Connect Claude Desktop

Claude Desktop has built-in support for remote MCP servers with OAuth authentication. This guide walks through connecting it to your CRM Factory instance.

Prerequisites

• Claude Desktop (latest version with remote MCP support)
• A CRM Factory account with admin access
• Your CRM Factory domain (e.g., acme.crmfactory.ai)

Step 1: Create an OAuth Client

1. In CRM Factory, go to Settings → API
2. Click Create Client
3. Fill in:
   • Name: Claude Desktop
   • Redirect URIs: http://localhost:5173/callback
   • Scopes: crm:read crm:write erp:read
4. Click Create and save the client_id and client_secret

Step 2: Configure Claude Desktop

Open your Claude Desktop configuration file:

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

Add the MCP server configuration:

{
  "mcpServers": {
    "crm-factory": {
      "url": "https://acme.crmfactory.ai/api/mcp",
      "oauth": {
        "client_id": "crm_xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
        "client_secret": "YOUR_CLIENT_SECRET"
      }
    }
  }
}

Replace acme.crmfactory.ai with your actual domain and fill in your OAuth credentials.

Step 3: Authorize

1. Restart Claude Desktop
2. Claude will open your browser to the CRM Factory consent screen
3. Click Allow to authorize access
4. You'll be redirected back to Claude Desktop

Step 4: Start Using

Claude now has access to your CRM data. Try prompts like:

• "Search for opportunities closing this month over $50k"
• "Show me the pipeline summary"
• "Get the full details on Acme Corp's account"
• "Draft a follow-up email to Jane at Acme about the renewal"
• "What's the inventory level for SKU WG-100?"
• "Find knowledge base articles about billing issues"

Troubleshooting