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Connect your AI
Paste one link into Claude or ChatGPT, sign in, and ask about your deals, chats and tasks. It takes about a minute.
The link to paste
https://wrrk.ai/api/mcp/connectWorks with Claude, ChatGPT and Claude Code. Not on most Gemini plans yet.
Step by step
The exact clicks for each one. If your company manages the app, there's a note to send your admin.
Works in Claude on the web, the desktop app and the mobile app.
https://wrrk.ai/api/mcp/connectYou can do this yourself. On Free you can add one custom connector.
An Owner adds wrrk.ai once for everyone. Then each person connects.
Not the admin? Send this to whoever is.
A ready-made note with the link and the exact clicks.
Subject: Please add wrrk.ai to our Claude workspace
Hi, Could you add wrrk.ai to our Claude workspace? Then each of us can use our own wrrk.ai CRM, chats and tasks from Claude. It takes about a minute: 1. In Claude, open Organization settings, then Connectors. 2. Click Add, then Custom. 3. Name it wrrk.ai and paste this link: https://wrrk.ai/api/mcp/connect 4. Save. Each of us then clicks Connect and signs in with our own wrrk.ai account. Good to know: - Claude sees and does only what each person's wrrk.ai role allows. - Claude asks before it changes anything or sends a message. - The wrrk.ai data Claude reads is processed by Anthropic under our Claude agreement. Full guide: https://wrrk.ai/connect Thanks!
What happens next
What it can do
Look-ups happen straight away. Anything that changes data, sends a message or spends credits asks you first.
Look up
Search contacts, open a contact with its notes, list deals and tickets, summarise the pipeline
Do, after you approve
Create or update contacts and deals, move a deal to another stage, add pipelines and custom fields
Look up
List your tasks and boards, open a task
Do, after you approve
Create, update and complete tasks, add a task board
Look up
List chats and unread messages, read a chat, list your numbers and templates
Do, after you approve
Send messages, photos, PDFs and videos, create templates and send approved ones
Look up
List recent threads, read a thread, check whether a sent email was delivered
Do, after you approve
Send and reply from your own mailbox or a team inbox you can send from, build a designed email you preview in wrrk.ai before it sends
Look up
List events, read a meeting summary
Look up
Search your organization's knowledge base
Do, after you approve
Add an answer or import a web page
Look up
Get the credit price of a lead search first, search leads you already own
Do, after you approve
Run a lead search that spends no more than the credits you approve, save leads to the CRM
Look up
List workflows, check a run
Do, after you approve
Run a workflow, design a new one saved as a draft that stays off until you turn it on
Look up
See your plan, credits, connected channels and setup
Do, after you approve
Fill in your business profile, turn modules on, invite teammates
Good to know
The AI app works as you, never as anyone else, and never past what your wrrk.ai role allows.
Your AI app signs in with your wrrk.ai account, so you need one first. Already signed up? Your link is in Settings, Connected apps.