Skip to content
AI Agents

How to connect MCP to Claude Desktop in HelloGrowthCRM

Connect HelloGrowthCRM to Claude Desktop via Model Context Protocol (MCP). Query and update CRM via natural language.

12 min readUpdated 12 Jun 2026
intermediate
Rushabh ShahRushabh Shah

What this guide helps you do

Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.

Need a broader overview first?

Go back to the AI Agents section to browse more guides, compare related tasks, and choose a better starting point.

View all AI Agents guides

MCP connects HelloGrowthCRM directly to Claude Desktop and ChatGPT. Ask What deals are at risk this week? in plain English; Claude executes against your CRM via crm-mcp-server.

How to use this guide

Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.

What you'll need

  • •Pro tier or above
  • •Claude Desktop installed
  • •HelloGrowthCRM API key
  • •15 minutes
  • •Comfort editing JSON config
  1. 1

    Generate an API key

    Settings → API → +Generate key. Name Claude Desktop.

  2. 2

    Open Claude Desktop config

    Mac: ~/Library/Application Support/Claude/claude_desktop_config.json. Windows: %APPDATA%\Claude\claude_desktop_config.json.

  3. 3

    Add HelloGrowthCRM MCP server

    Add mcpServers entry with command npx, args [@hellogrowthcrm/mcp-server@latest], env HELLOGROWTHCRM_API_KEY and WORKSPACE_URL.

    {"mcpServers":{"hellogrowthcrm":{"command":"npx","args":["-y","@hellogrowthcrm/mcp-server@latest"],"env":{"HELLOGROWTHCRM_API_KEY":"YOUR_KEY","HELLOGROWTHCRM_WORKSPACE_URL":"https://acme.hellogrowthcrm.com"}}}}
  4. 4

    Restart Claude Desktop

    Fully quit and reopen. Detects new MCP servers on startup.

  5. 5

    Verify connection

    Click MCP icon (bottom right). HelloGrowthCRM should show green dot. Click to expand tools.

  6. 6

    Test with a query

    Ask How many open deals do I have? Claude calls our MCP server.

  7. 7

    Run a write action

    Ask Move the Acme deal to Negotiation and add a note. Claude prompts for confirmation.

  8. 8

    Configure tool permissions

    Settings → API → MCP → toggle which tools allowed. Read-only default.

  9. 9

    Set agent autonomy

    Tunes how aggressive Claude can be with mutations.

  10. 10

    Use in workflows

    Summarize today's calls, Draft 5 follow-ups, Pull this week's at-risk deals.

Frequently asked questions

What is MCP?▾

Anthropic's open standard for connecting AI clients to data sources.

Works with ChatGPT?▾

Yes since 2025-Q4.

Cost?▾

MCP free. API calls count against quota (10K/min on Pro).

Security: can Claude leak data?▾

API key local-only; never sent to Anthropic. We log every MCP call.

Teammates share?▾

Each connects own. Workspace-level coming Q3 2026.

Tool catalog?▾

40+ tools v1.4. /docs/mcp/tools.

Related articles

See it in product

/agentic-ai/agentic-ai/mcp/product/ai-crm-agent

Try it yourself

Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.

Start free trialSee feature page

Still need help?

If this article does not match your account setup, rollout stage, or edge case, review more guides in AI Agents or contact our team for direct help.

More AI Agents guidesContact support
Rushabh Shah
Rushabh Shah· Co-Founder, HelloGrowthCRM

Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.

Connect on LinkedIn →