Skip to main content
Connect-CRM speaks the Model Context Protocol (MCP) — an open standard that lets AI assistants securely connect to the tools and data you already use. Connect your AI client once, and it can look up your Objects, search Records, and (with your permission) create and update them on your behalf — all without leaving the chat.

​
What you can do

Once connected, you can ask your AI assistant things like:
  • “How many open deals do we have in the pipeline?”
  • “Find the contact for Acme Corp and show me their details.”
  • “Add a new person: Jane Doe, jane@example.com, marked as a lead.”
  • “Update the Acme deal stage to Negotiation.”
The assistant uses a small set of tools to answer — reading and writing the same Records you see in the app, scoped to a single Workspace.

​
Supported clients

Any MCP-capable client works. The most common are:
  • Claude (Claude Desktop and the web app)
  • Cursor
If your client supports adding a remote MCP server (sometimes called a “connector” or “custom integration”) by URL, it can connect to Connect-CRM.

​
Before you start

Connecting an AI client requires a Connect-CRM plan that includes API access. On a Free or lapsed plan the connection is refused. See Billing to review or upgrade your plan.
You’ll also choose which Workspace the assistant can access during sign-in. A connection is always scoped to exactly one Workspace — if you work across several, you connect (and approve) each one separately.

​
How it’s kept safe

  • You sign in and approve the connection through Connect-CRM’s normal sign-in screen — your AI client never sees your password.
  • Access is scoped to one Workspace that you pick during sign-in.
  • You can grant read-only or read-and-write access, and the assistant can never delete Records.
  • You can revoke a connection at any time from Connected AI clients in your settings.

Connect a client

Step-by-step: connect Claude or Cursor to your Workspace.

What your assistant can do

The tools your AI assistant uses, and read vs. write access.

Manage connections

Review and revoke connected AI clients.

Developer reference

Wiring a custom MCP client: endpoint, OAuth, scopes, and tool schemas.