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API and MCP

Using Hanna CRM in ChatGPT

Select the Hanna plugin, use practical prompts, and confirm data-changing actions safely.

Last updated 12 days ago

After connecting Hanna CRM, you can use natural language to retrieve CRM information and, when permitted by your account and enabled tools, create or update records.

Select Hanna CRM

  1. Start a new ChatGPT conversation.
  2. Type @ in the message box and select Hanna CRM. Some interfaces also provide a tools or plugins menu.
  3. Say explicitly that ChatGPT should use Hanna CRM, especially when similar tools are available.
  4. Mention Hanna CRM again in a later message when fresh CRM data or another action is required.

Search and read examples

  • Use Hanna CRM to find the customer Vilpra.
  • Show all open opportunities for this customer.
  • Which tasks does Mindaugas have today?
  • Show my tasks for this week.
  • Show the customer's latest calls.
  • Show the AI summary for this call.

When multiple records match, ask ChatGPT to present the candidates first. Modify a record only after confirming the correct customer, contact, or other object.

Create and update examples

  • Create a task for me to call Vilpra tomorrow at 10:00.
  • Create a contact person for this customer with the following name, role, and email address.
  • Change the opportunity “Annual maintenance” to the “Proposal sent” stage.
  • Add a note that the next call with this contact is agreed for Friday.

Phrase the desired result so that the following are clear before confirmation:

  • the record to be changed;
  • the values to be written;
  • the responsible person;
  • the date and time zone;
  • whether the action may trigger a notification or automation.

Confirm write actions safely

ChatGPT may request confirmation for a write action. Before continuing:

  1. Expand the tool call details.
  2. Review the Hanna module, record identifier, and submitted fields.
  3. Confirm that no unnecessary or incorrect data is included.
  4. Approve only one clearly understood action.
  5. Verify the result in Hanna, particularly when first using a new tool.

For deletion, bulk updates, or permission changes, do not approve an unreviewed large action. Ask for a plan or a one-record preview first.

Why some actions are unavailable

Available commands depend on:

  • tools currently exposed by the Hanna MCP server;
  • tools enabled in the ChatGPT plugin;
  • the signed-in Hanna user's role and individual permissions;
  • modules and fields enabled for the Hanna account;
  • record status, required fields, and Hanna business rules.

If ChatGPT can find a record but cannot change it, read access is probably available while the required write permission or tool is not.

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