This guide adds Receptiva to Claude as a custom connector, so you can ask Claude about your firm's calls, leads and receptionist.
Before you start#
You need three things:
- A Receptiva account. If you already use Receptiva, you will sign in with the same Google account or email you use for your dashboard. If your firm is not on Receptiva yet, set it up first.
- Claude, on the web at claude.ai or in the desktop app.
- The connector address:
https://mcp.receptiva.ai/mcpAdd the connector#
- In Claude, open Settings, then Connectors.
- Choose Add custom connector.
- Paste
https://mcp.receptiva.ai/mcpas the connector address and add it. - Claude opens a Receptiva sign-in page. Sign in with Google or with a one-time code sent to your email.
- On the consent screen, choose your firms and press Allow. Claude brings you back to the chat, connected.
The consent screen#
The consent screen is where you decide what Claude may see. It shows the name the app gave itself, then 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
Below that it lists the firms on your account. If you have more than one, each has a checkbox; untick any firm Claude should not see.
A firm where you are a view-only member is marked view only. For those firms the connection is read-only too: Claude can read calls and leads but cannot change a lead's status or your receptionist's settings.
The connection belongs to you, the person who signed in, not to the firm. Each person at your firm who wants to use Claude connects with their own sign-in.
If your account has no firm yet, the screen says so and points you to setup instead of showing an Allow button. Once your firm is set up, start the connection again from Claude.
Your first prompt#
Try this in a new chat:
Where does my firm stand with Receptiva?The connector's own instructions tell Claude to call receptiva_get_account_status first. It returns your plan, trial days left, your firm's number and the one next step, with a link to your dashboard. For more ideas, see Example prompts.
More than one firm#
If you connected more than one firm, Claude needs to know which one you mean. It will ask, or you can say it up front: "Show new leads for smith-law." Behind the scenes Claude passes the firm's slug (the short name shown under each firm on the consent screen) as the org argument. If you leave it out, the tool answers with the list of firms on your connection so Claude can ask you.
Claude Code#
Claude Code can use the same connector: add https://mcp.receptiva.ai/mcp as an MCP server.
Disconnecting#
To remove Claude's access, open your Receptiva dashboard and go to Integrations. Under Connected AI apps, choose Disconnect next to the app.
Disconnecting takes effect on Claude's next request. Claude will then report that the connection was invalidated and ask you to reconnect. To use Receptiva in Claude again, add the connector again; you will see the consent screen again, because every new connection is approved on its own.