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Business & Operations

Hanna CRM

Ateities IT, UAB v1.0.3

Manage CRM records

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From the developer

Declared capabilities

  • Search customers, contacts and leads
  • Create and update tasks, tickets and opportunities
  • Look up invoices, payments and expenses

Cost & access

This plugin does not sell products or process payments; payment tools only record payments in the CRM.

Declared limitations

  • General advice needs no private CRM access.
  • Public-web research is outside this plugin.
  • Bank transfers are not payment records.

Onboarding example

Find a customer in Hanna CRM and show their latest details, contacts and open tasks.
Sources & dates

Developer declarations; not independently tested. Listing last checked Nov 13, 2026. Package observed Nov 12, 2026.

View package source →

Description

From the marketplace listing

Work with your Hanna CRM records directly from ChatGPT. Hanna CRM is a customer relationship management system for sales, service and finance teams; this plugin connects ChatGPT to your own Hanna CRM workspace so you can find, read, create and update CRM records in conversation. Search and inspect customers, contacts, leads, opportunities, tasks, projects, tickets (with replies, notes and history), contracts, documents, objects, products, supplier orders, call history and financial records - invoices, pre-invoices, credit notes, payments and expenses - and look up the reference values your workspace uses (statuses, sources, stages, taxes, picklists, staff, roles). Create and update tasks, tickets, customers, contacts, leads, opportunities, projects, contracts, documents, objects, items, invoices, pre-invoices, credit notes, payments and expenses. Everything runs under your own Hanna CRM login: you see and change only what your role allows, in the workspace you choose when connecting. Creating or changing a record can send the notifications, webhooks or accounting exports your administrator has configured. Requests are logged for security auditing.

Language: English · Automatically detected from descriptions.

Matches for “reference”

Exact text from the indicated source. A mention alone does not establish support for your task.

Publisher full description

Work with your Hanna CRM records directly from ChatGPT. Hanna CRM is a customer relationship management system for sales, service and finance teams; this plugin connects ChatGPT to your own Hanna CRM workspace so you can find, read, create and update CRM records in conversation. Search and inspect customers, contacts, leads, opportunities, tasks, projects, tickets (with replies, notes and history), contracts, documents, objects, products, supplier orders, call history and financial records - invoices, pre-invoices, credit notes, payments and expenses - and look up the reference values your workspace uses (statuses, sources, stages, taxes, picklists, staff, roles). Create and update tasks, tickets, customers, contacts, leads, opportunities, projects, contracts, documents, objects, items, invoices, pre-invoices, credit notes, payments and expenses. Everything runs under your own Hanna CRM login: you see and change only what your role allows, in the workspace you choose when connecting. Creating or changing a record can send the notifications, webhooks or accounting exports your administrator has configured. Requests are logged for security auditing.

What changed

Keywords

Files & skills

File archives

Plugin package4 files · 18.8 KBBrowse files →

Release notes

1.0.3 - initial listing. Hanna CRM for ChatGPT and Codex: 105 tools over the connected workspace - search and detail lookup for customers, contacts, leads, opportunities, tasks, projects, tickets (replies, notes, history), contracts, documents, objects, items, invoices, pre-invoices, credit notes, payments, expenses, calls, supplier orders and reference data; create / update for 16 record types. OAuth 2.1 sign-in with PKCE, workspace chosen at sign-in, user permissions enforced server-side.

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.

Package author
Ateities IT, UAB
Keywords
See keywords
Commerce declaration
Does not support commerceThis does not establish whether access is free or paid.
Review scenarios
5 positive · 3 negativeScenario counts, not test results.

Declared capabilities

  • Search customers, contacts and leads
  • Create and update tasks, tickets and opportunities
  • Look up invoices, payments and expenses

Package observed Nov 12, 2026.

Technical details
First seen
Oct 24, 2026 · 12:40 UTC
Last seen
Nov 13, 2026 · 18:00 UTC
Collection status
Collected

plugin_asdk_app_6abf8d5f8e808191a5d3b55db4581f78

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