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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.
Claude.ai custom connectors currently only work in the web version (claude.ai) — not Claude Desktop. Make sure you’re set up on the web before you start.

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Setup

1

Open Claude in your browser

Go to claude.ai and sign in. Custom connectors are only available in the web app today, so this step won’t work from Claude Desktop.
2

Open Settings → Connectors

Click your profile icon in the bottom-left corner, open Settings, and switch to the Connectors tab. Scroll to the bottom of the connector list and click Add custom connector.
3

Paste your Octolane MCP server URL

Name the connector Octolane (or anything you like). Paste this link into the URL field:
https://mcp.octolane.com/mcp
Then click Connect.
4

Add your Octolane MCP API key

You’ll need a free Octolane account. Grab your MCP API key from octolane.com/settings/mcp and paste it into the connector when prompted.
5

Enable the connector in a conversation

Connectors are enabled per-conversation. In the chat input, click the + button (bottom-left), open Connectors, and toggle Octolane on. You’re good to go — try asking a question from the examples below.

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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 summary

What's my pipeline summary on Octolane?

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Deal deep-dive

Can you tell me about the Acme deal?

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Draft a follow-up

Write me a follow-up email for the Acme deal for our next meeting.

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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.