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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Installation

Step-by-step setup for every assistant that works with Leadbay. Pick your client below — each takes a couple of minutes, and none of them need an API token. You add one server URL, sign in once with your Leadbay account, and you're connected.

Before you start, you need:

  • A Leadbay account (the same login you use for the web app).

  • One of the assistants below: Claude.ai, Claude Desktop, Claude Code, ChatGPT, or Codex.

Everywhere a server URL is asked for, it's:

https://mcp.leadbay.app/mcp

Sign-in is handled by your browser (OAuth) — there are no tokens to copy or paste.

Claude.ai (web)

Add Leadbay as a custom connector.

1. Open the Add custom connector form. Click this link (or in Claude, go to Settings → Connectors, then the + next to the search bar → Add custom connector):

https://claude.ai/customize/connectors?modal=add-custom-connector

Connectors + menu with Add custom connector
The + menu → Add custom connector

2. Fill in the fields and click Add:

  • Name: Leadbay

  • URL: https://mcp.leadbay.app/mcp

Leave the Advanced settings as they are (Individual sign-in is fine).

Add custom connector form with Leadbay name and URL
Name it Leadbay, paste the URL, click Add

3. Find the Leadbay connector in the directory (search "Leadbay" — it appears under Custom connectors) and open it.

Directory search showing the Leadbay custom connector
Your new Leadbay custom connector

4. Click Connect and sign in. A Sign in with Leadbay page opens — log in and approve. The connector shows as connected, and the Leadbay tools are available in your chats.

Leadbay connector with the Connect button
Click Connect, then sign in with Leadbay

Not an admin of your organization? Members can't add a custom connector themselves — your workspace admin needs to add the Leadbay connector first (steps 1–2 above). Send them the Admin setup guide. Once the admin has added it, you'll find it in the directory and can Connect (steps 3–4).

Custom connectors require a paid Claude plan (Pro, Max, Team, or Enterprise).

Claude Desktop

Claude Desktop connects to Leadbay exactly like Claude.ai — same custom connector, same URL.

  1. Open Settings → Connectors, click the + → Add custom connector.

  2. Enter Name Leadbay and URL https://mcp.leadbay.app/mcp, then click Add.

  3. Open the Leadbay connector and click Connect — sign in with Leadbay in your browser.

  4. Open a new chat and wait a few seconds for the Leadbay tools to load before your first message.

If your first message gets "I don't see any Leadbay tools", the tools are still loading. Send any second message (even just "try again") and Claude will pick them up. As with Claude.ai, if you're not an org admin, the admin must add the connector first — see Admin setup.

Fallback: install the extension

Can't get the custom connector to work — the Add custom connector option is missing, or you're not an org admin? On Claude Desktop you can skip the connector entirely and install Leadbay as a .dxt extension. It's a per-user double-click install with no admin gate.

  1. ⬇ Download the Leadbay extension (.dxt) — this pulls the latest version directly.

  2. Double-click the downloaded .dxt. Claude opens with the extension details — click Install, then toggle the extension to Enabled.

  3. Open a new chat, click Connect on the extension, and sign in with Leadbay in your browser.

Claude didn't open on double-click? Install it from inside the app: Settings → Extensions → Advanced → Install extension, then pick the .dxt file you downloaded. When a new release ships, download the new .dxt and install it again — Claude replaces the old version in place and your sign-in carries over.

Claude Code

One command registers Leadbay for every project.

Then:

  1. Run /mcp inside Claude Code.

  2. Select leadbay → Authenticate. Your browser opens for the Leadbay sign-in.

  3. Log in and approve — the status flips to connected and the Leadbay tools load.

If you just ran the add command in an open Claude Code session, restart it once so the new server shows up in /mcp.

Remove it anytime with claude mcp remove leadbay -s user.

Codex

Codex has a built-in command for remote MCP servers.

Codex detects OAuth automatically and opens your browser for the Sign in with Leadbay flow — log in and approve. Confirm it's connected with:

You should see leadbay with Status: enabled and Auth: OAuth. Remove it with codex mcp remove leadbay.

ChatGPT

Add Leadbay as a custom app (MCP connector) in ChatGPT.

Custom MCP connectors require a paid ChatGPT plan (Plus, Pro, Business, or Enterprise) and Developer mode, which you enable in step 5 below. On Business/Enterprise an admin may need to allow custom connectors first.

1. Open the workspace menu (bottom-left) and click your workspace name.

ChatGPT bottom-left workspace menu
Open the workspace menu

2. Click Settings.

Workspace menu with Settings highlighted
Click Settings

3. Open the Apps tab in the Settings sidebar.

Settings sidebar with Apps highlighted
Open the Apps tab

4. Click Advanced settings.

Apps page with Advanced settings highlighted
Click Advanced settings

5. Turn on Developer mode. This is required to add a custom MCP connector.

Developer mode toggle switched on
Turn on Developer mode

6. Go back to Apps and click Create app.

Apps page with Create app highlighted
Click Create app

7. Fill in the New App form:

  • Name: Leadbay MCP

  • Connection: select Server URL, then enter https://mcp.leadbay.app/mcp

  • Authentication: OAuth

  • Check I understand and want to continue, then click Create.

New App form with name, server URL, and OAuth
Name it, set the Server URL and OAuth, then Create

8. Click Sign in with Leadbay MCP. Log in and approve — ChatGPT is now connected.

Sign in with Leadbay MCP prompt
Sign in with Leadbay MCP

In a chat, enable the Leadbay MCP app from the composer + / tools menu so ChatGPT can call its tools.

If the connection has a problem

If the app shows as disconnected or its tools stop responding, reconnect it:

1. Open the Leadbay MCP app (Settings → Apps → Leadbay MCP) and click the ⋯ menu (top-right).

Leadbay MCP app page with the three-dot menu highlighted
Open the ⋯ menu on the Leadbay MCP app

2. Click Reconnect and sign in again.

App menu with Reconnect highlighted
Click Reconnect and sign in again

After you connect — your first leads

Whichever client you used, open a new conversation and try:

Show me today's leads and tell me which two are worth opening first.

A successful reply is a ranked shortlist — each lead with a fit score, a one-line "why it fits", and the best contact. If you see that, you're fully connected. 🎉

Example prompts

Troubleshooting

Symptom
Fix

"Not authenticated" / 401 errors

Your sign-in expired or was revoked. Trigger any Leadbay tool again and approve the Sign in with Leadbay prompt.

Connected, but "show me leads" returns an empty list

You're signed in fine — there's just nothing to show right now. Ask "show me my lenses" to check which audience is active.

Tools don't appear after connecting

Open a new chat and wait a few seconds; send a second message and the tools finish loading.

Tools appear but the assistant won't call them

Open the connector settings and set the Leadbay tool groups to Always allow (Claude) or enable the connector in the composer (ChatGPT).

Custom connector option missing (Claude.ai / Claude Desktop / ChatGPT)

Custom connectors need a paid plan, and your workspace admin may need to enable them — see Admin setup. On Claude Desktop you can skip the connector entirely with the .dxt extension fallback.

Other issue

File a bug at github.com/leadbay/mcp/issues.

Where to next

What is Leadbay MCP?Tools reference
PreviousQuickstartNextAdmin setup

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