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Receptiva connector for Claude and ChatGPT

What the Receptiva MCP connector lets Claude or ChatGPT see and do for your firm today, and how to connect it in three steps.

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The Receptiva connector is an MCP server that your AI assistant connects to. Once it is connected, Claude or ChatGPT can read your firm's account status, your receptionist's settings, your calls (with the caller's number and a summary of each) and your new leads, and answer questions about them in plain language. If your firm's owner turns it on, it can also read call transcripts and the full intake details of a lead. When you ask, it can also mark a lead as contacted, signed or rejected, and change your receptionist's office hours, team, call routing, alert emails, contact details, the email it gives callers, the facts about your firm it shares when a caller asks, its house rules (short standing preferences for how it responds), or its name. Settings changes are made on a draft that you see and confirm before it goes live, and the last change can be undone. It changes nothing else.

The connector is included on every Receptiva plan and every trial. There is one address for every firm:

text
https://mcp.receptiva.ai/mcp

How it works#

  1. Add the address in your AI app. In Claude or ChatGPT, create a custom connector and paste the address above.
  2. Sign in to Receptiva. Use Google or a one-time code sent to your email. There are no passwords.
  3. Choose your firms and press Allow. The consent screen lists the firms on your account. Pick the ones the app may see.

The consent screen spells out what the app will be able to do:

  • See your account status and receptionist settings
  • See your calls (caller numbers and summaries) and new leads
  • See call transcripts, recording links and full lead intake details once your firm's owner turns that on
  • Mark a lead contacted, signed or rejected when you ask
  • Change your receptionist's hours, team, routing, alert emails, the email callers are given, firm facts and house rules when you ask, and undo a change
  • Stay connected until you disconnect it

Step-by-step guides: Connect Claude and Connect ChatGPT.

What it can do today#

These are the tools available today. Your AI assistant picks the right one from your question, so you never need to name a tool.

Tool What it does Who can use it
receptiva_get_pricing Plans, included minutes, overage rate, setup fee and trial terms Anyone connected, no firm needed
receptiva_get_account_status Your plan, trial days left, your firm's number, a setup checklist and the one next step Firm owners and view-only members
receptiva_get_receptionist How your receptionist is set up: office hours, the email and firm facts it gives callers, its house rules, who takes transferred calls, how each kind of caller is routed Firm owners and view-only members
receptiva_list_calls Recent calls, newest first, each with the caller's number, the name they gave and a summary. Includes calls where the caller hung up early, and can list only calls updated since a given time Firm owners and view-only members
receptiva_get_call One call's summary and how it was routed. When the call was put through to someone at your firm, also a summary of their conversation, for firm owners with full caller data turned on Firm owners and view-only members
receptiva_get_transcript One call's transcript, turn by turn: the caller with the receptionist, and after a transfer the receptionist's briefing to your staff member and their conversation with the caller Firm owners only, with full caller data turned on
receptiva_list_leads Captured leads with their status and the callback number and email the caller gave Firm owners and view-only members
receptiva_get_lead One lead with the full intake the receptionist gathered: incident, injuries, treatment, insurance and a narrative Firm owners only, with full caller data turned on
receptiva_update_lead_status Marks a lead contacted, signed or rejected Firm owners only
receptiva_update_receptionist_draft Makes changes to hours, team members, routing, alert emails, contact details, the email for callers, firm facts, house rules or the receptionist's name on a draft, and shows what would change. Nothing is live yet Firm owners only
receptiva_apply_receptionist_draft Makes the draft live, once you confirm it. Live calls use it within about 2 minutes Firm owners only
receptiva_rollback_receptionist Restores the previous version of your receptionist's settings, once you confirm it Firm owners only

Every argument and result field is listed on the Tools reference page.

What it cannot do#

  • It cannot play or download call recordings itself. With full caller data on, it can give a firm owner a link to a call's recording that works for one hour.
  • It reads call transcripts, the summary of a conversation with your staff after a transfer, and a lead's injury, treatment and insurance details only after your firm's owner turns on full caller data in the dashboard, and only for the owner's own connection. Call summaries are written from what the caller said and can mention why they called; see Data and privacy.
  • Transcripts label each turn caller, receptionist or staff (with the staff member's name), and say which part of the call it is from. Each turn has a start_s, the seconds from the start of the call; it is empty on calls recorded before turn times were kept. The briefing and the conversation after a transfer are transcribed only while your firm has full call records on.
  • It cannot change your phone number or your billing. You make those changes in your Receptiva dashboard, and the assistant gives you the dashboard link.
  • It changes your receptionist's settings only through a draft you confirm. Every change is logged and can be rolled back to the previous version.
  • It cannot rewrite your receptionist's script. It changes settings, firm facts and up to 10 short house rules (standing preferences such as "ask every new caller how they heard about us"), and each new or changed fact or house rule is checked before it is saved. Who gets transferred, and when, is your routing and office hours, never a house rule. Every firm's receptionist says it is an AI and that the call is recorded, gets a callback number, follows the same crisis handling and never gives legal advice.
  • It cannot delete your account, your calls or your leads. Removing a team member takes them off the roster, and a rollback can bring them back. A lead's status can be moved to another status later, though never back to new.

For AI agents#

These docs cover the MCP connector and the REST API, and are also published for machines:

  • Add .md to any page address to get the page as Markdown, for example /docs/data-privacy.md.
  • Or request any page with the header Accept: text/markdown.
  • /docs/llms.txt lists every page with a one-line description.
  • /docs/llms-full.txt is every page in one Markdown file.

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