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Connect AI links Claude or ChatGPT to your Lacy.ai account. Once connected, you can describe what you want to do in chat and use the tools available to your account.
  • “Draft an inbound receptionist that answers common questions and collects callback details.”
  • “Review my most recent campaign call and tell me why it ended.”
  • “Show me the settings for my follow-up campaign before I start it.”
Connect AI uses a remote Model Context Protocol (MCP) server with OAuth 2.0. You sign in to Lacy.ai and approve the connection. The tools you can use depend on your Lacy.ai permissions and your chat app.
To let a Lacy.ai phone agent use external tools during a call, see MCP Servers.

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What you can do

Build and refine assistants

Configure inbound and outbound agents, refine their instructions, and work with knowledge bases and mid-call tools.

Manage campaigns

Review campaign settings, prepare lead lists, and make updates when your account and chat app allow them.

Review calls

Look up recent calls, review available transcripts, and use what you learn to improve your agent.

Manage leads

Review lead records and prepare contact lists for outreach.

Build automations

Describe a workflow, such as logging qualified leads in a spreadsheet or notifying your team when a caller requests a callback.

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Before you start

You’ll need access to your Lacy.ai account and permission to add a custom connector in Claude or ChatGPT. For a managed workspace, an administrator may need to add or approve the connection. Copy this URL for either app.

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Add the connector

1

Open Connectors

In Claude, go to Customize → Connectors.
2

Add a custom web connector

Select Add, then choose the custom web connector option. Enter Lacy.ai as the name and paste the connection link.
3

Sign in to Lacy.ai

Continue through the authentication setup and add the connector. If you see a Connect button, select it to start sign-in. Approve the connection when Lacy.ai prompts you.
4

Enable the connector in a chat

Start a chat, open the + menu, and enable Lacy.ai under Connectors.
See Claude’s custom connector instructions for workspace permissions and setup options.

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Try it

Start with “List my Lacy.ai assistants and show which ones handle inbound calls.” After the connection works, try one of these prompts.

Review call quality

“Summarize my last five calls and suggest one change to the assistant’s instructions.”

Plan a live lookup

“Help me configure a mid-call tool that looks up order status by order number.”

Prepare a campaign

“Review my follow-up campaign and tell me what I still need to set before launch.”

Log qualified leads

“Help me set up a workflow to save qualified callers to a spreadsheet after each call.”

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Security and privacy

  • Sign-in. Approve access through Lacy.ai’s OAuth sign-in. Setup requires no Lacy.ai API key.
  • Account access. The connection uses the Lacy.ai account you sign in with. Review the tools available to the chat app before using it with customer data.
  • Account changes and usage. Review changes before approving them. Actions such as placing calls or sending messages may use your account balance.
  • Disconnecting. Disable or remove the Lacy.ai connection in your chat app’s connector or plugin settings.

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FAQ

Check your chat app’s plan and workspace permissions. If your workspace is managed, ask the administrator to add the connector or grant access.
Confirm that the connection URL is https://app.lacy.ai/mcp. Reconnect from the chat app’s settings, sign in to the intended Lacy.ai account, and enable the connector in a new chat.
Check your account permissions and the tools enabled in your chat app. You can also complete the task directly in the Lacy.ai dashboard.

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Support

Contact Lacy.ai support if you need help connecting. Include the chat app you’re using, the step where you got stuck, and the error message you saw.