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
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Popularity score
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In its categories
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Productivity3,665th of 4,083 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 3663 |  Easen | 1,585 | — | — |
| 3664 |  EaseWeb | 1,585 | — | — |
| 3665 | easySalesThis page | 1,585 | — | — |
| 3666 |  Enzo | 1,585 | — | 936places down |
| 3667 | 1,585 | — | — |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | 5,399,308 | 13,768 #231 | — | |
| 2 |  Intuit Developer | 1,269,891 | 12,630 #331 | — |
| 3 | 698,473 | 7,983 #1089 | 82places up | |
| 4 |  Watch Any Video | 605,535 | 10,687 #561 | — |
| 5 |  Statz | 514,962 | 7,200 #1323 | 35places up |
Sales and marketing1,554th of 1,715 by popularity · not ranked by trending score
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Framer | 44,484,029 | 12,992 #107 | — |
| 2 | 5,399,308 | 13,768 #84 | — | |
| 3 | Watch Any Video | 605,535 | 10,687 #247 | — |
| 4 | 219,638 | 6,931 #661 | — | |
| 5 |  Bird | 201,518 | 14,660 #55 | 34places down |
Financial services920th of 1,007 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 918 | 1,585 | — | 587places down | |
| 919 | 1,585 | — | 587places down | |
| 920 | easySalesThis page | 1,585 | — | — |
| 921 |  ENSEMBLE | 1,585 | — | — |
| 922 | 1,585 | — | — |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | Intuit Developer | 1,269,891 | 12,630 #101 | — |
| 2 | 421,478 | 8,082 #299 | — | |
| 3 | 407,860 | 8,451 #276 | — | |
| 4 |  Etherscan | 353,611 | 13,382 #77 | 16places down |
| 5 | 341,628 | 11,644 #140 | 97places up |
Data analytics2,592nd of 2,798 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 2590 | 1,585 | — | 936places down | |
| 2591 | 1,585 | — | — | |
| 2592 | easySalesThis page | 1,585 | — | — |
| 2593 | ENSEMBLE | 1,585 | — | — |
| 2594 |  ERHA | 1,585 | — | — |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 | 30,765,209 | 12,460 #142 | — | |
| 2 | 698,473 | 7,983 #749 | 82places up | |
| 3 |  Netzero | 556,364 | 8,600 #617 | 3places down |
| 4 | Statz | 514,962 | 7,200 #933 | 35places up |
| 5 | 421,478 | 8,082 #722 | — |
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
- Sponsorship
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