Integrations: Connecting Claude

Integrations: Connecting Claude

Connecting Claude

November 12 2026

Overview

You can connect Claude AI to your LANA account using the Model Context Protocol (MCP) integration.

This integration allows Claude to securely access supported information and perform actions within your LANA CRM directly from a Claude conversation.

Instead of navigating through multiple sections of LANA, you can ask Claude to retrieve information, review records and complete supported CRM tasks using everyday language.

Depending on the permissions granted and available MCP tools, Claude can assist with:
  1. Contacts: Search, create and update contact records.
  2. Conversations: Retrieve conversation information and perform supported messaging actions.
  3. Opportunities: View and manage opportunities within your pipelines.
  4. Calendars: Access appointment and availability information.
  5. Tasks: Create, review and manage supported tasks.
  6. Workflows: Access and manage supported workflow operations.
  7. CRM Information: Retrieve supported information for summaries and analysis.
The integration uses secure authorisation, allowing Claude to access only the information and actions permitted by your connection.

Prerequisites 

To utilise this feature you will need:
  1. LANA Software
  2. Claude Account

Steps

Access Claude
Step One
Open Claude in your web browser.

Step Two
Sign in to your Claude account.

Step Three
Navigate to Settings.

Step Four
Select Customise.


Step Five
Locate the option to add a new connector.

The Connectors section allows you to connect Claude to external applications and services, including your LANA CRM.

Add a Custom Connector
Step One
Within Connectors, select Add or the + button.

Step Two
Choose Add Custom Connector.

Step Three
Enter the following information:
  1. Connector Name: LANA CRM
  2. Connector URL: https://services.leadconnectorhq.com/mcp/anthropic/v2
Step Four
Select Continue to proceed with the connection setup.

This URL connects Claude to the LeadConnector MCP server, which provides supported access to your LANA CRM.

Important: Ensure you use the Claude-specific MCP URL above. The ChatGPT integration uses a different endpoint.

Configure the Connection
After entering the MCP server URL, Claude may display additional authentication settings.

Step One
Review the authentication settings detected by Claude.

Step Two
Select the appropriate sign-in option, such as Sign in now or Sign in when needed.

Step Three
If prompted to select an OAuth client configuration, use Claude's published identity, where supported.

Step Four
Complete the connector setup by selecting Add.

Step Five
Locate your newly created LANA CRM connector.

The LeadConnector MCP integration uses OAuth authorisation, so you do not need to manually generate an API key.

Authorise Your LANA Account
Once the custom connector has been created, you will need to authorise access to your LANA account.

Step One
A LeadConnector authorisation window will open.

Step Two
Sign in using the credentials associated with your LANA account.

Step Three
Select the LANA sub-account or accounts you wish to authorise, where available.

Step Four
Review the requested permissions.

Step Five
Select Approve or the available authorisation option.

Once approved, Claude will be able to access supported CRM information and perform permitted actions.

Important: Review the permissions carefully before approving the connection. Depending on the access granted, Claude may be able to create, update or delete CRM records.

Enable LANA CRM in Claude
After successfully authorising your account:

Step One
Return to Claude.

Step Two
Start a New Chat.

Step Three
Select the + button near the message field.

Step Four
Open Connectors.

Step Five
Locate LANA CRM.

Step Six
Enable the connector for your conversation.

Claude can now access the supported LANA tools when responding to your requests.

Note: You may need to enable the connector in individual conversations, depending on your Claude settings.

Test Your Connection
To confirm the integration is working correctly, ask Claude to retrieve information from your LANA account.
For example:
  1. Example 1 – Contacts
    1. "Find the five most recently created contacts in my LANA account."
  2. Example 2 – Opportunities
    1. "Show me all open opportunities in my sales pipeline."
  3. Example 3 – Tasks
    1. "Show me the outstanding tasks associated with my contacts."
  4. Example 4 – Conversations
    1. "Find the recent conversation history for a specific contact."
If your connection is working correctly and the relevant permissions are available, Claude should retrieve the requested information.

Tip: Start with requests that only retrieve information before attempting actions that modify your CRM records.

Start Using Claude with LANA
Once connected, you can use Claude to assist with supported activities within your LANA CRM.

For example, you could ask Claude to:
  1. Find contacts matching specific criteria.
  2. Summarise recent interactions with a contact.
  3. Identify opportunities within a particular pipeline stage.
  4. Create follow-up tasks for selected contacts.
  5. Retrieve appointment information.
  6. Update supported contact details.
Review available CRM information and provide summaries.

Claude will use the available MCP tools to complete supported requests.

Important: Not every feature or action within LANA is available through Claude. Functionality depends on the supported MCP tools, your account permissions and the access granted during authorisation.

Support

Reach out to Support@lana.software for all support related enquiries
Reach out to Accounts@lana.software for all accounts related enquiries