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Ten minutes, no terminal. Claude talks to Sailer from Anthropic’s cloud, not from your laptop — the URL has to be exactly the public one below. The first connection cannot write. That is deliberate.
1

What you need

A Claude account on Free, Pro, Max, Team, or Enterprise, and a Sailer account whose email belongs to a workspace.Free plans get one custom connector. Pick CRM.On Team or Enterprise, an Owner has to add the connector before anyone else can click Connect. Members cannot invent it themselves.
2

Add the CRM server

Free, Pro, and Max
  1. Open Customize → Connectors (on some builds: Settings → Connectors).
  2. Click +, then Add custom connector.
  3. Name it Sailer CRM.
  4. Paste https://mcp.chatsailer.com/mcp/crm.
  5. Leave Advanced OAuth Client ID and Client Secret empty. Sailer registers Claude itself.
  6. Click Add.
Team and EnterpriseAn Owner goes to Admin settings → Connectors → Add custom connector, pastes the same URL, and leaves the OAuth fields empty. Members then see the connector and click Connect.
3

Authenticate

Click Connect on the new connector. Your browser opens.Three screens, in this order:
  1. Auth0 sign-in — your Sailer email and password. Already signed in? This step is skipped.
  2. “Claude wants to connect” — one workspace is confirmed text; several is a dropdown. The permission list matches the workspace you pick.
  3. Click Approve. Close the tab.
The connector shows a generic icon rather than the Sailer mark. Expected. Claude only renders a logo for connectors published in the directory.
4

Prove it

Start a new chat. If the client asks you to enable connectors on the conversation, enable Sailer CRM.Ask:
Which Sailer workspace am I connected to?
Claude will call whoami and name the workspace, the parent organization, who authorized the connection, and the scopes you granted.
5

Do something real

How many contacts are in this workspace?
Describe the CRM schema — what custom fields does this workspace have?
Find contacts created in the last 7 days.
CRM tools is the catalogue. Writes need a reconnect — Authentication.

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Add Studio too

Add a second custom connector named Sailer Studio with https://mcp.chatsailer.com/mcp/studio, then Connect again. A CRM grant will not work on Studio: each server is its own OAuth audience. Free plans only have one custom connector slot. Stay on CRM. Studio tools.

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This client

Settings labels move. If you cannot find Connectors, look under Customize or Settings. The URL you paste does not move. Team / Enterprise. If Connect is missing, an Owner has not added the connector yet. That is an admin step, not a Sailer outage. Switch workspace, or grant writes. Remove the connector, add it again, pick the other workspace (or the write scopes) at consent. One URL is one grant. Shared failures (wrong URL, unknown email, missing scope) are on Troubleshooting.