---
title: "How To Connect Claude Code To unLocked CRM"
description: "Four steps from API key to a reviewed first script with Claude Code and unLocked CRM."
url: https://unlockedcrm.ai/blog/how-to-connect-claude-code-to-unlocked-crm
canonical: https://unlockedcrm.ai/blog/how-to-connect-claude-code-to-unlocked-crm
category: "Product"
published: 2026-10-27
updated: 2026-10-27
last_updated: 2026-10-27
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/how-to-connect-claude-code-to-unlocked-crm
summary: "Create a scoped API key in unLocked, store it as an environment variable, point Claude Code at the public API reference or mcp.unlockedcrm.ai, then build and review a read-only script first."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-connect-claude-code-to-unlocked-crm
source: unLocked CRM — AI CRM for insurance agents
---

# How To Connect Claude Code To unLocked CRM

## TL;DR

Create a scoped API key in unLocked, store it as an environment variable, point Claude Code at the public API reference or mcp.unlockedcrm.ai, then build and review a read-only script first.

## Key data points

- Connecting Claude Code to unLocked CRM takes a scoped API key and either the public API reference or the hosted connection server at mcp.unlockedcrm.ai.

## 1. Create An API Key

On Pro or Max, create a key in unLocked scoped to the records the project needs.

## 2. Point Claude Code At unLocked

Give Claude Code the [public API reference](/api) or connect the hosted server at mcp.unlockedcrm.ai. Store the key in an environment variable; never paste it into a prompt.

## 3. Describe The Tool

Ask in plain English, such as "list leads waiting for a reply, oldest first," and ask for a read-only version first.

## 4. Review And Run

Read the code, run it against a test contact, and add write steps only after the output is right.

[Open the Claude Code integration](/integrations/claude-code)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/claude-code-integration-announcement
- https://unlockedcrm.ai/blog/claude-code-automations-for-insurance-agencies

---

Source: [How To Connect Claude Code To unLocked CRM](https://unlockedcrm.ai/blog/how-to-connect-claude-code-to-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-connect-claude-code-to-unlocked-crm.