telecrm AI

8% complete
MCP
Introduction to MCPPre-requisites and SetupConnect Claude.ai with MCPConnect ChatGPT with MCPMCP Connection Management
Lead-IQ
Setting up Lead-IQ
Call-IQ
Introduction to Call-IQHow to generate the API KeyCreating Call-IQ PromptsWorkflow for Call AnalysisCall-IQ ReportsBilling of Call-IQ
Introduction to MCP Video · 3minPre-requisites and Setup Video · 4minConnect Claude.ai with MCP Video · 2minConnect ChatGPT with MCP Video · 2minMCP Connection Management Video · 1min
Setting up Lead-IQ Video · 5min
Introduction to Call-IQ Video · 4minHow to generate the API Key Video · 2minCreating Call-IQ Prompts Video · 6minWorkflow for Call Analysis Video · 5minCall-IQ Reports Video · 4minBilling of Call-IQ Video · 6min
Connect Claude.ai with MCP

Connect Claude.ai with MCP




Now that MCP is enabled on your telecrm workspace and your access token is ready, it's time to connect it all to Claude.

Once Claude is connected, you can simply open a chat and ask questions about your leads, calls, and campaigns in plain English and get answers pulled straight from your live workspace data.

In this video, we'll walk you through adding telecrm as a custom connector inside Claude and then trying it out with a few real query prompts.


Steps to Connect Claude.ai with MCP


  1. Post-MCP Activation process, move on to the MCP Page. The wizard now shows your server URL, which looks like https://mcp.telecrm.in/<your-enterprise-id>/mcp. Copy it using the Copy button.
  2. Go to claude.ai and sign in. Open the sidebar and click Customize, then open the Connectors tab — you'll see any connectors you've already set up.
  3. Click the Add button at the top of the connectors list and choose Add custom connector.
  4. In the dialog, give your connector a name (for example, "telecrm mcp"), paste your telecrm server URL, and click Add. On the next page that appears, click Connect. 
  5. A new browser tab opens with the telecrm authorization page — your enterprise ID is already filled in. Now open the Access token that was downloaded in the previous steps, copy and paste the access token, and click Allow Access.
  6. You can switch back to the telecrm MCP page to copy this Access token from the " Authorize with your MCP token" section if you missed downloading it.
  7.  You'll be redirected back to Claude, where the connector now appears in your list and is live. (The same connector URL works in Claude Desktop — add it via Customize → Connectors → + the same way.)


Live Testing with query prompts


  1. Open a new conversation in Claude or ChatGPT and ask something like "How quickly are the new incoming leads being called by Shubhra?" or "Compare my Facebook and Google Ad campaigns".
  2. The AI will start reading the query and generate the relevant output from your connected Workspace data.


And that's all you need to understand to connect Claude with your telecrm workspace.

From here, your data is just a question away. A quick tip: the more specific your prompt, the sharper the answer. Now go ahead — open a new chat and start asking your CRM anything.