---
title: "How to Connect Claude to Your Insurance CRM (MCP Setup Guide)"
description: "Step-by-step guide for wiring Claude Desktop and Claude Projects into unLocked CRM via MCP. Pull contacts, write notes, summarize policies, and trigger workflows from any chat."
url: https://unlockedcrm.ai/blog/connect-claude-to-insurance-crm
canonical: https://unlockedcrm.ai/blog/connect-claude-to-insurance-crm
category: "AI Features"
published: 2026-07-30
updated: 2026-07-30
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# How to Connect Claude to Your Insurance CRM (MCP Setup Guide)

<p>Claude is the most popular MCP client among insurance agents — and unLocked CRM ships a native MCP server, so connecting takes about three minutes.</p>

<h2>Step 1 — Grab Your MCP URL</h2>
<p>In unLocked CRM, open <strong>Settings → Developer → MCP</strong> and copy your tenant-scoped MCP endpoint (looks like <code>https://mcp.unlockedcrm.ai/v1/{tenant}</code>) and your bearer token.</p>

<h2>Step 2 — Edit Your Claude Config</h2>
<p>Open <code>~/Library/Application Support/Claude/claude_desktop_config.json</code> (macOS) or <code>%APPDATA%\Claude\claude_desktop_config.json</code> (Windows) and add:</p>
<pre><code>{
  "mcpServers": {
    "unlocked-crm": {
      "url": "https://mcp.unlockedcrm.ai/v1/YOUR_TENANT",
      "headers": { "Authorization": "Bearer YOUR_TOKEN" }
    }
  }
}</code></pre>

<h2>Step 3 — Restart Claude</h2>
<p>You'll see 16 unLocked CRM tools appear in the tool drawer: <code>search_contacts</code>, <code>create_note</code>, <code>summarize_policy</code>, <code>schedule_followup</code>, <code>generate_quote</code>, and more.</p>

<h2>Try These Prompts First</h2>
<ul>
<li>"Show me every Medicare client whose policy renews in the next 60 days."</li>
<li>"Draft a follow-up email to leads I haven't touched in 14 days."</li>
<li>"Summarize the last call with John Smith and add it to his timeline."</li>
</ul>

<p>Claude handles authorization, tool selection, and result formatting automatically. You're talking to your book of business in plain English.</p>

---

Source: [How to Connect Claude to Your Insurance CRM (MCP Setup Guide)](https://unlockedcrm.ai/blog/connect-claude-to-insurance-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/connect-claude-to-insurance-crm.