Integration · Projects & tasks

Connect Claude & ChatGPT to Aero Workflow

Ask your AI to create a task for a client, start one of your task templates, or log time in Aero Workflow. It can read and create client companies and contacts, list tasks, appointments, emails and projects, and look up your team members, hats and Aero types. Work for your accounting firm gets set up without clicking through forms.

Connect Aero Workflow free

Free plan, no credit card. Takes about a minute.

Try asking

“Create a task to prepare Hansen Bakery's VAT return, due Friday, for Maria.”
The AI finds the company, the Aero type and Maria's team member ID, then creates the task with the due date.
“Start our month-end close template for client Nord Consult.”
It creates a task from the template for that client, with an assignee and due date if you give them.
“Log 1.5 hours on that task for Maria with the note 'reconciled bank'.”
It logs the time on the task for Maria with the hours, date and note.

What your AI can do

Tasks and templates

Create tasks with type, status, priority, assignee, client and due date, or start a task from one of your Aero templates.

Clients and contacts

Search, list and read client companies and contacts, and create new ones with phone, website, address and billing rates.

Time and team

Log time on tasks, appointments, emails and other Aeros, and look up team members, hats and projects.

“Add a new client, Fjord Design ApS, with phone and website.”
It creates the client company with the name, phone and website you give.
“Which projects are active right now?”
It lists your projects, filtered to the active ones.
“Book a call with the main contact at Nord Consult next Tuesday at 10.”
It creates an appointment with the company, contact, assignee and scheduled start.

20 tools for Aero Workflow

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_appointmentChanges dataCreate an appointment with `subject`, `status`, `priority`, `aero_type` and `assigned_to`, plus optional company, contact and scheduled start.
create_companyChanges dataCreate a client company with a `name`, plus optional phone, website, address, main contact name and billing rates.
create_contactChanges dataCreate a contact with `first_name` and `last_name`, plus optional title, email, phones and notes.
create_taskChanges dataCreate a task with `subject`, `status`, `priority`, `aero_type` and `assigned_to`, plus optional company, contact, due date and scheduled time. Look up types and team members first.
create_task_from_templateChanges dataCreate a task from one of your Aero templates by template ID in `task_id`, with optional client (`customer_id`), contact, assignee and due date.
get_companyGet one client company by `company_id`.
get_contactGet one contact by `contact_id`.
get_meGet the Aero user this connection signs in as.
list_aero_typesList Aero types (the kinds of work, used as `aero_type` when creating items).
list_appointmentsList appointments. Paged with `page`.
list_companiesList client companies, optionally only `active` ones.
list_contactsList contacts, optionally only `active` ones.
list_emailsList email Aeros. Paged with `page`.
list_hatsList hats (roles work can be assigned under).
list_other_aerosList Aeros of the Other category. Paged with `page`.
list_projectsList projects, optionally only `active` ones.
list_tasksList Aero tasks. Paged with `page`.
list_team_membersList team members, optionally only `active` ones. Use their IDs to assign work.
log_timeChanges dataLog time on an Aero: `category` (Task, Appointment, Email or Other), `aero_id`, `team_member`, and optional `total_hours_worked`, `date`, `note` and billable settings.
search_companiesFind client companies by `name`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Aero Workflow from the app list.
2
Paste your key
Fill in two fields: your Aero API key and your Aero account ID. Aero's help article 'How to get your API key', linked from the Aero API page, shows where to find both.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Aero Workflow?

The AI can read client companies, contacts, tasks, appointments, emails, other Aeros, projects, Aero types, hats and team members. It can create companies, contacts, tasks and appointments, create a task from a template and log time.

Does the AI see my Aero Workflow credentials?

No. Your Aero Workflow credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start by only reading clients and tasks. Creating tasks and logging time change what your team sees and bills, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Aero Workflow account.

Can the AI assign tasks to my team?

Yes. The AI first looks up your team members and Aero types, then uses their IDs to assign a task or appointment to the right person. It can also list your hats, the roles work can be assigned under.