Setup guide
Connect Claude to Lumenbase
Add Lumenbase as a custom connector in claude.ai, Claude Desktop or Cowork. It takes a few minutes and one sign-in.
How do you connect Claude to your CRM?
In Claude, open Customize, then Connectors. Click + Add, then Add custom connector, name it Lumenbase and paste https://lumenbase.io/api/mcp. Continue through the authentication step, click Add, then Connect and sign in to Lumenbase. On Team and Enterprise plans, an owner adds the connector in Organization settings first.
Before you start
- A Lumenbase plan that includes Lumo, and a full seat.
- A Claude plan with custom connectors. Free allows one custom connector.
- On Claude Team or Enterprise, an owner who can add connectors for the organization.
Add the connector
Open Connectors
In Claude, go to Customize, then Connectors.
Add a custom connector
Click + Add, then Add custom connector. Name it Lumenbase, paste the URL and click Continue.
Review authentication
Keep the detected OAuth settings and click Continue, then Add. Leave the advanced settings empty unless your admin gave you values.
Sign in
Click Connect on the Lumenbase row. Lumenbase opens: sign in, check the workspace, then Allow access.
https://lumenbase.io/api/mcp
On Team and Enterprise plans
An owner adds it once
A Claude Owner or Primary Owner opens Organization settings, Connectors, clicks Add, hovers over Custom and picks Web. Name it Lumenbase and paste the URL.
Each member connects
Members open Customize, Connectors, find Lumenbase (usually marked Custom) and click Connect. Each person signs in with their own Lumenbase account.
Every member's connection acts as that member, so two people asking the same question each see their own records.
Check it works
- Start a chat and turn on Lumenbase under +, Connectors.
- Ask: List my open deals. Do not change anything.
- Claude asks before it uses a Lumenbase tool. Allow it once to see the result.
- Then try a workflow from the list below.
If something does not work
No Add custom connector option
Your organization may limit connectors. Ask a Claude owner to add Lumenbase for everyone.
Sign-in does not finish
Check that you chose the right Lumenbase workspace and finished any step Lumenbase asked for, such as two-factor authentication. Then click Connect again.
Some tools are missing
Lumenbase lists only the tools your plan, seat and role allow. Refresh the connectors list once after you sign in.
A tool is refused
Your workspace may have turned that capability off in Lumo Operations, or your role does not allow it. Ask a workspace admin.
Common questions
Sources and scope
Steps checked against the Claude Help Center on 13 November 2026. Claude renames menus from time to time; the Help Center has the current labels.
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.