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.
💡 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.
"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.
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.
