Lumenbase for Claude
The CRM Claude runs your client sales on
Connect Claude to Lumenbase and it works from your real client record: history, email, meetings, LinkedIn and deals. It reads, drafts, updates the CRM and sends from your own accounts, within your permissions.
What does Lumenbase add to Claude?
Claude does the thinking and the writing. Lumenbase holds the relationship memory and the hands: every conversation, meeting and deal for each client, plus tools that write back to the CRM and send from your own mailbox and LinkedIn. You connect them once through the remote MCP server at https://lumenbase.io/api/mcp and sign in with OAuth. Claude then acts as you, with your access and nothing more.
What Claude can do with Lumenbase
Read the relationship
Contacts, companies, deals, activities, synced email threads, recent and upcoming meetings, and who on your team can make a LinkedIn intro.
Prepare the next step
Meeting briefs, follow-up drafts in your own writing style, pipeline reviews and a daily briefing, each grounded in the record.
Update the CRM
Log a note, create tasks and deals, move a lead, record a job change or build a list, on the right record.
Send from your accounts
Email from your connected mailbox, LinkedIn and WhatsApp messages, and meeting invites from your calendar.
Set it up in three steps
Add the connector
In Claude, add a custom connector named Lumenbase with the URL below. On Team and Enterprise, an owner adds it once for everyone.
Sign in
Claude opens Lumenbase. Sign in, check the workspace and allow access.
Ask
Start a chat and try: List my open deals. Do not change anything.
https://lumenbase.io/api/mcp
The same URL works in Claude Code, in ChatGPT and in other clients that connect over Streamable HTTP, such as Cursor.
How control works
It acts as you
Claude sees only the records you can see and does only what your workspace role allows. Lumo Operations controls apply too.
Messages can wait for you
Claude asks before each tool call unless you choose Allow always. Turn on Review messages from connected AI apps and every message waits for your approval in Lumenbase.
Limits per connection
Each connection can make 60 requests a minute and 5,000 a day.
Choose what it may do
When you connect, you approve scopes: read (crm:read), change records (crm:write), send messages (crm:send) and delete (crm:delete). Sending and deleting are separate choices you can leave off.
See what it did
Notes, tasks and emails Claude creates show "via Claude" in Lumenbase, and each connected app has its own Recent activity log in Settings, Connected AI apps.
Workflows to start with
Follow up on stalled deals
Find open deals with no recent contact and draft a follow-up for each.
Daily sales briefing
Today in one view: meetings, tasks due and the deals that need you.
Prepare for a meeting
A one-page brief on the people, the account and the open threads before a call.
Log a meeting and follow up
Turn your meeting notes into a CRM note, tasks and a recap email.
Weekly pipeline review
What moved, what stalled and what is at risk this week, with next steps.
Find a warm intro
Find who you already know at a target account and draft the ask.
Built for relationship-led B2B firms
Agencies, consultancies, software and outsourcing companies win work on what they remember: what a client said, what was promised and who knows whom. Claude is good at the reasoning. Lumenbase keeps the record it reasons over, captured from email, calendar and LinkedIn as you work.
You can also run the same jobs inside Lumenbase with Lumo and Routines, or build a bounded agent with Claude on top of the connector.
Common questions
Sources and scope
Based on Lumenbase product documentation and the Claude Help Center, reviewed 13 November 2026.
Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.