Integration · CRM & sales

Connect Claude & ChatGPT to Aesthetix CRM

Ask your AI who is booked tomorrow, what a client last wrote, or to find a free slot and book an appointment in Aesthetix CRM. It can create and update contacts, add notes, tags and tasks, read SMS, email and chat conversations and move opportunities through your pipelines. Front desk questions get answered without switching screens.

Connect Aesthetix CRM free

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

Try asking

“Find a free slot on Thursday afternoon and book Anna Holm for a consultation.”
The AI finds Anna by email or phone, checks open slots in the calendar and books the appointment. Depending on the calendar's settings, Anna may get a confirmation.
“Who is booked in the treatment calendar tomorrow?”
It lists the appointments in that calendar for tomorrow, with times and contacts.
“What did Sofie Lund write to us last?”
It searches conversations for Sofie and reads the newest messages in the thread.

What your AI can do

Contacts, notes and tasks

Find, create and update contacts, add or remove tags, add notes, and create, update and complete tasks.

Calendars and appointments

List calendars and events, check free slots, book appointments and change their time or status.

Conversations, forms and pipelines

Read SMS, email and chat conversations and form submissions, and create, search and update opportunities in your pipelines.

“Add a new lead: Emma Friis, [email protected], 20 30 40 50, source Instagram.”
It checks for an existing contact with that email or phone, then creates or updates the contact with the details and source.
“Mark the Holm package opportunity as won.”
It searches opportunities for the deal and sets its status to won.
“Remind me to call Emma back on Monday.”
It creates a task on Emma's contact with a Monday due date.

29 tools for Aesthetix CRM

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

add_contact_tagsChanges dataAdd `tags` (list of tag names) to a contact by `contact_id`. Tags can start workflows set up in HighLevel.
complete_contact_taskVisible to othersMark a contact task done or not done by `contact_id` and `task_id` with `completed` true or false.
create_appointmentChanges dataBook an appointment for `contact_id` in `calendar_id` at `start_time` (ISO 8601) with optional `end_time`, `title` and `appointment_status`. May send confirmations to the contact, depending on the calendar's settings.
create_contact_noteChanges dataAdd a note (`body` text) to a contact by `contact_id`.
create_contact_taskChanges dataCreate a task on a contact by `contact_id` with `title`, `due_date` (ISO 8601), `completed` (false for a new task) and optional `body` and `assigned_to` user ID.
create_opportunityChanges dataCreate an opportunity for `contact_id` with `name`, `pipeline_id`, `pipeline_stage_id`, `status` (open) and optional `monetary_value`. Get pipeline and stage IDs from list_pipelines.
find_contact_by_email_or_phoneFind an existing contact by exact `email` or phone `number`. Use before creating a contact to avoid duplicates.
get_appointmentGet one appointment by `event_id`.
get_contactGet one contact by `contact_id`, with name, email, phone, tags, custom fields and owner.
get_free_slotsGet open booking slots for `calendar_id` between `start_date` and `end_date` (epoch milliseconds), optionally in a `timezone`.
get_opportunityGet one opportunity by `deal_id`, with pipeline stage, value, status and contact.
list_calendar_eventsList appointments between `start_time` and `end_time` (epoch milliseconds), filtered by `calendar_id`, `user_id` or `group_id` (one is needed).
list_calendarsList booking calendars with their IDs.
list_contact_appointmentsList a contact's appointments by `contact_id`.
list_contact_notesList the notes on a contact by `contact_id`.
list_contact_tasksList the tasks on a contact by `contact_id`.
list_conversation_messagesList the messages in one conversation by `conversation_id`, newest first.
list_form_submissionsList form submissions, optionally by `form_id`, search text `q` and date range `start_at` / `end_at` (YYYY-MM-DD).
list_formsList the sub-account's forms with their IDs.
list_pipelinesList sales pipelines with their stages and IDs.
remove_contact_tagsMoves moneyRemove the listed `tags` from a contact by `contact_id`.
search_conversationsSearch conversations (SMS, email, chat threads) by `query`, `contact_id`, `status` (e.g. unread) or `assigned_to`. Returns conversation IDs for list_conversation_messages.
search_opportunitiesSearch opportunities by text `q`, `pipeline_id`, `pipeline_stage_id`, `status` (open, won, lost, abandoned), `contact_id` or `assigned_to`.
set_opportunity_statusChanges dataSet an opportunity's `status` (open, won, lost, abandoned) by `opportunity_id`; optional `lost_reason_id` when lost.
update_appointmentChanges dataChange an appointment by `event_id`: time, title, status (e.g. cancelled, showed, noshow) or assigned user.
update_contactChanges dataUpdate a contact by `contact_id` (name, email, phone, address, owner `assigned_to`, custom fields). Passing `tags` replaces all existing tags; use add_contact_tags to add.
update_contact_taskChanges dataChange a contact task by `contact_id` and `task_id`: title, body, due date or assignee.
update_opportunityChanges dataUpdate an opportunity by `deal_id`: name, stage (`pipeline_stage_id`), value, status or owner.
upsert_contactChanges dataCreate a contact, or update the matching contact if one with the same email or phone exists. Pass `first_name`, `last_name`, `email`, `phone`, `tags`, `source` and more.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Aesthetix CRM from the app list.
2
Paste your key
Paste a Private Integration token and your Location (sub-account) ID. Aesthetix CRM runs on HighLevel: in your sub-account open Settings > Private Integrations (enable it under Labs if it is missing), create a new integration, tick the scopes you need and copy the token. The Location ID is under Settings > Business Profile, or after /location/ in the app address.
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 Aesthetix CRM?

The AI can find and read contacts, notes, tasks, appointments, calendars, free slots, conversations, forms, form submissions, pipelines and opportunities. It can create and update contacts, add and remove tags, add notes, create and complete tasks, book and change appointments, and create and update opportunities.

Does the AI see my Aesthetix CRM token?

No. Your Private Integration token is encrypted at rest and never shown to the AI. After you save it, it is 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 with lookups only. Booking an appointment can send a confirmation to the client, and adding tags can start workflows, so those tools 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 Aesthetix CRM account.

Why does Aesthetix CRM need a token and a Location ID?

Aesthetix CRM runs on HighLevel, where each business is a sub-account called a location. The Private Integration token gives access with the scopes you ticked, and the Location ID tells PipMCP which sub-account to work in. Tick only the scopes you want the AI to use.