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.

49 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_affiliateChanges dataCreate a new affiliate. Required: email, first name or last name. Search affiliates first to avoid duplicates. API summary: Create affiliate POST /api/v1/integrations/affiliates.
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_backfillDeletesCreate a new backfill. Destructive action; may require approval. API summary: Backfill webhook deliveries for recent events (admin only).
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_message_pinChanges dataCreate a new pin for a message. API summary: Pin a client note. Idempotent (re-pin is a 204 no-op that does not refresh PinnedDateUtc).
create_message_pin_postChanges dataCreate a new pin for a message. API summary: Pin a note on a lead. Convenience alias for POST /api/v1/integrations/clients/{clientId}/notes/{noteId}/pin -- accepts a lead id, which live….
create_subscriptionDeletesCreate a new subscription. Destructive action; may require approval. API summary: Create a new webhook subscription.
create_subscription_testDeletesCreate a new test for a subscription. Destructive action; may require approval. API summary: Test a webhook subscription by sending a test payload.
create_taskChanges dataCreate a task with a `title`, `notes`, `due_date`, optional `client_id` and the employee it is assigned to.
create_testChanges dataCreate a new test. API summary: Create a test event (admin only).
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Soft-delete a client. Sets IsValidClient=0, drops pending email / campaign / future appointments / open reminders, and deactivates invoices….
delete_leadDeletesPermanently delete a lead by client id. Destructive action; may require approval. API summary: Soft-delete a lead. Same IsValidClient=0 convention used for clients; cleanup is lighter (no invoice / calendar deactivation -- leads typica….
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a client note. Hard-delete (matches CRM/UI behavior -- [dbo].[ClientNote] has no soft-delete column).
delete_message_pinsMoves moneyPermanently delete a pin by note id. Financial or irreversible action; may require approval. API summary: Unpin a client note. Idempotent (re-unpin is a 204 no-op). DELETE /api/v1/integrations/clients/{clientId}/notes/{noteId}/pin.
delete_message_pins_deleteMoves moneyPermanently delete a pin by note id. Financial or irreversible action; may require approval. API summary: Unpin a note on a lead. Convenience alias for DELETE /api/v1/integrations/clients/{clientId}/notes/{noteId}/pin.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete a webhook subscription.
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_eventGet one event by event id. API summary: Get a specific event by ID.
get_subscriptionGet one subscription by subscription id. API summary: Get a specific webhook subscription by 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.
list_eventsList events. Optional filters: types. Results are paginated. API summary: List events with cursor-based pagination.
list_samplesList samples. Optional filters: type. Results are paginated. API summary: Get sample event envelope(s) for a specific event type.
list_subscription_samplesList samples for a subscription. Optional filters: event type. API summary: Get a sample webhook payload for a specific event type.
list_subscriptionsList subscriptions. API summary: List all webhook subscriptions for the authenticated company.
list_template_agreementsList template agreements. API summary: Get template agreements lookup. Powers the agreementid dropdown for the Create Client integration action.
list_typesList types. API summary: Get list of all supported event types.
search_affiliatesSearch affiliates by code, email, external id or provider. Use this to find existing affiliates before creating a new affiliate. API summary: Search affiliates by code, email, or externalid GET /api/v1/integrations/affiliates/search?code=&email=&externalid=&provider=zapier.
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_customersSearch customers by email, phone, external id or provider. Use this to find existing customers before creating a new customer. API summary: Search for clients by email, phone, or externalid Exactly ONE identifier must be provided.
search_employeesSearch employees by email, external id or provider. Use this to find existing employees before creating a new employee. API summary: Search employees by email or externalid GET /api/v1/integrations/employees/search?email=&externalid=&provider=zapier.
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_affiliateChanges dataUpdate an existing affiliate identified by employee id. API summary: Update affiliate PUT /api/v1/integrations/affiliates/{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_subscriptionDeletesUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update an existing webhook subscription.
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 HeyMyApps 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 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 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 HeyMyApps. The key is shown only once, so copy it before you close the dialog.