Groundbase
Your AI · Model Context Protocol

Your CRM, run by the AI you already have.

Groundbase has a built-in MCP server. Connect Claude, ChatGPT, Cursor or any MCP client and ask in plain English: book the call, send the invoice, text the client, chase what is overdue. Every change lands in the app as if you made it.

Connection URL
https://mcp.groundbasecrm.com/mcp
Connect in two minutes ↓Already a user? Generate a key →

Uses your own AI subscription. Included in the $19; no AI fee from us.

Claudenew chat
Groundbase · Calendar
Tuesday, October 20 Intro call · 30 min
10:00
Trade day — electrician + plumber
11:00
11:30
Intro call — Dana Whitfield
12:00
1:00
Countertop template — Hawthorne
Invoices Logan Solano
Studio reno · 9.5 hRDB-0013Sent
Deck rebuild · depositRDB-0004Partly paid
Kitchen island · finalRDB-0003Paid
Denise Eastman (647) 555-0178
Morning — the crew will be there about 8:15. Driveway parking OK?
Yes that is fine. Side gate is unlocked.
Running 15 minutes late, see you soon.
Outstanding 4 overdue
Ross SantoroRDB-0006 · $36,000reminder sent
Orla HawthorneRDB-0005 · $9,087.50reminder sent
Logan SolanoRDB-0004 · $6,400reminder sent
Lydia PadillaRDB-0002 · $5,900reminder sent
What you can ask

Pick a prompt. See the answer it got.

Eight of these are the exact replies Claude gave on a demo account; the two questions are condensed from the same data. Most everyday work is covered. Connecting Twilio, your subscription, card refunds and imports stay in the app.

Claude · connected to Groundbaseas answered
Contacts
Add a contact: Priya Nair, priya@example.com, 416 555 0188, and tag her Lead.

Groundbase · contactsPriya Nair is added to Groundbase and tagged Lead.

Ask anything about your business…
Setup

Connect in two minutes.

Same URL in every client. You sign in once on a Groundbase page; the AI never sees your password.

Claude · Anthropic — Desktop or Claude.ai
https://mcp.groundbasecrm.com/mcp
  1. Settings → Connectors → Add custom connector
  2. Remote MCP server URL: paste the URL above
  3. Save — Claude opens a sign-in page; use your Groundbase email + password
  4. Done. Open a new chat and try "List my Groundbase contacts."

Don't see your client? Tell us: any MCP-compliant host works, and we will publish its steps.

What MCP is

One open standard, every AI.

Model Context Protocol is how AI assistants connect to tools and data; think USB-C for AI. Groundbase runs the server side, so any client that speaks it gets a typed set of tools for your CRM, and the same connection URL works everywhere.

What an MCP server is, in plain English →

Security and control

You own every connection.

  • OAuth 2.1 sign-in
    Your password is typed on a Groundbase page, never in the AI client. Standard flow with PKCE.
  • Per-client tokens
    Each AI client gets its own token. Revoking Cursor does not touch Claude. Settings shows when each was last used.
  • Scoped to your account
    A token reaches only the data of the person who signed in.
  • Your data goes to your AI, not ours
    Over MCP your CRM data goes only to the client you connected, and only what its tool calls ask for. Groundbase sends nothing to an AI vendor on its own, except voicemail and call recordings for transcription, which go to OpenAI's speech-to-text.
  • Activity feed
    Record changes the AI makes land in your activity feed like your own: contacts, companies, deals, tasks, notes, texts, invoices, quotes, payments, time. Tag, template, campaign, workflow and webhook changes, and emails it sends, do not appear there.

Start with the AI you already use.

Fourteen days free. Card required, not charged until day 15. Connect the AI during setup or any time after.

Start free trial →Already a user? Generate a key →