# How to connect AI tools

> Connect Claude, ChatGPT, Cursor and other AI tools to your workspace over MCP, choose what they may do, see what they did, and disconnect them at any time.

Product: Kelune CRM Cloud (hosted by us). Page: https://kelunecrm.com/docs/cloud/workspace/ai-tools

You can work in Kelune CRM Cloud from an AI assistant, such as Claude or ChatGPT. Ask it to find contacts, build a segment, write a campaign draft, or check your results, and it does the work in your workspace with the access you allow.

> **Note:**
>
> Every member can connect AI tools to their own account. A tool can do only what your role allows, and never more. Each plan limits the number of connected tools and tool calls per billing period; see [How to check plans, usage, and billing](https://kelunecrm.com/docs/cloud/getting-started/plans-and-usage).

## Connect a tool

1. Click **Settings** in the sidebar.
2. Under **Advanced**, click **AI tools**.
3. On **Connect a tool**, click your tool, such as **Claude** or **ChatGPT**.
4. Follow the steps shown and copy the URL or settings into the tool.

![The AI tools page with Claude, Claude Code, ChatGPT, Codex, Cursor, Gemini CLI, VS Code and other tools](https://kelunecrm.com/images/docs/cloud/workspace/ai-tools/connect-a-tool.webp)

| Tool | Where the URL goes |
| --- | --- |
| **Claude** | Settings, then Connectors: add a custom connector with the URL |
| **Claude Code** | Run the command shown, then type `/mcp` to sign in |
| **ChatGPT** | Settings, then Apps & Connectors: turn on developer mode, then create a connector with the URL and choose OAuth |
| **Codex (OpenAI Codex CLI)**, **Cursor**, **Gemini CLI**, **VS Code** | Add the settings shown to the tool's configuration file, then sign in from the tool |
| **Other tools** | Any tool that supports remote MCP servers: add a remote server with the URL |

The URL belongs to this workspace. To use another workspace, open **AI tools** there and add it as a separate connection.

## Approve the connection

When the tool connects, Kelune CRM Cloud opens in your browser and asks you to approve it:

1. Check the tool's name and the workspace.
2. Choose the **Role** the tool works with. It starts at your own role; pick a smaller one to give it less.
3. Choose the access:
   - **Read** is always on: it can see your contacts, campaigns, reports, and other records.
   - **Write** lets it create, change, and delete records. Campaigns it creates are saved as drafts.
   - **Send email** lets it send and schedule campaigns and turn on automations and sequences. Leave it off unless you want the tool to reach real people.
4. Click **Allow access**.

![The approval screen with the workspace, the role and the Read, Write and Send email access](https://kelunecrm.com/images/docs/cloud/workspace/ai-tools/approve.webp)

You go back to the tool, which can now use the workspace.

## What AI tools can and cannot do

With the access you allow, a tool can work with contacts, lists, tags, segments, campaigns, recurring campaigns, sequences, automations, email templates, media, smart links, email logs, and reports.

Some things are never available to an AI tool, whatever its role:

- Email provider settings and incoming webhooks
- Roles, API keys, and inviting, removing, or changing members
- Editing or deleting the workspace, and billing

Test emails from a tool go only to members of the workspace. Before a tool sends a campaign, it must confirm the exact number of recipients.

> **Caution:**
>
> An AI tool acts as you. Read what it plans to do before you agree, especially deleting records or sending email. Only approve a connection you started yourself.

## See and disconnect tools

Open the **Connected tools** tab to see each tool, who connected it, its **Role**, its **Access**, and when it was **Last used**. Members with the permission to manage API keys see everyone's tools; other members see their own.

![The Connected tools tab with a connected tool, who connected it, its role, access and last use](https://kelunecrm.com/images/docs/cloud/workspace/ai-tools/connected-tools.webp)

To disconnect a tool, click the delete button (**Disconnect**) in its row and confirm. It loses access right away; you can connect it again later.

Connecting and disconnecting tools is recorded in the [audit log](https://kelunecrm.com/docs/cloud/workspace/audit-log). Changes a tool makes are recorded under your name, marked with the tool.

## Common questions

**The tool says a plan limit is reached.** The workspace has used its AI tool calls for this billing period, or has as many connected tools as its plan allows. Disconnect a tool you no longer use, or upgrade.

**The connection request expired.** Approve within 15 minutes of starting it. Start again from the tool.

**The approval screen says the workspace is not mine.** You are signed in with an account that is not a member of the workspace the URL belongs to. Sign in with the right account, or copy the URL from **AI tools** in your own workspace.

## Where to go next

- [How to create API keys](https://kelunecrm.com/docs/cloud/workspace/api-keys)
- [How to set roles and permissions](https://kelunecrm.com/docs/cloud/workspace/roles-and-permissions)
- [How to read the audit log](https://kelunecrm.com/docs/cloud/workspace/audit-log)