Integration · CRM & sales

Connect Claude & ChatGPT to Aesthetix CRM

Ask your AI who is booked tomorrow, what a client last wrote, or to find a free slot and book an appointment in Aesthetix CRM. It can create and update contacts, add notes, tags and tasks, read SMS, email and chat conversations and move opportunities through your pipelines. Front desk questions get answered without switching screens.

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Try asking

“Find a free slot on Thursday afternoon and book Anna Holm for a consultation.”
The AI finds Anna by email or phone, checks open slots in the calendar and books the appointment. Depending on the calendar's settings, Anna may get a confirmation.
“Who is booked in the treatment calendar tomorrow?”
It lists the appointments in that calendar for tomorrow, with times and contacts.
“What did Sofie Lund write to us last?”
It searches conversations for Sofie and reads the newest messages in the thread.

What your AI can do

Contacts, notes and tasks

Find, create and update contacts, add or remove tags, add notes, and create, update and complete tasks.

Calendars and appointments

List calendars and events, check free slots, book appointments and change their time or status.

Conversations, forms and pipelines

Read SMS, email and chat conversations and form submissions, and create, search and update opportunities in your pipelines.

“Add a new lead: Emma Friis, [email protected], 20 30 40 50, source Instagram.”
It checks for an existing contact with that email or phone, then creates or updates the contact with the details and source.
“Mark the Holm package opportunity as won.”
It searches opportunities for the deal and sets its status to won.
“Remind me to call Emma back on Monday.”
It creates a task on Emma's contact with a Monday due date.

116 tools for Aesthetix CRM

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

add_an_external_outbound_callVisible to othersCreate a new message. Required: version, type, conversation id or conversation provider id. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Add an external outbound call.
add_contact_tagsChanges dataAdd `tags` (list of tag names) to a contact by `contact_id`. Tags can start workflows set up in HighLevel.
add_contact_to_campaignChanges dataUpdate an existing contact identified by contact id 2. API summary: Add Contact to Campaign.
add_contact_to_workflowChanges dataUpdate an existing contact identified by contact id 2. API summary: Add Contact to Workflow.
cancel_a_scheduled_messageMoves moneyCancel a schedule (message id). Financial or irreversible action; may require approval. API summary: Cancel a scheduled message.
cancel_scheduleMoves moneyCancel a schedule (email message id). Financial or irreversible action; may require approval. API summary: Cancel a scheduled email message.
complete_contact_taskVisible to othersMark a contact task done or not done by `contact_id` and `task_id` with `completed` true or false.
create_appointmentChanges dataBook an appointment for `contact_id` in `calendar_id` at `start_time` (ISO 8601) with optional `end_time`, `title` and `appointment_status`. May send confirmations to the contact, depending on the calendar's settings.
create_appointment_messageChanges dataCreate a new message for a appointment. Required: version or body. Search messages first to avoid duplicates. API summary: Create Note.
create_block_slotChanges dataCreate a new block slot. Required: version, calendar id or location id. API summary: Create Block Slot.
create_calendarChanges dataCreate a new calendar. Required: version or body. API summary: Create Calendar.
create_calendar_notificationChanges dataCreate a new notification for a calendar. Required: version or items. API summary: Create notification.
create_calendar_resourceChanges dataUpdate an existing resource identified by resource type. API summary: Create Calendar Resource.
create_companyVisible to othersCreate a new company. Required: version, location id, ids or business id. Has effects visible outside this system. API summary: Add/Remove Contacts From Business.
create_contact_create_contactChanges dataCreate a new contact. Required: version or location id. Search contacts first to avoid duplicates. API summary: Create Contact.
create_contact_followerChanges dataCreate a new follower for a contact. Required: version or followers. API summary: Add Followers.
create_contact_noteChanges dataAdd a note (`body` text) to a contact by `contact_id`.
create_contact_taskChanges dataCreate a task on a contact by `contact_id` with `title`, `due_date` (ISO 8601), `completed` (false for a new task) and optional `body` and `assigned_to` user ID.
create_contact_upsert_opportunityChanges dataCreate a new contact. Required: version, pipeline id, location id, followers, is remove all followers or followers action type. Search contacts first to avoid duplicates. API summary: Upsert Opportunity.
create_conversationChanges dataCreate a new message. Required: version, location id or contact id. Search messages first to avoid duplicates. API summary: Create Conversation.
create_custom_subtypeChanges dataCreate a new custom subtype. Required: version, location id, name, channel or language. API summary: Create Custom Subtype.
create_deal_followerChanges dataCreate a new follower for a deal. Required: version or followers. API summary: Add Followers.
create_groupChanges dataCreate a new group. Required: version, location id, name, description or slug. API summary: Create Calendar Group.
create_initiateChanges dataCreate a new initiate. Required: version, location id, conversation id, filename, content type or channel. API summary: Initiate file upload to GCS.
create_messageVisible to othersCreate a new message. Required: version, type, conversation id, contact id or conversation provider id. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Add an inbound message.
create_opportunityChanges dataCreate an opportunity for `contact_id` with `name`, `pipeline_id`, `pipeline_stage_id`, `status` (open) and optional `monetary_value`. Get pipeline and stage IDs from list_pipelines.
create_scheduleChanges dataCreate a new schedule. Required: version, timezone, location id, name or user id. Search schedules first to avoid duplicates. API summary: Create user availability schedule.
create_typingChanges dataCreate a new typing. Required: version, location id, is typing, visitor id or conversation id. API summary: Agent/Ai-Bot is typing a message indicator for live chat.
create_userChanges dataCreate a new user. Required: version, location id, contact id, email or subscription action. API summary: User Subscription Change.
delete_appointment_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete Note.
delete_calendarDeletesPermanently delete a calendar by calendar id. Destructive action; may require approval. API summary: Delete Calendar.
delete_calendar_notificationDeletesPermanently delete a notification by notification id. Destructive action; may require approval. API summary: Delete Notification.
delete_campaigns_allMoves moneyPermanently delete a campaign by contact id. Financial or irreversible action; may require approval. API summary: Remove Contact From Every Campaign.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete Contact.
delete_contact_followersMoves moneyPermanently delete a follower by contact id. Financial or irreversible action; may require approval. API summary: Remove Followers.
delete_contact_from_workflowDeletesPermanently delete a contact by contact id 2. Destructive action; may require approval. API summary: Delete Contact from Workflow.
delete_contact_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete Note.
delete_contact_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete Task.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Delete Opportunity.
delete_deal_followersMoves moneyPermanently delete a follower by opportunity id. Financial or irreversible action; may require approval. API summary: Remove Followers.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Delete Event.
delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete Group.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete Conversation.
delete_resourceDeletesPermanently delete a resource by resource id. Destructive action; may require approval. API summary: Delete Calendar Resource.
delete_scheduleDeletesPermanently delete a schedule by schedule id. Destructive action; may require approval. API summary: Delete user availability schedule.
delete_schedule_associationDeletesPermanently delete a association by calendar id. Destructive action; may require approval. API summary: Remove user availability schedule from a calendar.
download_transcriptionDownload the document for a transcription. API summary: Download transcription by Message ID.
export_messagesExport messages. Results are paginated. API summary: Export messages by location ID.
find_contact_by_email_or_phoneFind an existing contact by exact `email` or phone `number`. Use before creating a contact to avoid duplicates.
get_appointmentGet one appointment by `event_id`.
get_calendarGet one calendar by calendar id. API summary: Get Calendar.
get_calendar_notificationGet one notification for a calendar by notification id. API summary: Get notification.
get_companyGet one company by company id. Results are paginated. API summary: Get Contacts By BusinessId.
get_contactGet one contact by `contact_id`, with name, email, phone, tags, custom fields and owner.
get_contact_messageGet one message for a contact by message id. API summary: Get Note.
get_contact_taskGet one task for a contact by task id. API summary: Get Task.
get_email_by_idGet one message by message id. API summary: Get email by Id.
get_free_slotsGet open booking slots for `calendar_id` between `start_date` and `end_date` (epoch milliseconds), optionally in a `timezone`.
get_group_statusChanges dataGet the current status of a group by group id. API summary: Disable Group.
get_messageGet one message by message id. API summary: Get Conversation.
get_message_by_message_idGet one message by message id. API summary: Get message by message id.
get_message_statusVisible to othersGet the current status of a message by message id. Has effects visible outside this system. API summary: Update message status.
get_opportunityGet one opportunity by `deal_id`, with pipeline stage, value, status and contact.
get_resourceGet one resource by resource id. API summary: Get Calendar Resource.
get_scheduleGet one schedule by schedule id. API summary: Get user availability schedule.
get_transcription_by_message_idList messages for a message. API summary: Get transcription by Message ID.
get_unsubscription_statusGet the current status of a unsubscription. API summary: Get Contact Unsubscription Status.
list_appointment_messagesList messages for a appointment. Results are paginated. API summary: Get Notes.
list_blocked_slotsList blocked slots. Optional filters: location id, user id, calendar id, group id, start time or end time. API summary: Get Blocked Slots.
list_calendar_eventsList appointments between `start_time` and `end_time` (epoch milliseconds), filtered by `calendar_id`, `user_id` or `group_id` (one is needed).
list_calendar_notificationsList notifications for a calendar. Optional filters: is active or deleted. Results are paginated. API summary: Get notifications.
list_calendar_resourcesGet one resource by resource type. Results are paginated. API summary: List Calendar Resources.
list_calendarsList booking calendars with their IDs.
list_contact_appointmentsList a contact's appointments 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 in one conversation by `conversation_id`, newest first.
list_custom_subtypesList custom subtypes. Optional filters: location id. API summary: Get All Custom Subtypes.
list_form_submissionsList form submissions, optionally by `form_id`, search text `q` and date range `start_at` / `end_at` (YYYY-MM-DD).
list_formsList the sub-account's forms with their IDs.
list_groupsList groups. Optional filters: location id. API summary: Get Groups.
list_location_recordingsList recordings for a location. API summary: Get Recording by Message ID.
list_pipelinesList sales pipelines with their stages and IDs.
remove_contact_from_campaignDeletesPermanently delete a contact by contact id 2. Destructive action; may require approval. API summary: Remove Contact From Campaign.
remove_contact_tagsMoves moneyRemove the listed `tags` from a contact by `contact_id`.
search_contactsChanges dataSearch contacts. Use this to find existing contacts before creating a new contact.
search_conversationsSearch conversations (SMS, email, chat threads) by `query`, `contact_id`, `status` (e.g. unread) or `assigned_to`. Returns conversation IDs for list_conversation_messages.
search_lost_reasonsSearch lost reasons by location id, name, deleted, query or get count. Use this to find existing lost reasons before creating a new lost reason. Results are paginated. API summary: Get lost reason.
search_opportunitiesSearch opportunities by text `q`, `pipeline_id`, `pipeline_stage_id`, `status` (open, won, lost, abandoned), `contact_id` or `assigned_to`.
search_opportunities_2Changes dataSearch deals. Use this to find existing deals before creating a new deal. API summary: Search Opportunities.
search_schedulesSearch schedules by location id, user id or calendar id. Use this to find existing schedules before creating a new schedule. Results are paginated. API summary: List user availability schedule.
send_a_review_reply_to_google_my_businessVisible to othersSend a message. Has effects visible outside this system. API summary: Send a review reply to Google My Business.
send_messageVisible to othersSend a message. Has effects visible outside this system. API summary: Send a new message.
set_opportunity_statusChanges dataSet an opportunity's `status` (open, won, lost, abandoned) by `opportunity_id`; optional `lost_reason_id` when lost.
submit_documentVisible to othersComplete a document. Has effects visible outside this system. API summary: Complete file upload.
submit_group_slugVisible to othersValidate a group. Has effects visible outside this system. API summary: Validate group slug.
update_appointmentChanges dataChange an appointment by `event_id`: time, title, status (e.g. cancelled, showed, noshow) or assigned user.
update_appointment_messageChanges dataUpdate an existing message identified by message id. API summary: Update Note.
update_block_slotChanges dataUpdate an existing block slot identified by event id. API summary: Update Block Slot.
update_calendarChanges dataUpdate an existing calendar identified by calendar id. API summary: Update Calendar.
update_calendar_notificationChanges dataUpdate an existing notification identified by notification id. API summary: Update notification.
update_contactChanges dataUpdate a contact by `contact_id` (name, email, phone, address, owner `assigned_to`, custom fields). Passing `tags` replaces all existing tags; use add_contact_tags to add.
update_contact_messageChanges dataUpdate an existing message identified by message id. API summary: Update Note.
update_contact_taskChanges dataChange a contact task by `contact_id` and `task_id`: title, body, due date or assignee.
update_custom_subtypeChanges dataUpdate an existing custom subtype identified by custom subtype id. API summary: Update Custom Subtype.
update_groupChanges dataUpdate an existing group identified by group id. API summary: Update Group.
update_messageChanges dataUpdate an existing message identified by message id. API summary: Update Conversation.
update_message_documentsDeletesUpdate an existing document identified by message id. Destructive action; may require approval. API summary: Add message attachments.
update_opportunityChanges dataUpdate an opportunity by `deal_id`: name, stage (`pipeline_stage_id`), value, status or owner.
update_resourceChanges dataUpdate an existing resource identified by resource id. API summary: Update Calendar Resource.
update_scheduleChanges dataUpdate an existing schedule identified by schedule id. API summary: Update user availability schedule.
update_schedule_associationChanges dataUpdate an existing association identified by calendar id. API summary: Apply user availability schedule to a calendar.
update_updateVisible to othersUpdate an existing update identified by type. Has effects visible outside this system. API summary: Update Contacts Tags.
upload_form_custom_filesChanges dataUpload a form. API summary: Upload files to custom fields.
upload_messageChanges dataUpload a message. API summary: Upload file attachments.
upsert_contactChanges dataCreate a contact, or update the matching contact if one with the same email or phone exists. Pass `first_name`, `last_name`, `email`, `phone`, `tags`, `source` and more.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Aesthetix CRM from the app list.
2
Paste your key
Paste a Private Integration token and your Location (sub-account) ID. Aesthetix CRM runs on HighLevel: in your sub-account open Settings > Private Integrations (enable it under Labs if it is missing), create a new integration, tick the scopes you need and copy the token. The Location ID is under Settings > Business Profile, or 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 Aesthetix CRM?

The AI can find and read contacts, notes, tasks, appointments, calendars, free slots, conversations, forms, form submissions, pipelines and opportunities. It can create and update contacts, add and remove tags, add notes, create and complete tasks, book and change appointments, and create and update opportunities.

Does the AI see my Aesthetix CRM token?

No. Your Private Integration token 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. Booking an appointment can send a confirmation to the client, and adding tags can start workflows, so those tools 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 HeyMyApps 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?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Aesthetix CRM account.

Why does Aesthetix CRM need a token and a Location ID?

Aesthetix CRM runs on HighLevel, where each business is a sub-account called a location. The Private Integration token gives access with the scopes you ticked, and the Location ID tells HeyMyApps which sub-account to work in. Tick only the scopes you want the AI to use.