Connect Claude to Booked55

Follow these steps to add Booked55 to Claude as a custom connector. The connector belongs to your Claude account, so the same steps apply on Claude.ai and in the Claude desktop app. Once connected you can manage contacts, companies, pipelines, tasks, and events using natural language.

Email us for a client ID and secret

Claude can't register itself with Booked55, so before you add the connector you need an OAuth client ID and client secret from us. On a Team or Enterprise plan, only the Owner who adds the connector needs them.

Why you email us for a client ID and secret

Your CRM holds your clients' names, phone numbers and deal history, so Booked55 decides which apps may ask for it, not the app itself. This one email is what keeps that access yours:

No app can sign itself up. Many MCP servers let any app register automatically. That would let anyone make an app with a convincing name, point it at their own server, and send you a link to approve. On Booked55, every app is set up by us, by hand.
Your client only works with your app. It is tied to one exact address that the sign-in result goes back to. Booked55 never sends it anywhere else.
The secret proves it is really your app. Claude has to present it every time it collects access, and a one-time check on each sign-in stops an intercepted code from being used.
One client can be switched off on its own. If something looks wrong, we turn off that client and it stops working within the hour, without touching anyone else's connection.
Your password never reaches Claude. You sign in on Booked55's own page, and Claude gets an access key limited to the permissions you approve.

You only do this once for each app. The email below is ready to send, so there is nothing to write.

Send this email from the address you sign in to Booked55 with. Click Open in your email app, or copy it and send it to [email protected] yourself.

To: [email protected]

Subject: Booked55 OAuth client for Claude

Hi,

Please set me up with an OAuth client ID and client secret so I can connect Claude to Booked55.

I sign in to Booked55 with the email address I'm sending this from.

Thanks

Open in your email app

We reply with an OAuth client ID and an OAuth client secret. Keep the secret private, like a password.

Add the connector (Free, Pro and Max plans)

On these plans you add the connector to your own account. No config file is involved.

Open Claude and go to Customize → Connectors.
Click Add, then Add custom connector.
Enter Booked55 as the Name and https://mcp.booked55.com as the MCP server URL, then click Continue.
Under Authentication, choose Sign in now. Claude may mark No sign-in as Detected; choose Sign in now anyway, because Booked55 only works for a signed-in user.
Under OAuth client, choose Use your own OAuth client. Paste the client ID we sent you into OAuth client ID and the client secret into OAuth client secret. Claude labels the secret optional, but Booked55 needs it: without it, sign-in fails right after you click Authorize.
Leave Request headers empty and click Add.
Claude sends you to Booked55 to sign in. If it doesn't, click Connect on the new connector. Sign in with your Booked55 credentials, review the permissions and click Authorize.
Booked55 now shows in your connectors list. Go on to turn it on in a chat.

On a Team or Enterprise plan

An Owner adds the connector once for the whole organization. Each member then connects it with their own Booked55 sign-in. Members can't add a custom connector themselves, so ask an Owner if Booked55 isn't listed yet.

Owner: add Booked55 for the organization

Email us for a client ID and secret, if you haven't yet.
Go to Organization settings → Connectors.
Select Add, then Custom. If Claude asks for the connector type, choose Web.
Enter Booked55 as the name and https://mcp.booked55.com as the MCP server URL.
Choose Sign in now and Use your own OAuth client, then enter the client ID and client secret we sent you.
Click Add.

Member: connect your own account

Go to Customize → Connectors.
Find Booked55. It carries the Custom label.
Click Connect, sign in with your Booked55 credentials and click Authorize.

Turn Booked55 on in a chat

Start a new conversation.
Click the + button in the chat box and select Connectors.
Turn Booked55 on. The switch applies to that conversation, so you can leave it off where you don't need your CRM.

Alternative — mcp-remote config file (Claude Desktop)

Use this only if you want Claude Desktop set up through its config file instead of a connector. The config file only supports stdio MCP servers — not direct url fields — so a remote server is reached through the mcp-remote bridge:

Open Claude Desktop → Settings → Developer → Edit Config to open claude_desktop_config.json.

Add the Booked55 entry using npx mcp-remote:

{
  "mcpServers": {
    "booked55": {
      "command": "npx",
      "args": [
        "-y", "mcp-remote", "https://mcp.booked55.com",
        "--static-oauth-client-info", "{ \"client_id\": \"YOUR_CLIENT_ID\", \"client_secret\": \"YOUR_CLIENT_SECRET\" }"
      ]
    }
  }
}

Replace YOUR_CLIENT_ID and YOUR_CLIENT_SECRET with the client ID and secret we sent you. When you email us, add a line saying you use mcp-remote: it signs in through an address on your own computer, and we set up your client for it.
Save the config, fully quit Claude Desktop (Claude menu → Quit Claude), and relaunch.
On first tool use, complete OAuth authorization in your browser.

The --static-oauth-client-info argument is required — without it mcp-remote tries to register an OAuth client automatically, which Booked55 does not support. npx needs Node.js installed.

If you already have other MCP servers configured, add the booked55 entry alongside them inside the existing mcpServers object — do not replace the entire file.

Verify the connection

Start a new conversation and try a read-only query to confirm the MCP server is working:

Search my contacts for anyone named Sarah.

Claude should call the search_contacts tool and return matching records from your Booked55 workspace. If you see tool-call confirmations or results, the connection is active.

Example prompts

Try these prompts once connected:

Add a contact

Add a new contact: John Smith, [email protected], VP of Sales at Acme Corp.

Search contacts

Find all contacts whose name contains "Sarah".

Pipeline review

Show me all deals in my sales pipeline. Which ones have been in the same stage for more than two weeks?

Post-meeting cleanup

I just met with Marcus Webb from Northwind Logistics. Add him as a contact, create a company record for Northwind, and set a follow-up task for next Tuesday.

Pictures in an email template

When Claude writes an email template for you, it also puts the pictures in it. A picture in an email has to sit at a public web address that never expires, so Claude hosts each one on Booked55 first and the template points there. There are three ways a picture gets to Booked55, and Claude picks whichever it can use:

A picture already on the web, such as the logo on your website. Give Claude the address and Booked55 keeps its own copy.
A picture you attached to the chat, sent by Claude. This needs Claude's code sandbox to be allowed to reach Booked55. In Claude, open Settings > Capabilities, and under Code execution and file creation turn on Allow network egress. Then set the Domain allowlist to All domains, or add api.booked55.com to the domains it allows. On a Team or Enterprise plan an owner sets this for everyone.
A picture you add yourself. When Claude cannot send the files, it gives you a link. Open it, drop the pictures in, and tell Claude you are done. The link works for 30 minutes and takes up to 20 pictures.

Booked55 accepts PNG, JPEG, GIF and WebP pictures up to 5 MB each. It stores its own copy, sized for email, with the camera and location details removed.

Write a welcome email template for new clients. Put the logo I attached at the top and the team photo under the first paragraph.

Your design system

Your organization has one shared design system: a small folder of text files (colours, fonts, spacing, reusable HTML and CSS) and a running file of notes about what was decided. Claude reads it before it designs an email template or anything else branded, such as a flyer or a social post image, so everything it makes for you looks like yours.

It starts empty. Once you are happy with a look, ask Claude to save it, and to note what you decided. The next conversation, yours or a teammate's, starts from there.

Save this colour palette and button style as our design system, and note that buttons are always teal.

Troubleshooting

Claude asks me to add the pictures myself

Claude's sandbox is not allowed to reach Booked55, so it gave you a link to add them in your browser instead. That works as it is. To let Claude send pictures itself next time, allow api.booked55.com as described in Pictures in an email template.

Booked55 is not in my connectors list

On a Team or Enterprise plan, an Owner has to add it under Organization settings → Connectors first; it then shows for members with the Custom label. If you used the config file instead, check Settings → Developer → MCP Logs in Claude Desktop. Common issues: malformed JSON in the config file, a missing comma between server entries, or Claude not fully restarted after saving changes.

Claude doesn't use Booked55 in a conversation

The connector is switched per conversation. Click the + button in the chat box, select Connectors and turn Booked55 on.

"Automatic client registration isn't supported by booked55"

This message appears when the connector was added without the client ID we sent you. Claude can't change a connector's credentials after it is added, so remove the connector and add it again, this time choosing Use your own OAuth client and entering your client ID and secret. Don't have them yet? Email us.

"Authentication failed" right after you authorize

Signing in and clicking Authorize succeeds, but Claude then reports an authentication failure and the connector stays disconnected — and each tool call re-opens the authorization screen. This means the connector has the Client ID but not the client secret, so the final token exchange is rejected. Remove the connector and add it again with the client secret alongside the Client ID. Email us if you don't have the secret yet.

Authorization fails

Verify you are signing in with the same email used for your Booked55 account. If using the mcp-remote method, verify Node.js is installed and npx can reach the network. If you don't have an account yet, create one for free.

Tools return errors

Check that the MCP endpoint is set to exactly https://mcp.booked55.com with no trailing slash. Confirm your Booked55 account is active and you have data in your workspace to query.

Next steps

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