Claude on the web

Connect Klozeo to claude.ai to search your leads, read notes, save contacts you paste into a conversation and make selected changes. You need a Klozeo account and access to a workspace.

Add Klozeo

On claude.ai, open Customize → Connectors → Add custom connector.
Enter Klozeo as the name and this server URL:
```
https://mcp.klozeo.com/v1/mcp
```
Keep Use Claude’s published identity, the default OAuth client option. Klozeo supports Claude’s Client ID Metadata Document (CIMD). You do not need to supply an OAuth client ID, client secret or API key. If an authentication choice is shown, choose Sign in now.
Click Add, then Connect to sign in to Klozeo.
Select the Klozeo workspaces you want Claude to access and approve read access. Check the client identity and the claude.ai callback host on the consent screen.

Claude Free allows one custom connector. Paid individual plans can add more.

Team and Enterprise

An owner first adds Klozeo under Organization settings → Connectors → Add → Custom → Web, using the same URL and published identity. Each member then opens Customize → Connectors, finds Klozeo and clicks Connect to sign in with their own Klozeo account. Enterprise custom roles with Manage access to Libraries can also add connectors where permitted by the organization.

Start with read access

The first connection grants read access only, even if write access was requested. Try: “List my five most recent leads in Paris, then show the notes for the first one.”

If your workspace has no leads yet, paste contact details into the conversation and ask Claude to save them. This needs write access (below). You can also add leads from the Klozeo dashboard, the REST API or an automation workflow.

Authorize changes separately

Ask Claude to save a contact, update a lead, add a tag or add a note. When Claude asks you to reconnect for additional permissions, follow the link and explicitly approve write access in Klozeo. Writing requires an owner, admin or editor role in every selected workspace. A viewer role in any selected workspace keeps the whole connection read-only.

CIMD connections show an explicit consent screen on authorization, including when a previous write grant exists. You can revoke a connection in Klozeo Dashboard → MCP → Connected applications.

Saving leads

save_leads saves one or more leads in one call. When a contact matches an existing lead (same email, or the same phone and a similar name), it updates that lead instead of creating a duplicate. Non-empty fields can update existing values, except locked fields; tags are added. A contact with the same name and city, or the same phone but a name too different to merge, is created and flagged as a possible duplicate of the existing lead, so you decide. It can mark a lead as do not contact, but never clears that state. Saved and updated leads trigger the webhooks configured in your workspace.

Contact details you paste are personal data about other people. Only save contacts you have a lawful basis to process. Saved leads follow your workspace’s retention and deletion rules, like any other lead; see the privacy policy.

Available tools

Claude’s hosted connector has twelve tools: eight reads and four writes. It cannot delete records. The Klozeo app for ChatGPT has the same tools except save_leads, list_workspaces and list_statuses.

Tool	Action	Access
`list_leads`	Search and list leads	Read
`get_lead`	Read a lead’s full record	Read
`list_notes`	Read a lead’s notes	Read
`get_stats`	Read workspace statistics	Read
`list_categories`	List lead categories	Read
`list_cities`	List lead cities	Read
`list_workspaces`	List the workspaces this connection reaches	Read
`list_statuses`	List the workspace’s lead statuses	Read
`save_leads`	Save leads, or update the matching existing ones	Write
`update_lead`	Update an existing lead	Write
`create_lead_tag`	Add a tag to an existing lead	Write
`create_note`	Add a note to an existing lead	Write

When Claude can reach several of your workspaces, it lists them with list_workspaces and names the workspace in every other call; each answer says which workspace it came from. With one workspace nothing changes. Several workspaces describes the details.

Desktop and mobile

The connector is available through the same Claude account in Claude Desktop and Claude’s mobile apps. Set it up on the web or Desktop, then use it on mobile with that account. The same workspaces, permissions and write authorization apply.

For the CLI, follow the separate Claude Code guide, which uses the classic /mcp endpoint with a dashboard API key.

Connection problems

If an authorization request expires during sign-in or email verification, return to Claude and connect again. If tools are unavailable, check that Klozeo is connected and enabled for the conversation. On Team or Enterprise, ask your owner whether the connector is available to your organization.