Integration · Projects & tasks

Connect Claude & ChatGPT to Yoobi

Ask your AI how many hours were logged on a project this month, who has leave left, or to register time in Yoobi. It can search and create customers, contact persons and projects, log hours and costs, submit leave requests and expense claims, and read planning, sales invoices and CRM tasks. Everyday admin questions get answered without opening each module.

Connect Yoobi free

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

Try asking

“Log 3 hours on project WEB-204, activity Design, for yesterday.”
The AI registers the time entry with date, project, activity and employee.
“Which hours were registered on project WEB-204 in September?”
It lists the time and cost registrations for that month and project.
“How much leave does Sofie have left this year?”
It finds Sofie's employee record and shows her remaining leave balance.

What your AI can do

Hours and planning

Log time, cost and quantity registrations, list registrations per month, and read scheduled hours per employee.

Customers and projects

Search, create and update customers and projects, add contact persons, and see a customer's CRM sales and tasks.

Leave, expenses and invoices

Submit leave requests and expense claims, check leave balances, and search sales invoices by state.

“Which invoices from August are not paid yet?”
It searches August's sales invoices by state and lists the ones not marked as paid.
“Create customer Bakker BV and add Jan de Vries as contact person.”
It checks that the customer does not exist yet, creates it, and adds the contact person linked to its customer code.
“Which of my CRM tasks are overdue?”
It searches open CRM tasks assigned to you that are past their deadline.

26 tools for Yoobi

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

create_contact_personChanges dataCreate a contact person: `email`, `gender`, `firstname`, `lastname`, and link it to a customer with `customer_code` or `customer_id`.
create_customerChanges dataCreate a customer with name, code, email, phone, addresses, VAT and Chamber of Commerce (KvK) numbers. Search first to avoid duplicates.
create_expenseChanges dataCreate an expense claim for an employee: `amount_inc` (amount including VAT), date, category, VAT lines, payment method and optional receipt attachments.
create_leave_requestChanges dataSubmit a leave request for an employee: `start_date`, `end_date`, `leave_type_id` and optional hours per day and description.
create_projectChanges dataCreate a project with name, code, customer, dates, budget, activities and project roles.
find_employee_by_emailVisible to othersFind an employee by their `email` address.
get_customerGet one customer by `customercode`, with addresses, contact persons and account managers.
get_employeeGet one employee by `employee_number`.
get_invoiceGet one sales invoice by `invoice_number`.
get_projectGet one project by `project_code`.
list_customer_salesList the CRM sales (opportunities) of a customer (`customer_id`), optionally filtered by `term`.
list_leave_balancesShow employees' remaining leave balances for a year, optionally for one employee.
list_planningList the scheduled hours (planning) for a `year` and optional `month`, optionally for one employee.
list_registrationsList time and cost registrations (declarations) for a `year` and `month`, optionally per employee, project or day.
log_registrationVisible to othersRegister hours, costs or quantities: `date` (dd-MM-yyyy), `type` (time, cost or number), the amount, the project and activity, and the employee. Use for writing time entries.
save_crm_taskChanges dataCreate a CRM task, or update one by passing `crm_task_id`. Set subject, description, customer, assignee (`username`), task type, priority, planned date and deadline (dd-mm-yyyy).
search_contact_personsSearch contact persons by name, customer name or code, or keyword.
search_crm_tasksSearch CRM tasks by status (open, finished, cancelled), customer, assignee, task type, date range or overdue.
search_customersSearch customers (relations) by `name` or `term`, `status` or category, with paging. Use this to find a customer code.
search_employeesList employees by status (active, inactive, all), with paging.
search_expensesSearch expense claims for a `year` (and optional `month`) by state or employee.
search_invoicesSearch sales invoices for a `year` (and optional `month`) by state, such as approved, sent or paid, and invoice type.
search_leave_requestsSearch leave requests for a `year`, by state (applied, approved, rejected) or employee.
search_projectsSearch projects by `term`, `status` (active, closed, all) or customer, optionally including activities, budget and roles.
update_customerChanges dataUpdate a customer by `customercode`; only the fields you pass change.
update_projectChanges dataUpdate a project by `project_code`; only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Yoobi from the app list.
2
Paste your key
Paste the client ID and client secret of a Yoobi external link. Your Yoobi subscription needs the API module. In Yoobi, go to Administration › Integrations › Yoobi external links, add a link with the + button and name it. Copy the client_id and client_secret from the External link data tab, and grant the permissions you need on the API rights tab.
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 Yoobi?

The AI can search and read customers, contact persons, projects, employees, time and cost registrations, planning, leave requests and balances, expense claims, sales invoices, CRM sales and CRM tasks. It can create and update customers and projects, add contact persons, log registrations, submit leave requests and expense claims, and create or update CRM tasks.

Does the AI see my Yoobi credentials?

No. Your Yoobi client ID and client secret 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 read-only. Logging hours, submitting leave requests and creating expense claims write to your Yoobi administration, and these actions can require your approval before they run. The permissions you grant on the API rights tab in Yoobi also limit what the connection can reach. 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?

Yoobi 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 Yoobi subscription with the API module.

What do I need in Yoobi to connect?

Your Yoobi subscription needs the API module. You then create an external link under Administration › Integrations › Yoobi external links, copy its client_id and client_secret, and choose on the API rights tab what the link may access. You paste the client ID and client secret into PipMCP.