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OnePageCRM Claude

Connect OnePageCRM to Claude

Send OnePageCRM deals, contacts, companies and 16 more data types to Claude on a schedule. Refresh as often as every 15 minutes.

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Claude

Which open OnePageCRM deals haven't moved stage in the last 30 days?

Querying the OnePageCRM data set in Coupler.io
Claude queries your OnePageCRM data through the Coupler.io MCP connector. Access is read-only.
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How to connect OnePageCRM and Claude

4 steps. You can preview the OnePageCRM data in Coupler.io before anything reaches Claude.

Step 1 of 4

Connect OnePageCRM

Enter your OnePageCRM username and API key. You only do this once per account.

Username••••••••••••
API key••••••••••••

Step 2 of 4

Choose what to export

Pick the OnePageCRM data you want in Claude.

Show 11 more data types Show fewer data types

Step 3 of 4

Connect Claude

Add the Coupler.io connector in Claude and authenticate. For Claude Code, run the command shown in the destination step, then authorize via /mcp.

Data set to shareDealsThe data view Claude can read

Step 4 of 4

Set a schedule

Claude sees the data as of the last run. Run it as often as every 15 minutes.

Build this flow for free

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Get the most of OnePageCRM to Claude integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
OnePageCRM to Claude questions

19 data types, including Deals, Contacts, Companies, Users and Bootstraps.

With your OnePageCRM username and API key, entered once when you add the connection.

No. The data stays in Coupler.io, and Claude queries it read-only when you ask a question. It can't edit or delete OnePageCRM rows.

Team and Enterprise work with the official connector. On individual Free and Pro plans, use the custom connector if the official one shows no tools.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Claude.

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