Connect Claude to LotsCRM
Ask Claude to add leads, log your conversations, move deals and line up follow-ups in LotsCRM. Add LotsCRM to Claude as a remote MCP server and sign in once.
LotsCRM MCP server URL
https://api.lotscrm.com/mcpOr let Claude guide the setup: send it this prompt
Read https://lotscrm.com/skill.md and help me connect LotsCRM for you.What Claude can do with LotsCRM
Once connected, Claude can:
- Add and update contacts and companies, and import up to 100 prospects at a time.
- Create deals on your pipelines and move them between stages, with a reason when one is lost.
- Log calls, meetings, emails, messages and notes after they happen.
- Set, reschedule and complete follow-ups, and see what is due or overdue.
- Search contacts, companies and deals, and read the CRM briefing, a pre-call deal brief or a pipeline summary.
- Draft a follow-up from your CRM history, then log it once you send it with the tools you already use.
The LotsCRM dashboard does the whole job too: contacts, companies, the pipeline, follow-ups in your Today view and team access. Your agent for speed, the dashboard for control.
You need
- Any Claude plan: Free, Pro, Max, Team or Enterprise
- On Team and Enterprise, an owner adds it once under Organization settings, then Connectors (Add, then Custom, then Web), and each member connects it from Customize, then Connectors
- A LotsCRM account. You can create one during sign-in.
Connect Claude to LotsCRM
Open Connectors
In Claude, go to Customize, then Connectors. Select + Add and choose Add custom connector.
Add LotsCRM
Name it LotsCRM, paste the server URL and select Continue. Keep the sign-in settings Claude detects, select Continue again, then select Add.
https://api.lotscrm.com/mcpSign in to LotsCRM
A LotsCRM sign-in opens in your browser. Sign in with your email. New users can create an account during this step.
What to ask next
- “Add these 20 people from today’s event and tag them “Oct meetup”.”
- “Log my call with Priya and move her deal to Proposal.”
- “What follow-ups are due today?”
- “Brief me on the Acme deal before my call.”
If something goes wrong
- LotsCRM tools do not appear in a chat
- Select the + button at the lower left of the chat, open Connectors and switch LotsCRM on for that conversation.
- New tools are missing after an update
- Disconnect and reconnect the connector so Claude reloads the tool list.
Steps checked on 13 October 2026 against Claude: custom connectors.
Pricing
Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate.
Claude and LotsCRM: questions
How do I connect Claude to LotsCRM?
Follow the Claude setup above to add https://api.lotscrm.com/mcp. Complete sign-in using the authentication method shown. Then ask “List my LotsCRM workspaces”.
Is LotsCRM in Claude’s connector directory?
Add LotsCRM as a custom connector: in Claude, go to Customize, then Connectors, select + Add and choose Add custom connector. Paste the MCP URL and sign in to your LotsCRM account.
Do I need an API key to use LotsCRM with Claude?
No. Claude signs in to LotsCRM in your browser. API keys are for the REST API, for scripts and your own apps.
What does LotsCRM cost?
Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate.
Does LotsCRM send emails or messages?
LotsCRM is the record of your sales work. Your agent drafts and sends messages with the tools you already use, then logs each one in LotsCRM, so every conversation sits on the right contact and deal. Follow-ups you schedule appear in your Today view.
What can my agent do in my workspace?
Your agent acts as you, so it can do exactly what your workspace role allows. Owners can do everything and viewers can only read.
Can my agent delete CRM records?
Your agent archives contacts, companies and deals. Archiving is recoverable and keeps the history, and there is no hard delete through MCP.
Can one agent work across several clients?
Yes. Each workspace is a separate sales book, one per business or client. Your agent lists your workspaces, picks the one you mean and keeps its records apart from the others.
LotsCRM tools do not appear in a chat
Select the + button at the lower left of the chat, open Connectors and switch LotsCRM on for that conversation.
New tools are missing after an update
Disconnect and reconnect the connector so Claude reloads the tool list.
