Integration · Model Context Protocol

Connect Claude directly to Starward Edge.

Starward Edge speaks the Model Context Protocol, so you can connect it to Claude and work with your own CRM in plain language — “which proposals have gone quiet for more than ten days?”, “add a note to the Okafor record”, “book Marcus in on Thursday”. Claude reads and acts on the real account, not a copy of it.

Included on every plan. Setup takes about five minutes.

What it is

Not a chatbot bolted onto a CRM.

A real connection

MCP is an open standard for giving an assistant tools. Claude calls your account directly rather than guessing from a training set.

Your permissions

Claude can only do what the scopes you approve allow. You choose them at connection time and can revoke them at any point.

Read and write

It can look things up, and it can change them — create a contact, move an opportunity, send a message. Treat that seriously.

What Claude can reach

Eleven areas of your account

Contacts

Search, create, update, delete and upsert. Tags, notes, tasks, followers and appointments. Duplicate lookup and business assignments.

Conversations and messages

Search conversations, read messages, send messages, update and delete conversations, and check message status.

Opportunities and pipelines

Search, create, update, delete and upsert opportunities. Change status, manage followers, access pipelines and lost reasons.

Calendars and appointments

Calendars, appointments, events, availability, blocked slots, resources, schedules, services, bookings, notes and notifications.

Payments

Transactions, subscriptions, orders, fulfilment, integrations and coupons.

Products and store

Products, prices, collections, inventory, reviews, shipping and store settings.

Invoices and estimates

Invoices, estimates, templates, schedules, sending and voiding.

Email

Templates, folders, campaigns, scheduling and campaign statistics.

Social planner

Accounts, posts, categories, tags, calendars and statistics.

Blogs

Sites, authors, categories, posts and slug checks.

Forms and surveys

Forms, surveys and submissions — so Claude can read what came in through your capture points and act on it alongside everything else.

Setup

How to connect it

The endpoint

Whichever client you use, this is the server address:

https://services.leadconnectorhq.com/mcp/anthropic/v2
Option A · Recommended

Sign in with OAuth

Add the connector, then sign in through the standard consent screen. You review and approve the scopes there, and no token is ever copied or stored by you.

If you run more than one sub-account, you choose during authorisation whether to grant one, several or all of them.

Option B

Private Integration Token

In Starward Edge go to Settings → Private Integrations, create a token, and select only the scopes you actually need. Pass it as an Authorization header:

Authorization: Bearer pit-your-token
Claude.ai

Settings → Connectors → Add custom connector, then paste the endpoint above.

Claude Code

One command in your terminal:

claude mcp add --transport http leadconnector https://services.leadconnectorhq.com/mcp/anthropic/v2
Claude Cowork

Open connector settings → Add custom connector → paste the endpoint.

Before you connect

Worth understanding first

This connection can change your data and contact your clients. Claude can send a message, void an invoice or delete a record if the scopes allow it — so grant the narrowest set that does the job, and widen later if you need to. If you only want Claude answering questions about your pipeline, read scopes are enough.

Requests run against one sub-account at a time. If you have granted several and a request is ambiguous, Claude will list the available locations and ask which one you mean rather than picking for you.

Treat a Private Integration Token like a password: it carries your permissions, it is not tied to a person, and anyone holding it has whatever access you granted. OAuth avoids handling one entirely, which is why it is the better default.

Sensible first uses
  • “Which proposals have been open more than fourteen days with no reply?”
  • “Summarise every conversation with this client since June.”
  • “Show me referral partners who have sent work but had no contact this quarter.”
  • “Which appointments no-showed last month, and were they recovered?”

All read-only. Start there, see whether the answers match what you know, then widen scope once you trust it.

Start here

The account has to be worth connecting to.

An assistant wired into a half-configured CRM just surfaces the mess faster. Starward installs the pipelines, follow-up and handoffs first — see how it gets installed, or find out where your follow-up is leaking.