Integration · CRM & sales

Connect Claude & ChatGPT to AgentHub

Ask your AI to find a contact, book an appointment in a free slot, or mark a deal as won in AgentHub. It can create and update contacts, add notes, tags and tasks, search conversations and read their messages, manage opportunities in your pipelines and read form submissions. Your CRM questions get answered without switching between screens.

Connect AgentHub free

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

Try asking

“Find the contact with the email [email protected] and show her tags.”
The AI finds the contact by email and shows name, phone, tags and custom fields.
“Book Jane for a call on the Sales calendar next Tuesday afternoon.”
It lists your calendars, checks the free slots and books the appointment for Jane.
“Mark the Jensen deal as won.”
It searches your opportunities, finds the deal and sets its status to won.

What your AI can do

Contacts

Find, create and update contacts, add tags, notes and tasks, and mark tasks done.

Opportunities

Search and read opportunities, create new ones in a pipeline, and change stage, value or status.

Calendars and conversations

Check free slots, book, reschedule or cancel appointments, and read conversation messages and form submissions.

“What did Peter write in his latest messages?”
It finds his conversation and lists the latest SMS, email and chat messages, newest first.
“Add a follow-up task for Jane due Friday and a note about today's call.”
It creates the task on her contact with the due date and adds the note.
“Show the form submissions from last week.”
It lists form submissions in that date range, for all forms or just one.

27 tools for AgentHub

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

add_contact_noteChanges dataAdd a note to a contact by `contact_id`, with the text in `body`.
add_contact_tagsChanges dataAdd `tags` to a contact by `contact_id`. Tags can trigger automations in the account.
create_appointmentChanges dataBook an appointment for a contact. Needs `calendar_id`, `contact_id` and `start_time`; optionally end_time, title, appointment_status and assigned_user_id. Set `to_notify` to send the usual confirmations.
create_contact_taskChanges dataCreate a task on a contact by `contact_id`, with `title`, `due_date`, `completed` (usually false), optional `body` and `assigned_to` user ID.
create_opportunityChanges dataCreate an opportunity in a pipeline. Needs `name`, `status` (open, won, lost, abandoned), `pipeline_id` and `contact_id`; optionally `pipeline_stage_id`, `monetary_value` and `assigned_to`.
create_or_update_contactChanges dataCreate a contact, or update the existing one when the email or phone already matches. Pass first_name, last_name, email, phone, company_name, tags, address fields or custom_fields.
find_contactFind an existing contact by `email` or phone `number`. Use this 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 and custom fields.
get_opportunityGet one opportunity by `deal_id`, with value, stage, status and contact.
list_calendar_eventsList calendar events between `start_time` and `end_time` (milliseconds), for a `calendar_id`, `user_id` or `group_id` (one is required).
list_calendarsList the calendars in the account. Use to get a calendar ID for booking.
list_contact_appointmentsList the appointments booked for a contact 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 (SMS, email, chat and so on) in a conversation by `conversation_id`, newest first. Filter by `type` and page with `last_message_id`.
list_form_submissionsList form submissions, filtered by `form_id`, search text `q` or a date range (`start_at`, `end_at`).
list_formsList the forms in the account.
list_free_slotsList free booking slots for a calendar by `calendar_id` between `start_date` and `end_date` (milliseconds, at most 31 days apart), optionally in a `timezone`.
list_pipelinesList opportunity pipelines and their stages. Use to get pipeline and stage IDs.
search_conversationsSearch conversations by `query`, `contact_id`, `status` (all, read, unread, starred, recents) or `assigned_to`. Use to find a conversation ID.
search_opportunitiesSearch opportunities with `q`, or filter by `pipeline_id`, `pipeline_stage_id`, `status`, `contact_id` or `assigned_to`.
set_task_completedVisible to othersMark a contact task done or not done by `contact_id`, `task_id` and `completed`.
update_appointmentChanges dataReschedule or change an appointment by `event_id`: start_time, end_time, title, appointment_status (for example cancelled) or assigned user.
update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, address, tags, assigned user, do-not-disturb settings or custom fields. Only the fields you pass change.
update_opportunityChanges dataUpdate an opportunity by `deal_id`: name, stage, pipeline, value, status or assigned user. Only the fields you pass change.
update_opportunity_statusChanges dataSet an opportunity's `status` (open, won, lost, abandoned) by `opportunity_id`, with an optional `lost_reason_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose AgentHub from the app list.
2
Paste your key
Paste a Private Integration token and your Location (sub-account) ID. AgentHub runs on HighLevel. In your sub-account open Settings > Private Integrations (enable it under Labs if it is missing), click Create new Integration, name it, tick the scopes you need (contacts, conversations, opportunities, calendars) and copy the token. Your Location ID is under Settings > Business Profile, and it is also the ID 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 AgentHub?

It can find and read contacts, contact notes and tasks, appointments, calendars and free slots, opportunities and pipelines, conversations and their messages, and forms and form submissions. It can create and update contacts, add tags, notes and tasks, create and update opportunities, and book and change appointments.

Does the AI see my AgentHub credentials?

No. Your Private Integration token and Location ID are 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 with lookups only. Adding tags can trigger automations in your account, booking with notifications on sends the usual confirmations, and status changes move deals in your pipeline, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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 AgentHub account.

Why do I need a Location ID?

AgentHub runs on HighLevel, where each business is a sub-account called a location. The Location ID tells PipMCP which sub-account the AI works in. You find it under Settings > Business Profile, or after /location/ in the app address.