Set up MCP
Step by step, connect the AI interface with Claude, ChatGPT, Codex or another MCP programme.
You connect an AI programme with Leadmode by entering the address of the MCP server there and signing in. You find the address under Settings → Integrations → More integrations → AI interface (MCP).
The menus of your AI programme may be called differently from what is described below. What matters are the address and the sign-in.
Prerequisites
- The module "mcp" is active (standard for all organisations with CRM).
- You are a member of the organisation. The AI works with your rights.
Steps
Open the page "AI interface (MCP)".
Leave the choice "All" under "What should the AI see?". Then the lean view applies: the AI sees five auxiliary tools and finds the suitable tools itself. If you want to show it deliberately less, or if your AI programme copes well with many tools, choose "Only certain areas" and switch on areas, for example "Leads and companies"; the address is then extended by ?bereiche=….
Copy the address with "Copy address".
Enter the address in your AI programme (see below).
Sign in. On the first connection the programme opens a sign-in window of the Leadmode sign-in server. Sign in with your Leadmode account.
Enter it in the AI programme
In the terminal:
claude mcp add --transport http leadmode "<ADDRESS-FROM-LEADMODE>"Then you sign in on the first call.
As an aid there is the button "Copy guide for AI". Choose your AI first (ChatGPT, Claude, Gemini, Mistral, Grok or another); the copied text is then adapted to this programme. It contains address, how to enter it, tools and rights, and also the instruction to help you sign in: the AI gives you the sign-in link as copyable text in the chat and opens it itself if it is allowed to, so you do not have to run anything in the terminal; and it instructs the AI to help you with the set-up and with daily work in Leadmode: leads and notes, tasks, appointments, key figures and invoice drafts. Leadmode remembers your choice; it also applies in the set-up dialog.
Do the initial set-up with your AI
In the set-up dialog you find the button Copy task for AI under With ChatGPT, Claude and others. Paste the text into your AI once you have connected it. The AI checks what is open with setup_status and suggests answers to you where it already knows you and your company. It only asks, in one bundle, for what it cannot know. When you confirm a suggestion, it enters it.
As soon as your AI has connected for the first time, the setup dialog shows “Connected” at Connect your AI via MCP and ticks the step off.
The AI takes over the following:
| Step | Tools |
|---|---|
| Invite team | invitations_create, members_list |
| Create first project | area "einrichtung" |
| Import leads | imports_preview, imports_run |
| Create first lead | area "kontakte" |
| Email footer | mail_update_footer |
| Billing details (issuer, payment terms, bank details) | billing_update_settings |
| Tick off steps you do not need | setup_skip_step |
You do the following yourself in Leadmode, because secrets never belong in a chat:
- Connect mailbox: you enter the password under Settings → Email → My email account. On request the AI tells you the server settings of your provider.
- Telephony: we recommend setting it up in the Leadmode interface (Settings → Phone and SMS → Telephony).
- Passkey: you confirm it on your device.
How sign-in works
The AI programme finds the sign-in server itself: a call without sign-in is answered with a note on the sign-in metadata. The programme registers itself with Leadmode in the process; you do not need to create anything in advance. Then the Leadmode sign-in window opens (the same account as in the interface), and you confirm that the programme may work on your behalf. Sign-in runs as OAuth with PKCE. The programme then works with your rights.
Notes
- ChatGPT, Codex and other programmes use the same address as any MCP programme.
To check, ask the AI to list the projects (projects_list) with run_read. Deletions are carried out only after your confirmation.
If the connection does not work, write to us in the Support chat.
See also
AI interface (MCP)
What the AI interface is, what it can do, which rights apply and where its limits lie.
Switch with your AI
Your AI takes over the stock from your previous system into Leadmode. Copy the instructions, sample conversation, what the AI may do, where you confirm and how to take everything back.