Overview
We're excited to introduce the Claude AI integration for LANA CRM, allowing you to connect your LANA account directly to Claude!
Using Model Context Protocol (MCP), you can now interact with your CRM through natural conversations with Claude, making it easier to retrieve information, manage records and complete everyday tasks without constantly switching between platforms.
Whether you're looking up contacts, reviewing opportunities or managing follow-ups, Claude can help you streamline your workflows and work more efficiently.
Requirements
To use this feature, you will need:
- LANA Software
- Claude Account (Admin Access)
What's New?
The Claude integration introduces another way to interact with your LANA CRM using AI.
With this integration, you can:
- Manage Contacts:Search, retrieve, create and update contact information.
- Access Conversations:Review supported conversation history and customer interactions.
- Manage Opportunities:View and update opportunities across your pipelines.
- Access Calendars:Retrieve appointment information and check availability.
- Manage Tasks:Create and review follow-up tasks.
Retrieve CRM Information: Ask Claude questions about supported information in your LANA account.
All through simple, conversational requests!
How It Works
The integration securely connects Claude to your LANA account using MCP.
Once enabled and authorised, you can ask Claude to interact with supported areas of your CRM.
For example, you could ask:
- "Show me all open opportunities in my sales pipeline."
- "Find the five most recently created contacts."
- "Summarise my recent conversations with John Smith."
- "Create a follow-up task for this contact tomorrow."
Claude uses the available integration tools to retrieve information or complete supported actions based on your request.
Please note:
Available functionality depends on your account permissions and the actions supported by the integration.Knowledge Base
View the full article here
Support
For support enquiries, contact:
Technical Support: Support@lana.software
Accounts Enquiries: Accounts@lana.software
Credit to GHL Changelogs