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Use Octolane with Claude

Claude is the best AI assistant for working with Octolane. It handles multi-step CRM queries naturally, asks clarifying questions when needed, and presents data in clean, readable formats.

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Claude Desktop setup

1

Open your config file

Find your Claude Desktop configuration file:
OSPath
Mac~/Library/Application Support/Claude/claude_desktop_config.json
Windows%APPDATA%\Claude\claude_desktop_config.json
Linux~/.config/Claude/claude_desktop_config.json
Create the file if it doesn’t exist.
2

Add the Octolane MCP server

Paste this configuration (replace your-api-key with your actual key from Settings > Integrations > API):
{
  "mcpServers": {
    "octolane": {
      "url": "https://mcp.octolane.com/mcp",
      "headers": {
        "X-API-Key": "your-api-key"
      }
    }
  }
}
If you already have other MCP servers configured, add the "octolane" entry inside the existing "mcpServers" object.
3

Restart Claude Desktop

Quit Claude Desktop completely and reopen it. You should see the Octolane tools available in the tools panel.

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Claude.ai setup

In Claude.ai, go to Settings > MCP Servers > Add Server and enter:
  • Name: Octolane
  • URL: https://mcp.octolane.com/mcp
  • Headers: X-API-Key: your-api-key
The Octolane tools are available immediately in your next conversation.

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Example prompts

Here are prompts that work well with Claude + Octolane. Copy and paste any of these to get started.

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Pipeline review

Show me all open deals. For each one, tell me the stage, value, owner,
and how many days since the last activity. Flag any that look stale.

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Website visitor intelligence

What companies visited our pricing page this week? Show me the ones
that match our ICP, sorted by match score. Include company size and
industry for each.

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Meeting prep

I have a call with Stripe tomorrow. Pull up everything we know about
them - the deal status, all contacts we've talked to, recent email
activity, and any action items from past meetings.

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Deal creation

Create a deal for my meeting with Notion next Tuesday. It's a $85K
annual contract, they're at the proposal stage. Main contact is
sarah@notion.so.

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Pipeline analytics

What's our pipeline value this quarter compared to last quarter?
Break it down by stage. Which deals are most likely to close this month?

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Lead qualification

A new lead just came in - john@linearapp.com. What do we know about
their company? How do they score against our ICP? Do we have any
existing contacts or deals with them?

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Stale deal sweep

Show me all deals that haven't had any activity in the last 2 weeks.
For each one, tell me who owns it, what stage it's in, and when the
last email or meeting was.

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Tips for best results

Instead of “Show me deals,” try “Show me open deals worth more than $50K in the negotiation stage.” The more specific your query, the more useful the response.
Claude remembers context within a conversation. Start with “Show me stale deals” then follow up with “Draft a summary of the top 3 for my team standup” without repeating the original query.
Ask Claude to cross-reference Signal visitors with your existing pipeline: “Are any of this week’s website visitors already in our pipeline? What about visitors from companies similar to our best customers?”
Claude handles relative dates well. Say “deals closing this month,” “last week’s website visitors,” or “meetings scheduled for tomorrow” instead of specific dates.
Ask for the output format you want: “Show me this as a table,” “Give me bullet points,” or “Summarize in 2 sentences.” Claude adapts to your preferred format.