CxC supports the Model Context Protocol (MCP) — an open standard that lets Claude AI connect directly to your CxC workspace and take action using natural language. No code required. No copying and pasting data between tools.
🔌 How to Connect CxC to Claude
Open Claude at claude.ai
Go to Settings → Connectors
Click Add Custom Connector
Enter a name — for example "CxC"
Enter the server URL: https://web.cxc.ai/mcp
Paste your CxC API key where prompted
Click Connect
That's it. Open a new conversation in Claude and start giving it instructions about your CxC workspace.
🛠 Available Actions
Here's everything Claude can do inside your CxC workspace:
Jobs
Find a job by job number
Find jobs by customer name
Get full job details
Get job appointments
List all active jobs
List all jobs across all statuses
Get a summary of job activity by date range
Get a summary of job statuses across workspaces
Check a specific user's job status
Calls & Recordings
List all calls in a workspace
Find CSR calls
Get a full call transcript
Find transcripts by job number
Get a summary of recording activity by date range
Get a summary of recordings by business unit
Get a summary of recordings by source type
Get a summary of recordings by status
Users & Members
Find users by email or phone
List all workspace members
List channel members
Add a member to a channel
Remove a member from a channel
Add users to a workspace
Assign a manager to a technician
Set a channel member as manager
Get a summary of member statuses
Run workspace membership diagnostics
Run ServiceTitan employee diagnostics
Channels
List all channels
Get a summary of channel visibility across the workspace
List system messages in a channel
Workspaces
List all workspaces
Create a workspace
Rename a workspace
Get workspace status
Set workspace status (suspend or reactivate)
Set workspace plan (free or paid)
Set workspace monthly price
Get a summary of workspace activity by date range
Billing
List billing invoices
Sync Stripe invoices
Pricebook
Search pricebook items
Get a pricebook item
List pricebook categories
Get a pricebook summary
Messaging
Get a summary of message activity by date range
💡 Use Cases for Admins and Managers
"Which jobs are active right now?" Ask Claude to list all active jobs across your workspace — by customer, technician, or status — without opening the board manually.
"Pull up the transcript for job #452187" Find the call or field recording transcript for any job instantly. Useful for reviewing what happened on a job without scrubbing through audio.
"How many recordings did we complete this week by business unit?" Get a recording activity summary broken down by business unit or source type in seconds.
"Find all jobs for customer Robert Chan" Search by customer name and pull up every job, appointment, and recording tied to that customer.
"Who's assigned to what right now?" Check job status by technician, see member statuses across the workspace, and identify who's active and who's unassigned.
"Add Sarah to the HVAC-Leads channel" Manage channel membership in plain language without navigating through the app.
"What's our current workspace plan and billing status?" Pull up invoices, workspace plan details, and Stripe billing status in one conversation.
"Assign Mike as Jordan's manager" Set up or update manager-to-technician assignments without going through the settings screen.
"Show me CSR call activity for the last 7 days" Get a full summary of CSR recording activity, filtered by date range, without building a report manually.
"Search the pricebook for water heater installs" Find pricebook items by name, code, or description — useful when you need a quick price reference mid-conversation.
❓ FAQ
Do I need technical knowledge to set this up? No. Follow the steps above and copy the URL. No coding required.
Is this secure? Yes. Claude connects to CxC using your API key, which you control. Revoke it at any time from Settings → External Integrations in CxC.
Does Claude have access to my full workspace? Claude can only perform the actions listed above. It acts on your behalf using your API key — the same permissions you have when logged into CxC.
Which Claude plan do I need? MCP connectors are supported on Claude.ai. Check claude.ai for current plan details.
Something not working? Reply here or contact our support team and we'll help you get connected.
