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.
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 guidesMCP 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
Generate an API key
Settings → API → +Generate key. Name Claude Desktop.
- 2
Open Claude Desktop config
Mac: ~/Library/Application Support/Claude/claude_desktop_config.json. Windows: %APPDATA%\Claude\claude_desktop_config.json.
- 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
Restart Claude Desktop
Fully quit and reopen. Detects new MCP servers on startup.
- 5
Verify connection
Click MCP icon (bottom right). HelloGrowthCRM should show green dot. Click to expand tools.
- 6
Test with a query
Ask How many open deals do I have? Claude calls our MCP server.
- 7
Run a write action
Ask Move the Acme deal to Negotiation and add a note. Claude prompts for confirmation.
- 8
Configure tool permissions
Settings → API → MCP → toggle which tools allowed. Read-only default.
- 9
Set agent autonomy
Tunes how aggressive Claude can be with mutations.
- 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
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.
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.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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