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Quickstart

Connect Leadbay to Claude and get your first qualified leads in about five minutes. This guide uses Claude (Claude.ai or Claude Desktop) — the simplest path. Using a different assistant? See Installation for step-by-step setup of Claude Code, ChatGPT, and Codex.

You'll need a Leadbay account and Claude (Pro, Max, Team, or Enterprise). That's it — no API tokens to copy or paste; you add one URL and sign in with your browser.

Step 1 — Add the Leadbay connector

  1. Open the Add custom connector form — use this link, or in Claude go to Settings → Connectors → the + → Add custom connector:

  2. Enter:

    • Name: Leadbay

    • URL: https://mcp.leadbay.app/mcp

  3. Click Add.

Custom connectors require a paid Claude plan. If you're not an admin of your organization, you can't add the connector yourself — either send your workspace admin the Admin setup guide so they add it, or, on Claude Desktop, skip the connector entirely and install the .dxt extension yourself (a per-user, no-admin install). See Installation for the full walkthrough with screenshots.

Step 2 — Sign in

  1. Open the new Leadbay connector and click Connect.

  2. A Sign in with Leadbay page opens in your browser — log in (or confirm your existing session) and click Approve.

  3. The tab closes itself and Claude is connected.

That's the whole connection — no tokens, no config files. Claude is now linked to your Leadbay account, with all the leads you already have. You can revoke access anytime from Settings → Connected apps.

Step 3 — Ask for your first leads

Open a new conversation and type:

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

Claude calls your Leadbay tools and replies with a short, ranked shortlist — company, why it fits, and the best contact to reach.

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.

Step 4 — What you should see

A successful first response looks like a ranked table of leads, not a wall of text. For each lead you'll get:

  • a score (how well it matches your audience),

  • a one-line why it fits,

  • the best contact with a link where available.

If Claude replies with leads like that, you're fully connected. 🎉

A ranked table of prospects with fit, why-it-qualifies, and contact, plus Claude's pick of the top two to open first
A successful first reply: a ranked table of prospects, then the two worth opening first.

Step 5 — Keep going

Once you've seen your first leads, try these:

Research the top one for me — is it a fit?

Draft me an outreach email to them.

I just emailed them. Log it as outreach.

Claude remembers the leads it surfaced, so you can keep referring to "the top one" without repeating yourself.

Using another assistant?

Installation

Step-by-step setup for Claude.ai, Claude Desktop, Claude Code, ChatGPT, and Codex — they all use the same https://mcp.leadbay.app/mcp endpoint.

Where to next

Example promptsTools reference
PreviousWhat is Leadbay MCP?NextInstallation

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