Claude Code logoMCP agent

Give Claude Code access to your pipeline, inbox, and meetings, over MCP

Add Klipy's MCP server to Claude Code with one terminal command, authenticate with OAuth, and ask it about your pipeline, contacts, and conversations directly from your shell.

Claude Code connects to Klipy over the same remote MCP server every client uses: add it with `claude mcp add --transport http klipy https://api.klipy.ai/mcp`, then authenticate with OAuth. Once connected, and within whichever of the nine capability scopes you grant, Claude Code can read your pipeline, inbox, and meetings and draft messages, but every outbound send still needs your explicit approval through a separate confirmation step.

Claude Code connects to Klipy's MCP server with one CLI command plus an OAuth login, no app install and no native connector. Within the scopes you grant, it can read your pipeline, inbox, and meetings and draft messages, but sending a real message always requires a separate, single-use confirmation you approve yourself.

Free on every plan
Connecting Claude Code is included on every Klipy plan, including Free. API access, webhooks, and the MCP server ship standard, with no add-on fee.

Quick answer

Claude Code connects to Klipy over the same remote MCP server every client uses: add it with `claude mcp add --transport http klipy https://api.klipy.ai/mcp`, then authenticate with OAuth. Once connected, and within whichever of the nine capability scopes you grant, Claude Code can read your pipeline, inbox, and meetings and draft messages, but every outbound send still needs your explicit approval through a separate confirmation step.

At a glance

What you need to know

38

MCP tools

One connection covers CRM, comms, meetings, and agent actions.

9

OAuth scopes

You grant only what you want; scopes are account-level (the latest grant wins).

$0

Read and draft

Reading and drafting consume no tokens; only an accepted action does.

The gap: Claude Code doesn't know your pipeline, inbox, or meetings

Claude Code is Anthropic's agentic coding tool that runs from a terminal session, built for developers and technical operators, not a system of record. If you're the kind of RevOps engineer or technical founder who already runs your whole sales operation from a terminal, Claude Code still has no native memory of your pipeline, inbox, or meeting history, because that was never its job. Connecting Klipy's MCP server adds that as a second surface Claude Code can read and act on, alongside your codebase, in the same session.

There's no bundled, one-click Claude Code connector for Klipy. The real mechanism is an open MCP endpoint that any client can add, and Claude Code is one of many clients that can add it. No /compare page exists for Claude Code, because there's nothing to replace: Claude Code stays your coding agent, and Klipy stays the record of your pipeline, inbox, and meetings. Claude Code calls Klipy's tools in one direction only. Klipy does not reach into or read any other MCP server Claude Code might also be connected to.

How Claude Code connects to Klipy

Add Klipy's remote MCP server with one terminal command, then authenticate with OAuth. There's no app to install and no native connector to configure.

Run claude mcp add --transport http klipy https://api.klipy.ai/mcp from your terminal. By default the server is scoped to the current project; add --scope user to make it available across every project on the machine instead.

Then authenticate. Inside a Claude Code session, run /mcp, select klipy, and follow the browser OAuth login, or authenticate directly from the shell with claude mcp login klipy. Working over SSH or another environment without a local browser prints an authorization URL instead of opening one: open that URL locally, then paste the redirect URL back at the prompt (use ssh -t, or pass --no-browser to force this flow).

The first connection shows an OAuth consent screen with a checkbox for each of Klipy's nine capability scopes: crm:read, crm:write, comms:read, comms:draft, messages:send, meetings:read, agent:read, agent:write, and account:read. Claude Code can only call the tools whose scopes are checked. One detail worth knowing: the active grant belongs to your Klipy account identity, not to Claude Code specifically, so it governs every MCP client connected to that identity. If you later connect a different agent and grant it broader scopes, Claude Code picks up that same broader access the next time it calls Klipy, since Klipy tracks one active grant per identity, not one per client.

Within the scopes granted, two kinds of actions behave differently. Message sends are hard-gated by the system itself: the only path to a real outbound email or message is the two-step prepare_message_send / send_message_draft handshake, which requires a single-use confirmation token issued for that exact draft. Record writes aren't gated the same way. Once crm:write is active, tools like update_crm_record and delete_crm_record execute immediately, relying on Claude Code's own judgment rather than a system-enforced confirmation step.

To verify the connection, ask Claude Code "Who am I in Klipy?" It calls get_current_user and returns your Klipy account details if the connection is live.

Use cases

What you can do with it

I can now ask Claude Code about my live pipeline without leaving the terminal.

I can now have my agent draft a follow-up and wait for my approval before anything sends.

I can now update a CRM record mid-task, straight from where I'm working.

MCP tools
Trade-offs

Pros and cons

Pros

  • One CLI command plus OAuth, no app to install
  • Sends hard-gated by a single-use token
  • Free on any account, reading and drafting cost no tokens
  • Fix a missing scope by re-consenting, not a support ticket

Cons

  • CLI-first setup assumes terminal comfort; a no-browser session needs the manual auth-URL paste
  • No point-and-click option
  • Scope grants are shared across whatever else you connect to the same account
Sources

Docs and references

FAQ

Frequently asked questions

How do I connect Claude Code to Klipy?

Run `claude mcp add --transport http klipy https://api.klipy.ai/mcp` in your terminal, then authenticate with `/mcp` inside a session or `claude mcp login klipy` from the shell. The first connection shows an OAuth consent screen where you check the capability scopes you want to grant.

Do I need a specific Klipy plan or beta access to use this?

No. Klipy MCP is generally available to any Klipy account, with no separate plan and no beta waitlist.

Can Claude Code send emails or messages on its own?

No. Drafting is gated behind the comms:draft scope and sending behind messages:send, and they are separate steps: prepare_message_send stages a draft and returns a preview plus a single-use confirmation token, and send_message_draft only fires after you approve that exact message.

Can Claude Code update or delete CRM records without asking me first?

Not gated the same way sends are. Once the crm:write scope is active, tools such as update_crm_record and delete_crm_record execute right away, relying on Claude Code's own judgment. Only outbound messages go through the separate prepare_message_send / send_message_draft confirmation step.

Do scopes granted to Claude Code also apply to other AI tools connected to my Klipy account?

Yes, and it works the other way too. Capability scopes are tied to your Klipy account identity, not to each MCP client separately, so the most recent active grant governs every connected client. Granting broader scopes while connecting a different tool extends what Claude Code can call as well.

What can Claude Code actually do once it's connected?

Whatever the scopes you granted allow: read CRM records and timelines, search email/meeting/social conversations with citations, draft messages for review, read meeting transcripts and calendar events, and review Klipy's pending suggestions. Anything outside a granted scope stays unavailable to that connection.

Does connecting Claude Code to Klipy cost tokens?

Reading data and preparing drafts consume no tokens. Tokens are spent only when you accept an action, such as sending a draft or applying a suggested record update.

Related

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Add the tools you use. Keep the stack you trust.

Connect Klipy to your inbox, CRM, and AI agents in minutes. Every outbound draft still waits for your approval.