How to connect Helloleads to Claude

Connect Claude Web, Desktop and Cowork to Helloleads MCP. Add a new lead to your sales list, show all leads captured this week, and more using natural language, with authentication handled for you.

Helloleads logoHelloleads
Api Key

Helloleads is a smart lead management solution built for small businesses. It streamlines lead capture, tracking, and engagement so you never miss a sales opportunity.

3 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Helloleads account to Claude via Composio Connect, enabling it to add a new lead to your sales list, show all leads captured this week, list available lead buckets for new entries, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Helloleads with

Connecting Helloleads to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Helloleads account

Back in Claude, ask it to connect to Helloleads or give it any Helloleads-related task.

For example, ask Claude to:

  • "Add a new lead to your sales list"
  • "Show all leads captured this week"
  • "List available lead buckets for new entries"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Helloleads account is ready to use.

What is the Helloleads Claude Connector, and what's possible with it?

The Helloleads MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Helloleads account. It provides structured and secure access to your lead management system, so your agent can perform actions like listing leads, creating new lead records, and managing lead groups on your behalf.

  • Automated lead creation: Instantly add new leads to Helloleads by providing essential details, keeping your sales pipeline updated without manual data entry.
  • Comprehensive lead listing: Ask your agent to retrieve and display all leads from your account, making it easy to review, filter, or analyze your prospects.
  • Lead list management: Have your agent fetch all available lead list keys, so you can organize and segment leads for targeted follow-ups or campaigns.
  • Streamlined lead assignment: Enable your agent to help assign new leads to specific lists, ensuring every lead is captured in the right place from the start.

Troubleshooting

1. Why does Claude not use the Composio connector for Helloleads?

The connector can show as connected, but Claude must use it in each Helloleads conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Helloleads again.

2. Why does Claude show an MCP server error before Helloleads connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Helloleads.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Helloleads.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Helloleads authorization link not work?

The Composio connector is one server. Your Helloleads account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Helloleads connection.
  • Composio creates a fresh Helloleads authorization link.
  • Open that link in your browser and finish the Helloleads sign-in.

4. Why do Helloleads actions fail after they worked before?

The Helloleads connection can expire or lose permission.

  • Ask Claude to inspect the Helloleads connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Helloleads account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Helloleads.
  • If the action still fails with a permission error, check that the connected account has that permission in Helloleads itself.

5. How do I switch to a different Helloleads account?

Claude can manage the Helloleads connection for you.

  • Ask Claude to disconnect or delete the current Helloleads account.
  • Ask Claude to connect Helloleads again.
  • Open the new Composio authorization link for Helloleads.
  • Sign in with the other Helloleads account in the browser.
  • After the account connects, ask Claude to retry the Helloleads task.

6. Why is my Helloleads connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Helloleads connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click and click Clear cache.
  • If Helloleads tools still do not appear, click , disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Helloleads.
TOOLS

Supported Tools

Every Helloleads action and event your agent gets out of the box.

Create Lead

Tool to add a new lead into HelloLeads.

List Leads

Tool to list all leads from HelloLeads.

List Lead Lists

Tool to retrieve all lead list keys from HelloLeads.

FAQ

Frequently asked questions

With a standalone Helloleads MCP server, the agents and LLMs can only access a fixed set of Helloleads tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Helloleads and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Helloleads tools.

Yes, absolutely. You can configure which Helloleads scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Helloleads data and credentials are handled as safely as possible.

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