Integration · CRM & sales

Connect Claude & ChatGPT to Hubflo

Ask your AI which tasks are overdue, what a client's projects look like, or to log an hour on a task, and it works in your Hubflo account. It can read and create companies, contacts, projects, tasks and notes, list proposals and time entries, and update projects and tasks. It can also draft an invoice, add lines and issue it, with your approval if you want it.

Connect Hubflo free

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

Try asking

“Which tasks are overdue on the Acme website project?”
The AI finds the project and lists its tasks filtered to overdue, with assignees and due times.
“Log 90 minutes of billable time on the homepage task for today.”
It finds the task and logs 90 minutes with today's date and the billable flag set.
“Mark the logo review task as done and leave a comment that the client approved it.”
It updates the task to completed and posts the comment on it.

What your AI can do

Clients and contacts

Search, read and create client companies and contacts, update contacts, and add notes linked to contacts or projects.

Projects, tasks and time

Create and update projects and tasks, comment on tasks, log time and list time entries, team members and client portal workspaces.

Proposals and invoices

List proposals and invoices, read their lines and status, create draft invoices with lines and issue them.

“Add Maria Jensen from Nordic Foods as a new contact.”
It creates the contact with first and last name and links her to the company name you give.
“Which proposals are still waiting for an answer?”
It lists proposals filtered by status, with amounts and client.
“Draft an invoice for Acme with 10 hours of design at 900 per hour.”
It creates a draft invoice and adds the line with quantity, VAT rate and unit price. It is only issued if you ask.

30 tools for Hubflo

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

add_invoice_lineChanges dataAdd a line item to a draft invoice by `invoice_id` with `title`, `quantity`, `vat` rate and unit price.
add_task_commentChanges dataPost a comment on a task by `task_id` with `body` text and the commenting user's `author_id`.
create_companyChanges dataCreate a client company with a `name` and optional email, website, address, VAT number, owner and tags.
create_contactChanges dataCreate a contact with `first_name` and `last_name`, plus optional email, phone, job title, company_id or company_name, and tags.
create_invoiceChanges dataCreate a draft invoice with a `title` and issuing `user_id`, plus optional contact_id, project_id, payment terms and deadline. Add lines with add_invoice_line.
create_noteChanges dataCreate a note with a `title` and `content`, optionally linked to `contact_ids` or `project_ids`.
create_projectChanges dataCreate a project with a `name` and optional start/end dates, stage, owner, primary contact, workspace, tags and estimated revenue.
create_taskChanges dataCreate a task with a `name` and optional description, project_id, workspace_id, assignee `user_ids`, contact, start_time and whether the client can see it.
get_companyGet one client company by `company_id`, with address, website, VAT number and tags.
get_contactGet one contact by `contact_id`, with company, email, phone and job title.
get_invoiceGet one invoice by `invoice_id`, with status, amounts, due date and client.
get_organizationGet the connected Hubflo organization's own details. Use to confirm which account you are working in.
get_projectGet one project by `project_id`, with stage, dates, owner, contacts and estimated revenue.
get_proposalGet one proposal by `proposal_id`, with status, amounts and client.
get_taskGet one task by `task_id`, with description, assignees, due time and completion.
issue_invoiceChanges dataIssue (finalize) a draft invoice by `invoice_id`. Treat this as irreversible and confirm with the user first.
list_companiesList client companies, filtered by `name`, `owner_id`, `contact_id` or `project_id`. Paged with page/limit.
list_contactsList contacts, filtered by `email`, `phone`, `company_id`, `project_id` or `owner_id`. Paged with page/limit.
list_invoice_linesList the line items on an invoice by `invoice_id`.
list_invoicesList invoices, filtered by `status`, `contact_id`, `contact_email` or `project_id`. Paged with page/limit.
list_projectsList projects, filtered by `name`, `owner_id`, `workspace_id` or contact (id, email or phone). Paged with page/limit.
list_proposalsList proposals (quotes), filtered by `status`, `contact_id` or `project_id`. Paged with page/limit.
list_tasksList tasks, filtered by `project_id`, `contact_id`, `assignee_id`, `completed`, `overdue` or `tag`. Paged with page/limit.
list_team_membersList team members (users) of the organization, optionally filtered by `email` or `role`. Use to find user IDs for assignments.
list_time_entriesList time tracking entries. Paged with page/limit.
list_workspacesList client portal workspaces, optionally filtered by `title` or `project_id`.
log_timeChanges dataLog time with `duration_in_minutes` and optional date, task_id, project_id, user_id, description and billable flag.
update_contactChanges dataUpdate a contact by `contact_id`. `first_name` and `last_name` are required; other fields you pass (email, phone, company, tags) are changed.
update_projectChanges dataUpdate a project by `project_id` (`name` is required): stage, dates, owner, contacts or estimated revenue.
update_taskChanges dataUpdate a task by `task_id` (`name` is required): mark `completed`, change assignees, description, dates or project.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Hubflo from the app list.
2
Paste your key
Paste your Hubflo API key. In Hubflo open your organization settings (app.hubflo.com/organizations/), go to the Integrations panel and click Generate key if you don't have an API key yet. Copy the key and paste it here.
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 Hubflo?

The AI can read and list companies, contacts, projects, tasks, proposals, invoices, invoice lines, time entries, workspaces and team members. It can create companies, contacts, projects, tasks, notes and draft invoices, add invoice lines, comment on tasks, log time and update contacts, projects and tasks. It can also issue a draft invoice if you switch that tool on.

Does the AI see my Hubflo credentials?

No. Your Hubflo 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 with lookups only. Issuing an invoice finalizes it and cannot be undone, so it can require your approval before it runs, and so can creating or updating records. 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 Hubflo account.

Can the AI send invoices to my clients?

The AI can create a draft invoice, add lines and issue the draft. Issuing finalizes the invoice and cannot be undone, so you can switch that tool off or require approval for it. Draft invoices stay in Hubflo until you or the AI issue them.