CharlieHR logo

CharlieHR + Memtro

Ask who is off next week, who someone reports to, and when a person started.

Connect CharlieHR with a Client ID and Client Secret and Memtro reads the team directory, with names, work emails, job titles, managers, teams, offices, start dates and leaving dates, along with leave requests and types and company holidays. NI numbers, dates of birth, personal contact details, home addresses, salaries, bank details and leave reasons are never returned. It reads on demand and there is no hourly sync. When you ask, it can add a note to a team member's profile, seen by whoever its note type allows.

In Memtro

What you can do with CharlieHR in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right CharlieHR tool, reads what it needs, and answers with the source cited.

Reads

  1. 01The team directory with work email, job title, manager, office, teams, start date, status and leaving date
  2. 02Leave requests for everybody or one person within a window: approver, status, type, dates and days or hours
  3. 03Leave types, whether each comes out of the allowance, and company holidays such as bank holidays
  4. 04Never personal details, pay, bank details or the reason a person gave for leave
  5. 05When asked, adds a note to a team member's profile, visible to whoever its note type allows

Acts when asked

When you ask it to

These tools change something in CharlieHR. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Add a note to a team member's CharlieHR profile
In practice

Ask it like you would a colleague

Once CharlieHR is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

CharlieHR logoCharlieHR + Memtro
  • Who is off next week?

  • Who does Priya Sharma report to?

  • How many days of holiday has Dan Fletcher booked this year?

  • Which bank holidays and office closures are coming up before Christmas?

  • Add a note to Dan Fletcher's profile that he finished his first-aid course

01

Planning the sprint

The engineering lead asks who on the platform team is away over the next fortnight. Memtro reads approved and pending leave requests for that window and lists each person with the type and dates, noting that Monday is a company holiday.

02

Welcoming new starters

The office manager at Brightwave Ltd asks who joins this month. Memtro reads the directory and lists two new starters with their job title, team, office, manager and start date, without any personal details or pay.

Teams

Where it fits

The teams that lean on CharlieHR most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in CharlieHR is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Also in People and HR

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withClient ID and Client Secret
  1. 1

    In CharlieHR open Company → Integrations → any integration tile → API Keys; only a Super Admin can generate keys

  2. 2

    Tick the confirmation, generate a key and copy the Client ID and Client Secret: CharlieHR shows them once

  3. 3

    Paste both into Connections → CharlieHR in Memtro and connect; if the test is refused, ask CharlieHR support which key a company's own integration should use

  4. 4

    Ask who is off next week

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The CharlieHR tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in CharlieHR?+

Only when you ask, and only what it has been granted: add a note to a team member's CharlieHR profile. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a CharlieHR connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my CharlieHR data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect CharlieHR?+

Client ID and Client Secret. In CharlieHR open Company → Integrations → any integration tile → API Keys; only a Super Admin can generate keys.

Connect CharlieHR in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

7-day free trial · card on file, nothing charged until it ends · cancel any time