Claude Code can now build on unLocked CRM through the API and AI connection server: custom automations, reports, and syncs for insurance agencies on Pro and…
TL;DR
unLocked CRM works with Claude Code, Anthropic's coding agent, on the Pro and Max plans. Claude Code uses scoped, revocable API keys or the hosted AI connection server to build custom automations, agency reports, and data syncs on the same supported actions every connected AI tool uses.
Most connected AI tools let an agent ask about the book of business in plain English. Claude Code is different: it writes and runs code. That makes it the right tool when an agency wants something repeatable, such as a morning report, a nightly sync, or a custom dashboard.
Claude Code now works with unLocked CRM on Pro and Max.
What Claude Code Can Build
- Custom automations: create tasks, tag contacts, or schedule reviewed messages when a condition is met.
- Agency reports: pipeline, follow-up, and quote-activity summaries pulled from live records.
- Data syncs: keep a lead vendor, spreadsheet, or website form aligned with unLocked contacts.
- Quote tooling: run live quotes, save them to a contact, and retrieve branded PDF links for review.
How It Connects
Claude Code uses a scoped API key you create in unLocked, or the hosted AI connection server at mcp.unlockedcrm.ai. Keys are revocable at any time. Keep the key in an environment variable, never pasted into a prompt.
What Stays The Same
Claude Code works from the same supported actions as every other connected tool. It does not get a separate copy of your data, and unLocked remains the system of record. Activity history is append-only, and customer data is never used to train AI.
October 2026 API Update
The unLocked API powers every connected AI tool. Claude, ChatGPT, Grok, Grok Bots, Muse AI, Gemini, Claude Code, Codex, and Cursor work from the same supported contact, messaging, quote, underwriting, and link actions within approved permissions and plan access. That includes daily priorities, full contact profiles, duplicates and documents, texts and emails sent now or scheduled, live quotes, saved quotes with branded PDF delivery, quote opens, and booking, intake, Medicare quote, and life quote links. unLocked remains the system of record; customer data is never used to train AI. Pro. Starting an application from a quote is coming soon; annuity quoting is not included.
Pricing
Included on Pro ($149/mo) and Max ($247/mo, $197 billed annually), per user. No add-on fee. Messaging and calling usage is billed separately; Claude Code may require its own Anthropic subscription.
See the Claude Code integration
FAQ
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