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NGCRM

Connect Claude to NGCRM

Use Claude to search, summarise and update your CRM in plain language: find a client, review open tickets, prepare a lead, log an activity.

Before you start

  • An NGCRM account on the Pro, Business or Enterprise plan (AI access is included).
  • An account administrator has enabled AI access in Settings → Integrations → AI assistants (MCP), and the account owner has given consent.
  • Optional: the owner has also enabled write access, so Claude can create and update records. Without it, Claude can only read.

Add the connector in Claude

Europe & rest of world — from the Claude directory. NGCRM is listed in the Claude connector directory: open https://claude.ai/directory/connectors/ngcrm (or search for “NGCRM” in Claude’s connector directory) and click Connect.

Latin America — from the Claude directory. NGCRM is listed in the Claude connector directory: open https://claude.ai/directory/connectors/ngcrm-latam (or search for “NGCRM LatAm” in Claude’s connector directory) and click Connect.

RegionConnector URL
Europe & rest of worldhttps://eu.ngcrm.ai/mcp (also in the Claude directory)
Latin Americahttps://br.ngcrm.ai/mcp (also in the Claude directory)

Not sure which region you are in? Use the address you sign in to NGCRM with.

Sign in and approve

Claude opens the NGCRM sign-in page. Sign in with your NGCRM account and approve the requested access:

  • Read: view the data you are allowed to see in NGCRM.
  • Write: create and update records (only if the owner has enabled it).

Access is limited to the organisations in your account that the connected user or key may access. Writing is off until the account owner explicitly turns it on; by default, write tools only show a plan without saving anything. Every MCP call, including rejected ones, is recorded in the account’s activity log.

Several organisations

If your account has more than one organisation, Claude asks which one to use, or you can say it in your request (“in organisation X, show open tickets”).

What Claude can do

Read: organisations and clients, contacts and people, leads and pipeline stages, tickets (including the archive), timeline of a client, tags, data quality and record counts, company registry lookup.

Write (with write access): create leads, tickets, notes and activities; update leads; tag clients; enrich client data from the company registry.

Data import tools are available only to organisations with the corresponding add-on.

Examples

  • “Which of my clients have open tickets older than 7 days?”
  • “Summarise everything we know about [client] before my call.”
  • “Create a lead for [company], stage New, owner me.”
  • “Log a call with [contact]: we agreed on a demo next Tuesday.”

Troubleshooting

  • “Authorization failed” or “Couldn’t connect”: AI access is not enabled for your account yet. Ask your account administrator to enable it in Settings → Integrations → AI assistants (MCP), then click Reconnect in Claude.
  • Claude can read but not create or update: the account owner has not enabled write access.
  • You see no data: check that you are connected to the right region and organisation.

Revoke access

In NGCRM: Settings → Integrations → AI assistants (MCP) → revoke. Or in Claude: Settings → Connectors → NGCRM → Disconnect.

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