ClaudeConnected to Lead RecorderHere's Bob's Plumbing for this month so far:
↑ A real reply, built from your account's data — not a mockup Claude has to guess at.
Why connect Lead Recorder to Claude?
Stop clicking through the dashboard for numbers you could just ask for.
No dashboard login for a quick check
Ask Claude for a site's report and get the numbers in the chat, without navigating to a login screen.
Multi-client monitoring without spreadsheets
Ask which client sites have gone quiet this week and get a straight answer, not a spreadsheet you have to build yourself.
Source and channel breakdowns on demand
Ask which channel — Google Ads, organic, referral, direct — is driving leads for a site, right now.
Read-only by design
Every answer comes from a scoped, read-only connection. Claude can't edit, delete, or export a single lead record.
How to connect Lead Recorder to Claude
Three steps. Under two minutes. No code required.
Open Lead Recorder in Claude's directory
Visit the Lead Recorder connector page in claude.ai's directory and click Connect.
Authorize your Lead Recorder account
Sign in (or you'll already be signed in) and approve a standard OAuth 2.1 consent screen naming the account you're connecting.
Start asking questions
Ask for a site's report, a source breakdown, or which client sites have gone quiet — right inside your Claude conversation.
Prefer Claude Desktop or Claude Code? Generate a personal key from Account → API access instead — see the full connection guide.
Example Claude prompts for Lead Recorder
Claude understands natural language — just ask what you want to know.
“What sites do I have connected in Lead Recorder?”
“Write me this month's report for Bob's Plumbing.”
“Which channel drove the most leads for Bob's Plumbing this month?”
“Which of my client sites have gone quiet this week?”
“Has any client had zero leads in the last 7 days?”
How teams use Lead Recorder in Claude
Agencies
Ask Claude which of your client sites have gone quiet before a Monday call, instead of opening the dashboard for each one in turn.
In-house marketing teams
Ask Claude to write this month's report for a site — total leads, source breakdown, phone/form/email split — and paste it straight into your update.
Freelancers & tradies
Ask Claude how a site is doing between jobs, from your phone, without opening a dashboard.
What Lead Recorder data can you analyze in Claude?
Claude gets access to your full lead reporting — the same metrics and dimensions you already know from the dashboard.
Key Metrics
Key Dimensions
Why Lead Recorder for Claude?
Native Claude connector
Connect directly from claude.ai's directory. No CSV exports, no Zapier middle step required.
Read-only & scoped
Every tool is read-only and scoped to exactly what the connecting user could already see by logging in.
No lead PII exposed
Site names, domains, and aggregated counts only — never an individual lead's name, email, or phone number.
Built for agencies
Check every client site's status in one conversation instead of clicking through a dashboard one at a time.
OAuth 2.1 with PKCE
A standard OAuth consent flow through claude.ai. Revoke access anytime from Account → API access.
Free on every plan
Included on the free plan and every paid plan — no extra cost, no separate contract.
Frequently asked questions
What is MCP?
Model Context Protocol, an open standard for connecting AI assistants like Claude to external tools and data sources. Lead Recorder runs its own remote MCP server, at mcp.leadrecorder.com, so Claude can query your account directly.
What can Claude actually see?
Only what the connecting user could already see by logging in — site names and domains, plus aggregated lead counts and breakdowns. No tool returns an individual lead's name, email, or phone number.
Can Claude change anything in my account?
No. Every tool is read-only, idempotent, and only touches the connected account's own data — there's no create, edit, or delete capability exposed.
Is this different from the Zapier or Make integration?
Yes. The Claude connector is read-only and only returns aggregated data. The Zapier/Make integration is a trigger that does expose per-lead contact details, since its job is to push new leads into other tools.
Does this cost extra?
No, it's included on every plan, including the free one. It uses the same underlying API as the Zapier/Make integration, issued from its own key so revoking one never affects the other.
How do I disconnect it?
Revoke the key from Account → API access at any time, or disconnect the connector directly from claude.ai's own connector settings.
Ready to connect Lead Recorder
to Claude?
Free plan available. Connect from claude.ai's directory in under a minute.
No credit card required · Included on every plan