Add to CRM has a custom connector (an MCP server) that connects Claude to your CRM. Once it's on, you ask Claude in plain words and it does the lookups and adds for you. Claude's connector directory doesn't list us yet, so you add Add to CRM by its web address. It takes a few minutes.
TL;DR: in Claude, open Customize > Connectors, add a custom connector called Add to CRM with the address https://mcp.addtocrm.com/mcp, sign in, and choose Allow access. Then ask something like "Find Alex Morgan's work email at Acme and add Alex to my CRM."
On this page
What you need
- An Add to CRM account on Standard or Pro, or during the free trial, with your CRM connected on addtocrm.com. New here? Start the trial first.
- A Claude account on the Free, Pro, Max, Ultra, Team or Enterprise plan. Free allows one custom connector.
- The connector address:
https://mcp.addtocrm.com/mcp
Connect Add to CRM to Claude
These steps are for the Free, Pro, Max and Ultra plans. On Team or Enterprise, start with the next section.
The quick way: open Claude with Add to CRM filled in. Claude fills in the name and address, with a note that they came from a link. Check them, click Continue, then pick up at step 4.
Or do it by hand:
- In Claude, go to Customize > Connectors.
- Select Add (it may read + Add), then Add custom connector.
- Type Add to CRM as the name. Paste
https://mcp.addtocrm.com/mcpas the server URL, then click Continue. - Claude reads the sign-in settings and marks them Detected. Keep them, click Continue if Claude asks, then click Add.
- If Add to CRM shows Connect, click it. A window opens where you sign in to Add to CRM.
- Read what Claude will be able to do, then choose Allow access.
- In a chat, click the + button at the bottom left of the message box, open Connectors, and check that Add to CRM is switched on.
When Claude wants to use one of its tools, it may ask for your OK first. You can allow it that one time or always. A good habit: always allow CRM checks, and approve lookups, adds and edits one at a time until you trust the flow.
We checked these menu names against Claude's connector docs and help page in November 2026. Claude renames things now and then, so a label may differ slightly.
On a Team or Enterprise plan
An Owner adds the connector for the whole organization. On Enterprise, so can someone whose custom role lets them manage libraries.
- Go to Organization settings > Connectors, or use the prefilled link for Owners.
- Select Add, then Custom. If Claude asks for a type, pick Web.
- Enter the name and address, and click Continue if the dialog shows it. Keep the Detected sign-in settings, click Continue if asked, then click Add.
Then each person opens Customize > Connectors, finds Add to CRM (it carries a Custom label), clicks Connect, and follows steps 6 and 7 above. Everyone signs in with their own Add to CRM account.
In Claude Code
In Claude Code, run this in your terminal:
claude mcp add --transport http addtocrm https://mcp.addtocrm.com/mcp
Then type /mcp inside Claude Code, choose addtocrm and sign in.
Your fields, your tags, one click.
Every detail goes to the field you choose, custom fields included.
Explore the Chrome extensionExample prompts to try in Claude
Swap in names from your own pipeline, and ask the way you'd ask a colleague.
| Ask Claude | What happens |
|---|---|
| "Find Alex Morgan's work email. Alex is VP of Sales at Acme." | Looks Alex up and shows the email it finds. 1 credit if found. |
| "Is Daniel Okafor from Brightwave in our CRM?" | Searches your CRM. A record that only shares the name comes back as a question. Free. |
| "Add Alex to my CRM." | Checks for a duplicate, then adds Alex with your field mapping and default tags. 1 credit if an email is found. |
| "Find 20 heads of sales at software companies in Texas." | Lists matching people with their role and company. 1 credit per new page. |
| "Add the ones with a work email, tagged Q1 outreach." | Adds up to 100 people in the background. When Claude checks the job, it gives counts: added, already in your CRM, no data found, and failed. 1 credit per email found. |
| "Save them to a list called Q1 prospects." | Saves them to a list in Add to CRM, and creates the list if needed. Nothing goes to your CRM yet. Free. |
| "Pull up acme.com: size and industry." | Looks the company up from its website. 1 credit, unless we already hold it. |
| "Log a 20-minute call with Sam Lee, plus a task to send a quote on Tuesday." | Logs both on the right record, where your CRM supports calls and tasks. Free. |
| "Sam Lee is now Head of Revenue. Update the title." | Reads the record, then changes the title, where your CRM allows it. Free. |
| "How many credits do I have left?" | Shows your balance and which CRM is connected. Free. |
You only spend credits when we find something, such as an email. The add itself costs nothing, and neither do CRM checks, lists, logging or edits. Lookups through Claude stop at 200 a day, which limits what a runaway chat can spend.
One chat, start to finish
Here is a typical run:
- Research. "Pull up acme.com, then find their head of marketing." Claude looks the company up, then searches for the person there.
- Check. "Is that person already in our CRM?" Claude checks before anything is added.
- Add. "Add them, tagged webinar." Claude may ask you to approve, then looks them up and adds them.
- Follow up. "Log a note on that record: met at our webinar, wants a demo next month." Claude logs it on the record it just added, where your CRM supports notes.
Good to know
- It can't send email or delete records. It only edits a record it has just shown you, and the only values it can remove, such as an old email address, are ones it showed you.
- It saves only what a lookup found. When Claude adds a person or a company, Add to CRM writes the details its own lookup returned, so a name, email or company from a web page can't slip into a new record.
- Claude never sees your passwords or your CRM's keys.
- You can disconnect at any time. Remove the connector under Customize > Connectors, or disconnect Claude on the AI apps page on addtocrm.com, which stops it straight away.
- Contact details you look up appear in your chat. On consumer plans such as Free, Pro and Max, you can keep chats out of model training: turn off Help Improve our AI models under Settings > Privacy. Anthropic doesn't train on Team and Enterprise chats by default. Anthropic's privacy pages cover the details.
If something doesn't work
- Claude doesn't use Add to CRM. Check it is switched on for this chat under + > Connectors. Naming it also helps: "Look Sam Lee up in Add to CRM."
- You can't add a custom connector. On Team and Enterprise, ask an Owner to add it. On the Free plan, remove your other custom connector first.
- Sign-in keeps failing. Remove the connector in Customize > Connectors, add it again, and sign in once more.
- Claude says you have no lookup credits left. CRM checks, notes and edits still work. Lookups start again when your plan's credits reset on your billing date, or when you buy a credit pack.
New to Add to CRM?
The same account runs our Chrome extension, which does this job outside Claude. It finds verified emails and other details (20+ data points when a profile is fully enriched) and saves people to your CRM with one click from Gmail, Outlook and professional networks. Claude shares that account: the same credits, the same field mapping and the same connected CRM. See which CRMs we support. Using ChatGPT too? Add to CRM works there as well: see Add to CRM for ChatGPT and Claude.
To begin, try it free for a week. You'll need a card, and you can cancel whenever you like. Connect your CRM on addtocrm.com, then come back to the steps above.