Connect Conduyt CRM to Claude Desktop in 5 Minutes

Manage contacts, move deals, run reports, and trigger automations from a Claude conversation. No code required. Just add the MCP server config, authenticate, and start talking to your CRM.

Tutorial · 6 min read · Last updated May 2026

What is MCP (and why your CRM needs it)

The Model Context Protocol is an open standard that lets AI assistants connect to external tools and data sources. Think of it as a USB port for AI: any MCP-compatible client (Claude Desktop, Cursor, Windsurf, ChatGPT) can plug into any MCP server and use its tools immediately.

Conduyt ships a native MCP server with 104 tools spanning 20 CRM modules. It is a TypeScript server that wraps the full Conduyt REST API, so anything you can do in the dashboard, your AI assistant can do from a chat window. No middleware, no Zapier, no custom code.

For a deeper look at the MCP architecture and tool catalog, see the MCP CRM overview.

What you can do from Claude Desktop

Once connected, Claude has access to every major CRM action. Here are ten tasks you can run in plain English:

Create a contact“Add John Rivera, john@acme.com, tag him as inbound-demo”

→

Move a deal to a new stage“Move the Acme deal to Qualified”

Check pipeline revenue“What’s the total value of deals in Negotiation?”

✉

Send a follow-up email“Send a follow-up to Lisa Chen about the proposal”

🔍

Search contacts by tag“Show me all contacts tagged enterprise-trial”

📊

Run a campaign report“How did the May onboarding sequence perform?”

⚡

Trigger an automation“Enroll this contact in the new-customer workflow”

📝

Log a note or activity“Add a call note: discussed Q3 budget, follow up Friday”

📅

Book a meeting“Schedule a 30-minute demo with the Acme team for Thursday”

📈

Get a sales forecast“Show projected revenue for the next 60 days”

Every action gets logged in the CRM audit trail with the agent identity, timestamp, and action details. Your team sees exactly what the AI did and when.

Setup guide: 5 steps

Install Claude Desktop

Download Claude Desktop for macOS or Windows. Open it and sign in with your Anthropic account.

Get your Conduyt API key

In Conduyt, go to Settings > API Keys and generate a new key. Give it a descriptive name like “Claude Desktop MCP.” Copy the key, you will need it in the next step.

Add the MCP server config

Open your Claude Desktop settings file and add the Conduyt MCP server to the mcpServers block:

{

  “mcpServers”: {

    “conduyt”: {

      “command”: “npx”,

      “args”: [“@conduyt/mcp-server”],

      “env”: {

        “CONDUYT_API_KEY”: “your-api-key-here”,

        “CONDUYT_ACCOUNT_ID”: “your-account-id”

      }

    }

  }

}

Restart Claude Desktop

Close and reopen Claude Desktop. You should see the Conduyt tools icon in your chat toolbar, confirming the connection is live.

Start talking to your CRM

Type a natural-language request like “Show me all open deals worth more than $10,000” and Claude will use the Conduyt MCP tools to pull the data in real time.

The entire setup takes under five minutes. No Docker containers, no local databases, no environment configuration beyond the JSON block above.

Example conversations

Here is what it looks like in practice. These are real interaction patterns using the Conduyt MCP server.

Pipeline review

What’s the total pipeline value in Q3, broken down by stage?

I pulled your Q3 pipeline from Conduyt. Here is the breakdown:

Discovery: $142,500 (8 deals)
Qualified: $318,000 (12 deals)
Proposal: $95,000 (4 deals)
Negotiation: $210,000 (3 deals)

Total Q3 pipeline: $765,500 across 27 open deals. The Negotiation stage has the highest average deal size at $70,000.

Contact creation and workflow enrollment

Add a new contact: Maria Torres, maria@brightlabs.io, company Bright Labs, tag her as demo-request. Then enroll her in the inbound welcome sequence.

Done. I created the contact for Maria Torres at Bright Labs with the demo-request tag, and enrolled her in the “Inbound Welcome” workflow. She will receive the first email within 15 minutes based on the sequence timing.

Deal update with note

Move the Pinnacle Solutions deal to Closed Won and add a note that the contract was signed today for $48,000 annual.

Updated. The Pinnacle Solutions deal is now in Closed Won at $48,000 annual value. I added a timestamped note to the deal record with the contract details. Your pipeline metrics will reflect this in the next dashboard refresh.

Works with any MCP client

This tutorial uses Claude Desktop, but the Conduyt MCP server works with any client that supports the Model Context Protocol. The same config pattern applies to all of them:

Claude Desktop

Claude Code

ChatGPT

Cursor

Windsurf

Continue

Cline

Custom agents

If you are building your own AI agent or internal tool, the MCP server also works as a standalone TypeScript package. See the developer documentation for programmatic usage, scoped API keys, and action budgets.

Frequently asked questions

Do I need to be a developer to set this up?

No. The setup is five steps: install Claude Desktop, grab an API key from Conduyt, paste a JSON config block, restart, and start chatting. No command line skills required beyond copying and pasting.

Is there a per-agent or per-tool fee?

No. The MCP server and all 104 tools are included on every Conduyt plan. Pricing is $299/mo or $499/mo flat, with unlimited users and unlimited AI connections.

What happens if the AI makes a mistake?

Every action is logged in the audit trail with agent identity and timestamp. Destructive operations (deleting contacts, removing deals) require confirmation tokens, so the AI cannot accidentally wipe data. You can also set action budgets that cap how many write operations an agent can perform per session.

Can I restrict which tools the AI can use?

Yes. Scoped API keys let you grant read-only access, limit tools to specific modules (contacts only, deals only), or block destructive operations entirely. This is useful for giving junior agents or experimental bots limited access.

Does this work with self-hosted or on-premise Conduyt?

The MCP server connects to Conduyt’s cloud API. If you have specific deployment requirements, contact our team to discuss options.

Try it yourself

Set up Claude Desktop with your CRM in under five minutes. No credit card required for the 20-day trial.

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Jordan Tate

Head of Product at Conduyt. Writes about CRM architecture, AI integration, and the tools that make revenue teams faster.