What it does
Client Keeper connects to Claude through a secure sign-in that you approve. Once connected, Claude can read your Client Keeper data and, if you allow it, update it for you while you chat.
- Look things up. Search contacts by name, phone, or email and open a contact in full. See upcoming birthdays, housiversaries, and follow-ups, your CRM stats, groups, transactions, the events feed, and contacts you haven't talked to in a while.
- Match buyers to homes. Search properties and see which of your buyers match them.
- See it laid out. Where Claude shows interactive cards, Client Keeper can display your Today board, pipeline, closing timeline, lead inbox, buyer matches, follow-up planner, stale contacts, housiversaries, meeting debrief, business snapshot, a contact card, an add-contact form, and the power-text composer.
- Get work done. With write access, Claude can add and update contacts, follow-ups, to-dos, notes, leads, events, groups, and transactions, draft power texts, and export your data to a CSV that is emailed to you.
Requirements
- An active Client Keeper account.
- A Claude plan that supports connectors. Client Keeper works in Claude on the web (claude.ai), Claude Desktop, the Claude mobile apps, Cowork, and Claude Code.
- On a Claude Team or Enterprise plan, an owner or admin may need to allow the connector for your organization first.
Set up from the Connectors directory
- In Claude, open Settings → Connectors and browse the connectors directory.
- Search for Client Keeper and select Connect.
- Sign in to your Client Keeper account.
- Review the access Claude is requesting and select Allow. You'll land back in Claude, connected.
- In a chat, make sure Client Keeper is turned on in the tools menu, then ask away.
Or add it as a custom connector
If you don't see Client Keeper in the directory, you can add it yourself:
- In Claude, open Settings → Connectors and choose Add custom connector.
- Name it Client Keeper and enter this URL:
https://mcp.clientkeepercrm.com/api/mcp - Select Add, then Connect. Sign in to Client Keeper and approve access.
Set up in Claude Code
Run this in your terminal:
claude mcp add --transport http client-keeper https://mcp.clientkeepercrm.com/api/mcp
Then start Claude Code, run /mcp, choose client-keeper, and sign in to Client Keeper in the browser window that opens.
Install the Client Keeper plugin
The Client Keeper plugin adds ready-made skills on top of the connection: a daily CRM review, log a touchpoint, meeting prep, and pipeline review. It's free and open source at github.com/phillipshepard1/client-keeper-claude-plugin.
In Claude Code, run /plugin marketplace add phillipshepard1/client-keeper-claude-plugin, then open /plugin and install Client Keeper. Instructions for the other Claude apps are in the repository's README.
Read vs. write access
When you sign in, the Client Keeper consent screen shows the access Claude is requesting. Approve it to connect.
- Read. Lets Claude look up and summarize your Client Keeper data.
- Write. Needed for Claude to create and update contacts, follow-ups, to-dos, notes, leads, events, groups, transactions, and power-text drafts, export your data to a CSV emailed to you, and delete records.
- Deletes always preview and ask first. Before a record is deleted, Claude shows you a preview of what will be removed and asks you to confirm. Nothing is removed until you say yes.
- Power texts stay drafts. Claude can write power-text drafts, but they are never sent automatically. You review and send them yourself.
Example prompts
Once you're connected, try asking:
- "Show me my day in Client Keeper."
- "Who are my buyers looking for 3-bed homes under $400k in Bentonville, and what's listed that matches?"
- "Log that I met Sarah Chen for coffee and set a follow-up for next Tuesday."
- "Which contacts haven't I talked to in 90 days?"
- "Show my pipeline and what's closing this month."
- "Who has a birthday or housiversary in the next two weeks?"
- "Add a to-do to drop off a closing gift for the Martins on Friday."
Data and privacy
Your data stays in Client Keeper. Claude reads and changes it only through the connection you approve, and only with the access you approved when you signed in.
What you type and see in a chat with Claude is handled by Anthropic under its own terms and privacy policy. The AI Assistant Connections section of our Privacy Policy explains what an assistant can access, what we log, and how long we keep it.
To disconnect: in Claude, open Settings → Connectors, select Client Keeper, and disconnect or remove it. In Claude Code, run claude mcp remove client-keeper. To have us revoke Claude's access from the Client Keeper side too, email support@clientkeepercrm.com.
Troubleshooting
- Can't connect, or sign-in keeps looping. Remove the Client Keeper connector in Claude, add it again, and sign in once more. Make sure your Client Keeper account is active.
- Claude says it can't make changes. Your connection doesn't have write access. Disconnect Client Keeper in Claude, connect again, and check the access shown on the consent screen before you select Allow.
- New features aren't showing up. Claude may be holding an older list of what Client Keeper can do. Remove the connector and add it again to refresh it.
- Claude isn't using Client Keeper. Check that the connector is turned on for the chat, or mention Client Keeper by name in your request.
Support and security
Need help? Email support@clientkeepercrm.com. Let us know which Claude app you're using (web, desktop, mobile, Cowork, or Claude Code) and what you asked.
To report a security issue, email support@clientkeepercrm.com with the subject line Security. Please include the steps to reproduce it.
Client Keeper is developed independently and is not affiliated with or endorsed by Anthropic. Claude is a trademark of Anthropic.