Docs

Setup guides

Get any MCP-compatible AI client wired into your CRM in under 3 minutes.

Claude Desktop

  1. 1
    Sign up for leadspine.io and connect your CRM with one click.
  2. 2
    In your dashboard, go to Connections and copy your MCP endpoint URL.
  3. 3
    In Claude Desktop, open Settings → Developer → Edit Config.
  4. 4
    Add a new MCP server entry pointing at your leadspine.io endpoint.
  5. 5
    Restart Claude Desktop. The leadspine.io tools appear automatically.

ChatGPT (Custom GPT / Actions)

  1. 1
    Sign up for leadspine.io and connect your CRM.
  2. 2
    Copy your MCP endpoint URL from Connections.
  3. 3
    In ChatGPT, open a Custom GPT and add the leadspine.io endpoint as an MCP connector.
  4. 4
    Save. Ask your GPT to list your CRM workflows to confirm.

Cursor

  1. 1
    Sign up for leadspine.io and connect your CRM.
  2. 2
    In Cursor, open Settings → MCP and click 'Add new server'.
  3. 3
    Paste your leadspine.io endpoint URL.
  4. 4
    Save. Reload Cursor. Your CRM tools appear in the tool picker.