How to connect Claude to Orbit via MCP
Orbit has a built-in MCP server that lets Claude read and act on your CRM in plain English. Generate a workspace key, add it to Claude Desktop, Claude Code, or the web app, and you can ask Claude to find contacts, summarize a pipeline, or draft a follow-up using your real data. MCP access is part of the upcoming Pro plan, not the free tier.
Heads up: MCP access is part of the upcoming Pro plan, not the free plan. This guide shows how it works so you are ready when Pro lands.
What does the Orbit MCP server actually do?
MCP, the Model Context Protocol, is the standard way an AI assistant connects to an outside tool. Orbit ships its own MCP server, so Claude can talk to your CRM directly. If you want the plain-English version, read what MCP is first.
Connected, Claude can search your contacts, pull a contact timeline, summarize where deals stand, list overdue tasks, and draft messages grounded in your actual notes. It is the difference between Claude guessing and Claude knowing.
The key you generate is scoped to one workspace and revocable. Pull it any time and the connection dies instantly, so you stay in control of what Claude can see.
How do I connect Claude to Orbit?
The flow is the same whether you use Claude Desktop, Claude Code, or Claude on the web.
- 1In Orbit, open Settings and find the MCP section. Generate a new workspace key. Copy it somewhere safe, because you will only see it once.
- 2In Claude Desktop, open your MCP settings and add a new server using the Orbit server URL and your workspace key.
- 3In Claude Code, add the Orbit MCP server with the same URL and key so your terminal sessions can reach your CRM.
- 4Restart Claude so it picks up the new connection, then confirm Orbit shows up in the list of connected tools.
- 5Run a first query like "find my contact named Maria" to confirm Claude is reading live data.
Pro tips: 10 prompts that turn Orbit into a queryable database
Once connected, these prompts treat your CRM like something you can just ask questions of.
- "Show me every contact tagged warm lead I have not touched in 30 days."
- "Summarize the timeline for [contact] before my 2pm call."
- "Which deals in my pipeline have been stuck in proposal for over two weeks?"
- "Draft a follow-up to [contact] using what we last talked about."
- "List my overdue tasks and group them by contact."
- "What is the total value of deals I expect to close this month?"
- "Find duplicate contacts that look like the same person."
- "Who did I meet at the conference last week, by tag, and what did I note?"
- "Pull every invoice marked sent but not paid."
- "Add a task to call [contact] Friday and tag them follow-up."
Keep exploring
Frequently asked questions
Is the Orbit MCP server free?+
No. MCP access is part of the upcoming Pro plan, not the free tier. The free plan includes all 16 AI agents and the core CRM, but connecting an external assistant like Claude to your workspace over MCP is a Pro feature. This guide explains how it works so you are set up when Pro arrives.
What can Claude do once connected to Orbit?+
Claude can search contacts, read a contact timeline, summarize your pipeline, list overdue tasks, and draft messages grounded in your real notes. It turns your CRM into something you can ask questions of in plain English, instead of clicking through screens. Any action it takes still respects your workspace permissions.
How do I generate an Orbit MCP key?+
Open Settings in Orbit, find the MCP section, and generate a new workspace key. Copy it right away, since it is shown once. The key is scoped to a single workspace and revocable, so you can pull it any time and the connection ends instantly.
Can I connect Orbit to Claude Code, not just Claude Desktop?+
Yes. The Orbit MCP server works with Claude Desktop, Claude Code, and Claude on the web. You add the same server URL and workspace key in each. That means your terminal sessions in Claude Code can query and act on your CRM just like the desktop app can.
Is connecting Claude to my CRM safe?+
The connection uses a per-workspace key that you can revoke at any time, which kills access instantly. It is scoped to one workspace, so a key cannot reach data in another. You decide when to connect and when to cut it off, which keeps you in control of what Claude can see.
Ask your CRM anything
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