Vendasta
Vendasta is now in Claude. Connect once and ask for what you need in plain English. Before a call, ask for the company and its open deals. After it, hand Claude your meeting notes and it creates the contact or opportunity. After a pipeline review, tell it which deal fields are wrong and it fixes them. No tab switching. Stuck on a setting? Ask "how do I do this in Vendasta?" and Claude answers from our published docs. Docs search needs no sign-in. Claude can search and read contacts, companies, opportunities, associations and pipelines. It can create or update contacts, companies and opportunities, link them to each other, and create pipelines. Nothing here deletes anything. Sign in with your own Vendasta login. Claude can only do what your login allows, across your Partner Center or a single account group. For Vendasta Partners and their teams. A Vendasta account is required.
Where it stands
Tools
CRMAssociationService_CreateAssociation CRMAssociationService_ListAssociation CRMCompanyService_CreateCompany CRMCompanyService_GetMultiCompany CRMCompanyService_ListCompanies CRMCompanyService_UpdateCompany CRMFieldSchemaService_ListFieldSchema CRMOpportunityService_CreateOpportunity CRMOpportunityService_GetMultiOpportunity CRMOpportunityService_ListOpportunities CRMOpportunityService_UpdateOpportunity CRMService_CreateContact CRMService_GetMultiContact CRMService_ListContacts CRMService_UpdateContact Pipelines_CreatePipeline Pipelines_ListPipelines get_doc search_docs