easySales
Claude connectorCommunityLook up customers, check what they owe, and draft quotations and invoices in easySales, the CRM and billing system. Changes are saved only…
easySales is a cloud CRM and billing system for small and mid-sized businesses. It keeps one record of the whole sales journey: customer accounts and contacts, opportunities, quotations, invoices, receipts (payments received) and credit notes, plus purchase orders, supplier bills, activities and tasks.
This connector lets Claude work with your own easySales company data, with exactly the permissions of the person who connected. Ask Claude to look up an account, summarise what a customer owes, list overdue invoices, check the pipeline, review this week's tasks, or prepare a draft quotation.
What it can do:
- Read: search and open accounts, contacts, products, opportunities, quotations, invoices, receipts, credit notes, contracts and activities; ageing, statements and collections views.
- Write, only with your explicit confirmation: create and update records, issue quotations, invoices and credit notes, record receipts and refunds, and approve or reject documents awaiting approval. Every change is shown as a preview first and saved only after you say yes. Changes are recorded under your name in the audit trail.
Important: easySales records accounting documents. It does not move money. This connector cannot make, request, collect or send a payment, charge a card, start a bank transfer or refund funds, and it connects to no payment gateway or bank. A "receipt" or "refund" is the bookkeeping entry for money someone has already received or paid elsewhere.
Safety and privacy: OAuth 2.1 with PKCE. Your easySales administrator switches AI connections on (off, read only, or read and write), and each person confirms the connection, with two-step verification if the company uses it. What Claude can do follows that person's role. Tool results are treated as data, never as instructions. Disconnect any time in easySales (My profile). Your data is not used to train AI models.
Free for every easySales customer. Help: https://easysales.work/help/ai-access/connect-an-assistant/
- Tools
- 179
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
Rank by trending score
Popularity score
Trending score
In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Productivity3,919th of 4,952 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 3917 |  Duesy | 2,322 | — | 876places down |
| 3918 |  E-Invoice Validator | 2,322 | — | 615places down |
| 3919 | easySalesThis page | 2,322 | — | 266places down |
| 3920 | 2,322 | — | — | |
| 3921 |  Essentio | 2,322 | — | 615places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 57,784,459 | 13,209 #289 | — |
| 2 |  Adspirer Social Ads | 30,557,087 | 14,248 #216 | — |
| 3 | 15,667,540 | 15,307 #141 | 1places down | |
| 4 |  Hevy | 1,955,298 | 8,690 #1014 | — |
| 5 | 1,658,113 | 8,969 #954 | 5places up |
Sales and marketing1,675th of 2,043 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1673 | 2,322 | — | 615places down | |
| 1674 | 2,322 | — | 876places down | |
| 1675 | easySalesThis page | 2,322 | — | 266places down |
| 1676 | 2,322 | — | 266places down | |
| 1677 | 2,322 | — | — |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Framer | 34,158,649 | 14,826 #60 | 2places down |
| 2 | Adspirer Social Ads | 30,557,087 | 14,248 #78 | — |
| 3 | 15,667,540 | 15,307 #45 | 1places down | |
| 4 | 507,188 | 7,033 #724 | — | |
| 5 | 502,891 | 7,877 #587 | 10places up |
Financial services1,013th of 1,227 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 1011 | 2,322 | — | — | |
| 1012 | E-Invoice Validator | 2,322 | — | 615places down |
| 1013 | easySalesThis page | 2,322 | — | 266places down |
| 1014 | 2,322 | — | — | |
| 1015 |  ENSEMBLE | 2,322 | — | 615places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | Intuit QuickBooks Labs | 57,784,459 | 13,209 #93 | — |
| 2 | 1,658,113 | 8,969 #276 | 5places up | |
| 3 | 874,651 | 8,366 #317 | — | |
| 4 |  Schwab Advisor Services | 355,610 | 8,916 #278 | — |
| 5 | 283,621 | 6,870 #440 | 0 |
Data analytics2,761st of 3,282 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 2759 | 2,322 | — | 876places down | |
| 2760 | Duesy | 2,322 | — | 876places down |
| 2761 | easySalesThis page | 2,322 | — | 266places down |
| 2762 | 2,322 | — | — | |
| 2763 | ENSEMBLE | 2,322 | — | 615places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | 42,345,503 | 13,242 #116 | 0 | |
| 2 | Adspirer Social Ads | 30,557,087 | 14,248 #67 | — |
| 3 | Hevy | 1,955,298 | 8,690 #672 | — |
| 4 | 714,596 | 7,435 #995 | — | |
| 5 | 502,891 | 7,877 #877 | 10places up |
Also on other marketplaces
Tools
- account.change_owner
- account.create
- account.create_personal
- account.delete
- account.get
- account.merge
- account.merge_candidates
- account.merge_preview
- account.receivables
- account.search
- account.set_team
- account.statement
- account.statement_pdf
- account.team
- account.update
- account.update_personal
- activity.attach_file
- activity.audience
Show all 179Show fewer
- activity.complete_and_next
- activity.convert
- activity.create
- activity.delete
- activity.feed
- activity.follow
- activity.follow_object
- activity.get
- activity.move_to_space
- activity.mute_object
- activity.my_work
- activity.object_follow_state
- activity.pick_object
- activity.pick_space
- activity.pick_user
- activity.preview_audience_change
- activity.record_outcome
- activity.remove_attachment
- activity.reply
- activity.revisions
- activity.search
- activity.set_status
- activity.sub_types
- activity.team_stats
- activity.team_stats_by_sub_type
- activity.timeline
- activity.unfollow
- activity.unfollow_object
- activity.update
- activity.without_next_step
- badDebt.assess
- badDebt.for_invoice
- badDebt.record_recovery
- badDebt.register
- badDebt.reverse
- badDebt.write_off
- calendar.range
- contact.change_owner
- contact.consents
- contact.create
- contact.delete
- contact.get
- contact.record_consent
- contact.search
- contact.update
- creditNote.available_credits
- creditNote.get
- creditNote.reasons
- creditNote.search
- document.pdf_link
- duplicate.check
- invoice.change_owner
- invoice.create
- invoice.create_from_quotation
- invoice.delete_payment
- invoice.get
- invoice.issue
- invoice.payment_methods
- invoice.record_payment
- invoice.search
- invoice.update
- invoice.void
- invoice.withdraw_approval
- lookup.by_ids
- lookup.resolve
- notification.archive
- notification.count
- notification.list
- notification.mark_read
- notification.mark_unread
- notification.save_settings
- notification.settings
- notification.snooze
- notification.unarchive
- notification.unsnooze
- opportunity.change_owner
- opportunity.clear_margin_override
- opportunity.create
- opportunity.delete
- opportunity.forecast
- opportunity.get
- opportunity.profit
- opportunity.search
- opportunity.set_margin_override
- opportunity.set_stage
- opportunity.stages
- opportunity.update
- option.sets
- product.get
- product.search
- product.taxonomies
- quotation.billing_plan
- quotation.cancel_billing_plan
- quotation.change_owner
- quotation.close
- quotation.copy
- quotation.create
- quotation.delete
- quotation.finalise
- quotation.get
- quotation.mark_sent
- quotation.revise
- quotation.save_billing_plan
- quotation.search
- quotation.set_billing_plan_auto_draft
- quotation.skip_billing_plan_line
- quotation.unmark_sent
- quotation.update
- quotation.withdraw_approval
- receipt.apply
- receipt.apply_deposit
- receipt.available_unapplied
- receipt.create
- receipt.deposit_invoice_preview
- receipt.difference_settings
- receipt.differences
- receipt.discount_preview
- receipt.exchange_differences
- receipt.forfeit_deposit
- receipt.forfeit_preview
- receipt.forfeitures
- receipt.get
- receipt.invoice_from_deposit
- receipt.nature_options
- receipt.reverse_difference
- receipt.reverse_forfeiture
- receipt.search
- receipt.set_nature
- receipt.suggest_allocation
- receipt.void
- recurringInvoice.create
- recurringInvoice.end
- recurringInvoice.generate
- recurringInvoice.get
- recurringInvoice.pause
- recurringInvoice.resume
- recurringInvoice.search
- recurringInvoice.skip
- recurringInvoice.update
- reference.countries
- reference.currencies
- reference.exchange_rate
- reference.industries
- refund.create
- refund.get
- refund.search
- refund.void
- search.global
- session.whoami
- space.create
- space.get
- space.join
- space.leave
- space.search
- space.set_members
- space.update
- tax.menu
- todo.list
- todo.snooze
- todo.unsnooze
- user.pick
- Sign-in
- Required
- Connector URL
- https://app.easysales.work/mcp
- Transport
- Streamable HTTP
- Works with
- Claude, Claude API, Claude Code, Claude Desktop
- Added
- October 13, 2026
- More info
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