Using Claude with Aspen CRM

Last updated: September 16, 2026

Aspen CRM supports two types of Claude integration: Claude Code (for admins and developers who want to customize the CRM) and Claude Cowork (for sales reps who want to interact with CRM data in natural language).

Claude Code: For Admins and Developers

Use Claude Code to customize your Aspen CRM instance using natural language prompts.

Setup:

  1. In the Admin Console, go to Integration → Connect your app.

  2. Add the Aspen MCP server by copying and pasting the command shown in the Admin Console. You can also run the same, following command in your terminal:

claude mcp add --scope instance --transport http aspen "https://mcp.aspen.com/mcp?instance_ref=<your-instance-ref>"

(Replace <your-instance-ref> with the value shown in your Admin Console.)

  1. Authenticate by running claude /mcp in a terminal (not the IDE extension), selecting the aspen server, and completing the authentication flow.

Getting started with customization:

  1. In Claude Code, type: Read this https://www.aspencrm.ai/start.md

    • This file contains all the API endpoints and setup instructions Claude needs.

  2. Paste your API key from the Admin Console (Integration → API Keys).

  3. Start customizing. For example:

    • "In my ABC tenant, add a WhatsApp handle field to the Contact object."

    • Claude will apply the change to your instance automatically.

Claude Cowork: For Sales Reps

Use Claude Cowork to interact with your CRM data using everyday language; no need to click through the app.

Setup:

  1. In Claude Cowork, type: "Log into Aspen" and complete the authentication flow.

Example interactions:

  • "Update the Acme Corp 500 widgets opportunity stage to Closed." — Claude confirms and applies the update.

  • "Show me all open opportunities over $50K."

  • "Who are the contacts at Mithra?"

Note: The Aspen plugin (MCP, tools, agents) must be installed for Claude Cowork integration. Your admin can configure this under Integration → Install the Aspen plug-in in the Admin Console. A read-only mode is also available if you want Claude to be able to view data but not make changes.