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Connect LeadSquared CRM to Claude
Updated
27 May 2026 | 04:59 PM
1. Feature Overview
Use the LeadSquared CRM connector to manage leads, tasks, opportunities, activities, and users directly from Claude. Ask Claude to look up a lead, create a task, update an opportunity, or review your team’s activity, all through natural conversation.
Once connected, Claude can perform 77 CRM actions on your behalf across five modules:
| Module | Actions | Examples |
| Lead Management | 25 | Create leads, search by email/phone, update fields, add notes |
| Task Management | 22 | Create appointments, check availability, reschedule, mark complete |
| Activity Management | 19 | Log activities on leads, retrieve interaction history, manage attachments |
| Opportunity Management | 7 | Search opportunities, update deal stages, post activities on deals |
| User Management | 4 | Look up team members, search users by role or name |
Note: The following platforms are supported:
- Claude.ai (web browser)
- Claude Desktop (macOS / Windows)
- Claude Code (CLI)
2. Prerequisites
- A LeadSquared account with email and password login.
- The connector respects your LeadSquared user role. If your role cannot perform an action in the LeadSquared UI or API, Claude cannot perform it on your behalf either. Contact your LeadSquared administrator to adjust role permissions if needed.
3. Setup Instructions
3.1 Claude.ai (Web) – Team and Enterprise Plans (Before Directory Listing)
Before the connector appears in the public directory, Team and Enterprise workspace admins can add it manually.
Admin setup (one-time):
- Go to Admin settings > Connectors.
- Click Add custom connector.
- Enter the connector URL:
https://mcp-server.pulseai-in21.leadsquared.com/mcp/v1 - Click Add.
Member connection:
- Click Customize in the sidebar.
- Go to the Connectors tab.
- Find LeadSquared CRM (labeled Custom).
- Click Connect and complete the LeadSquared login.
3.2 Claude.ai (Web) – After Directory Listing
Once LeadSquared CRM is listed in the Anthropic connector directory, all Claude.ai users can connect:
- Open claude.ai and sign in.
- Click Customize in the sidebar.
- Go to the Connectors tab.
- Click the + icon to browse available connectors.
- Find and select LeadSquared CRM.
- Click Connect.
- A LeadSquared login form will appear. Enter your LeadSquared email and password.
- Grant the requested permissions and return to Claude.
To use the connector in a conversation:
- Start a new conversation.
- Click the + button in the chat input area.
- Select Connectors.
- Toggle LeadSquared CRM on for that conversation.
- Ask Claude to perform CRM actions (for example, look up the lead with email john@acme.com).
3.3 Claude Desktop
- Open Claude Desktop.
- Go to Settings > Connectors.
- Click Add custom connector.
- Enter the connector URL:
https://mcp-server.pulseai-in21.leadsquared.com/mcp/v1 - Click Add, then Connect.
- Complete the LeadSquared login when prompted.
3.4 Claude Code (CLI)
Run the following command in your terminal:
claude mcp add --transport http leadsquared https://mcp-server.pulseai-in21.leadsquared.com/mcp/v1
Then authenticate by running /mcp inside Claude Code and following the browser login flow.
Alternatively, add it directly via JSON:
claude mcp add-json leadsquared '{"type":"http","url":"https://mcp-server.pulseai-in21.leadsquared.com/mcp/v1"}'
Note (Windows): If
claude mcp add-json returns Invalid input, use the standard claude mcp add --transport http command instead.To make it available across all your projects, add --scope user:
claude mcp add --transport http --scope user leadsquared https://mcp-server.pulseai-in21.leadsquared.com/mcp/v1
4. Authentication and Security
- OAuth 2.1 with PKCE, an industry-standard secure authorization flow.
- Your LeadSquared credentials are used once to establish a session. They are never stored by Claude or the connector.
- The connector receives a short-lived LeadSquared session token, encrypted at rest using AES (Fernet) encryption. Claude never sees this token.
- All communication is over HTTPS. No CRM data is stored permanently by the connector.
- Session metadata (tool name, timestamp, success or failure) is retained for 30 days for troubleshooting, then automatically purged. No lead PII is stored in session logs.
- The connector is rate-limited to 60 requests per minute per session to protect your LeadSquared account.
5. Revoke Claude’s Access to Your LeadSquared Account
To revoke Claude’s access to your LeadSquared account:
- Go to Settings>Integrations in Claude.
- Find LeadSquared CRM and click Disconnect (or remove the integration).
This immediately invalidates the session. No further CRM calls can be made until you re-authenticate.
6. Available Actions
6.1 Lead Management
Lead Management covers 25 actions for creating, retrieving, updating, and deleting leads and lead notes.
Create
| Action | Description |
| Create a Lead | Creates a new lead record using attribute-value pairs (name, email, phone, and so on). |
| Create Leads in Bulk | Creates up to 50 leads in a single operation. |
| Create or Update a Lead | Creates a new lead, or updates an existing one matched by email or phone (upsert). |
| Capture Leads | Creates or updates a lead from an external lead source with source-tracking metadata. |
| Create a Lead and Activity | Creates a lead and logs an activity in a single operation. |
| Create a Note | Creates a text note on an existing lead, optionally with a file attachment. |
Retrieve
| Action | Description |
| Get Lead by ID | Retrieves a lead’s full profile by Lead ID. |
| Get a Lead by Email | Retrieves a lead’s full profile by email address. |
| Get a Lead by Phone Number | Retrieves a lead’s full profile by phone number. |
| Quick Search Leads | Free-text search across name, email, phone, company, city, and country fields. |
| Search Leads by Criteria | Advanced search with SQL-style operators on any lead field, with paging and sorting. |
| Get Metadata | Returns the full schema and field configuration for all lead fields in your account. |
| Get a Lead Field’s Properties | Returns metadata for a specific lead field by schema name. |
| Get a Lead’s Notes | Retrieves all notes for a lead with pagination. |
| Get Info on Merged Child Leads | Returns audit details for a lead merge operation. |
Update
| Action | Description |
| Update a Lead | Updates one or more fields on an existing lead. |
| Update Leads in Bulk | Updates a single field to the same value across multiple leads by ID. |
| Merge Leads | Merges a duplicate lead into a primary lead, consolidating records. |
| Mark Lead Invalid | Flags a lead’s email as invalid with an optional reason. |
| Update a Note | Updates the text content of an existing note. |
| Update Mailing Preferences | Sets or clears communication opt-in or opt-out status for a lead. |
| Add Values to a Lead Drop-down Field | Appends new options to a lead dropdown field. |
| Remove Values from a Lead Drop-down Field | Removes options from a lead dropdown field. |
Delete
| Action | Description |
| Delete a Lead | Permanently deletes a lead by ID (irreversible). |
| Delete a Note | Permanently deletes a note by ID (irreversible). |
6.2 Task Management
Task Management covers 22 actions for creating, retrieving, updating, and deleting tasks, including To-Dos and appointments.
Create
| Action | Description |
| Create an Appointment | Creates a task or appointment with owner, due time, reminders, and an optional lead or opportunity link. |
Retrieve
| Action | Description |
| Get a Task by ID | Retrieves full details of a specific task. |
| Get Tasks by Lead ID | Retrieves all tasks linked to a specific lead. |
| Get List of Task Types | Returns full metadata for all task types in the account. |
| Get List of Task Types Names | Returns a lightweight list of task type names. |
| Get Reminders | Returns reminder tasks for the authenticated user. |
| Get Available Slots by Search Criteria | Finds open appointment slots based on search criteria. |
| Get Available Slots by ID | Returns available slots for specific users by user ID. |
| Get Available Slots by Email Address | Returns available slots for users by email. |
| Get Appointments by Search Criteria | Retrieves appointments within a date range for the current user. |
| Get Appointments by User ID | Retrieves appointments for specific users by user ID. |
| Get Appointments by Email Address | Retrieves appointments for users by email. |
| Get To-Dos by Search Criteria | Retrieves To-Do tasks filtered by prospect and date range (maximum 100 days). |
| Get To-Dos by User ID | Retrieves To-Dos for specific users by user ID. |
| Get To-Dos by Email Address | Retrieves To-Dos for users by email. |
Update
| Action | Description |
| Update a Task | Updates fields on an existing task (name, due date, assignee, and so on). |
| Mark a Task Complete | Marks a task as completed. |
| Bulk Update Appointment Timings | Reschedules multiple appointments with explicit new times. |
| Bulk Update Appointment Timings by Minutes | Shifts appointments forward by a specified number of minutes. |
| Bulk Update Appointment Timings by Hours | Shifts appointments forward by a specified number of hours. |
| Cancel Appointments in Bulk | Cancels multiple appointments by ID. |
Delete
| Action | Description |
| Delete a Task | Permanently deletes a task by ID (irreversible). |
6.3 Activity Management
Activity Management covers 19 actions for creating, retrieving, updating, and deleting activities, as well as managing activity attachments.
Create
| Action | Description |
| Post an Activity on a Lead | Logs a custom activity on a specific lead. |
| Post Activities on Leads in Bulk | Posts activities on multiple leads using lead IDs. |
| Create a Lead and Activity | Creates a new lead and posts an activity in one operation. |
| Post an Activity on an Opportunity | Posts an activity tied to both a lead and an opportunity. |
| Create a Custom Activity Type | Creates a new activity type category in your account. |
| Attach a File to an Activity | Attaches a file URL to an existing activity record. |
Retrieve
| Action | Description |
| Get List of Activity Types | Returns all activity types (system and custom) configured in the account. |
| Get Activity Details | Returns full details of a specific activity by ID. |
| Get Activity Type Details | Returns field schema and settings for a specific activity type. |
| Get Activities of a Lead | Retrieves all activities for a lead with pagination. |
| Get Activities by Date Range | Retrieves activity event codes for activities within a date range. |
| Get Custom Fields of an Activity | Retrieves custom field values for a specific activity. |
| Get Custom Activity Drop-down Values | Returns dropdown options for a custom activity field. |
| Get Attachments of an Activity | Retrieves all file attachments for a specific activity. |
Update
| Action | Description |
| Update Activity | Updates fields on an existing activity record. |
| Add Values to Custom Activity Drop-down Field | Adds new options to a custom activity dropdown. |
| Add Values to Dependent Drop-down Activity Field | Adds parent-child option pairs to a dependent dropdown. |
| Remove Values from Custom Activity Drop-down Field | Removes options from a custom activity dropdown. |
Delete
| Action | Description |
| Delete Custom Activity by ID | Deletes a specific custom activity record (irreversible). |
6.4 Opportunity Management
Opportunity Management covers 7 actions for creating, retrieving, updating, and deleting opportunities, and for posting activities on opportunities.
Create
| Action | Description |
| Add Opportunities in Bulk | Adds opportunities to multiple leads, matched by a lead field. |
Retrieve
| Action | Description |
| Get Opportunity Types | Returns all opportunity pipeline types configured in the account. |
| Get Metadata of an Opportunity Type | Returns the field schema for a specific opportunity type. |
| Get an Opportunity by ID | Retrieves full details of a specific opportunity. |
| Opportunity Advanced Search | Searches opportunities using advanced filter criteria. |
Update
| Action | Description |
| Bulk Update Opportunities | Updates multiple opportunities by ID (processed asynchronously). |
| Post an Activity on an Opportunity | Logs an activity on a specific opportunity and its associated lead. |
Delete
| Action | Description |
| Delete an Opportunity | Permanently deletes one or more opportunities by ID (irreversible). |
6.5 User Management
User Management covers 4 actions for retrieving user information.
Retrieve
| Action | Description |
| Get Users | Returns all users in the account with name, email, role, and status. |
| Get User by Email | Looks up a user’s profile by email address. |
| Get User by ID | Retrieves a user’s complete profile by system ID. |
| User Advanced Search | Searches users by name, email, or role with flexible match operators. |
7. Tips for Writing Effective Prompts
To get the best results from Claude, keep the following in mind when writing prompts:
- Be specific – Include the field names and values you want Claude to use. For example, create a lead with first name Jen, last name An, and email jen.an@example.com is clearer than create a lead for Jen.
- Use IDs where possible – When updating, retrieving, or deleting a specific record, include the record ID. This avoids ambiguity when multiple records match the same name or email.
- Confirm before destructive actions – Claude always asks for confirmation before deleting a record. Read the summary carefully before replying Yes.
- Break complex requests into steps – If you need to perform multiple actions, run them one at a time so you can review each result.
8. Limitations
Note the following when using the connector:
- Rate limited to 60 requests per minute per session.
- Bulk operations follow the same size limits as LeadSquared’s APIs (for example, 50 leads per bulk create).
- Date ranges for To-Do queries are capped at 100 days.
- The connector calls LeadSquared APIs on your behalf. API rate limits and quotas from your LeadSquared plan apply.
- Claude can make mistakes. Always verify results for bulk and destructive operations.
9. Troubleshooting
| Issue | Solution |
| Access token is invalid or expired. | Disconnect and reconnect the integration to re-authenticate. |
| LeadSquared session expired. | Your LeadSquared session has ended. Reconnect the integration. |
| Action fails with permission error. | Check that your LeadSquared role has the required permission. |
| Tool not found. | The tool may not be available in your account’s configuration. |
| Rate limit exceeded. | Wait a moment and try again. The limit resets every 60 seconds. |
10. Data Handling and Privacy
- No CRM data (lead names, emails, phone numbers) is permanently stored by the connector.
- Tool call metadata (which tool was called, success or failure, response time) is stored for 30 days for service reliability, then automatically deleted.
- The connector does not access Claude’s conversation history, memory, or user files.
- All data processing complies with LeadSquared’s privacy policy: leadsquared.com/privacy-policy.
Note: For privacy inquiries, contact privacy@leadsquared.com.
11. Support
- Email: support@leadsquared.com
- Phone (India): 080-47359453
- Phone (US): (+1) 732-385-3546
- Help Center: help.leadsquared.com
Any Questions?
Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!
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