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Connect Claude in 5 minutes

Link Claude to your ActuallyCare CRM, step by step.

This page connects Claude — the AI assistant from Anthropic — to your ActuallyCare account. Once connected, you can ask Claude things like "what's on my calendar today?" and it answers straight from your CRM.

You'll do everything in your web browser on claude.ai. A computer, tablet, or phone all work — on a phone, use the browser rather than the Claude app for this one-time setup. No downloads, no technical setup. It takes about five minutes, and you can undo it any time with one click in Claude's settings.

Before you start#

You need three things:

  • Your ActuallyCare login (the email and password you use at app.actuallycare.com)
  • A Claude account at claude.ai
  • A paid Claude plan (Claude Pro or higher) — custom connectors aren't included in Claude's free plan. If you see Settings → Connectors in Claude, you're set.

Connect Claude#

  1. Go to app.actuallycare.com and sign in to ActuallyCare.

    What you should see: Your ActuallyCare dashboard. Signing in now means you won't have to type your password again mid-setup.

  2. Open a new browser tab and sign in at claude.ai.

    What you should see: Claude's chat screen with a message box in the middle.

  3. Open Claude's Settings — click your name or initials in the corner of the screen — then find the Connectors section.

    What you should see: A page listing any connectors you already have, with an Add custom connector button.

  4. Click Add custom connector. The form asks for a name and a URL (web address): type ActuallyCare as the name, paste https://mcp.actuallycare.com/mcp into the URL field, and confirm.

    What you should see: A new window opens asking you to connect to ActuallyCare. If you weren't already signed in to ActuallyCare, it asks you to sign in first — use your normal ActuallyCare login, not your Claude login.

  5. On the screen titled Grant Claude access to ActuallyCare, read the permissions and approve. It asks for exactly four things:

    • 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

    What you should see: The window closes and ActuallyCare appears in your Connectors list as connected.

  6. Go back to Claude and start a new chat. Open the tools menu (the small sliders icon near the message box) and make sure ActuallyCare is turned on.

    What you should see: ActuallyCare listed in the tools menu with its toggle switched on.

  7. Type this and send it: "Using ActuallyCare, what's on my calendar today?"

    What you should see: Claude may first ask for your permission to use an ActuallyCare tool — choose Allow. Then it lists your appointments for today, pulled live from your CRM. An empty-but-specific answer like "you have no appointments today" still counts as success. If you get general advice about how agents manage their calendars instead, it's not connected — see It connected but answers seem generic.

That's it. You're connected. Claude sees the most-used tools up front and finds the rest when it needs them, so there's nothing else to configure.

Try these first#

Five good first asks, in plain English:

  • "Show me my hot leads."
  • "Give me a summary of my dashboard — what needs my attention?"
  • "Which of my escrows are closing this month?"
  • "Pull up everything we have on the Hendersons."
  • "Create a lead: Maria Lopez, phone 555-0142, met her at the open house on Oak Avenue."

For a much longer list of ideas, see What can I ask? And if you're wondering what Claude is and isn't allowed to do with your data, read Permissions and safety.

Using Claude somewhere other than the browser#

The connector you just added follows your Claude account around:

If something didn't work#

The fixes for the most common problems are on the troubleshooting page: