Productivity
Claude
The CRM as a custom connector in Claude: ask and log with your own permissions.
Claude connects to the /api/mcp endpoint with OAuth, as you, and is given 20 tools: search, fetch, search_contacts, get_contact, get_company, get_deal, recent_activity, list_deals, pipeline_summary, list_tasks, list_unpaid_invoices, stalled_deals, create_contact, update_contact, create_deal, move_deal, create_task, log_note, list_invoices, list_products. It sees exactly what you can, and only makes changes if you allowed it when connecting. Revoke it at any time under Settings → AI assistants.
What it needs
- A Claude account that can add a custom connectorrequired
Connecting it
- 1Claude: Customize → Connectors → Add custom connector (on Team and Enterprise an Owner adds it for the organisation).
- 2URL: https://<your host>/api/mcp, authentication with OAuth; no client ID needed.
- 3Connect: sign in to HelloTeam CRM, choose the company and allow it.
Start free, pay for what you need
The core CRM is free for good, with no card; you can try every paid module for 14 days. If it doesn't suit you, export everything and leave: the data stays yours.
- NAV-ready invoicing through Számlázz.hu or Billingo
- GDPR: subject access export and real erasure
- Hungarian interface and help centre
- Export any time, as CSV