Update your Vendasta CRM just by asking Claude

Vendasta is now in the Claude connector directory. Pull up deals before a call, turn meeting notes into records, and clean up your pipeline after a review, all without leaving Claude.

Check it out: https://claude.ai/directory/vendasta

Your CRM, one question away

Connect Claude to Vendasta once and ask for what you need in plain English. Claude can find a company and its open deals, create a contact from your meeting notes, or fix deal fields after a pipeline review. It can also search Vendasta's published documentation, so "how do I do this in Vendasta?" gets an answer on the spot.

Covers the core of your CRM:
Claude can search and read contacts, companies, opportunities, associations and pipelines. It can create or update contacts, companies and opportunities, link them to each other, and create pipelines. All 19 tools search, read, create or update. It can’t delete records.
Your permissions, not more:
you sign in with OAuth, so Claude can only do what your login allows, across your Partner Center or a single account group.

Why it matters

Keeping a CRM current means switching tabs, verifying details from calls and updating records after every pipeline review. With Vendasta in Claude, the details you already have go straight into your CRM, and each person's access stays tied to their own Vendasta login.

How to get started

Open the Vendasta listing in Claude's connector directory (claude.ai/directory/vendasta) and select Connect.
Sign in with your Vendasta account when prompted.
Try it. Ask, "How do I create a contact in Vendasta?" Then ask, "Create a contact named Jane Doe with email jane@example.com." Claude asks you to confirm before it writes anything.
Open your CRM and check that the record is there.

Note:

on Claude Team and Enterprise plans, a workspace admin may need to enable the connector first.

Learn more

Connect your AI apps to Vendasta (developer guide)
Vendasta Help Center

FAQs

Q: Can Claude delete anything in my CRM?

A: No. Claude can search, read, create and update records. The connector has no delete tools.

Q: What can Claude see?

A: Only what your Vendasta login can access. Access is scoped through OAuth to your Partner Center or account group.

Q: Do I need to sign in to search the documentation?

A: No. Documentation search is public. CRM tools need your Vendasta sign-in.

Q: How often will I need to sign in again?

A: Your sign-in lasts 7 days.

Q: Will I need to reconnect when new tools are added?

A: No. New tools appear in the connector automatically.

Q: Does this work with apps other than Claude?

A: Yes. The same MCP server works with other MCP-capable apps. See the developer guide for setup steps.