Connect CRM to Claude Desktop

Generate an MCP key and connect the Hyperleap CRM MCP to Claude Desktop for AI-powered access to your leads, pipeline, and conversations.

What is the CRM MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external data sources. The Hyperleap CRM MCP gives AI assistants like Claude read-only access to your CRM data — leads, pipeline stages, conversations, notes, and AI-extracted insights.

Once connected, you can ask Claude questions about your CRM in natural language:

  • "Show me my CRM dashboard"
  • "How many new leads did I get this week?"
  • "Tell me everything about this lead"
  • "What did this lead ask about in their conversations?"
Tip:
The CRM MCP provides read-only access. Claude can view your CRM data but cannot create, update, or delete any records.

Prerequisites

  • Hyperleap account — with CRM data (leads captured through your chatbots)
  • Claude Desktop — the desktop app installed on your computer
  • Organization admin access — you need access to Organization Settings in Hyperleap Studio to generate MCP keys

Step 1: Generate an MCP Key

MCP keys authenticate your AI assistant with your Hyperleap CRM. Each key provides read-only access to your organization's CRM data.

1

Open Organization Settings

Click your profile avatar in the top-right corner and select "Organization Settings" from the dropdown menu.

Profile dropdown menu with Organization Settings highlighted
Open Organization Settings from the profile menu
2

Navigate to CRM MCP Keys

In the left sidebar, click "CRM MCP Keys". This page shows all your existing MCP keys and lets you create new ones.

Organization Settings page with CRM MCP Keys tab selected in sidebar
The CRM MCP Keys page lists all your keys
3

Create a New Key

Click the "+ Create MCP Key" button.

CRM MCP Keys page with Create MCP Key button highlighted
Click the green Create MCP Key button
4

Name Your Key

Enter a descriptive name for the key (e.g., "Claude Desktop" or "My Workspace") and click "Create".

Create MCP Key dialog with name field and Create button
Give your key a descriptive name
5

Copy Your Key

Your MCP key is displayed. Click the copy icon to copy it to your clipboard.

Note:
The key is only shown once. Copy it now and store it securely. If you lose it, you'll need to create a new key.
Generated MCP key with copy button and one-time display warning
Copy your MCP key immediately — it won't be shown again

Step 2: Add the Connector in Claude Desktop

Now add Hyperleap as a custom connector in Claude Desktop.

1

Open the Customize Menu

In Claude Desktop, click the sidebar menu and select "Customize".

Claude Desktop sidebar with Customize option highlighted
Open the Customize menu from the Claude sidebar
2

Go to Connectors

Select "Connectors" from the customization options.

Customize panel showing Connectors option
Select Connectors to manage your integrations
3

Add a New Connector

Click the "+" button in the top-right corner of the Connectors panel.

Connectors list with the plus button highlighted
Click the + button to add a new connector
4

Select "Add Custom Connector"

From the dropdown, choose "Add custom connector".

Dropdown menu with Add custom connector option highlighted
Choose "Add custom connector" from the dropdown
5

Enter Connector Details

Fill in the following fields:

  • Name: hyperleap-mcp
  • URL: https://api.hyperleapai.com

Click "Add" to save the connector.

Note:
The URL must be exactly https://api.hyperleapai.com. Other URLs (such as api.hyperleap.ai) will not work.
Add custom connector form with name hyperleap-mcp and URL https://api.hyperleapai.com
Enter the connector name and URL exactly as shown

Step 3: Authenticate

Connect the newly added connector using your MCP key.

1

Click Connect

After adding the connector, you'll see a prompt showing "You are not connected to hyperleap-mcp yet." Click the "Connect" button.

Hyperleap MCP connector showing not connected status with Connect button
Click "Connect" to start authentication
2

Enter Your MCP Key

The Hyperleap MCP Connection page opens. Paste the MCP key you copied in Step 1 and click "Connect".

Hyperleap MCP Connection page with MCP Key input field and Connect button
Paste your MCP key to authenticate

Verify the Connection

Once connected, start a new conversation in Claude Desktop and try asking about your CRM data:

"Show me my CRM dashboard"

Claude should use the Hyperleap CRM tools to fetch and display your dashboard data, including lead counts, pipeline stages, and recent activity.

Tip:
If Claude doesn't use the CRM tools, try being more specific: "Use the Hyperleap CRM MCP to show me my dashboard."

Troubleshooting

  • Connection fails — Double-check that the connector URL is exactly https://api.hyperleapai.com. Other URLs will not work.
  • Authentication error — Verify your MCP key is correct and has not been revoked. You can check active keys in Organization Settings → CRM MCP Keys.
  • No data returned — Ensure your Hyperleap account has CRM data (leads captured through your chatbots). An empty CRM will return empty results.
  • Key lost — MCP keys are shown only once. If you've lost your key, create a new one in Organization Settings → CRM MCP Keys.

Next Steps

Now that your CRM is connected to Claude, learn what data you can access: