MCP overview

MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude work safely with outside systems. ActuallyCare runs an MCP server, which means Claude can look up your escrows, check today's appointments, or draft a follow-up for a hot lead — using your real CRM data, with your permission, under your account.

If you just want to connect Claude, you only need one thing — the connector URL:

https://mcp.actuallycare.com/mcp

Paste it into Claude following the quickstart and you'll be connected in a few minutes. The rest of this page is the map of what's behind that URL.

What the server exposes#

Tools. Actions covering every part of the CRM, named by entity and verb: escrows_list, clients_create, leads_convert, appointments_today, and so on. The tool reference is generated straight from the server's registry, so the live counts and parameters there are always current.

Prompts. 13 built-in prompts — ready-made workflows like create_escrow, daily_summary, hot_leads_followup, and closing_checklist that package a multi-step task into one request. Each has a generated reference page under Prompts.

How Claude finds tools#

To keep conversations fast and cheap, the server doesn't push the full catalog into every chat. Instead it advertises a short hot-list of the most-used tools plus a few discovery tools, and everything else stays fully callable on demand. In practice: Claude sees the most-used tools up front and finds the rest when it needs them. You don't have to manage any of this — ask for what you want and Claude locates the right tool.

Connection details#

Authentication#

• OAuth 2.1 — the normal path for Claude users. Adding the connector opens an ActuallyCare login and a consent screen listing exactly what Claude may do. Access tokens last 24 hours and refresh tokens rotate automatically, so you stay connected without re-approving. To disconnect, remove the connector in Claude's own settings.
• API key — custom clients can send the same 64-character keys the REST API uses, in the X-API-Key header. See Authentication.
• JWT — a Bearer token from POST /v1/auth/login also works, which is handy when your app already manages ActuallyCare user sessions.

Supported clients#

Where to go next#

• Agents and non-technical users: the quickstart walks you through connecting Claude step by step, and What can I ask? shows what to do once you're connected.
• Developers: Build a custom MCP app covers connecting from your own code, and API vs MCP explains when to use the REST API instead.