Integration · CRM & sales

Connect Claude & ChatGPT to TidyHQ

Ask your AI whose membership has expired, who is coming to an event, or to add a new member to your club in TidyHQ. It can search and update contacts, sign people up to membership levels, change subscription periods, read events and attendee tickets, and look up invoices and groups. Club admin gets done from the chat.

Connect TidyHQ free

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

Try asking

“Is Peter Hansen's membership still active?”
The AI finds Peter's contact, lists his memberships and checks the subscription periods.
“Sign up Anna Berg, [email protected], to the Junior membership and send her an invoice.”
It finds the membership level, signs Anna up with payment type invoice and sends the invoice email if you ask it to.
“Who has unpaid tickets for Saturday's tournament?”
It finds the event and lists attendee tickets filtered to unpaid.

What your AI can do

Contacts and groups

Search, create and update contacts, add notes, and look up contact groups.

Memberships

List membership levels and memberships, sign people up and change subscription dates or state.

Events and invoices

Read events, ticket types and attendee tickets, and list invoices with their line items.

“Which invoices are still unpaid?”
It lists invoices filtered by status, with amounts, and can read the line items on any of them.
“Update Peter's phone number to 555 0199 and note that he prefers email.”
It updates the contact's phone number and adds the note to his contact.
“Extend Anna's membership to the end of the year.”
It finds her membership subscription and changes its end date.

24 tools for TidyHQ

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 with `text` to a contact by `contact_id`.
create_contactChanges dataCreate a contact; put the fields (e.g. first_name, last_name, email_address, phone_number, address1, city, birthday) in `body`. Search first to avoid duplicates.
create_membershipChanges dataSign someone up to a membership level (`membership_level_id`): set `member` (an existing contact_id or name and email), `payment_type` (paid, invoice or pay_now) and optional dates. `send_invoice_mail` and `send_welcome_mail` email the member.
get_contactGet one contact by `contact_id`.
get_eventGet one event by `event_id`.
get_groupGet one contact group by `group_id`.
get_invoiceGet one invoice by `invoice_id`, with its line items and amounts.
get_membershipGet one membership by `membership_id`.
get_membership_levelGet one membership level; pass the membership level's ID as `subscription_id`.
get_my_contactGet the contact record of the connected TidyHQ user.
get_organisationGet the connected organisation's details.
list_contact_membershipsList a contact's memberships by `contact_id`.
list_contact_ticketsList the event tickets a contact holds by `contact_id`, optionally for one `event_id`.
list_event_attendee_ticketsList the tickets issued to attendees of an event by `event_id`, filtered by `status` (activated, pending, cancelled) or `payment` (paid, unpaid).
list_event_ticketsList the ticket types for an event by `event_id`.
list_eventsList events, paginated with `limit` and `cursor`, optionally filtered by update date.
list_invoicesList invoices, filtered by `status` or update date. Paginated with `limit` and `offset`.
list_membership_levelsList the membership levels the organisation offers.
list_membership_subscriptionsList the subscription periods of a membership by `membership_id`, optionally only `active` ones.
list_membershipsList memberships, optionally only `active` ones or those updated in a date range. Paginated with `limit` and `offset`.
search_contactsSearch contacts by name or email in `search_terms`, or filter by exact first/last name, email, phone, kind or company. Set `all` to include inactive contacts. Paginated with `limit` and `offset`.
search_groupsSearch contact groups by `search_terms`. Paginated with `limit` and `offset`.
update_contactChanges dataUpdate a contact by `contact_id`; put only the fields to change in `body`.
update_membership_subscriptionChanges dataChange a membership subscription's `start_date`, `end_date` or `state` (active, partial, expired, cancelled), by `membership_id` and `subscription_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose TidyHQ from the app list.
2
Paste your key
Create your own TidyHQ application, paste its Client ID and Client secret, then sign in with TidyHQ once. Sign in at dev.tidyhq.com and open Applications. Create a new application and set its redirect URI to https://pipmcp.com/oauth/callback. When TidyHQ asks during sign-in, pick your organisation.
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 TidyHQ?

The AI can search and read contacts, groups, memberships, membership levels, events, event tickets, invoices and your organisation details. It can create and update contacts, add contact notes, sign people up to a membership level and change a subscription's dates or state.

Does the AI see my TidyHQ credentials?

No. Your Client ID, Client secret and sign-in tokens 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. Signing someone up can send invoice and welcome emails to the member, and cancelling a subscription changes their membership, 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?

TidyHQ connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own TidyHQ account.

Why do I create my own TidyHQ application?

TidyHQ connects through OAuth, so PipMCP uses an application that you own. You create it at dev.tidyhq.com with the redirect URI https://pipmcp.com/oauth/callback, paste its Client ID and Client secret, and sign in once. You then pick which organisation the AI works in.