Integration · CRM & sales

Connect Claude & ChatGPT to WhiteLabelCRO

Ask your AI to find a credit repair client, log a note after a call, or list the tasks due today in WhiteLabelCRO. It can create and update clients and leads, change their status, book appointments, and create, assign and complete tasks. It can also look up invoices, employees and affiliates, so routine CRM work gets done from a chat.

Connect WhiteLabelCRO free

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

Try asking

“Find the client Maria Lopez and add a note that she sent her new bureau letters.”
The AI searches clients by name, then adds the note to her record. It can pin the note if you ask.
“Which tasks are due today for Sarah?”
It finds Sarah in your employee list and lists her tasks due today.
“Add a new lead: James Carter, [email protected], referred by our affiliate Dan.”
It creates the lead with name, email and referral, and can assign the affiliate from your affiliate list.

What your AI can do

Clients and leads

Search and look up clients and leads by name, email, phone or ID, create and update them, change their status, and add notes.

Tasks and appointments

Create, update, assign and complete tasks, search tasks by client, employee or due date, and book and look up appointments.

Team and invoices

List employees, affiliates and client statuses, and look up an invoice by its ID.

“Move client 3181 to Active and note that the agreement is signed.”
It checks your client statuses and changes the status with a status note.
“Book a 30-minute review call with client 3181 next Tuesday at 15:00 UTC.”
It creates the appointment with start time, duration and title on the client's record.
“Create a task for Mike to follow up with client 2944 on Friday.”
It creates the task with title, notes, due date and client, assigned to Mike.

23 tools for WhiteLabelCRO

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

add_client_noteChanges dataAdd a note to a client's record by `client_id` with the note `text`; optionally pin it or make it visible to the affiliate.
add_lead_noteChanges dataAdd a note to a lead's record by `client_id` with the note `text`; optionally pin it.
create_appointmentChanges dataBook an appointment for a client by `client_id` with a start time in `starts_utc`, `duration_minutes`, and optional title, location and notes.
create_clientChanges dataCreate a new credit repair client with `first_name`, `last_name`, `email` and optional phone, address, status, assigned `employee_id`, `affiliate_id` and enroll date.
create_leadChanges dataCreate a new lead with `first_name`, `last_name`, `email` and optional phone, address, `referred_by` and tags.
create_taskChanges dataCreate a task with a `title`, `notes`, `due_date`, optional `client_id` and the employee it is assigned to.
delete_taskDeletesPermanently delete a task by `task_id`. This cannot be undone.
find_appointmentLook up appointments by `client_id` or `appointment_id`.
find_clientLook up one client by `client_id`, `email`, `phone` or `external_id` and get their full record.
find_invoiceLook up an invoice by `invoice_id`, `invoice_guid` or `external_id`.
find_leadLook up a lead by `client_id`, `email`, `phone` or `external_id`.
get_taskGet one task by `task_id`, including title, notes, due date, assignee and status.
list_affiliatesList the affiliates (referral partners) in your account with their IDs.
list_client_statusesList the client statuses defined in your account, with IDs and names.
list_employeesList the employees in your account with their IDs, for assigning clients and tasks.
search_clientsSearch clients by free text in `q` (name, email and similar) and get matching client IDs. Use this first to find a client.
search_tasksSearch tasks, filtered by `client_id`, `assigned_to_employee_id`, due date (`due_on_date` with `due_operator`) or whether they belong to leads. Pages with `page` and `limit`.
set_client_statusChanges dataChange a client's status by `client_id`, giving `new_status` or `new_status_id` and an optional `status_note`. Use list_client_statuses for valid values.
set_lead_statusChanges dataChange a lead's status by `client_id`, giving `new_status` or `new_status_id` and an optional `status_note`.
set_task_statusChanges dataChange a task's `status` (for example mark it complete) by `task_id`.
update_clientChanges dataUpdate a client's contact details, address, assigned employee or affiliate by `customer_id`. Only the fields you pass change.
update_leadChanges dataUpdate a lead's contact details, address, assigned employee or affiliate by `client_id`. Only the fields you pass change.
update_taskChanges dataUpdate a task's title, notes, due date, client or assignee by `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose WhiteLabelCRO from the app list.
2
Paste your key
Paste your WhiteLabelCRO API key. In the CRM admin portal, go to Settings > Integrations > API Keys, click Create New Key and select the scopes you need. Copy the key (it starts with wlcro_live_) right away, because it is shown only once.
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 WhiteLabelCRO?

It can search and look up clients, leads, tasks, appointments and invoices, and list employees, affiliates and client statuses. It can create and update clients and leads, change their status, add notes, book appointments, and create, update, complete and delete tasks.

Does the AI see my WhiteLabelCRO credentials?

No. Your WhiteLabelCRO API key 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. Deleting a task is permanent and can require your approval before it runs, as can status changes and new 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 WhiteLabelCRO account.

Which scopes should my WhiteLabelCRO API key have?

When you create the key under Settings > Integrations > API Keys, you choose its scopes, such as integrations:read and integrations:write. A key with only read scopes limits what any call can do, on top of the tools you switch on in PipMCP. The key is shown only once, so copy it before you close the dialog.