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.

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First — which one are you?

Adding a custom connector needs a paid Claude plan, and in a company workspace only an admin can add it. Find your situation, then follow the steps below:

Your situation	What to do
Solo / personal paid plan (not in a company workspace)	Add it yourself — follow Step 1 below.
In a company workspace, and you're the admin	Add it yourself (Step 1) — your teammates then just Connect.
In a company workspace, not the admin	You can't add it yourself. Send your admin the Admin setup guide; once they've added it, skip to Step 2 — Sign in.
Can't add connectors / no admin to ask	On Claude Desktop, install the .dxt extension instead — a per-user install with no admin gate.

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Step 1 — Add the Leadbay connector

Add the Leadbay connector →, then click Add. There are two server URLs — this link uses the US one, https://mcp.leadbay.app/mcp. If you're in France, use https://mcp.leadbay.app/fr/mcp instead.

Prefer step-by-step screenshots, or on a different assistant (Claude Desktop, Claude Code, ChatGPT, Codex)? See the full Installation walkthrough.

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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.

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New here? Take the guided tour

Not sure what to ask for first? Type:

Walk me through Leadbay.

Claude runs a short walkthrough on your own account — four steps, one button each, and you click to move forward:

Step	What it does
Check my account	Which account you're on, and how much of your AI quota is left this week.
Pull today's leads	Today's batch from your lens — ranked, with a one-line reason each fits.
Draft the first email	Writes a first email to the top company. Nothing is sent.
Find who to email	Shows which roles exist there, then reveals the actual person — only if you confirm.

Every step is a real action on your real account, not a demo. You can stop at any point with I'm done for now, or just type what you actually wanted — the walkthrough steps aside and Claude follows you there.

Nothing is spent without your say-so. The first three steps are free, and so is the preview of which roles you could contact. Revealing a real email or phone number costs one credit per contact, and the walkthrough tells you the cost before you decide.

Prefer to jump straight in? Skip the tour and go to Step 3.

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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.

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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 successful first reply: a ranked table of prospects, then the two worth opening first.

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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.

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Using another assistant?

Installation

Step-by-step setup for Claude.ai, Claude Desktop, Claude Code, ChatGPT, and Codex. US accounts use https://mcp.leadbay.app/mcp; France / EU use https://mcp.leadbay.app/fr/mcp.

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Where to next

Example promptsTools reference