This guide walks you through integrating Claude AI with STS using the Model Context Protocol (MCP), giving you a powerful AI assistant that can interact directly with your CRM data in real time.

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Once set up, you'll be able to use natural language to manage contacts, update deals in your pipeline, send messages, schedule and publish blog posts, create and schedule social media content, pull analytics, and look up payments and orders. All without leaving your AI chat interface.

Note:

You don't need Claude Cowork or any paid add-on to use this integration. All you need is a free Claude.ai account and access to the Claude desktop app.

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The main things currently not in scope are things like funnel/website building, automation workflows, or user management. The video and step-by-step guide below will have you up and running in minutes.

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Download the step by step guide here.

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Want a more seamless, native integration?

If you'd prefer a smoother setup with fewer limitations, especially for workflows, automations, and deeper integration inside your CRM, there’s a better option.

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👉 You can use AI Studio for a more streamlined experience that works more naturally with Systemised to Scale, without relying on workarounds or external tools.

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Click below to see how to set it up step by step: https://docs.systemisedtoscale.com/supercharge-crm/ai-studio