Bring Sales Pipeline
to LlamaIndex

Connect the Sellsy CRM API to your AI workflow to unlock conversational oversight over your entire French-designed commercial hub. By providing exactly Read-Only access, your agent can securely map ongoing deals, review invoice payment statuses, and fetch complete dossiers on existing catalog items and contacts.

What you can do

• Client & Prospecting Analysis — Use natural language to search companies, retrieve full metadata via company_id, and pull associated granular contacts directly into the conversational context
• Sales Pipeline Auditing — Ask the agent to list all active 'opportunities' and drill down into a specific Deal ID to review its exact stage and monetary potential
• Billing Integrity — Prompt your LLM to sweep your current draft, sent, and overdue invoices, including exact estimates given out recently to big leads
• CRM Activity Surveillance — Seamlessly extract chronological activity feeds (meetings, calls, tasks) to compile end-of-week reporting automatically

How it works

1. Simply subscribe to this Sellsy integration server
2. Configure your specific Sellsy V2 API Access token
3. Engage your native terminal IDEs (Cursor/Claude) commanding the AI to cross-reference data

Who is this for?

• Sales Managers — have the AI compile a list of all lagging Deals at 5:00 PM without ever clicking into native reports
• B2B Service Account Execs — instantly invoke get_contact combined with get_company to read a client history summary right before entering an urgent Zoom call
• Operation & Finance Teams — automatically dump your overdue list_invoices matrix into a text format so it can be pushed for collection workflows