# For real estate agents

> Connect Claude to your ActuallyCare CRM and talk to it like a colleague — no code, no terminal, no IT department.

<!-- Source: https://docs.actuallycare.com/agents -->

You can connect Claude — the AI assistant at claude.ai — directly to your ActuallyCare CRM. No code. No downloads beyond what you already use. If you can paste a link, you can do this.

## What "connecting Claude to your CRM" actually means

Once connected, you stop clicking through screens and start asking questions, the way you'd ask a sharp colleague who has read every file in your office:

> "What's closing this month?"

> "Who haven't I talked to lately?"

> "Draft a check-in email to the Hendersons."

Claude looks things up in *your* ActuallyCare account and answers with your real data — your escrows, your clients, your leads, your calendar. It can also do work for you, like adding a new lead or drafting a follow-up text. Anything it writes is a draft until you approve it, and you can see exactly what it's allowed to do on the [permissions and safety](/agents/permissions-and-safety) page.

## What you need

- **An ActuallyCare account.** The one you already log into at app.actuallycare.com.
- **A Claude account** at [claude.ai](https://claude.ai) on a paid plan (Claude Pro or higher) — custom connectors aren't included in Claude's free plan. If you see a **Connectors** option in Claude's Settings, you're set.

That's the whole list.

## What it costs

For what's included with your ActuallyCare plan, see the [pricing page on our main site](https://www.actuallycare.com/pricing). Your Claude account is separate and billed by Anthropic, the company that makes Claude — and Claude's free plan doesn't include connectors, so you need Claude Pro or higher.

There's no per-question charge from ActuallyCare — ask as much as you like. Questions count toward your Claude plan's normal usage limits, like any other Claude conversation.

## Start here

Setup takes about five minutes: paste one link into Claude, log into ActuallyCare, and approve the connection.

**[Follow the quickstart →](/mcp/quickstart)**

## Then keep going

- [What can I ask?](/agents/what-can-i-ask) — real examples, organized by the moments of your day
- [Permissions and safety](/agents/permissions-and-safety) — exactly what Claude can and can't do
- [Troubleshooting](/agents/troubleshooting) — quick fixes when something looks off
- [Glossary](/agents/glossary) — plain-English definitions for any term you bump into