---
title: Connecting Zeplyn to Claude
description: Work with your Zeplyn client intelligence inside Claude, with no copying and pasting between tabs!
---
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1. [Zeplyn Help Center](https://kb.zeplyn.ai/en-us/zeplyn-help-center?hsLang=en-us)
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# Connecting Zeplyn to Claude
## Work with your Zeplyn client intelligence inside Claude, with no copying and pasting between tabs!
The Zeplyn MCP Server lets Claude reach your Zeplyn data directly. Once connected, you can ask Claude for meeting notes, transcripts, CRM records, calendar context, and financial planning data. Setup has two parts:
1. Zeplyn enables MCP access on your user
2. Add Zeplyn as a connector in Claude.
Who can use it
- Firms with **MCP server access** enabled in Zeplyn. Your Zeplyn Customer Success Manager can turn this on for you.
- Anyone with a Claude account that supports custom connectors. On **Claude Team and Enterprise** plans, an organization owner adds the Zeplyn connector once for the org, then each member connects individually. On individual plans, you add it yourself.
- Works in the Claude desktop app and in claude.ai in a browser.
**Before you start**
Two things need to be in place:
- **MCP access is enabled for your Zeplyn user.** If it is not, you can still add the connector, but Claude will report that the connector has no tools available.
- **You have your firm's Zeplyn MCP URL.** The standard address is https://app.zeplyn.ai/api/v2/mcp/mcp.
- FYI: MCP is only available to those who are Zeplyn Agent Nexus users OR those who are on an enterprise plan with Zeplyn
\*Firms on a dedicated Zeplyn subdomain use their own, in the form:
https://yourfirm.app.zeplyn.ai/api/v2/mcp/mcp.
*(Your Customer Success Manager can confirm which applies to you if you are unsure.)*
**Adding the connector on Claude Team or Enterprise**
An organization owner adds it once:
1. In Claude, go to **Organization settings \> Connectors**.
2. Select **Add**, then **Custom**. If Claude asks for a connector type, choose **Web**.
3. Enter your firm's Zeplyn MCP URL and name the connector **Zeplyn**.
4. Select **Add**.
Each member then connects with their own Zeplyn account:
1. Go to **Customize \> Connectors** and find **Zeplyn** (it carries a "Custom" label).
2. Select **Connect**.
3. Sign in with your normal Zeplyn credentials and approve access when prompted.
Adding the connector on an individual plan
1. In Claude, go to **Customize \> Connectors**.
2. Select **Add custom connector**.
3. Enter your firm's Zeplyn MCP URL, name the connector **Zeplyn**, and select **Add**.
4. Sign in with your normal Zeplyn credentials and approve access when prompted.
Confirming it worked
1. Start a new chat.
2. Open the **+** menu, select **Connectors**, and make sure **Zeplyn** is switched on for that conversation.
3. Ask Claude what it can reach, for example: *"What Zeplyn tools do you have available?"* You should get a list back. If nothing appears, restart the Claude app and ask again.
4. Try something real, for example: *"Summarize my most recent meeting with \[client name\]."*
Choosing which actions need your approval
By default, Claude asks for approval each time it calls a Zeplyn tool. To change that, go to **Customize \> Connectors** and select **Zeplyn**. Each tool is listed with its own permission, so you can set the ones you use constantly to **Always allow** and set anything you do not want used to **Blocked**.
On Team and Enterprise, owners can set these permissions in Claude for the organization from **Admin settings \> Connectors**. Individual settings still apply on top, so if approval prompts continue after an org-level change, check your own connector settings as well.
**Tip:** Start with read-only lookups on Always allow (meeting notes, CRM records, calendar) and keep approval on anything that creates or changes something, such as email drafts. You get speed where you want it and a checkpoint where it matters.
Troubleshooting
**"This connector has no tools available."** The connection succeeded, but MCP access has not been enabled for your Zeplyn user yet. Contact your Customer Success Manager to have them enable this for you. .
**The connector says connected, but Claude cannot find any Zeplyn tools.** Restart the Claude app, then open the **+** menu in your chat and confirm **Zeplyn** is switched on for that conversation. Connectors can be toggled off per conversation.
**Claude asks permission for every single step.** Approvals are set per tool. Go to **Customize \> Connectors \> Zeplyn** and set the tools you use most to **Always allow**.
**Sign-in failed, or the authorization link expired.** Disconnect the connector from **Customize \> Connectors** and connect again to start a fresh sign-in.
**The connector name or URL needs to change.** Authentication settings cannot be edited after a connector is added. An owner needs to remove the connector and add it again with the new details, and members will need to reconnect.
**Claude finds nothing for a client you know is in Zeplyn.** Confirm you can see that client when you log in to Zeplyn directly. The connector reaches only what your account has access to.
*For additional questions, please reach out to* support@zeplyn.ai*.*
- [Getting started](https://kb.zeplyn.ai/en-us/zeplyn-help-center/getting-started?hsLang=en-us)
- [Integrations](https://kb.zeplyn.ai/en-us/zeplyn-help-center/integrations?hsLang=en-us)
- [FAQs](https://kb.zeplyn.ai/en-us/zeplyn-help-center/faqs?hsLang=en-us)
- [Zeplyn Agent Nexus](https://kb.zeplyn.ai/en-us/zeplyn-help-center/zeplyn-agent-nexus?hsLang=en-us)
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