Integration

Sellsy integration

Sellsy is a French CRM and invoicing suite. An agent can manage companies, contacts and individuals (with addresses and custom fields), opportunities in pipelines, tasks, comments, logged phone calls and calendar events; create and update estimates, orders, invoices and credit notes and validate them; read payments, deposit invoices and subscriptions; manage the item catalog and webhooks; and run a global search. Several invoicing routes are in open beta on Sellsy's side. Not exposed here: e-signature, email sending, files and attachments, exports, OCR purchase invoices, proposals, document models, sharing settings, notifications, accounting settings, staff creation and licenses, OAuth client management, related-object embeds and the field selector. Authentication is OAuth 2.0 client credentials with a personal API client created in Sellsy (Settings, Developer portal, API v2); tokens last 24 hours and are requested again automatically. The API counts quotas per second, minute, day and month (see get_quotas).

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When this happens, do that in Sellsy.Built from the 149 Sellsy tools below, on the connection you add once.

What you can do with Sellsy

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Company, 6 operations

  • convert_companyConvert companyPOSTConverts a prospect company into a client (target=client). also_enable_custom_fields_on_target says which custom fields to enable on the client (mode none, all or partial with ids).
  • create_companyCreate companyPOSTCreates a company. type (prospect, client or supplier) and name are required. Returns the new company with its id. Set verify=true to only validate the payload.
  • delete_companyDelete companyDELETEDeletes a company by id. This removes it from Sellsy; it cannot be undone through this API.
  • get_companyGet companyGETReturns one company by id (from list_companies or search_companies): type, name, email, phones, website, legal_france ids, owner, rate category, archive flag.
  • list_companiesList companiesGETLists companies (clients, prospects, suppliers) with contact data, legal ids, owner and archive flag. Use search_companies to filter. Paged: pass pagination.offset back as offset.
  • search_companiesSearch companiesPOSTSearches companies with filters (name or email exact match, type, created or updated range, ids, contacts, SIRET, VAT number, country, postal codes, reference). Paged: pass pagination.offset back as offset.

Individual, 6 operations

  • convert_individualConvert individualPOSTConverts a prospect individual into a client (target=client). also_enable_custom_fields_on_target says which custom fields to enable on the client (mode none, all or partial with ids).
  • create_individualCreate individualPOSTCreates an individual (private person). type (prospect, client or supplier) and last_name are required. Set verify=true to only validate the payload.
  • delete_individualDelete individualDELETEDeletes an individual by id. This removes it from Sellsy; it cannot be undone through this API.
  • get_individualGet individualGETReturns one individual by id (from list_individuals or search_individuals): type, names, email, phones, reference, owner, rate category, archive flag.
  • list_individualsList individualsGETLists individuals (private persons who are clients, prospects or suppliers) with contact data, owner and archive flag. Use search_individuals to filter. Paged: pass pagination.offset back as offset.
  • search_individualsSearch individualsPOSTSearches individuals with filters (name or email exact match, type, created or updated range, ids, country, postal codes, references). Paged: pass pagination.offset back as offset.

Calendar event, 5 operations

  • create_calendar_eventCreate calendar eventPOSTCreates a calendar event. title, datetime_start, datetime_end and label_id (from list_calendar_event_labels) are required; participants may be staff, contacts or external.
  • delete_calendar_eventDelete calendar eventDELETEDeletes a calendar event by id. It cannot be undone through this API.
  • get_calendar_eventGet calendar eventGETReturns one calendar event by id: title, description, start and end, all-day flag, label, participants, related objects.
  • list_calendar_eventsList calendar eventsGETLists calendar events with title, start and end, label, participants and related objects. Use search_calendar_events to filter. Paged: pass pagination.offset back as offset.
  • search_calendar_eventsSearch calendar eventsPOSTSearches calendar events with filters (dates, owners, participants, labels, related objects, and more). Paged: pass pagination.offset back as offset.

Comment, 5 operations

  • create_commentCreate commentPOSTAdds a comment (note) with description as its text, attached through related to one or more objects (company, contact, opportunity, invoice...), optionally mentioning staff.
  • delete_commentDelete commentDELETEDeletes a comment by id. It cannot be undone through this API.
  • get_commentGet commentGETReturns one comment by id: text, author, dates, time tracking, related objects.
  • list_commentsList commentsGETLists comments (notes) with text, author, date and the object they are attached to. Use search_comments to filter. Paged: pass pagination.offset back as offset.
  • search_commentsSearch commentsPOSTSearches comments with filters (owners, created or updated range, parent comment, related objects, companies, and more). Paged: pass pagination.offset back as offset.

Contact, 5 operations

  • create_contactCreate contactPOSTCreates a contact. last_name is required. Link it to a company afterwards with link_company_contact. Set verify=true to only validate the payload.
  • delete_contactDelete contactDELETEDeletes a contact by id. This removes it from Sellsy; it cannot be undone through this API.
  • get_contactGet contactGETReturns one contact by id (from list_contacts or search_contacts): civility, names, email, phones, position, social links, owner, marketing subscriptions.
  • list_contactsList contactsGETLists contacts (people attached to companies) with name, email, phones, position, owner and marketing subscriptions. Use search_contacts to filter. Paged: pass pagination.offset back as offset.
  • search_contactsSearch contactsPOSTSearches contacts with filters (companies, individuals, name, email, phone numbers, ids, created or updated range, and more). Paged: pass pagination.offset back as offset.

Item, 5 operations

  • create_itemCreate itemPOSTCreates a catalog item. type (product or service) and reference are required; set reference_price and tax_id (from list_taxes) for its price.
  • delete_itemDelete itemDELETEDeletes a catalog item by id. This removes it from Sellsy; it cannot be undone through this API.
  • get_itemGet itemGETReturns one catalog item (product or service) by id: reference, name, prices, tax, unit, accounting codes, description.
  • list_itemsList itemsGETLists catalog items (products and services) with reference, name, prices, tax, unit and archive flag. Use search_items to filter. Paged: pass pagination.offset back as offset.
  • search_itemsSearch itemsPOSTSearches catalog items by type, name, reference or archive flag. Paged: pass pagination.offset back as offset.

Opportunity, 5 operations

  • create_opportunityCreate opportunityPOSTCreates an opportunity. name, pipeline and step (ids from list_opportunity_pipelines and list_opportunity_pipeline_steps) and related (the company or individual) are required.
  • delete_opportunityDelete opportunityDELETEDeletes an opportunity by id. This removes it from Sellsy; it cannot be undone through this API.
  • get_opportunityGet opportunityGETReturns one opportunity by id (from list_opportunities or search_opportunities): name, status, pipeline and step, amount, probability, source, due date, related objects.
  • list_opportunitiesList opportunitiesGETLists opportunities (deals) with pipeline, step, status, amount, probability, due date and related company or individual. Use search_opportunities to filter. Paged: pass pagination.offset back as offset.
  • search_opportunitiesSearch opportunitiesPOSTSearches opportunities with filters (created or status-update range, due date, name, number, pipelines, steps, amount range, related objects, and more). Paged: pass pagination.offset back as offset.

Credit note, 4 operations

  • create_credit_noteCreate credit notePOSTCreates a credit note in draft (validate it with validate_credit_note). related (one company or individual) is required; parent may name the invoice it credits. Open beta on Sellsy's side.
  • get_credit_noteGet credit noteGETReturns one credit note by id: number, status, dates, amounts, rows, related objects. Open beta on Sellsy's side.
  • list_credit_notesList credit notesGETLists credit notes with number, status, dates, amounts and related company or individual. Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.
  • search_credit_notesSearch credit notesPOSTSearches credit notes with filters (status, lifecycle status, related objects, updated range, deposit flag, and more). Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.

Estimate, 4 operations

  • create_estimateCreate estimatePOSTCreates an estimate (quote) in draft. related must hold at least one company, individual or opportunity; add rows for the lines, each with a description (Sellsy will require it for e-invoicing). Open beta on Sellsy's side.
  • get_estimateGet estimateGETReturns one estimate (quote) by id: number, status, dates, amounts, rows, related objects, public link.
  • list_estimatesList estimatesGETLists estimates (quotes) with number, status, dates, amounts, currency and related company or individual. Use search_estimates to filter. Paged: pass pagination.offset back as offset.
  • search_estimatesSearch estimatesPOSTSearches estimates with filters (created, updated or document date range, owners, related objects, contacts, assigned staff, status, and more). Paged: pass pagination.offset back as offset.

Invoice, 4 operations

  • create_invoiceCreate invoicePOSTCreates an invoice in draft (validate it with validate_invoice). related (one company or individual, type client) is required; add rows for the lines, each with a description. Open beta on Sellsy's side.
  • get_invoiceGet invoiceGETReturns one invoice by id: number, status, dates and due date, amounts, taxes, rows, related objects, public and PDF links. Open beta on Sellsy's side.
  • list_invoicesList invoicesGETLists invoices with number, status, dates, amounts, currency and related company or individual. Use search_invoices to filter. Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.
  • search_invoicesSearch invoicesPOSTSearches invoices with filters (created, updated or document date range, owners, related objects, contacts, assigned staff, status, and more). Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.

Order, 4 operations

  • create_orderCreate orderPOSTCreates a sales order. related (one company or individual) is required; add rows for the lines, each with a description. Open beta on Sellsy's side.
  • get_orderGet orderGETReturns one sales order by id: number, status, dates, amounts, rows, related objects. Open beta on Sellsy's side.
  • list_ordersList ordersGETLists sales orders with number, status, dates, amounts and related company or individual. Use search_orders to filter. Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.
  • search_ordersSearch ordersPOSTSearches sales orders with filters (status, related objects, updated range, order status, and more). Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.

Phone call, 4 operations

  • create_phone_callCreate phone callPOSTLogs a phone call. owner_id, result, source, date and related are required.
  • delete_phone_callDelete phone callDELETEDeletes a logged phone call by id. It cannot be undone through this API.
  • get_phone_callGet phone callGETReturns one logged phone call by id: date, topic, result, source, duration, description, related objects.
  • list_phone_callsList phone callsGETLists logged phone calls with date, topic, result, duration, owner and related object. Use search_phone_calls to filter. Paged: pass pagination.offset back as offset.

Task, 4 operations

  • create_taskCreate taskPOSTCreates a task. due_date, label_id (from list_task_labels) and related (one object, e.g. a company or opportunity) are required.
  • delete_taskDelete taskDELETEDeletes a task by id. It cannot be undone through this API.
  • get_taskGet taskGETReturns one task by id: title, description, status, due date, priority, label, owner, assigned staff, reminders, related object.
  • list_tasksList tasksGETLists tasks with title, status (todo or done), due date, priority, label, owner, assigned staff and related object. Use search_tasks to filter. Paged: pass pagination.offset back as offset.

Webhook, 4 operations

  • create_webhookCreate webhookPOSTCreates a webhook that posts Sellsy events to an http URL or a Slack channel. configuration lists the event ids (from list_webhook_events) to enable. Set your own sign_key to verify deliveries.
  • delete_webhookDelete webhookDELETEDeletes a webhook by id: Sellsy stops sending its events.
  • get_webhookGet webhookGETReturns one webhook by id: name, type, enabled flag, configured events, last success and failure. Endpoint and signing key are not returned here.
  • list_webhooksList webhooksGETLists the webhooks of the account with type (http or slack), enabled flag, events and failure counters. Endpoint and signing key are not returned here. Paged: pass pagination.offset back as offset.

Custom activity, 3 operations

  • create_custom_activityCreate custom activityPOSTAdds a custom activity to a timeline: type_id (from list_custom_activity_types), action text, relation (the client, prospect, supplier, opportunity or contact) and date.
  • get_custom_activityGet custom activityGETReturns one custom activity by id: type, action text, related object, date, author.
  • list_custom_activitiesList custom activitiesGETLists custom activities (events pushed into Sellsy timelines by integrations). Paged: pass pagination.offset back as offset.

Custom field, 3 operations

  • get_custom_fieldGet custom fieldGETReturns one custom field definition by id: name, code, type, parameters (choices and options), mandatory flag, objects it applies to.
  • list_custom_fieldsList custom fieldsGETLists the custom fields defined in the account: id, name, code, type, parameters and the objects they apply to. Use the ids with the *_custom_fields tools. Paged: pass pagination.offset back as offset.
  • search_custom_fieldsSearch custom fieldsPOSTSearches custom field definitions with filters (for example by related object). Paged: pass pagination.offset back as offset.

Deposit invoice, 3 operations

  • get_deposit_invoiceGet deposit invoiceGETReturns one deposit invoice by id: number, status, dates, amounts, related objects. Open beta on Sellsy's side.
  • list_deposit_invoicesList deposit invoicesGETLists deposit invoices (down payment invoices) with number, status, dates and amounts. Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.
  • search_deposit_invoicesSearch deposit invoicesPOSTSearches deposit invoices with filters (created, updated or document date range, owners, related objects, status, and more). Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.

Company address, 2 operations

  • create_company_addressCreate company addressPOSTAdds a postal address to a company. name, address_line_1, postal_code, city and country_code are required; flag it as invoicing or delivery address if needed.
  • list_company_addressesList company addressesGETLists the postal addresses of a company, with invoicing and delivery flags.

Company contact, 2 operations

  • link_company_contactLink company contactPOSTLinks an existing contact (contactId) to a company (companyId), optionally with roles main, invoicing or dunning. The first contact of a company gets all roles.
  • list_company_contactsList company contactsGETLists the contacts linked to a company (company id from list_companies): names, email, phones, position, owner, archive flag. Paged: pass pagination.offset back as offset.

Contact address, 2 operations

  • create_contact_addressCreate contact addressPOSTAdds a postal address to a contact. name, address_line_1, postal_code, city and country_code are required.
  • list_contact_addressesList contact addressesGETLists the postal addresses of a contact.

Individual address, 2 operations

  • create_individual_addressCreate individual addressPOSTAdds a postal address to an individual. name, address_line_1, postal_code, city and country_code are required.
  • list_individual_addressesList individual addressesGETLists the postal addresses of an individual.

Invoice payment, 2 operations

  • link_invoice_paymentLink invoice paymentPOSTAllocates an amount of an existing payment (paymentId from list_payments) to an invoice (documentId). Ask the user for the amount. Open beta on Sellsy's side.
  • list_invoice_paymentsList invoice paymentsGETLists the payments linked to an invoice. Open beta on Sellsy's side.

Payment, 2 operations

  • get_paymentGet paymentGETReturns one payment by id: number, amounts, currency, paid date, status, payment method, related company or individual and documents. Open beta on Sellsy's side.
  • list_paymentsList paymentsGETLists payments with amount, date, status, payment method and the company or individual that paid. Use search_payments to filter. Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.

Staff, 2 operations

  • get_staffGet staffGETReturns one staff member (Sellsy user) by id, or the connected user with id me: name, email, status, position; with full visibility also phones, team, job, groups and time zone.
  • list_staffsList staffsGETLists staff members (users of the Sellsy account) with name, email, status and position. Depending on the plan, only your own staff may be returned. Paged: pass pagination.offset back as offset.

Subscription, 2 operations

  • get_subscriptionGet subscriptionGETReturns one recurring billing subscription by id. Open beta on Sellsy's side.
  • list_subscriptionsList subscriptionsGETLists recurring billing subscriptions. The vendor documents no paging parameters here: use search_subscriptions to page. Open beta on Sellsy's side.

Tax, 2 operations

  • get_taxGet taxGETReturns one tax (VAT rate) by id: rate, label, active flag.
  • list_taxesList taxesGETLists the taxes (VAT rates) of the account; pass an id as tax_id on items and document rows. include_ecotax adds eco-taxes. Paged: pass pagination.offset back as offset.

Calendar event label, 1 operation

  • list_calendar_event_labelsList calendar event labelsGETLists the calendar event labels; pass an id as label_id on create_calendar_event. Paged: pass pagination.offset back as offset.

Company custom field, 1 operation

  • list_company_custom_fieldsList company custom fieldsGETLists the custom fields of a company with their current values. Field ids come from list_custom_fields. Paged: pass pagination.offset back as offset.

Contact company, 1 operation

  • list_contact_companiesList contact companiesGETLists the companies a contact (id from list_contacts) is linked to.

Contact custom field, 1 operation

  • list_contact_custom_fieldsList contact custom fieldsGETLists the custom fields of a contact with their current values. Paged: pass pagination.offset back as offset.

Country, 1 operation

  • list_countriesList countriesGETLists countries (code and name), names in the requested language.

Credit note invoice, 1 operation

  • list_credit_note_invoicesList credit note invoicesGETLists the invoices linked to a credit note. Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.

Currency, 1 operation

  • list_currenciesList currenciesGETLists the currencies available in the account. Paged: pass pagination.offset back as offset.

Custom activity type, 1 operation

  • list_custom_activity_typesList custom activity typesGETLists the custom activity types; pass an id as type_id on create_custom_activity. Paged: pass pagination.offset back as offset.

Estimate payment, 1 operation

  • list_estimate_paymentsList estimate paymentsGETLists the payments recorded on an estimate (deposits). Open beta on Sellsy's side.

Individual custom field, 1 operation

  • list_individual_custom_fieldsList individual custom fieldsGETLists the custom fields of an individual with their current values. Paged: pass pagination.offset back as offset.

Invoice credit note, 1 operation

  • list_invoice_credit_notesList invoice credit notesGETLists the credit notes linked to an invoice. Paged: pass pagination.offset back as offset. Open beta on Sellsy's side.

Item price, 1 operation

  • list_item_pricesList item pricesGETLists the prices of a catalog item per rate category. Paged: pass pagination.offset back as offset.

Language, 1 operation

  • list_languagesList languagesGETLists the languages enabled in the account; pass an id as lang_id on documents.

Opportunity category, 1 operation

  • list_opportunity_categoriesList opportunity categoriesGETLists the opportunity categories of the account.

Opportunity custom field, 1 operation

  • list_opportunity_custom_fieldsList opportunity custom fieldsGETLists the custom fields of an opportunity with their current values. Paged: pass pagination.offset back as offset.

Opportunity pipeline, 1 operation

  • list_opportunity_pipelinesList opportunity pipelinesGETLists the opportunity pipelines; pass an id as pipeline on create_opportunity and to list_opportunity_pipeline_steps. Paged: pass pagination.offset back as offset.

Opportunity pipeline step, 1 operation

  • list_opportunity_pipeline_stepsList opportunity pipeline stepsGETLists the steps of one pipeline (pipelineId from list_opportunity_pipelines); pass a step id as step on create_opportunity or update_opportunity_rank. Paged: pass pagination.offset back as offset.

Opportunity source, 1 operation

  • list_opportunity_sourcesList opportunity sourcesGETLists the opportunity sources (where a deal came from) defined in the account; pass an id as source on create_opportunity. Paged: pass pagination.offset back as offset.

Order payment, 1 operation

  • list_order_paymentsList order paymentsGETLists the payments recorded on a sales order. Open beta on Sellsy's side.

Payment method, 1 operation

  • list_payment_methodsList payment methodsGETLists the payment methods configured in the account; pass ids as payment_method_ids on documents. Paged: pass pagination.offset back as offset.

Payment term, 1 operation

  • list_payment_termsList payment termsGETLists the payment terms of the account; pass one as payment_terms on documents. Paged: pass pagination.offset back as offset.

Quota, 1 operation

  • get_quotasGet quotasGETReturns the account's quotas: API request allowances per second, minute, day and month, plus feature quotas (custom fields, pipelines, storage, marketing).

Rate category, 1 operation

  • list_rate_categoriesList rate categoriesGETLists the rate categories (price lists) of the account; pass an id as rate_category_id. Paged: pass pagination.offset back as offset.

Search, 1 operation

  • search_allSearch allGETFull-text search across Sellsy objects (companies, contacts, individuals, items, opportunities, documents, staff...). q is the text; type[] restricts the object types.

Task label, 1 operation

  • list_task_labelsList task labelsGETLists the task labels of the account; pass an id as label_id on create_task. Paged: pass pagination.offset back as offset.

Team, 1 operation

  • list_teamsList teamsGETLists the teams of the account (id, name, jobs). Paged: pass pagination.offset back as offset.

Unit, 1 operation

  • list_unitsList unitsGETLists the units of measure; pass an id as unit_id on items and document rows. Paged: pass pagination.offset back as offset.

Webhook event, 1 operation

  • list_webhook_eventsList webhook eventsGETLists the webhook event ids per object (for example company with created, deleted, addressadded); use them in a webhook configuration.

Showing the first 120 of 149 endpoints. The rest are in the product, searchable from the workflow builder and from chat.

Use Sellsy from Claude Code, Cursor or Codex

Connect Sellsy in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Sellsy operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Sellsy

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect Sellsy once

    Add your Sellsy connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Sellsy integration FAQ

What can you do with the Sellsy integration?

LiveContext exposes 149 operations on Sellsy, covering company, individual, calendar event and comment.

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