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Connect Claude Desktop

Set up the connector in the Claude Desktop app.

Claude Desktop is the Claude app you install on your Mac or PC. Connecting it to ActuallyCare uses the exact same flow as the web: Settings → Connectors → Add custom connector. There are no files to edit and nothing to install beyond the app itself.

Check first — it may already be connected#

Connectors belong to your Claude account, not to one device. If you already added ActuallyCare on claude.ai and you're signed in to Claude Desktop with the same account, the connector is often already there.

  1. Open Claude Desktop and start a new chat, then open the tools menu (the small sliders icon near the message box).

    What you should see: If ActuallyCare appears in the list, you're already set — skip down to Verify it works. If it's not there, continue below.

Add the connector in Claude Desktop#

  1. Open Claude Desktop and make sure you're signed in.

    What you should see: Claude's chat screen, the same layout as the website.

  2. Open Settings and go to the Connectors section.

    What you should see: A list of your connectors with an Add custom connector button.

  3. Click Add custom connector, name it "ActuallyCare", and paste https://mcp.actuallycare.com/mcp into the URL field. Then confirm.

    What you should see: Your browser opens an ActuallyCare sign-in window. This is your CRM asking for permission — you sign in with your ActuallyCare email and password, not your Claude login.

  4. Sign in to ActuallyCare if asked, then approve the screen titled Grant Claude access to ActuallyCare. It lists four permissions: read your CRM data (escrows, listings, clients, leads, and calendar); create and update records when you ask; draft emails and texts for your approval; and archive or delete records, with confirmation.

    What you should see: The browser window closes or tells you you're done, and ActuallyCare shows as connected in Claude Desktop's Connectors list.

Verify it works#

  1. Start a new chat in Claude Desktop, open the tools menu, and make sure ActuallyCare is toggled on.

    What you should see: ActuallyCare in the tools list with its toggle on.

  2. Ask: "Using ActuallyCare, give me a quick summary of my dashboard."

    What you should see: Claude may ask permission to use an ActuallyCare tool — choose Allow. Then it answers with your real numbers: leads, escrows, appointments.

From here, anything in What can I ask? works in Desktop exactly as it does on the web. The connection stays signed in on its own — you won't be asked to approve again during normal use.

Managing or removing the connection#

Turning ActuallyCare off for a single conversation, or disconnecting it entirely, works the same as on the web — it's all done from Claude's own settings, and removing the connector there cuts off access from every device at once. See managing the connection for the steps.

If something didn't work#

See the troubleshooting page, especially: