If you work in Claude, you can let it see your work in Upcycle and help with it: ask "What is on my plate today?" or "Which client makes us the most profit?" without opening Upcycle. You connect from your own Claude account, on your own Claude subscription. Upcycle never asks for or stores your Claude password.
Before you start
- Connecting AI apps needs the Professional plan or higher.
- Claude sees only what your own account may see. An employee sees their own work and projects; money and sales show only for roles that allow them.
- On Claude Team and Enterprise plans, the Claude account owner adds the connector first, then each member connects with their own account.
Steps
- In Upcycle open Settings, then AI integration. You will find the Use Upcycle inside Claude card. Admins also see it under AI settings, and a link sits under the AI assistant's welcome.
- Click Copy next to Connector URL. It is one URL for every company:
https://upcycle-crm.com/mcp. - In Claude (the website or the desktop app) open Settings, then Connectors, and choose "Add custom connector". Paste the URL, click Add, then Connect.
- Type your company's Workspace address (the address you open Upcycle from), click Continue to sign in and sign in as usual.
- On the permission screen choose Read-only or Full access (read + write) and click Allow. You are back in Claude and the connector is ready.
- Try: "What is on my plate today, and what is overdue?"
For Claude Code: copy the command from the same card, run it in your terminal, then type /mcp and sign in:
claude mcp add --transport http upcycle https://upcycle-crm.com/mcp
Things to ask
- What is on my plate today, and what is overdue?
- Which client makes us the most profit, and which the least?
- Draft 3 posts for next week for "client name" and put them on the calendar as drafts.
- Which invoices are due soon or overdue and still unpaid?
- What is waiting for my approval?
Good to know
- Claude can read: your tasks for today and overdue ones, clients and projects, leads and deals, invoices and payments due, profit per client, the social calendar, and approvals waiting. Always within your account's permissions.
- With Full access Claude can create a task, draft a post on the calendar (never published automatically) and add a note to a client, a lead or a task.
- By default a change Claude asks for is shown as a preview first and is saved only after you agree.
- Invoices and payments are always read-only. Claude cannot change or delete them.
- To disconnect Claude: open AI integration and under Connected apps click Disconnect. It loses access right away, and you can connect it again anytime.
- Admins can turn single tools off, turn the whole connection off, and see every action in the Call log, under Configuration hub > MCP / AI connections.
- The AI provider setting (your Anthropic or other key) on the AI settings page is for the assistant inside Upcycle. It is separate from this connection.
- Other tools such as Cursor can connect with a key: under AI integration create a key and copy it right away, it is shown only once.