Check your pipeline in seconds
"What deals moved this week?" Claude summarises it without you digging.
What you can do
Prep for calls without notes
Account history, past conversations and open plays, summarised before you dial.
Prospect in context
Find leads and enrich records without opening a new tab. Claude pulls company data, hiring signals and contact intel live.
Draft outreach that hits
Write emails, SMS and LinkedIn messages with real prospect context. Your templates, your tone, your data.
Claude can also create tasks, update stages and log notes, all from chat.
Campaign creation
Build a campaign from a sentence
How it works
Connect once in Claude settings. Add the Leadey MCP server URL and Claude gets live access to your workspace. Sending actions, so emails, SMS and tasks, always need your approval first. Claude drafts, you decide. Every action logs to your audit trail, and you can disconnect any time.
Outreach drafting
Every draft already knows the prospect
Sequence building
Describe the sequence, get the sequence
Connect it
- Open Claude, then Settings, then Connectors.
- Add a custom connector and paste:https://backend.leadey.ai/mcp
- Sign in with your Leadey credentials and approve. Done.
Works in Claude, Claude Code and any MCP-compatible client.
Frequently asked questions
What can Claude actually access?
Your leads, companies, campaigns, pipeline and call history, scoped to your own permissions. Claude sees what you see, nothing more.
Can Claude send things without asking?
No. Emails, SMS, WhatsApp messages and task creation all need your approval before anything leaves the platform.
Where is the data processed?
Your Leadey workspace stays EU-hosted in Frankfurt. Requests from Claude are authenticated per user and logged to your audit trail.
How do I disconnect?
Remove the connector in Claude settings, or revoke the key under Settings, then API Keys in Leadey. Access stops immediately.