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Connect Claude.ai (web)

Set up the connector on claude.ai in your browser.

This is the full walkthrough for connecting ActuallyCare to Claude on the web at claude.ai. It covers the same setup as the 5-minute quickstart, at a slower pace, plus how to manage the connection afterward — turning it on and off per conversation, and disconnecting it completely.

The web setup is the one to learn first. The connector you add here belongs to your Claude account, so it also shows up in the Claude desktop app and the Claude mobile app when you're signed in with the same account.

What you need#

You won't need anything technical. There are no codes to copy except one web address, and nothing you do here can delete or change your CRM data.

Add the connector#

  1. Go to app.actuallycare.com in your browser and sign in.

    What you should see: Your ActuallyCare dashboard. You're doing this first so the sign-in step later happens automatically.

  2. In a new tab, go to claude.ai and sign in to Claude.

    What you should see: Claude's chat screen, with a box at the bottom or middle where you'd normally type a message.

  3. Open Claude's Settings. (It's usually behind your name or initials in the corner of the screen.)

    What you should see: A settings page with sections listed down the side.

  4. Click the Connectors section.

    What you should see: A page listing connectors. If you've never added one, the list is empty — that's normal. There's a button labeled Add custom connector.

  5. Click Add custom connector.

    What you should see: A small form asking for a name and a URL.

  6. Type a name you'll recognize — "ActuallyCare" works — and paste https://mcp.actuallycare.com/mcp into the URL field, exactly as written. Then confirm.

    What you should see: A new window or tab opens. This is the ActuallyCare sign-in and permission window — the next section explains what's in it.

What the sign-in window looks like#

This part trips people up, so here's exactly what to expect.

The window that opens is an ActuallyCare page, not a Claude or Anthropic page. You're signing in to your CRM to tell it that Claude is allowed in. So:

  • If you weren't already signed in to ActuallyCare, you'll see the normal ActuallyCare login screen first. Use your ActuallyCare email and password — not your Claude login.
  • Once you're signed in, you'll see a permission screen titled Grant Claude access to ActuallyCare.

  1. Read the permission screen. It lists exactly 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 — nothing sends without your okay
    • Archive or delete records, with confirmation

    Approve it when you're ready.

    What you should see: The window closes on its own, and back in Claude's settings, ActuallyCare now appears in your Connectors list as connected.

Once you approve, you stay connected. Behind the scenes the connection refreshes itself automatically, so you won't be asked to approve again during normal use. For more on what Claude can and can't do once connected, see Permissions and safety.

Use it in a conversation#

  1. Start a new chat in Claude.

    What you should see: A fresh, empty conversation.

  2. Open the tools menu — the small sliders icon near the message box — and check that ActuallyCare is switched on.

    What you should see: ActuallyCare in the list of tools with its toggle on. If it's off, tap the toggle.

  3. Ask something only your CRM would know, like: "Using ActuallyCare, what's on my calendar today?"

    What you should see: Claude may ask permission to use an ActuallyCare tool the first time — choose Allow. Then it answers with your real appointments.

Two useful things to know about how this works:

  • Saying "Using ActuallyCare" helps. Once Claude has used the connector a few times in a chat, you can drop it and just talk naturally.
  • Claude finds tools as it needs them. ActuallyCare gives Claude its most-used tools up front and lets it find the rest on demand, so you never have to pick tools yourself. Not sure what to ask? Start with What can I ask?

Manage the connection#

Turn it off for one conversation#

You don't have to disconnect to keep ActuallyCare out of a particular chat. In any conversation, open the tools menu and switch the ActuallyCare toggle off. That conversation won't touch your CRM; your other conversations are unaffected.

Disconnect completely#

  1. In claude.ai, open Settings, then Connectors.

    What you should see: Your connectors list, with ActuallyCare in it.

  2. Find ActuallyCare and choose the option to remove or disconnect it.

    What you should see: ActuallyCare disappears from the list. Claude can no longer reach your CRM from any device.

Disconnecting happens entirely on Claude's side — there's no separate switch to flip inside ActuallyCare. If you change your mind later, just add the connector again; it takes the same five minutes.

If something didn't work#

Head to the troubleshooting page for fixes to the most common problems: