CRM Caddie

Run your CRM from your AI assistant.

CRM Caddie is a contacts + email-marketing platform built for AI autonomy. There's no dashboard to learn — you connect it to Claude (or any MCP-aware client) and just ask. Here's how to get set up.

Sign in Request an account

Connect CRM Caddie to Claude Desktop

Takes about a minute. You'll sign in with your email and approve which companies the assistant can act on — then Claude can create contacts, run campaigns, and track your pipeline for you.

  1. Open Claude Desktop → Settings → Connectors → Add custom connector.
  2. Paste the CRM Caddie MCP server URL: 
    https://mcp.crmcaddie.com
  3. Claude opens a sign-in page — enter your email and the 6-digit code we send you.
  4. Approve the companies and permissions you want the assistant to have.
  5. You're connected. Try: "Run getting_started" or "Add a contact and put them in my Leads pipeline."

What you can ask it to do

Everything the platform does is available to your assistant — no clicking around.

Contacts & pipeline

Create and organize contacts into relationship groups, move them through custom pipeline stages, and log calls, emails, notes and meetings.

Email campaigns

Draft, schedule, test and publish email campaigns to any segment — with deliverability, click tracking and stats handled for you.

Multiple companies

Manage separate companies from one account, each with its own contacts, groups, senders and campaigns.

Tasks & follow-ups

Track deal follow-ups as tasks tied to contacts, and get a 360° view of any relationship in one request.

Manage your account

Sign in to the account portal to update your profile, review and revoke connected apps, and see your plan.

Go to your account →