Quickstart

From zero to an AI-operated CRM in about three minutes.

1. Create your workspace

Sign up with email or Google. You get your own workspace, seeded with a working schema you can reshape as your process demands:

Company

name: text · required
domain: text · unique

Contact

email: email · required · unique
name: text
title: text
company: → company

Deal

name: text · required
amount: number
status: open / won / lost · required
stage: → stage · required
company: → company
contact: → contact

Stage

name: text · unique
position: rank
seeded: Discovery → Solution → Proposal → Finalize

The unique fields matter: they're the identity keys idempotent imports match on, so re-running a sync updates records instead of duplicating them.

2. Connect your agent

Agents you build in Claude Cowork (and Claude generally) use connectors: Settings → Connectors → Add custom connector, and paste your MCP endpoint — shown on the workspace's Connect tab. Sign in with the same account when prompted; the connection is scoped to your workspace.

For Claude Code:

claude mcp add --transport http bostwick <your MCP endpoint>

3. Put it to work

> Import my 20 most promising leads from Apollo, with their companies.

> Here are my notes from the Acme call — file them against the deal and
  move it to negotiation.

> Which deals have had no activity in two weeks? Draft follow-ups.

> Add a "renewal date" field to companies and fill it in from the notes
  we have on file.   # admin role

4. Bring the team

Invite teammates from the Members tab — they sign in with the invited email and land in your workspace, connecting their own agents. Members read and write records; schema changes need the admin role, in the app and over MCP alike.

Next: MCP tools reference