Connect an assistant

Two minutes. You need a LeadBind account and an assistant that supports MCP, which today means Claude, ChatGPT, and a growing list of others.

1. Create a key

In LeadBind, go to Account → AI Access, or open it directly at leadbind.org/agent/ai-access.

• Name it after where it will live. "Claude on my laptop" beats "key 1" the day you have three of them and need to revoke one.
• Pick permissions. Start with Read only. You can create a second key with more later, and you should, once you trust what it is doing.
• Read the disclosure and check the box. It explains what leaves LeadBind. See What we send.

The key is shown once. Copy it before you close the page. If you lose it, revoke it and make another. That is not a hassle, it is the design.

Warning: Treat the key like your password. Anyone holding it can see your leads. Do not paste it into a group chat, a screenshot, or a support ticket. A key you have shown to anyone should be revoked.

2. Add it to your assistant

Paste this into your assistant's MCP settings and replace YOUR_KEY_HERE:

{
  "mcpServers": {
    "leadbind": {
      "type": "http",
      "url": "https://leadbind.org/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_KEY_HERE"
      }
    }
  }
}

Where that goes depends on your app:

Assistant	Where
Claude Desktop	Settings → Developer → Edit Config
Claude Code	claude mcp add or your .mcp.json
ChatGPT	Settings → Connectors → Add
Something else	Look for "MCP", "Connectors", or "Custom tools"

Restart the app if it does not pick the connection up right away.

3. Ask it something

Start here, because it is the one that shows you what this is for:

"What should I work on in LeadBind today?"

That runs get_next_actions, which returns work rather than records: leads that went quiet, calls that connected but never got followed up, and what is on your calendar in the next two days.

Then try:

"Show me my calls from this week and which ones booked."

"What times do I have open Thursday?"

"Add Maria Lopez, 832 555 0134, she called about a roof leak."

4. Combine it with your other tools

This is where it stops being a nicer dashboard.

If your assistant also has your calendar, your email, or your documents connected, ask for things that cross the line between them:

"Book my 2pm from LeadBind, then draft the confirmation email with directions to their address."

"Any lead I have called twice with no answer, put them on a list and remind me Monday morning."

LeadBind does not have an email integration. Your assistant does, and it can hold both at once.

Troubleshooting

"Invalid or missing API key": the key is wrong, revoked, or the word Bearer is missing before it.

"This key lacks the 'write' scope": you made a read-only key and asked it to do something. Create a new key with write permission. Keys cannot be upgraded, on purpose.

It cannot see the tools at all: restart the assistant. Most apps read MCP config only at startup.

It booked at a time you are not free: your assistant guessed instead of checking. It is instructed to call get_availability first. If it keeps doing this, tell it to check your availability before booking, and see Availability to make sure your hours are right in the first place.

Still stuck: Get help.