Connect Claude Cowork to LotsCRM
Ask Claude Cowork to add leads, log your conversations, move deals and line up follow-ups in LotsCRM. Add LotsCRM to Claude Cowork as a remote MCP server and sign in once.
LotsCRM MCP server URL
https://api.lotscrm.com/mcpOr let Claude Cowork guide the setup: send it this prompt
Read https://lotscrm.com/skill.md and help me connect LotsCRM for you.What Claude Cowork can do with LotsCRM
Once connected, Claude Cowork 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
- Claude Desktop with Cowork available
- Permission to add a custom remote connector
- A LotsCRM account. You can create one during sign-in.
Connect Claude Cowork to LotsCRM
Add a custom connector
In Claude, open Customize → Connectors → + Add → Add custom connector. Name it LotsCRM and use this URL.
https://api.lotscrm.com/mcpSign in
Complete the LotsCRM sign-in and enable the connector in your Cowork task.
Check the tools
Ask your agent “List my LotsCRM workspaces” before asking it to change anything.
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 are not available
- Check that LotsCRM is enabled for this session and authentication has completed. Reload the connection or start a new session to refresh its tools.
Steps checked on 1 October 2026 against Claude: custom remote connectors.
Pricing
Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate.
Claude Cowork and LotsCRM: questions
How do I connect Claude Cowork to LotsCRM?
Follow the Claude Cowork setup above to add https://api.lotscrm.com/mcp. Complete sign-in using the authentication method shown. Then ask “List my LotsCRM workspaces”.
Does Cowork keep LotsCRM connected between tasks?
Once LotsCRM is added as a custom connector and signed in, enable it for each Cowork task that needs it. Start a new session if its tools do not appear.
Do I need an API key to use LotsCRM with Claude Cowork?
No. Claude Cowork 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 are not available
Check that LotsCRM is enabled for this session and authentication has completed. Reload the connection or start a new session to refresh its tools.
