What can my AI do with Sellsy through Proxoria?

It gets 18 tools: search, list_companies, get_company, create_company, list_contacts, create_contact, list_opportunities, get_opportunity, list_pipelines, create_opportunity, update_opportunity, list_estimates, get_estimate, list_invoices, get_invoice, list_payments, create_task, add_comment. For example, full-text search across the whole sellsy account (companies, contacts, opportunities, invoices…). optionally restrict to object types.

Is the Sellsy connector read-only?

No — it can also make changes. Write actions go through Proxoria's confirmation guardrail by default: your AI proposes them, and you approve each one from your dashboard before anything is written to Sellsy.

How do I connect Sellsy to my AI?

Create a Proxoria account, connect Sellsy with a secure OAuth connection, and add your Proxoria MCP endpoint to Claude or ChatGPT. Your AI instantly gains the Sellsy tools.