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Claude connector

Talk to your CRM.

Connect TAKO to Claude once through MCP, the open standard Claude uses to plug into other software. Then your team simply asks, and Claude does the work in TAKO.

You and your teamask in plain English
in a chat
Claudepicks the right action
MCP connector
TAKOdoes it and logs it

Five minutes · any Claude plan

Connect in four steps

  1. Give everyone a TAKO login

    Each person connects as themselves, so invite your colleagues first at tako.software/settings?tab=team.

  2. Add TAKO to Claude

    Open claude.ai/customize/connectors, click + Add, then Add custom connector. Name it TAKO, paste this address, click Continue, then Add.

    Connector addresshttps://tako.software/api/mcp

    If asked, pick Sign in now and Register automatically.

  3. Approve in TAKO

    TAKO opens its approval page. Sign in, check the workspace shown is yours, then click Approve. For a read only trial, tick only Read your TAKO records.

  4. Switch it on and ask

    In a chat, click + then Connectors and switch TAKO on. Then ask: “What can you do in TAKO?”

  • Claude Team or Enterprise? An Owner adds TAKO once at claude.ai/admin-settings/connectors (Add, Custom, Web). Colleagues then click Connect at claude.ai/customize/connectors.
  • TAKO on your own server? Your connector address is your own TAKO address followed by /api/mcp, once the connector is switched on for your instance.
  • Another MCP client? Point it at the same address. In Claude Code: claude mcp add --transport http tako https://tako.software/api/mcp

Why it is worth it

What your team gets

  • Answers in seconds

    Live from TAKO. No reports, no exports.

    You ask“Which deals have gone quiet for two weeks?”

  • The admin does itself

    One sentence keeps the CRM current.

    You ask“Log my call with Maria: she wants the premium plan. Move her deal to Negotiation and remind me on Thursday.”

  • Research and drafts, filed for you

    Emails wait as drafts until you send them.

    You ask“Research the company I meet tomorrow, add the key facts to its record and draft my follow up.”

Safe by design

  • Your own login. Everyone sees only what their TAKO login allows.
  • Your OK first. Claude asks before it changes anything.
  • Fully traceable. Every change shows in the record’s history.

Stuck at a step?

Write to the founder and we will get your team connected.

Talk to the founder →