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Connecting Coffee to Claude.ai

Learn how to connect Coffee to Claude using MCP and start querying your Coffee data in any Claude chat.

Connect Coffee to Claude to interact with your CRM data using natural language. Once connected, you can ask questions like:

  • "What deals should I focus on this week?"

  • "Summarize my meetings from yesterday."

  • "Which contacts haven't I followed up with in 30 days?"

  • "What's in my pipeline for this quarter?"

Before you get started

You'll need an active Coffee account and a paid Claude subscription (Pro, Max, Team, or Enterprise).
​

The connector is available on the web, desktop, and mobile versions of Claude.

💡 Pro tip: You can also ask questions about your data right within Coffee.
Take a look at Using Coffee AI to answer your questions

Steps to Connect MCP to Claude

ℹ️ On a Claude Business plan, this step has to be completed by your workspace admin.

  1. Go to Claude Desktop or visit https://claude.ai/

  2. Go to Customize: Click Customize in the top left corner of the Claude interface.

  3. Open Connectors In the left sidebar, select Connectors.

  4. Click the + (plus) icon and select Add a custom connector

  5. Enter the connector name - Coffee - and this URL:

    https://mcp.prd.coffee.work/proxy/mcp

    • Click Add.

  6. Connect to Coffee
    Click Connect, then go through the OAuth authorization flow to link your Coffee account.

  7. Enable the Connector

    1. Return to your Claude chat.

    2. Click Search and Tools again and turn on the toggle next to your new Coffee connector.

    3. Ask any questions to gain access to insights from Coffee within Claude

Available tools

Object

Read

Create

Update/Modify

Delete

People

✅

✅

✅

✅

Companies

✅

✅

✅

✅

Deals

✅

✅

✅

✅

Notes

✅

-

-

-

Meetings

✅

-

-

-

Reading data

  • get-accounts — Browse and search accounts (companies) in your Coffee workspace.

  • get-accounts-overview — Get a high-level summary of accounts. Use this first for general questions about accounts.

  • get-contacts — Browse and search contacts (people) in your Coffee workspace.

  • get-deals — Browse and search deals, including stage, amount, and owner.

  • get-deal-details — Get full details for a specific deal, including associated contacts, accounts, BANT/MEDDIC fields, and recent engagement history.

  • get-engagements — List meetings, calls, and emails, with optional AI summaries, transcripts, notes, follow-ups, and task suggestions.

  • get-engagement-details — Get full details for a specific meeting, call, or email, including transcript or email body, attendees, and associated deals.

  • get-notes — Browse and search notes across your workspace.

  • get-notes-for-engagement — Get all notes (manual and AI-generated) attached to a specific meeting or call.

  • get-me — Get your current user profile and role.

  • get-users — List users in your Coffee workspace.

  • get-workspace-intelligence — Get AI-generated intelligence about your own company: description, positioning, and key details.

  • get-deal-stages — List available deal stages in your pipeline.


​
​Writing data

  • create-contact — Create a new contact in Coffee.

  • update-contact — Update an existing contact’s details.

  • delete-contact — Delete a contact. This action cannot be undone.

  • create-account — Create a new account (company) in Coffee.

  • update-account — Update an existing account’s details.

  • delete-account — Delete an account. This action cannot be undone.

  • create-deal — Create a new deal, with stage, amount, close date, owner, and linked contacts and accounts.

  • update-deal — Update an existing deal’s properties, stage, next steps, or linked records.

  • delete-deal — Delete a deal. This action cannot be undone.

Additional example questions you can ask

  • Deals & Pipeline

    • "Which deals are at risk this quarter?"

    • "What's our weighted forecast for Q1?"

    • "Show me all deals stuck in negotiation for over 30 days"

    Meetings & Activity

    • "Summarize my last call with Sarah Chen"

    • "What action items came out of yesterday's meetings?"

    • "Who haven't I met with in over two weeks?"

    Individual Performance

    • "What's my average deal cycle time this quarter?"

    • "What's my win rate over the last 90 days?"

    • "Which of my deals moved stages this week?"

    Team Performance

    • "How is Lisa's pipeline looking this quarter?"

    • "Who on my team has the most deals closing this month?"

    • "Show me team activity over the past week"

    Contacts & Companies

    • "Who are the key stakeholders at Notion?"

    • "Show me all VPs I've spoken with this month"

    • "Which accounts have gone quiet?"

Troubleshooting

The OAuth login page didn't open after clicking Connect.

A popup blocker may be preventing the redirect.

Disable your popup blocker for Claude's domain, or try a different browser, then click Connect again.

The connector shows as added but isn't connecting.

Adding and connecting are separate steps.

Go back to Customize → Connectors, find Coffee in your list, and click Connect to complete the OAuth flow.

The Coffee connector isn't visible in Claude.
On Claude Business plans, connectors must be added by a workspace admin before individual members can see or use them.

Related Articles
Integrating Salesforce to Coffee
Integrating HubSpot to Coffee
Setting up your Coffee Account (member)
Using Coffee with ChatGPT
Deal fields in Coffee
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