Using with Claude

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 lets AI assistants like Claude read 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?"

Prerequisites

• A paid Hyperleap plan — the MCP server is included on Plus, Pro, and Max, with CRM data (leads captured through your chatbots)
• Claude Desktop, Claude Web (claude.ai), or Claude Code — any of the Claude clients with MCP connector support

Step 1: Generate an MCP Key

MCP keys authenticate your AI assistant with your Hyperleap CRM. Each key acts as you, so the AI only sees leads you have access to.

1

Open "My MCP Keys"

Click your profile avatar in the top-right corner and select "My MCP Keys" from the dropdown menu.

2

Create a New Key

In the My MCP Keys dialog, click the "+ Create MCP Key" button.

3

Name Your Key

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

4

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.

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".

2

Go to Connectors

Select "Connectors" from the customization options.

3

Add a New Connector

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

4

Select "Add Custom Connector"

From the dropdown, choose "Add custom connector".

5

Enter Connector Details

Fill in the following fields:

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

Click "Add" to save the connector.

Note:

The URL must be exactly https://api.hyperleapai.com/mcp. Other URLs (such as api.hyperleap.ai) will not work.

Step 3: Authenticate

Claude signs in to Hyperleap with OAuth (using PKCE). During sign-in, Hyperleap asks for your MCP key so it knows whose CRM to open. Claude stores the resulting access token, not your 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.

2

Enter Your MCP Key

The Connect to Hyperleap AI page opens in your browser. Paste the MCP key you copied in Step 1 and click "Connect". You're sent back to Claude, connected.

Verify the Connection

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

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

Troubleshooting

• Connection fails — Double-check that the connector URL is exactly https://api.hyperleapai.com/mcp. Other URLs will not work.
• Authentication error — Check that you pasted a current key from My MCP Keys (in the profile menu) on the sign-in page. A deleted key can't be used to sign in again.
• Disconnecting an assistant — Remove the Hyperleap connector in that assistant. Deleting the key in My MCP Keys only stops new sign-ins with it; an assistant that's already connected stays connected until you remove it there.
• 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 My MCP Keys (from the profile menu).

Next Steps

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

• CRM MCP Tools Reference — Detailed guide to all available CRM tools and example prompts
• Lead Form Setup — Configure how leads are captured through your chatbots
• Analytics — Monitor chatbot performance and conversation metrics