Productivity & Project Management · Contacts+ + Claude
Contacts+ MCP with Claude: Keep Address Books Clean and Searchable
The short answer
Claude works with Contacts+ through the Model Context Protocol, an open standard that acts as a secure adapter between the two. Once connected with OAuth sign-in, Claude can search contacts, read account data, manage contact records and organise tags from plain-language requests, within permissions your organisation sets.
What is Contacts+?
Contacts+ is a contact management service for personal account, contact and tag data. It helps teams keep address books organised, searchable and easier to maintain as work moves between systems. Sales, customer support, operations and administrative teams often use it to keep shared contact information accurate. Because contact data changes constantly, keeping it tidy by hand takes time that could go elsewhere.
How Claude connects to Contacts+ through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and a tool such as Contacts+. It defines how Claude asks for information and how it takes actions, and the organisation decides exactly what is allowed.
Once Contacts+ is connected, Claude can search contacts by name, company or tag, read account details, create or update contact records and organise tags. You can ask in plain language, for example to find every contact at a named company or to tag a list of new leads. Where the Contacts+ MCP server or direct API supports an action, Claude can use it.
Access is controlled through OAuth sign-in, so Claude only sees what the signed-in account is allowed to see. We set least-privilege permissions, and people approve consequential actions such as bulk edits or deletions before they happen. Audit logs record what was changed and when, so your team stays in charge throughout.
What you can automate
Finding the right contact fast
A account manager needs the decision-maker at a client before a call. Instead of scrolling through long lists, they ask Claude to find contacts at that company with a senior title. Claude returns matching records with the relevant details, saving minutes before every meeting and reducing the risk of contacting the wrong person.
Tidying up duplicate and outdated records
Over time, address books collect duplicates and out-of-date entries. An operations lead can ask Claude to find likely duplicates and list them for review. Nothing is merged until a person approves the proposed changes, so the clean-up is quick and carefully controlled.
Organising leads with consistent tags
Marketing and sales teams often tag contacts inconsistently, which makes segmentation hard. Claude can apply and standardise tags across a list based on rules you define, such as event attended or product interest. This keeps campaigns targeted and reporting reliable.
Onboarding new team members
When a new team member joins, they need to understand which contacts matter and how records are labelled. Claude can summarise the tags, groups and key accounts in plain language, helping new staff get productive faster without relying on a long manual walkthrough.
Preparing contact lists for reporting
Leadership often asks how many active contacts a region or segment has. A coordinator can ask Claude to pull and summarise contact counts by tag or account type. The result is a clear, quick overview that feeds into regular reporting without manual exporting.
An end-to-end workflow: New event lead intake
TriggerA list of attendees arrives from a trade show registration form saved in Microsoft 365.
Claude reads the attendee list from the shared spreadsheet in Microsoft 365.
Claude searches Contacts+ to check which attendees already exist as records.
Claude creates new contact records for unknown attendees and updates existing ones with any new details.
Claude applies the agreed event and interest tags to every record.
Claude posts a summary of new, updated and skipped entries to the sales team's ticketing queue for review.
OutcomeEvent leads reach the sales team organised and tagged within the same day, with no duplicates and a clear audit trail. The typical result is less manual data entry and faster follow-up while interest is still fresh.
How we set it up
Free automation audit
We review how your team uses Contacts+ today and identify the workflows most worth automating, such as clean-up, tagging or lead intake.
Connect with OAuth sign-in
We connect Claude to Contacts+ using its OAuth sign-in, granting only the access each workflow needs under least-privilege rules.
Design the end-to-end workflow
We map how Contacts+ works alongside your other systems, such as Microsoft 365, your CRM or ticketing tool, and agree which actions need human approval.
Test on real cases
We run the workflow against past contacts and tags to confirm accuracy, then adjust rules and prompts until results meet your standards.
Launch, monitor and train
We go live with monitoring and audit logs in place, then train your team so they can use Claude confidently and know when to step in.
Who benefits
- Sales leaders
- Cleaner, well-tagged contact data supports accurate pipeline reporting and better targeting.
- Account managers
- Faster access to the right contacts before every client conversation.
- Operations and administration teams
- Less time spent on duplicates, clean-up and manual tagging.
- Marketing coordinators
- Consistent tags make segmentation and campaign reporting more reliable.
Security and control
- Access is granted through OAuth sign-in, limited to what each workflow requires.
- People approve consequential actions such as bulk edits, merges and deletions before they take effect.
- Audit logs record changes so every update can be traced to a request and a time.
- Test environments are used before any workflow touches live contact records.
- Data handling follows your organisation's policies and agreed hosting region.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can have Claude automations built to fit their existing privacy and governance expectations. In India, workflows are designed to meet the Digital Personal Data Protection Act, 2023. For organisations in the UAE and Saudi Arabia, we align data handling with local data protection laws. We choose the hosting region for your Claude deployment, whether India, the United States, the United Kingdom or the European Union, to meet your specific requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Contacts+ MCP server do?
The Contacts+ MCP server gives AI tools such as Claude a structured, secure way to reach your contact data. Through it, Claude can search contacts, read account information, manage records and organise tags. It works through defined actions, so Claude only does what the server supports and what your permissions allow.
Is connecting Claude to Contacts+ secure?
Security depends on how the connection is set up. We use OAuth sign-in and least-privilege access, so Claude only sees and changes what is needed for each task. Sensitive actions such as deletions or bulk edits require human approval, and audit logs record every change for review.
What can Claude do with Contacts+?
Typically, Claude can search contacts by name, company or tag, read account and contact details, create or update records, and organise tags. You can ask for these in plain language. The exact actions available depend on what the Contacts+ MCP server or direct API supports, which we confirm during the audit.
How long does setup take?
Timelines vary with the number of workflows and the systems involved. A focused project covering one or two workflows often moves from the free audit to launch over several weeks, including testing and training. We agree a clear timeline during the audit so you know what to expect.
Which plan or permissions do I need?
In general, you need an active Contacts+ account with the permissions required for the data you want Claude to access. Because plans and access levels can change, we confirm the requirements with you during the free audit and set up only the access your workflows need.