# Connect Claude Desktop

> Set up the connector in the Claude Desktop app.

<!-- Source: https://docs.actuallycare.com/mcp/claude-desktop -->

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](/mcp/claude-web) 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](#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?](/agents/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](/mcp/claude-web#manage-the-connection) for the steps.

## If something didn't work

See the [troubleshooting page](/agents/troubleshooting), especially:

- [I can't find the Connectors option in Claude](/agents/troubleshooting#i-cant-find-the-connectors-option-in-claude) — including when the connector shows on the web but not in Desktop (usually a different-account issue)
- [It connected but answers seem generic](/agents/troubleshooting#it-connected-but-answers-seem-generic)
- [It says I'm unauthorized or my session expired](/agents/troubleshooting#it-says-im-unauthorized-or-my-session-expired)