Connect Claude.ai (or any MCP client)

CRM Caddie's MCP server uses OAuth, so there's nothing to copy-paste between dashboards. Just point your client at this URL — the rest happens in a popup.

https://mcp.crmcaddie.com

1. In Claude.ai, open Settings → Connectors → Add custom connector.
2. Paste https://mcp.crmcaddie.com as the server URL.
3. Claude.ai will pop a CRM Caddie window. Enter your email — we'll send a 6-digit verification code.
4. Pick which of your companies the agent can access, and tick the scopes it gets on each.
5. Approve. The agent now has time-limited tokens that show up in the list below.

Connected apps

Apps you've authorized via OAuth. Each one has a time-limited access token (1h) and a refresh token (90d). Revoke any anytime — the agent will lose access immediately.