diff --git a/product-guides/leadbay-mcp.md b/product-guides/leadbay-mcp.md index 5dcd486..381bd0b 100644 --- a/product-guides/leadbay-mcp.md +++ b/product-guides/leadbay-mcp.md @@ -2,7 +2,13 @@ Give Claude (Desktop, Code, and Cowork) direct access to your Leadbay account. Once installed, Claude can pull leads, qualify them, enrich contacts, log outreach — all using your real data, with your permissions. -This guide covers installation in **Claude Cowork** via the prebuilt `.mcpb` extension. Other clients (Claude Desktop, Cursor, Claude Code) are covered in the [Leadbay MCP README](https://github.com/leadbay/leadclaw#install). +There are three ways to connect — pick the one that fits your client: + +- **Option A — Hosted connector:** paste a URL, nothing to install. Best for **Claude Desktop** and **ChatGPT**. +- **Option B — One-command installer:** a guided wizard. Best for **Claude Desktop**, **Claude Code**, and **Cursor**. +- **Option C — Manual `.mcpb` extension:** download and install by hand. Required for **Claude Cowork**. + +Advanced setup and other clients are covered in the [Leadbay MCP README](https://github.com/leadbay/leadclaw#install). {% hint style="info" %} The MCP server is open source and lives at [github.com/leadbay/leadclaw](https://github.com/leadbay/leadclaw). It uses **your** Leadbay account, so any action Claude takes is the same as if you'd done it yourself in the app. @@ -13,12 +19,62 @@ The MCP server is open source and lives at [github.com/leadbay/leadclaw](https:/ ## What you'll need - A Leadbay account ([sign up here](https://leadbay.ai/) if you don't have one) -- Claude Cowork (or any Claude client that supports MCP extensions) +- An AI assistant that supports MCP — Claude Desktop, Claude Cowork, Claude Code, Cursor, or ChatGPT - One minute --- -## Step 1 — Download the latest extension +## Option A — Hosted connector (no install) + +The fastest way: Leadbay runs a hosted MCP server, so you add a connector URL with nothing to download, update, or maintain. Pick the URL that matches your Leadbay instance: + +| Your Leadbay instance | Connector URL | +|---|---| +| EU / France | `https://leadbay-mcp-prod.fly.dev/fr/mcp` | +| US | `https://leadbay-mcp-prod.fly.dev/mcp` | + +{% hint style="info" %} +Not sure which instance you're on? Most accounts are EU/France — start with the `/fr/mcp` URL. If sign-in can't find your account, use the US URL instead. +{% endhint %} + +**In Claude Desktop:** + +1. Open **Settings → Connectors → Add custom connector**. +2. Paste the URL for your instance and confirm. +3. The first time Claude uses a Leadbay tool, a **Sign in with Leadbay** page opens in your browser — log in and click **Approve**. + +**In ChatGPT:** + +1. Open **Settings → Apps → Add app**. +2. Paste the same URL and follow the sign-in prompt. + +No tokens to copy or rotate. You can revoke access anytime from **Settings → Connected apps** in Leadbay. + +--- + +## Option B — One-command installer + +Prefer a local setup, or using **Claude Code** or **Cursor**? One command installs Leadbay and signs you in. You'll need [Node.js](https://nodejs.org) 22 or newer. + +```bash +npx -y -p @leadbay/mcp@latest installer +``` + +This opens a guided wizard that detects your installed clients (Claude Desktop, Claude Code, Cursor), adds Leadbay to the ones you pick, and runs the **Sign in with Leadbay** flow. + +To remove Leadbay later from every client the installer set up: + +```bash +npx -y -p @leadbay/mcp@latest installer --uninstall +``` + +--- + +## Option C — Manual `.mcpb` extension (Cowork) + +Claude Cowork installs MCP tools from a downloaded extension file. Use this method for Cowork (it also works for Claude Desktop). + +### Step 1 — Download the latest extension Open the [LeadClaw releases page](https://github.com/leadbay/leadclaw/releases/) and grab the latest `.mcpb` file (look for a name like `leadbay-X.Y.Z.mcpb` under the most recent release's **Assets**). @@ -26,7 +82,7 @@ Save it somewhere easy to find — your Downloads folder works. --- -## Step 2 — Install the extension in Cowork +### Step 2 — Install the extension in Cowork In Claude Cowork, go to: @@ -40,7 +96,7 @@ Once installed, toggle the extension to **Enabled**. --- -## Step 3 — Sign in with Leadbay +### Step 3 — Sign in with Leadbay The first time Claude calls a Leadbay tool, it triggers a one-tap **Sign in with Leadbay** flow: @@ -57,7 +113,7 @@ If you have access to both the US and EU instances of Leadbay, sign in on the in --- -## Step 4 — Allow the tools +### Step 4 — Allow the tools Leadbay ships two flavors of tools: @@ -92,7 +148,9 @@ The full list of tools and recommended workflows is in the [LeadClaw README](htt ## Updating -When a new release ships, repeat **Step 1** (download the new `.mcpb`) and **Step 2** (Install extension). Cowork replaces the old version in place; your sign-in stays valid, so you don't need to re-authenticate. +The hosted connector (**Option A**) always runs the latest version — there's nothing to update. + +For the manual `.mcpb` extension (**Option C**), when a new release ships, repeat **Step 1** (download the new `.mcpb`) and **Step 2** (Install extension). Cowork replaces the old version in place; your sign-in stays valid, so you don't need to re-authenticate. --- @@ -111,6 +169,7 @@ If your first message gets a response like *"I don't see any Leadbay tools"* or | Symptom | Fix | |---------|-----| | Claude says "not authenticated" or 401 errors | Your sign-in may have expired or been revoked. Trigger any Leadbay tool again and Claude will re-prompt the **Sign in with Leadbay** flow | +| Hosted connector won't sign in ("couldn't register" or "can't find your account") | Make sure the URL matches your instance — `/fr/mcp` for EU/France, `/mcp` for US | | Tools don't appear in Cowork | Make sure the extension toggle is **Enabled** in Settings → Extensions | | Tools appear but Claude won't call them | Open **Configure** and switch the tool groups to **Always allow** | | Wrong instance (no leads / 404s) | Sign out from the Leadbay extension and sign back in on the right instance (US or EU) |