The Grinfi MCP Server builds a direct bridge between your Grinfi account and Claude, Anthropic's AI assistant. It's a unique way to manage every part of your outreach in plain language.
Instead of hunting for the right section and clicking through the platform's interface, you can simply type a request into the chat: "Show me contacts with unread messages and draft a reply for each one". Claude securely connects to your workspace over the MCP protocol (Model Context Protocol), finds the data it needs, and performs the action.
What you can do with the integration
Once connected, Claude can work with almost every part of your Grinfi workspace:
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Contacts and CRM: Search for, create, and update contacts. You can easily manage lists, assign tags, and move contacts between pipeline stages.
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Automations: Review stats, start or stop automations. Add or remove contacts from automations right from the chat with Claude.
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Inbox (Unibox): Read LinkedIn and email conversations, look for unread replies, and send messages instantly.
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Analytics and account health: Get a quick overview of your workspace with a single question. Find out about today's activity, check the status of connected LinkedIn accounts and mailboxes, and keep an eye on active automations.
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Troubleshooting: Analyze why tasks failed, and retry or skip actions in bulk.
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Import and export: Upload CSV files, import contacts, or queue a database export.
How to connect Claude to Grinfi
There are two ways to set up the integration, and the one you choose depends on your Claude plan.
Option 1. Cloud connection (recommended)
If you're on a paid Claude plan (Pro, Team, or Enterprise), you don't need to install anything on your device:
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Go to mcp.grinfi.io
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Sign up and follow the on-screen steps to add Grinfi as a connector in your Claude account.
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The Grinfi tools will appear in your chat, and every request will be securely tied to your personal account.
Option 2. Local installation (Claude Desktop)
If your plan doesn't support cloud connectors and you'd like to run the server on your own computer:
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Copy your API key from the Grinfi platform (Settings -> API Keys section).
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Download the server files from the repository (click the green
Codebutton ->Download ZIP). -
Double-click the installer for your operating system (
install.shon Mac orinstall.baton Windows). -
When the installer asks for it, paste the API key you copied. (Please note: the installer will download and install the Node.js environment on its own if you don't already have it on your device).
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Fully quit and reopen the Claude Desktop app.
grinfiwill appear in the tools list.
Popular use cases
Here are a few examples of the tasks you can give the AI:
💡 Morning inbox review
"Check my unread conversations and summarize who replied. Draft a follow-up for everyone who showed interest."
💡 Campaign management
"Show me my automations. Pause the ones with a reply rate below 2% and show me their stats."
💡 Quick CRM work
*"Find the contact with the email *john@example.com, add the 'warm lead' tag, and move them to the Engaging stage."
💡 System health check
"Run a health check on my workspace - is everything okay with the LinkedIn accounts and mailboxes? Are there any failed tasks I should look at?"
💡 Bulk error fixes
"Show me why tasks failed this week, and retry everything that failed because of a proxy error."
Frequently asked questions (FAQ)
Is it safe?
Absolutely. The connection uses your personal Grinfi API key (for the local option) or a secure personal login (for the cloud one). Claude only has access to your own team's data. You can revoke access at any moment by simply deleting the key or the connector.
Does Claude send messages automatically without my approval?
No, Claude only performs actions on your direct instructions in the chat. Before doing anything that involves sending a real message to a contact, the AI will always show you a draft and ask for your confirmation.
Which connection option should I choose?
We recommend using the cloud connection via mcp.grinfi.io. It works seamlessly across both the web version and desktop app, requires no extra files on your device, and updates automatically. The local installation is only worth using when your current Claude plan doesn't support connectors.