Attendance for the trustees
Sarah Chen, church administrator at Acme Community Church, asked how attendance had gone over the last month for the trustees' meeting. Memtro listed the headcount for each gathering by date and gave the total.
ChurchSuite + Memtro
What is on in the church calendar, and how many came last Sunday?
ChurchSuite connects Memtro to your church's address book, calendar and planning. It reads contacts with name, email, status and sites, tags, sites, calendar events in a date window, small groups, service plans and attendance totals per gathering. When asked, and once an administrator has granted the action by name, it can add a note to a contact, event, group or plan, add a contact, tag a contact, and sign a contact up to an event without a confirmation email. Phone numbers, addresses, dates of birth and collection amounts are never returned, and small group members are not listed.
In Memtro
What you can do with ChurchSuite in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right ChurchSuite tool, reads what it needs, and answers with the source cited.
What it does
- 01Searches address book contacts by name or email, or filters by status or tag, with email, status, sites and dates
- 02Lists tags, including smart tags, and the account's sites
- 03Lists calendar events starting in a date window with status and location, and small groups with meeting day, time and frequency
- 04Lists service plans in a window with date, time and status, and attendance headcounts per gathering, never collection amounts or notes
- 05When asked and granted, adds a note to a contact, event, small group or service plan, visible to those who can see such notes unless kept to just the API user
- 06When asked and granted, adds a contact to the address book without creating a login, tags a contact, and signs a contact up to an event, with no confirmation email and the event's capacity respected
Acts when asked
When you ask it to
These tools change something in ChurchSuite. 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.
- 01Add a note to an address book contact
- 02Add a note to a calendar event
- 03Add a note to a small group
- 04Add a note to a service plan
- 05Add a contact to the address book
- 06Tag an address book contact
- 07Sign a contact up to a calendar event (no confirmation email is sent)
In practice
Ask it like you would a colleague
Once ChurchSuite 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.
ChurchSuite + MemtroWhat is in the church calendar this week?
How many people came to our gatherings last month?
Which small groups meet on a Wednesday?
Is the Easter Sunday service plan published yet?
Sign Tom Reilly up to the newcomers lunch
A newcomer signs up
Maya Okafor, pastoral assistant at Northwind Church, asked Memtro to sign a newcomer up to the welcome lunch and tag him as a newcomer. Memtro signed the contact up in ChurchSuite and added the tag. No confirmation email was sent.
Teams
Where it fits
The teams that lean on ChurchSuite most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in ChurchSuite 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.
- Finance and commerceChurchSuite with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceChurchSuite with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceChurchSuite with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportChurchSuite with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportChurchSuite with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportChurchSuite with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatChurchSuite with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatChurchSuite with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatChurchSuite with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withClient ID and Client secret
- 1
In ChurchSuite, an administrator turns on API access for a dedicated user profile with only the modules Memtro should see. That user's identifier, shown on their profile, is the client ID.
- 2
Signed in as that user, open My profile → API Secrets → Add secret and copy the secret when it is created.
- 3
In Memtro, open Connections → ChurchSuite and paste them into Client ID and Client secret.
- 4
Ask your first question: what is in the church calendar this 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 ChurchSuite tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in ChurchSuite?+
Only when you ask, and only what it has been granted: add a note to an address book contact; add a note to a calendar event; add a note to a small group; add a note to a service plan; add a contact to the address book; tag an address book contact; sign a contact up to a calendar event (no confirmation email is sent). 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 ChurchSuite 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 ChurchSuite 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 ChurchSuite?+
Client ID and Client secret. In ChurchSuite, an administrator turns on API access for a dedicated user profile with only the modules Memtro should see. That user's identifier, shown on their profile, is the client ID.
Connect ChurchSuite in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.