Use Skode CRM inside Claude

The Skode connector for Claude lets you ask questions about your CRM — deals, contacts, tasks, invoices — directly inside Claude. It runs on top of the{' '} Skode Remote MCP server and works with Claude Desktop, Claude on the web (Pro / Max / Team / Enterprise), and the Claude API.

What you can do

• Ask Claude for pipeline summaries, deal health checks, and revenue forecasts.
• Draft follow-up emails and WhatsApp replies grounded in real CRM context.
• Update deal stages, add notes, and create tasks with human-in-the-loop confirmation.
• Pull e-commerce reports: orders, revenue, returns, abandoned carts.

Prerequisites

• A Skode CRM workspace on Professional plan or above (trial eligible).
• A Claude subscription: Pro, Max, Team, or Enterprise, or API access.
• Workspace admin permission to add connectors (admins only).

Connect in Claude (web / Desktop)

1. In Claude, open Settings → Connectors.
2. Click Browse directory and search for Skode CRM. Click Connect.
3. You're redirected to app.skode.ai to sign in. Sign in with the same Skode account you use today, pick the workspace you want to expose to Claude, and review the list of modules Claude will be allowed to see (you can exclude any of the 20 modules per workspace).
4. Approve. You return to Claude with the connector active. A green dot next to Skode CRM means Claude has a valid OAuth token.

Connect in Claude API / scripts

Developers can add the Skode Remote MCP server to any MCP-capable client by pointing it at https://api.skode.ai/mcp with the OAuth metadata URL https://api.skode.ai/.well-known/oauth-authorization-server. See the{' '} MCP technical reference for details.

Try these prompts

These prompts work on any fresh connection and are the ones used in the Anthropic directory demo:

1. “Using my Skode CRM, summarise every deal closing this month. Group them by owner and show total pipeline value, highest-risk deal, and one recommended next action per deal.”
2. “Find the five contacts in my Skode CRM I have not emailed in the last 60 days who have an open deal above $20,000. For each, draft a short, specific follow-up email referencing their last interaction.”
3. “Pull this month's e-commerce orders from Skode and break down revenue by product category. Flag any SKU where return rate is above 8% and suggest what to investigate.”

Safety and permissions

Every write action — updating a deal, creating a task, voiding an invoice — requires an explicit confirmation step enforced on the Skode server, not just in the Claude UI. Read-only tools are marked readOnlyHint: true and destructive tools are marked destructiveHint: true in the MCP manifest. You can revoke the connector at any time from Skode (Settings → API & Webhooks → Connected apps) or from Claude's own connector manager.

Privacy and data handling

The Skode connector only sees CRM data from the workspace and modules you explicitly approve. Anthropic processes prompts under its{' '} zero-data-retention commercial terms, meaning your data is not used to train Claude and is not retained after the response. Skode retains only the audit metadata required to show you a history of connector activity. Full details: Privacy Policy,{' '} Sub-Processors,{' '} AI Connector Terms.

Troubleshooting

• 401 Unauthorized after a day or two: refresh the connector from Claude → Settings → Connectors. Skode rotates refresh tokens and Claude re-prompts silently in most cases, but a hard sign-out of Claude forces a re-connect.
• Claude says “I can't access that module”: an admin needs to enable it in Skode → Settings → AI Connectors → Modules.
• 429 rate-limited: each workspace has a 600 requests/minute budget on the MCP endpoint. Wait for the Retry-After window.

Support

Problems? Email support@skode.ai or open a chat from skode.ai/contact. Security issues should go to{' '} security@skode.ai (see{' '} security.txt).