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Claude connector

Connect Lead16 to Claude

Lead16 runs a hosted MCP server. Add it to Claude once and you can run your pipeline, raise and send invoices, take payments and log expenses by asking, without leaving the conversation.

Copies the Lead16 MCP server URL and opens the Claude connector settings in a new tab. You paste the URL there yourself. Claude has no one-click install for custom connectors.

Read the steps first

Lead16 MCP server URL

Streamable HTTP over HTTPS. Everyone connects to this same URL. Your Lead16 sign-in is what keeps your data yours.

There is no one-click install, and that is on purpose

Claude has no install link that pre-fills a custom connector. You paste the server URL in yourself. Anthropic's own documentation warns that custom connectors "allow connections to unverified services", so that manual step is the friction that stops any website quietly adding a connector to your account.

So the button above does the only two things a website legitimately can. It copies the Lead16 server URL to your clipboard and opens the right settings screen in a new tab. You do the paste. If your browser blocks the copy, the button shows you the URL instead of sending you off with an empty clipboard.

Pick your path

The steps depend on your Claude plan. If you are not sure which you are on, open claude.ai and look at your account settings. Anyone on a company plan is usually Team or Enterprise.

Free, Pro or Max

You add it yourself

About two minutes. No admin needed.

1
Copy the Lead16 server URL
Copy https://mcp.lead16.com/mcp. The Connect with Claude button on this page copies it and opens the right screen for you.
2
Open your connector settings
Go to https://claude.ai/customize/connectors in claude.ai, or open Settings and then Connectors.
3
Add a custom connector
Click Add custom connector. Claude asks for a remote MCP server URL.
4
Paste the URL and add it
Paste the Lead16 server URL and click Add. Leave the advanced OAuth fields empty. Lead16 registers itself automatically.
5
Sign in with Lead16
Click Connect. Lead16 asks you to sign in and shows a consent screen listing what Claude will be able to do. Approve it and you are returned to Claude.
6
Turn it on in a chat
In any conversation, open the attachments or tools menu, find Lead16 under Connectors, and switch it on. Then ask Claude something like "what is in my pipeline this week".

Open claude.ai connector settings

Team or Enterprise

An Owner adds it first

Two stages. Members cannot add a custom connector on a company plan.

Stage one, done once by an Owner

1
Open organisation connector settings
Go to https://claude.ai/admin-settings/connectors in claude.ai, or Admin settings and then Connectors. You need Owner access with connector management rights.
2
Add custom connector
Paste https://mcp.lead16.com/mcp and click Add. Leave the advanced OAuth fields empty. The connector is now available to the organisation.

Stage two, done by each person

3
Find Lead16 in your own connector settings
Go to https://claude.ai/customize/connectors. Lead16 appears in the list with a Custom label. Nothing to paste at this stage.
4
Click Connect and sign in with Lead16
Each person signs in to their own Lead16 account and approves the consent screen. Claude only ever sees the data that person can already see.
5
Turn it on in a chat
Open the tools menu in a conversation, find Lead16 under Connectors, and switch it on.

Open organisation connector settings

What the connector can do once it is attached

76 tools across your CRM, invoicing and expenses. Every one carries a plain-English title and a read-only or destructive annotation, so Claude can tell the difference between looking something up and changing it.

Leads and pipeline

Create, find, update and archive leads. Move deals between stages, add and edit stages, and log calls, meetings, emails and notes as activities.

Invoicing

Raise an invoice from a conversation, add line items, email it to the client, and check what is sent, paid or overdue. Invoice numbering stays consistent with the app.

Getting paid

Attach a Pinch payment link for card or BECS direct debit, check payment status, and chase overdue invoices.

Receipts and expenses

Log receipts, sort them into expense categories and payees, and group receipts and invoices into folios for a job or a trip.

Trips and projects

Record trips for travel claims, and create client projects with work assigned against them.

Reporting

Pipeline overview and analytics, revenue summaries, invoice and receipt totals by status, and stale leads that have gone quiet.

Ready-made prompts

The connector also ships prompts you can pick straight out of the Claude tools menu, plus live resources for your pipeline overview and stage list.

invoice_a_client Raise and send an invoice end to end.
get_paid_for_a_job Invoice with a card payment link attached.
chase_overdue_invoices Find what is overdue and draft the chase.
daily_briefing What needs attention in the pipeline today.
log_interaction Turn a conversation into a logged activity.
weekly_review A weekly read on deals, revenue and slippage.

Access, and how to take it back

Claude never sees your password

The connector uses OAuth 2.1 with dynamic client registration. You sign in on lead16.com and approve a consent screen that lists what Claude will be able to do. Claude receives a revocable token, nothing else.

Scoped to your account

Every tool call is scoped to the account and workspace you signed in with. Claude cannot reach another customer's data, and on a shared workspace it sees exactly what you already see in the app.

Revoke in one click

In Lead16 open Settings, then API and webhooks, and revoke under Connected apps. Access stops within about a minute. Nothing in your account is deleted.

Worth knowing

The connector can write as well as read, so it can create and send invoices and change leads. Claude reads content other people wrote, such as lead notes and inbound email, so treat its suggestions the way you would treat a capable new hire: useful, and worth a look before anything goes out the door.

If something does not work

The URL did not land on my clipboard: Some browsers refuse clipboard access on certain setups, and embedded browsers often block it outright. Copy https://mcp.lead16.com/mcp from the box at the top of this page, or select it and press Ctrl+C or Cmd+C.
Claude says the connector is unverified: Expected. Every custom connector shows that warning because it points at a service Anthropic has not reviewed. It is a statement about custom connectors in general, not about Lead16 specifically.
There is no Add custom connector button: You are almost certainly on a Team or Enterprise plan, where only an Owner can add one. Send them this page and ask them to do the first stage.
It says connected but Claude has no Lead16 tools: Two usual causes. The connector is off for that conversation, so open the tools menu and switch Lead16 on. Or the sign-in has expired, so disconnect and reconnect from your connector settings.
Claude cannot see a lead or invoice I know exists: Check which Lead16 account you signed in with, and which workspace is active. The connector only ever returns what that account can already see in the app.
Something else: Email support@lead16.com and tell us what you asked Claude and what came back.

Questions

Is there a one-click install for the Lead16 Claude connector?

No. Claude has no install link or deep link that pre-fills a custom remote MCP connector, so the server URL has to be pasted in by hand. That is deliberate. Custom connectors can reach services Anthropic has not verified, and manual entry is what stops any website adding one to your account. The Connect with Claude button does the two things a website legitimately can: it copies the server URL and opens the right settings screen.

What is the Lead16 MCP server URL?

https://mcp.lead16.com/mcp. It uses streamable HTTP transport over HTTPS, and every customer connects to the same URL. Your Lead16 sign-in is what separates your data from everyone else's.

Do I need a paid Claude plan?

Custom connectors are available across Claude plans, but the path differs. On Free, Pro and Max you add the connector to your own account. On Team and Enterprise an Owner has to add it for the organisation first, then each member connects individually. Anthropic can change plan availability at any time, so treat the connector settings screen as the source of truth.

Does Claude get my password?

No. The connector uses OAuth 2.1. You sign in on lead16.com, approve a consent screen, and Claude receives a revocable token. Lead16 never hands your password to Claude, and you can revoke the token at any time from Settings, then API and webhooks, under Connected apps.

Can I stop Claude changing things and let it only read?

Not at the connector level today. Every tool is annotated as read-only or destructive so Claude can tell the difference and ask before it acts, but the connection grants both. If you only want Claude reading, say so in the conversation, and check what it did afterwards in Lead16.

What happens if I revoke access?

The token stops working within about a minute and Claude loses access. Nothing in your Lead16 account is deleted. You can reconnect later by signing in again from Claude.

Ready when you are

We copy the server URL and open the right screen. You paste it in. About two minutes, once.

Copies the Lead16 MCP server URL and opens the Claude connector settings in a new tab. You paste the URL there yourself. Claude has no one-click install for custom connectors.

Create a Lead16 account

Lead16 is an independent product. It is not affiliated with, sponsored by or endorsed by Anthropic. Claude is a trademark of Anthropic, PBC.