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73 changes: 66 additions & 7 deletions product-guides/leadbay-mcp.md
Original file line number Diff line number Diff line change
Expand Up @@ -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.
Expand All @@ -13,20 +19,70 @@ 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**).

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:

Expand All @@ -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:

Expand All @@ -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:

Expand Down Expand Up @@ -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.

---

Expand All @@ -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) |
Expand Down
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