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Summary
Sellsy — French CRM and invoicing: companies, contacts, opportunities, invoices, estimates, items and payments. REST API v2, OAuth 2.0 client credentials.
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Sellsy
Sellsy — French CRM and invoicing: companies, contacts, opportunities, invoices, estimates, items and payments. REST API v2, OAuth 2.0 client credentials.
Setup
Getting credentials
- Sign in to Sellsy, open Paramètres → API and create an application in the developer area.
- Choose the client credentials flow — it authorises the application against your own account with no browser consent step. You receive a client id and client secret.
- Set
SELLSY_CLIENT_IDandSELLSY_CLIENT_SECRET. AnythingMCP mints and refreshes the access token on its own.
This is API v2, at https://api.sellsy.com/v2. Sellsy's v1 was an entirely different, single-endpoint RPC API — if you find an example that POSTs everything to one URL with a request parameter, that is v1 and it does not apply here.
…(continued in the in-app connector instructions)
Prerequisites: SELLSY_CLIENT_ID, SELLSY_CLIENT_SECRET
Install the connector locally
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
Open http://localhost:3000/connectors/store, pick Sellsy and paste in the env vars listed under Prerequisites.
Available tools
| Tool | What it does |
|---|---|
sellsy_list_companies | List client companies with their name, SIRET, VAT number, address and owner |
sellsy_search_companies | Search companies with Sellsy's filter object — far more expressive than the plain list |
sellsy_get_company | Read one client company in full: addresses, contacts, tax identifiers, rating and the notes recorded against it |
sellsy_list_contacts | List individual contacts with their name, e-mail, phone, position and the company they belong to |
sellsy_list_invoices | List invoices with their number, date, due date, client, net and gross totals and payment status — the receivables view |
sellsy_search_invoices | Search invoices with Sellsy's filter object — by status, date range, client or amount |
sellsy_get_invoice | Read one invoice in full: every row with its quantity, unit price, discount and VAT, the totals and the payments applied against it |
sellsy_list_estimates | List estimates (devis) with their number, date, client, total and acceptance status — what is out with prospects and not yet won |
sellsy_list_opportunities | List CRM opportunities with their name, client, amount, funnel step and expected close date — the pipeline view |
sellsy_list_items | List catalogue items with their reference, name, unit price, VAT rate and stock tracking flag |
sellsy_get_contact | Read one contact (person) in full: name, email and phone numbers, position, note, addresses, owner, archive state and custom fields |
sellsy_list_contact_companies | List the companies a contact is linked to |
sellsy_edit_contact | Change fields of a contact |
sellsy_edit_company | Change fields of a company |
sellsy_create_company | Create a company (a client, prospect or supplier) |
sellsy_list_company_contacts | List the contacts (people) linked to a company, with name, e-mail, phones, position and their roles at the company |
sellsy_link_contact_to_company | Link an existing contact to a company, optionally with roles (e.g. ["main", "invoicing", "dunning"]) |
sellsy_list_company_addresses | List the addresses of a company (invoicing, delivery and others) with their ids, for use as invoicing_address_id or delivery_address_id on… |
sellsy_create_company_address | Add an address to a company |
sellsy_get_company_custom_fields | Read the custom field values of a company: field id, name, type and value |
sellsy_update_company_custom_fields | Set custom field values on a company |
sellsy_list_company_files | List the directories and files attached to a company (contracts, scans, exports), with file ids for sellsy_get_file |
sellsy_list_individuals | List individuals (private persons who are clients, prospects or suppliers in their own right, unlike contacts who belong to a company) with… |
sellsy_search_individuals | Search individual with Sellsy's filter object (a POST that only reads) |
sellsy_get_individual | Read one individual in full: name, contact details, type, addresses, owner and notes |
sellsy_create_individual | Create an individual (a private person as client, prospect or supplier) |
sellsy_edit_individual | Change fields of an individual |
sellsy_search_contacts | Search contact with Sellsy's filter object (a POST that only reads) |
sellsy_create_contact | Create a contact (a person, usually working at a company) |
sellsy_get_opportunity | Read one opportunity: name, status, pipeline and step, amount, probability, due date, source, related company or individual, contacts… |
sellsy_search_opportunities | Search opportunity with Sellsy's filter object (a POST that only reads) |
sellsy_create_opportunity | Create an opportunity in a pipeline step for a company or individual |
sellsy_update_opportunity | Partly update an opportunity, e.g. mark it won or lost, change its amount or due date |
sellsy_move_opportunity_step | Move an opportunity to another step of its pipeline (the kanban move), optionally placing it before another opportunity |
sellsy_list_opportunity_pipelines | List the opportunity pipelines (sales funnels) with their ids and names |
sellsy_list_pipeline_steps | List the steps of one pipeline in order, with id, name, rank and default probability. embed opportunities_number adds how many… |
sellsy_list_opportunity_sources | List the opportunity sources (where leads come from: website, trade fair, referral...) with their ids |
sellsy_list_opportunity_categories | List the categories that group opportunity sources; embed sources returns the sources of each category |
sellsy_get_estimate | Read one estimate (devis) in full: number, date, expiry date, status, related parties, rows with quantity, price and VAT, totals and the… |
sellsy_search_estimates | Search estimate with Sellsy's filter object (a POST that only reads) |
sellsy_create_estimate | Create an estimate (devis) as a draft |
sellsy_update_estimate_status | Change the status of an estimate, e.g. to accepted when the client signed or refused when they declined |
sellsy_create_invoice | Create an invoice as a draft (it gets its final number when validated with sellsy_validate_invoice) |
sellsy_validate_invoice | Validate a draft invoice: it gets its definitive number, can no longer be edited and is due |
sellsy_list_invoice_payments | List the payments recorded on one invoice: amount, date, payment method and status |
sellsy_list_invoice_credit_notes | List the credit notes linked to one invoice (refunds and corrections), with number and amounts |
sellsy_list_invoice_files | List the directories and files attached to one invoice, with file ids for sellsy_get_file |
sellsy_list_credit_notes | List credit notes (avoirs) with number, date, client, amounts and status (draft, stored, partialspend, spent, cancelled) |
sellsy_search_credit_notes | Search credit note with Sellsy's filter object (a POST that only reads) |
sellsy_get_credit_note | Read one credit note in full: rows, totals, status, related parties and the invoices it refers to |
sellsy_list_orders | List sales orders (bons de commande) with number, date, client, amount, status and delivery status (order_status: none, wait, picking… |
sellsy_search_orders | Search order with Sellsy's filter object (a POST that only reads) |
sellsy_get_order | Read one sales order in full: rows, totals, status, delivery status and related parties |
sellsy_list_deliveries | List delivery notes (bons de livraison) with number, date, client and delivery status |
sellsy_list_payments | List payments received or made, with amount, currency, paid date, payment method, status and the documents they settle |
sellsy_search_payments | Search payment with Sellsy's filter object (a POST that only reads) |
sellsy_get_payment | Read one payment: amount, date, method, status, number and the documents it is allocated to |
sellsy_list_payment_methods | List the payment methods of the account (transfer, card, cheque, direct debit...) with their ids for payment_method_ids on documents |
sellsy_get_item | Read one catalogue item: type, reference, name, description, reference price, purchase price, VAT, unit and accounting codes |
sellsy_search_items | Search item with Sellsy's filter object (a POST that only reads) |
sellsy_create_item | Create a catalogue item (product or service) |
sellsy_edit_item | Change fields of a catalogue item |
sellsy_get_item_prices | Read the prices of an item per rate category (price lists), with amounts with and without tax |
sellsy_list_taxes | List the VAT rates (taxes) of the account with id, rate and label, for tax_id on items and document rows |
sellsy_list_units | List the units of measure (piece, hour, day, kg...) with their ids, for unit_id on items and rows |
sellsy_list_currencies | List the currencies available on the account, with code and symbol |
sellsy_list_payment_terms | List the payment terms of the account (on order, 30 days, end of month...) with their ids, for payment_terms on invoices and estimates |
sellsy_list_rate_categories | List the rate categories (price lists such as retail or wholesale) with their ids |
sellsy_list_custom_fields | List the custom field definitions of the account: id, name, code, type, options and which objects they apply to |
sellsy_list_tasks | List tasks (to-dos) with title, due date, status (todo or done), label, priority, assignees and the record they belong to |
sellsy_search_tasks | Search task with Sellsy's filter object (a POST that only reads) |
sellsy_get_task | Read one task: title, description, due date, status, label, priority, reminders, assignees and the related record |
sellsy_create_task | Create a task (to-do) on a record, e.g. a follow-up call on a company |
sellsy_update_task | Update a task, e.g. set status done, move the due date or reassign it |
sellsy_list_task_labels | List the task labels (types such as call, e-mail, meeting) with their ids, for label_id when creating tasks |
sellsy_list_comments | List comments (notes left on companies, contacts, opportunities and documents) with text, author, date and related record |
sellsy_search_comments | Search comment with Sellsy's filter object (a POST that only reads) |
sellsy_create_comment | Add a comment (note) to a record, e.g. a summary of a call on a company or opportunity |
sellsy_list_calendar_events | List calendar events (meetings, appointments) with title, start and end, label, participants and related record |
sellsy_search_calendar_events | Search calendar event with Sellsy's filter object (a POST that only reads) |
sellsy_get_calendar_event | Read one calendar event: title, description, start and end, all-day flag, label, participants and related record |
sellsy_create_calendar_event | Create a calendar event (meeting or appointment), optionally linked to a record and with participants |
sellsy_update_calendar_event | Update a calendar event, e.g. move it or change its title |
sellsy_list_calendar_event_labels | List the calendar event labels (meeting, call, demo...) with their ids, for label_id when creating events |
sellsy_list_crm_activity | Read the CRM activity feed: e-mails, calls, meetings, comments and other events logged on records, with date, author and label |
sellsy_list_staffs | List the staff members (users of the Sellsy account) with id, name, e-mail and status |
sellsy_get_staff | Read one staff member |
sellsy_list_teams | List the teams of the Sellsy account (groups of staff members) with their ids and members |
sellsy_get_file | Read one file attached in Sellsy: name, size, type, the record it belongs to and its download link |
sellsy_list_subscriptions | List subscriptions (recurring invoicing plans) with client, frequency, amounts and next invoice date |
sellsy_get_subscription | Read one subscription (recurring invoicing plan); embed payment_installments adds its installments |
sellsy_search | Search the whole account by text, like the search bar: companies, individuals, contacts, opportunities, items, documents and staff |
sellsy_get_quotas | Read the API quotas of the account: requests allowed and used in the current windows |
Next steps
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