Current for Claude

Run your calling day from a chat with Claude: see who's next, get briefed, dial, and say how it went — Claude logs it in Current. Setup takes about two minutes and works on any Claude plan.

You'll need a Current account — it's free. Start free or sign in, then follow the steps below.

Connect it

Add Current from Claude's directory

Claude → Customize → Connectors → search “Current CRM” → Connect

Current is a listed connector in Claude's directory. Open Customize → Connectors, search Current CRM, open it and press Connect. It's the same in the Claude desktop app and on claude.ai, and once connected it works on your phone too.

Seeing something different?

I see “Request” instead of Connect: You're on a Team or Enterprise plan, where an owner turns connectors on for everyone. Press Request and your owner is asked; or ask them to open Organization settings → Connectors, add Current CRM, and then you press Connect.
I can't find Current CRM in the directory: Add it by address instead: in Customize → Connectors press +, choose Add custom connector, name it Current and paste https://currentcrm.io/mcp, then press Add. It works exactly the same. The Free plan allows one custom connector; if you've used it, remove another first. If there's an Advanced settings section asking for a client ID, leave it empty.
I already added Current by pasting its address: That keeps working — it shows under Custom in your connectors, and nothing needs changing. To switch to the listed one, remove the custom connector, then press Connect on Current CRM and Allow it again.
My Claude says “Settings → Connectors”, not Customize: An older layout — same place. Open Settings, then Connectors, and search there.

Allow it in Current

Claude opens a Current page asking “Let Claude use your Current account?” Check the workspace it names, then press Allow. You're sent back to Claude, connected.

Seeing something different?

Current asks me to sign in first: Sign in the way you normally do. You come straight back to the Allow page afterwards.
It names the wrong workspace: Press Cancel. In Current, switch to the workspace you want (the name at the top of the sidebar), then connect again from Claude.
“That link has expired”: The Allow page was open more than a few minutes. Start again from Claude's connector — press Connect on it.
“This connection request came from an app Current doesn't recognise”: Remove the connector in Claude and add it again with the address above, exactly — no extra slash at the end.

Turn it on in a chat

Claude chat → + (bottom left) → Connectors

Make sure Current is switched on for the chat, then ask something like "What's on my call list today?" Looking things up runs straight away. Anything that changes Current — logging a call, adding a note, setting a follow-up — Claude asks you to approve first, so nothing is written without you seeing it.

Seeing something different?

Claude answers without using Current: Current isn't on in this chat. Switch it on under + → Connectors, or say "use Current" in your message.
Times are shown in UTC: Current learns your time zone from your browser. Open Current once — any page — and Claude will use your local time from then on.

What to say

Talk the way you would to someone sitting next to you. A few that work well:

"What's on my call list today?": The Today queue, in order, with why each one is there.
"Brief me on the next one.": Who to ask for, their rating, and what happened last time.
"Call them.": A link that dials the way you set in Settings → Calling. You click it.
"Voicemail. Try again Thursday at 2.": Logged as a voicemail, follow-up set, next prospect up.
"Spoke to Mike, the owner — wants a demo Tuesday at 10.": Logged as spoke, the note saved, follow-up Tuesday 10am.
"Find 20 HVAC companies in Mesa under 4.2 stars and add them.": Claude researches them itself, then adds them to your list, skipping any you already have.
"How am I doing this week?": Dials, conversations, connect rate, and how it compares with your best week.
"Which area codes pick up best after 3pm?": A table of dials, conversations and connect rate by area code, for the last 90 days unless you say otherwise.
"How many Mesa prospects have never been called?": Counted straight from your list — ask it by industry, rating or source too.
"What did Mike say about their current system?": Claude reads the transcript of your last call with them — if recording and transcripts are on.

What it won't do

Claude can't delete prospects, see your Twilio or email keys, or place a call on its own — you always click to dial. It only logs what you tell it happened. Marking someone do-not-contact is permanent, so it asks first.

How calls work

When you say "call them", Claude gives you a link that dials the way you've chosen under Settings → Calling:

This device — the link opens your phone, FaceTime or Phone Link.
Google Voice — the link opens Google Voice with the number ready.
In the app — the link opens the prospect in Current; press the call button there. The call is timed and logged by Current as usual.

When you hang up, tell Claude how it went and it logs the outcome and brings up the next prospect.

If something's wrong

Claude says it couldn't connect to Current: Remove Current in Customize → Connectors and connect it again — Claude asks you to Allow once more. If you added it by address, check it's exactly https://currentcrm.io/mcp.
It worked yesterday and now asks me to connect again: The connection was disconnected in Settings → AI assistants, or it went unused for 90 days. Press Connect on the connector in Claude.
A prospect Claude mentions isn't in Current: Claude only sees the workspace you allowed. If you use more than one, check which one is named under Settings → AI assistants.
I want to stop Claude reaching my account: Current → Settings → AI assistants → Disconnect. It stops working immediately; nothing in Claude needs changing.