Connect Seamless to Claude

Seamless can be connected to Claude using MCP, giving users the ability to access Seamless data and actions directly inside Claude. Once connected, users can search contacts and companies, review campaigns, check credits, draft emails, manage lists, and more without leaving Claude.

This article walks through how to connect Seamless to Claude, what tool permissions are available, and best practices for getting the most out of the integration.

What MCP with Claude Allows You To Do

Connecting Seamless to Claude gives users a more conversational way to work inside Seamless. Instead of clicking through multiple pages, users can ask Claude to help with tasks like:

• finding contacts or companies
• reviewing campaign performance
• checking credits
• drafting outreach
• creating or updating campaigns
• managing lists, templates, tasks, and saved searches
• researching contacts and companies

The more clearly you explain what you want Claude to do, the more helpful and accurate the result will be.

Part 1: Create Your Seamless MCP Connection

Step 1: Open the Seamless API Settings

Go to the API Set Up page in Seamless

You’ll need to be signed in to your Seamless account to access this page.

Step 2: Create a New Connection

On the API settings page, click Create new connection.

Step 3: Configure the Connection

In the connection window:

• enter a name for the connection, such as Claude MCP
• check the MCP checkbox to enable MCP access
• click Save connection

Once saved, your Seamless MCP connection is ready to be used with Claude.

Part 2: Enable the Seamless Connector in Claude

If the Seamless connector is already available in your Claude environment, you can enable it directly.

Step 1: Open Claude Settings

In Claude, click your profile icon in the bottom left corner and select Settings.

Step 2: Go to Customize

In the settings sidebar, select Connectors, then Customize.

You can also go directly to:

https://claude.ai/customize/connectors

Step 3: Connect Seamless

Find Seamless, click Connect, and follow the on-screen prompts.

Part 3: Add Seamless as a Custom Connector in Claude

This step is only needed if Seamless is not already available in your Claude environment.

Step 1: Open Claude Settings

In Claude, click your profile icon in the bottom left corner and select Settings.

Step 2: Go to Customize

In the settings sidebar, select Connectors, then Customize.

You can also go directly to: https://claude.ai/customize/connectors

Step 3: Add a Custom Connector

Scroll to the Connectors section and click Add custom connector.

Step 4: Enter the Seamless MCP Details

Complete the connector form with the following:

• Name: Seamless
• MCP server URL: https://mcp.seamless.ai/mcp

Then click Save.

Once saved, Seamless will be connected to Claude as a custom MCP connector.

Best Practices for Using Claude with Seamless

Claude works best when users are clear about what they want to accomplish. A vague request may still return useful information, but a more specific request will usually produce faster and more accurate results.

Be Specific With Prompts

Try to explain:

• what you want Claude to do
• who or what it should work on
• any filters or requirements
• what kind of outcome you want

For example, instead of asking:

Find me some contacts

Try: Find me Directors of Sales at healthcare software companies in Texas and save the best matches to a new list called Texas Healthcare Sales Leaders

The second prompt is much easier for Claude to act on without requiring more back-and-forth.

Break Bigger Workflows Into Clear Steps

Claude can help with larger workflows, but it performs best when the goal is clearly defined. Good examples include:

• find contacts and save them to a list
• create a campaign for a specific segment
• draft outreach for a selected audience
• review campaign metrics and summarize what is underperforming

Confirm Destructive Actions

If Claude is using write/delete tools, be careful with actions like:

• deleting campaigns
• deleting steps
• deleting templates
• deleting lists
• deleting saved searches

For important workflows, it can help to ask Claude to show you what it plans to do first before making the change.

Use Read-Only Tools for Analysis

Claude can be especially helpful for reviewing and summarizing data before you take action. For example, you can ask it to:

• summarize campaign performance
• compare engagement across steps
• review saved contacts in a list
• check current credit balance
• explain what tasks are currently active

Let Claude Help You Draft Before You Send

Even when send tools are available, it may be helpful to start by asking Claude to:

• create a draft
• summarize what it plans to send
• generate a preview
• suggest improvements before launch

This gives users more control while still saving time.

Example Prompts to Use with Claude and Seamless

Here are a few examples users can try:

• Find me VP-level marketing contacts at B2B software companies in Chicago
• Create a list called Northeast Manufacturing Prospects and add saved contacts from that segment
• Show me which steps in my campaign have the lowest reply rate
• Draft a follow-up email for contacts who have not replied after step two
• Create a campaign for recently saved fintech contacts and add a first-step email draft
• Check my current credit balance and tell me what I have available
• Show me my saved contacts from the last 7 days
• Find companies in the healthcare space with more than 200 employees
• Create a preview email for one contact before I send this message more broadly

Troubleshooting Tips

If Claude is not able to complete an action:

• make sure Seamless is connected correctly
• confirm you are using the Seamless connector
• review whether the required tools are allowed
• check whether the tool is blocked or set to approval-only
• confirm your Seamless account has the necessary access and data available

If Claude can read information but cannot take action, the issue is often related to tool permissions.

Related Articles

Before getting started, you may also want to review:

• MCP Integrations Overview: Learn more about how Seamless can be used as an MCP connection across supported AI tools.
• Seamless API Overview: Learn more about API access, API connections, Persistent API Keys, authentication, credits, and rate limits.

Tool Permissions in Claude

When using Seamless in Claude, users may be asked to allow access to different tools. These tools fall into two main categories: read-only tools and write/delete tools.

Users can choose whether a tool is:

• Allowed
• Needs approval
• Blocked

While users have control over these permissions, it is highly recommended to allow all tool permissions for the best experience. Limiting permissions can prevent Claude from completing tasks fully, especially when a workflow requires both research and action. For example, Claude may be able to find a campaign but not update it, or draft an email but not send it, if certain tools are blocked.

If your team prefers more control, setting tools to Needs approval can be a good middle ground.

Read-Only Tools

These tools allow Claude to view information in Seamless without making changes.

Activity & Engagement

• Get_activity_feed
  
  • View engagement history like opens, replies, bounces, calls, and other activity
• Get_campaign_metrics
  
  • Review campaign performance metrics such as opens, replies, and step performance

Account & Credits

• Get_credits
  
  • Check current credit balance and usage
• List_email_accounts
  
  • View email accounts connected to Seamless

Contacts & Companies

• Get_my_contacts
  
  • View contacts already saved or researched
• Get_my_companies
  
  • View companies already saved or researched
• Search_contacts
  
  • Search the Seamless database for contacts using filters like title, company, or location
• Search_companies
  
  • Search the Seamless database for companies using filters like name, domain, industry, or revenue

Campaigns

• List_campaigns
  
  • View campaigns or retrieve a specific campaign
• List_campaign_steps
  
  • View the steps inside a campaign
• List_campaign_contacts
  
  • View the contacts in a campaign, including their status and current step

Lists & Searches

• Get_lists
  
  • View contact lists or retrieve a specific one
• List_saved_searches
  
  • View saved searches or retrieve a specific one

Tasks

• List_tasks
  
  • View tasks or retrieve a specific task

Email

• Get_email_draft
  
  • Retrieve a previously created draft email
• List_templates
  
  • View saved email templates or retrieve a specific one
• List_email_footers
  
  • View available email footers for campaigns

Call Logging

• List_call_dispositions
  
  • View available call outcomes such as connected or voicemail
• List_call_sentiments
  
  • View available call sentiment options such as positive or neutral

Research Polling

• Poll_contact_research
  
  • Check the status or results of a contact enrichment job
• Poll_company_research
  
  • Check the status or results of a company enrichment job

Write and Delete Tools

These tools allow Claude to take action inside Seamless.

Campaigns

• Create_campaign
  
  • Create a new campaign
• Clone_campaign
  
  • Duplicate an existing campaign with a new name
• Update_campaign
  
  • Edit a campaign’s name, visibility, or linked email accounts
• Delete_campaign
  
  • Permanently delete a campaign and all associated steps or tasks
• Execute_campaign_action
  
  • Launch, pause, archive, or take other lifecycle actions on a campaign
• Create_campaign_step
  
  • Add a new step to a campaign
• Update_campaign_step
  
  • Edit an existing campaign step
• Delete_campaign_step
  
  • Remove a step from a campaign
• Execute_campaign_step_action
  
  • Pause, resume, or skip a specific step
• Add_contacts_to_campaign
  
  • Add saved contacts to a campaign
• Remove_contacts_from_campaign
  
  • Remove specific contacts from a campaign

Email

• Create_email_draft
  
  • Create a draft email for a contact
• Update_email_draft
  
  • Edit an existing draft
• Send_email_draft
  
  • Send a previously created draft
• Send_email
  
  • Compose and send an email in one step
• Send_bulk_email
  
  • Send emails to multiple contacts matching selected criteria
• Send_email_preview
  
  • Send a preview of an email to a test address before launch

Templates

• Create_template
  
  • Create a new email template
• Update_template
  
  • Edit an existing template’s name, subject, or body
• Delete_template
  
  • Permanently delete a template

Lists

• Create_list
  
  • Create a new contact list
• Update_list
  
  • Rename an existing list
• Delete_list
  
  • Permanently delete a list

Saved Searches

• Create_saved_search
  
  • Save a set of filters as a named search
• Update_saved_search
  
  • Edit a saved search
• Delete_saved_search
  
  • Permanently delete a saved search

Tasks

• Create_task
  
  • Create a standalone task for a contact
• Update_task
  
  • Edit an existing task
• Delete_task
  
  • Permanently delete a task
• Execute_task_action
  
  • Pause, start, cancel, reschedule, or take another action on a task

Research & Enrichment

• Research_contacts
  
  • Enrich contacts to retrieve verified data like emails, phone numbers, and additional details
• Research_companies
  
  • Enrich companies to retrieve data like revenue, size, and technology information

Call Logging

• Log_call
  
  • Log a call outcome, sentiment, and notes for a contact

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