MCP is the standard through which AI assistants access applications. It lets you connect Claude, ChatGPT and other AI assistants directly to your inDeal. After that you ask for your leads and deals in the chat, create new ones, log a phone call or have your pipeline added up without opening inDeal. The connection uses your normal inDeal sign-in, no key and no installation needed.

**Contents**
- [What the assistant can do](#what-the-assistant-can-do)
- [Connect Claude](#connect-claude)
- [Connect ChatGPT](#connect-chatgpt)
- [Cursor and Claude Code](#cursor-and-claude-code)
- [Disconnect](#disconnect)
- [Security](#security)
- [Next](#next)


## What the assistant can do

Once connected, the assistant works with your leads and deals like a colleague who has inDeal open:

- **Find leads**: "Do we already have Julia Weber from Muster GmbH as a lead?" or "Which leads changed since Monday?"
- **Create leads**: "Create a lead for Julia Weber, CEO at Muster GmbH, julia.weber@muster.de." If the person already exists, it does not create a duplicate but shows the existing lead.
- **Update leads**: "Move Julia Weber to meeting scheduled and set the next step to 'prepare demo'."
- **Notes and activities**: "Add a note to Julia Weber: short call, demo next week." The entry lands in the lead's timeline, just as if you typed it yourself.
- **Read the timeline**: "What happened recently with Muster GmbH?"
- **Create and close deals**: "Create a deal of 12,000 euros for Julia Weber." or "Mark the deal of Julia Weber as won." A lead has at most one open deal - if it already exists, the assistant shows it instead of creating a second one.
- **Blacklist**: "Put competitor.com on the blacklist." or "Is max@example.com blocked?" The assistant detects the type itself. It does not create blocked people as leads.
- **Reports**: "How much pipeline do we have this month?", "Which deals were won since Monday?" or "What is our lead to meeting conversion in September?" The figures come ready-made from inDeal, for the whole account.

For every lead and deal the assistant shows the link into inDeal, so you get to the right page with one click.

The address all assistants need is always the same. You find it in inDeal under [Settings -> MCP](https://app.indeal.ai/settings/mcp), together with the guides per assistant:

```
https://app.indeal.ai/api/mcp
```

![The MCP page in inDeal with the connection URL and the tiles for Claude, ChatGPT and Cursor and Claude Code](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/api-und-webhooks/mcp-settings-overview.png)

## Connect Claude

Applies to claude.ai in the browser and to the Claude desktop app. You need a Claude plan that allows custom connectors.

1. In Claude, open the settings and go to **Connectors**, directly at [claude.ai/customize/connectors](https://claude.ai/customize/connectors).
2. Click **Add custom connector**. Enter **inDeal** as the name and `https://app.indeal.ai/api/mcp` as the URL. Leave the other fields empty.
3. Click **Add**, then click **Connect** on the new connector. Claude opens an inDeal window.
4. Sign in to inDeal if you are not signed in yet. You then see the approval page: Claude wants to access your leads, deals, timeline and activities. If you are in several accounts, you choose here which one the connection is for.
5. Click **Allow**. Claude reports the connection as active.

From now on you enable inDeal in any chat via the plus menu under **Connectors** and simply ask, for example "Show me my recently changed leads".

![The approval page in inDeal: the assistant asks for access to leads, deals, timeline and activities](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/api-und-webhooks/oauth-consent.png)

(Screenshot of the connector dialog in Claude to follow.)

## Connect ChatGPT

ChatGPT currently connects your own tools such as inDeal only through developer mode. It is available on Pro, Team, Enterprise and Edu accounts; in Business workspaces an admin has to enable it first. We have submitted inDeal to the ChatGPT app directory; once it is listed there, this step goes away.

1. In ChatGPT, open the settings, then **Security and login**, and switch on **Developer mode**. If the switch is missing, ask the admin of your workspace.
2. Open [chatgpt.com/plugins](https://chatgpt.com/plugins), click the plus and choose the connection by URL. Enter **inDeal** as the name and `https://app.indeal.ai/api/mcp` as the URL, and choose **OAuth** as the authentication.
3. Save and click **Connect**. ChatGPT opens an inDeal window.
4. Sign in, choose your account if asked, and click **Allow**.

In the chat you then select inDeal among the tools. ChatGPT asks once before it changes a lead or a deal.

(Screenshot of the connector dialog in ChatGPT to follow.)

## Cursor and Claude Code

Developer tools such as Cursor and Claude Code do not connect via sign-in but with an API key from [Settings -> API & Webhooks](https://app.indeal.ai/settings/api). In short:

- **Claude Code**: in the terminal

```bash
claude mcp add --transport http indeal https://app.indeal.ai/api/mcp --header "Authorization: Bearer indeal_..."
```

- **Cursor**: in the file `mcp.json`

```json
{
  "mcpServers": {
    "indeal": {
      "url": "https://app.indeal.ai/api/mcp",
      "headers": { "Authorization": "Bearer indeal_..." }
    }
  }
}
```

The key applies to the account it was created in. Everything else about keys is in [inDeal API: create and update leads via the interface](https://success.indeal.ai/hc/indeal/articles/indeal-api-create-and-update-leads).

## Disconnect

All connections you granted via sign-in are listed in inDeal under [Settings -> MCP](https://app.indeal.ai/settings/mcp) in the section **Connected AI assistants**: which assistant, which account, since when and when it was last used. **Disconnect** removes the access immediately. The assistant cannot fetch anything anymore until you connect it again.

![The Connected AI assistants section under MCP with one active connection](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/api-und-webhooks/oauth-connected-assistants.png)

Connections with an API key (Cursor, Claude Code) are disconnected by revoking the key under [Settings -> API & Webhooks](https://app.indeal.ai/settings/api).

## Security

- Access applies only to the account you chose when approving. The assistant does not see other accounts.
- The assistant acts on your behalf and sees what you see. What you are not allowed to edit, it cannot edit either.
- The assistant cannot delete anything: no leads, no deals, no entries, no settings. It sees reports for the whole account, just like you do on the home page.
- You can disconnect any connection at any time under Settings -> MCP. It becomes invalid immediately.
- Treat an API key like a password. If it is lost, revoke it and create a new one.

## Next

- [inDeal API: create and update leads via the interface](https://success.indeal.ai/hc/indeal/articles/indeal-api-create-and-update-leads)
- [inDeal API: deals and reports](https://success.indeal.ai/hc/indeal/articles/indeal-api-deals-and-reports)
- [inDeal Webhooks: send lead and deal changes to other systems](https://success.indeal.ai/hc/indeal/articles/indeal-webhooks-send-lead-changes)