How to Connect ClosingFox to Claude

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Connect ClosingFox to Claude and ask your CRM anything in plain language — “who’s hot today?”, “why did we lose this deal?”, “how many site visits this week?”. Setup takes about a minute. It’s read-only and secure. > Business Impact: Instead of opening dashboards and building reports, you just ask. A manager gets the answer in seconds — from live CRM data — without touching a single filter. Faster decisions, zero report-building.

What you need

1. A ClosingFox account with the Connect AI permission (the owner or an admin can turn this on for you)
2. A Claude account — works on Claude web (claude.ai) and the Claude desktop app

No coding. No tokens to copy. No developer needed.

The big picture

Here’s the whole flow, in plain language:

1. Copy your connector link from ClosingFox
2. Add it as a connector in Claude
3. Log in with your normal ClosingFox password and approve
4. Ask Claude anything about your CRM

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Step 1: Get your connector link

1. Open ClosingFox on web or mobile
2. Go to Settings → Connect AI
3. If you don’t see it, ask your owner/admin to enable the Connect AI permission for you
4. Copy the connector link. It is:

https://api.closingfox.com/api/mcp

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Step 2: Add the connector in Claude

1. Open Claude (claude.ai on web, or the desktop app)
2. Go to Settings → Connectors
3. Click Add custom connector (the exact label may vary slightly)
4. Paste the link: https://api.closingfox.com/api/mcp
5. Click Connect

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Step 3: Log in and approve

1. A ClosingFox page opens in your browser
2. Log in with your normal ClosingFox email and password
3. You’ll see a screen that says “Allow Claude to read your ClosingFox CRM?”
4. Click Approve

That’s it. No token, no config file. Claude is now connected to your CRM.

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Step 4: Ask your CRM anything

Back in Claude, just type a question. For example:

• “Who are my hottest leads today, and why?”
• “Why did we lose the deals last month?”
• “How many site visits did the team do this week vs last week?”
• “Show me follow-ups that are overdue.”
• “At this pace, will we hit 10 bookings this month?”

Claude reads your live data and answers in seconds.

Is it safe? (Yes — here’s why)

• Read-only. Claude can read your data but can never change, delete, or move anything.
• Phone numbers are masked — only the last few digits are shared, and email addresses are never shared.
• Role-safe. Each person sees only the leads and data their role already allows in ClosingFox. A salesperson can’t ask Claude about a colleague’s leads.
• One org at a time. Each connection is locked to your organisation only.
• Disconnect anytime. Go to Settings → Connect AI → Connected apps and tap Revoke, or remove the connector in Claude.

> Good to know: Connecting an AI assistant means your CRM data (customer names and a masked phone) is read by Claude to answer your question. It stays read-only and role-scoped, and you can disconnect at any time.

FAQ

Can Claude change or delete my CRM data?

No. The connection is read-only. Claude can answer questions about your data but cannot create, edit, move, or delete anything. All changes still happen inside ClosingFox.

Who in my team can connect?

Anyone with the Connect AI permission — usually the owner and admins, who can enable it for others. Each person’s connection only shows the data their ClosingFox role already allows.

What customer data does Claude see?

Customer names and a masked phone number (last few digits only). Email addresses are never shared. Everything is read-only and limited to what your role can already see.

Does it work with ChatGPT or other assistants?

Right now the connector is built and tested for Claude. Support for other AI assistants may follow — ask our team for the latest.

How do I disconnect?

Open Settings → Connect AI → Connected apps in ClosingFox and tap Revoke. You can also remove the connector inside Claude. The connection stops immediately.

Next Steps

• AI in Real Estate Sales — what’s real, what’s hype, and where to spend your AI budget
• Understand your Dashboard KPIs — the numbers Claude can answer for you
• Set up your pipeline and stages — so your data is clean and Claude’s answers are accurate

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Need help connecting? WhatsApp us at +91 72081 94032 or email support@closingfox.com — we’ll walk you through it.