Product How it works By role For Sales Reps For Sales Managers For Technicians Features AI Sales Coaching Custom Playbooks Door-to-Door Photo & Video Capture Visit Checklists Sales Roleplay Integrations Industries Roofing Windows & Doors Solar HVAC Flooring Pest Control Pricing Resources Blog Guides Docs ROI Calculator Playbook Generator Roleplay Tool Videos FAQ Compare Rilla vs AdaptClose Siro vs AdaptClose FieldSpark vs AdaptClose Craft vs AdaptClose Sales Ask vs AdaptClose Quizzes What is my coaching style? What is my selling style? Book a demo → Log in

Built for the field

Every industry. One grading platform.

Default rubrics for your trade, or bring your own process. Up and running in 15 minutes.

Explore all industries →
Rilla vs AdaptClose Siro vs AdaptClose FieldSpark vs AdaptClose Craft vs AdaptClose Sales Ask vs AdaptClose
What is my coaching style? What is my selling style?

HVAC

HVAC Sales Training: The Complete Guide

Read it →

Tech

Sales Coaching Platform for Home Services: What Features Actually Matter

Read it →
Skip to main content

Connect AdaptClose to Claude

AdaptClose works in claude.ai, the Claude desktop app, and Claude Code. You need the server URL:

https://mcp.adaptclose.com/mcp

Free, Pro, or Max plan​

  1. In Claude, go to Customize > Connectors.
  2. Click Add custom connector.
  3. Name it AdaptClose and paste the server URL.
  4. If Claude asks how people sign in, pick Sign in now. If it asks about the OAuth client, pick Register automatically.
  5. Click Add, then Connect.
  6. Sign in and approve.

The Free plan allows one custom connector.

Team or Enterprise plan​

An owner of your Claude organization adds AdaptClose once for everyone.

  1. Go to Organization settings > Connectors.
  2. Click Add, then Custom. If Claude asks for a type, pick Web.
  3. Name it AdaptClose and paste the server URL.
  4. If Claude asks how people sign in, pick Sign in now. If it asks about the OAuth client, pick Register automatically.
  5. Click Add.

Then each person connects with their own AdaptClose account:

  1. Go to Customize > Connectors.
  2. Find AdaptClose and click Connect.
  3. Sign in and approve.

Claude Code​

Run this in your terminal:

claude mcp add --transport http adaptclose https://mcp.adaptclose.com/mcp

Add --scope user to use it in every project. Then start Claude Code, run /mcp, pick adaptclose, and sign in.

Claude Code can also upload audio files from your computer. See Upload a call.

Use it in a chat​

Click the + button in the chat, open Connectors, and turn on AdaptClose. Then ask.

By default, Claude runs read-only tools without asking and asks you before any tool that changes data. You can change that for each tool under Customize > Connectors, or block a tool you don't want.

Disconnect​

In claude.ai or the desktop app, go to Customize > Connectors and remove AdaptClose. On a Team or Enterprise plan, an owner removes it for everyone under Organization settings > Connectors.

In Claude Code, run /mcp, pick adaptclose, and choose Clear authentication. To remove it completely, along with its stored sign-in, run:

claude mcp remove adaptclose