Contreal

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.