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Description
From the marketplace listing
Contreal is a business management platform for small businesses, agencies and freelancers: clients and leads, projects and tasks, meetings, time tracking and finance (expenses, income, invoices, payment requests and reports) in one place.
This plugin lets ChatGPT work with your Contreal account in plain language:
- Find and read tasks, clients and leads, projects, meetings, notes, files and hours.
- Owners and managers can also read finance data: expenses, income, invoices, payment requests and a monthly summary.
- Create tasks, clients, projects and meetings; update tasks, clients and projects; add task comments and attach files.
Every result links to the record in Contreal.
Limitations: the plugin acts as the signed-in user, sees only what that user can already see in Contreal and works in one company per connection. Finance data is read-only: it cannot issue invoices, send payment requests, charge anyone or move money. It cannot delete data or change account, billing or permission settings. A Contreal account is required.
Language: English · Automatically detected from descriptions.
Initial release. Read tasks, clients and leads, projects, meetings, notes, files, time tracking and (for owners and managers) finance data. Create tasks, clients, projects and meetings, update tasks, clients and projects, add task comments and attach files. No delete tools; every action runs as the signed-in user with their existing permissions.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.