This guide takes under 2 minutes. No technical skills required.

The MCP Server is a connection that lets your favourite AI assistant read and act on your Happierleads account in real time. Once connected, you can ask plain-English questions like "show me my hottest leads this week" and the AI pulls the answer from your live data — no copy/paste, no exports, no spreadsheets.

1. Log in to your Happierleads dashboard.

2. Click your profile → Account Settings.

4. Click "Copy connection URL". That URL already has your master key embedded — anywhere you paste it, the connection is instant. Treat it like a password.

1. Open the Claude Desktop app on your computer. If you don't have it, download it from claude.ai/download (free).

2. Click your profile picture in the top-right → Settings.

3. In the left sidebar, click "Connectors".

4. At the bottom of the connectors list, click "Add custom connector".

5. Paste your connection URL (from the MCP Server tab in Happierleads).

6. Name it "Happierleads" (or anything you like).

That's it. You'll see Happierleads appear in your connectors list with a green dot. No login pop-up appears because your master key is already inside the URL.

Open a new chat in your AI and ask any of these:

Your connection URL contains your master API key. Anyone who has it can read your account data. Do not screenshot it, do not paste it in public Slack channels, do not commit it to git.

If it ever leaks: open the API Keys tab → click "Rotate Key" → the old URL stops working instantly. Then copy the new URL from the MCP Server tab.

If Claude says "Error occurred during tool execution":

Step-by-step guide to connect Happierleads to the Claude Desktop app so Claude can read and act on your account data.

Connect Happierleads to Claude Desktop

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