Connect Helcim to Your AI Agent

Find a customer by name or code and apply the contact or address information you provide.

4 tools API key

Try a Helcim Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Helcim

Find a Customer Record

Search by customer details and read the chosen record.

/oo Helcim: Find Helcim customers matching [name, email, phone, or customer code]. Read customer [customer ID] and summarize available contact and address details.

Create a Customer

Save a customer with the supplied business or contact identity.

/oo Helcim: Create a Helcim customer with contact name [name], business name [business], and cell phone [phone]. Use these billing address details if provided [address details].

Start Working with Helcim

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Helcim

    Connect a Helcim API Token.

    Connect Helcim →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • A Helcim token with access to customer records.
  • New customers need a contact name, business name, or both. These actions manage customer records rather than process payments.

Helcim Tools

This Helcim connection reads, creates, and updates customer records, including contact names and billing or shipping addresses.

Customer Records

Search or read customers and create or revise their contact and address information.

4 tools

List Customers

List or search Helcim customers with page-based pagination.

helcim.list_customers

Get Customer

Retrieve one Helcim customer by ID.

helcim.get_customer

Create Customer

Create a Helcim customer using a contact name, business name, or both.

helcim.create_customer

Update Customer

Update an existing Helcim customer.

helcim.update_customer

Frequently Asked Questions

What can I use to search for a customer?

Use a partial name, code, city, phone, or email search, or supply an exact customer code. Read the selected customer by ID.

Must I choose a customer code for a new record?

No. Omit it to let Helcim generate one, or supply a unique code if you need a particular identifier.

Can I inspect stored card information?

Customer listing can include stored card metadata. This connection does not charge a card or expose a payment-processing action.

Connect Helcim

About Helcim ↗