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Leadey MCP

Your CRM, inside the AI assistant you already use.

Connect Claude, ChatGPT or any MCP client and ask in plain language. It searches leads, logs calls, moves deals and builds workflows, as you.

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Free to start Included on every plan
Your AI assistantLeadey connected
search_leads14 leads
create_task × 1414 created
Tasks0 new
Due tomorrow
MCMaya ChenFollow up with Maya ChenKestrel Analytics09:00
DODaniel OkaforSend pricing to Daniel OkaforBrightline Health09:00
PNPriya NatarajanCall Priya NatarajanTessellate09:00
JBJonah BeckerBook intro with Jonah BeckerLoomstack09:00
+ 10 more tasks
Signed in as you · your role’s permissions
Works in Claude and ChatGPT
Connect in a minute
Add Leadey as a connector with its server URL and sign in with your Leadey account. There’s no API key to create or rotate.
94 tools, the whole CRM
Leads, tasks, calls, notes, opportunities, campaigns, templates, metrics and workflows are all within reach of your assistant.
It can only do what you can
The assistant acts as you, every tool enforces your role’s permissions, and it asks which workspace to use.
How it works

From a question to done.

01

Add the connector

In Claude or ChatGPT, add a custom connector with Leadey’s server URL, or use any client that supports remote MCP.

ConnectorsRemote MCP
C
 Claude · custom connectorbackend.leadey.ai/mcp
Connected
G
 ChatGPT · connectorOAuth sign-in
Connected
M
 Any remote MCP clientStreamable HTTP
Supported
02

Sign in as yourself

Approve the Leadey sign-in. If you belong to more than one workspace, the assistant lists them and asks which to use.

Sign inOAuth 2.1
SK
 Signed in as Sam KimRole: Sales rep
You
W
 Workspace: NorthwindChosen by you
Selected
P
 Permissions: your role’sEnforced on every tool
Enforced
03

Ask for what you need

Search, update and create in plain language. New workflows are saved as drafts, and batches are previewed before anything goes out.

AssistantUsing Leadey
1
 search_leads14 leads replied this week
Done
2
 create_task × 14Due tomorrow 09:00
Done
3
 create_workflowSaved as a draft
Draft
One platform

Connected to the rest of Leadey.

See the whole platform
Workflows A visual builder that runs your follow-up automatically Learn more API & webhooks Build on Leadey with a documented REST API Learn more Reporting Calls, meetings, pipeline and campaign performance Learn more
Leadey MCP

Do it from your AI assistant.

Ask Claude, ChatGPT or any MCP client. It signs in as you and can only do what your role allows.

Connect your assistant
Your AI assistantLeadey connected
search_leadsrunning
create_taskrunning
Created 14 follow-up tasks, all due tomorrow at 09:00.
6 hrs
saved per rep, weekly

“I ask for “everyone who replied but didn’t book” and it builds the list and the tasks. That used to be my Friday afternoon.”

AM
Aisha Morgan
Founder, Loomstack
FAQ

Leadey MCP, answered.

Claude and ChatGPT have step-by-step setup, and any client that supports remote MCP servers can connect.

Connect your assistant in the next minute.

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