Connect Claude to OfferTermz
Setup Guide · One Time

Ask your CRM anything.
In plain English.

Connect Claude to your OfferTermz account in a few clicks. We walk you through it one screen at a time, start to finish.

Free Claude account works Your account only Claude asks before it acts Done once
Start Setup
OT
My OfferTermz CRM
services.leadconnectorhq.com
 Connected

Read-only tools

Describe OperationAlways allow
List LocationsAlways allow
Search OperationsAlways allow

Write / delete tools

Execute OperationNeeds approval

Do this first

You'll need a Claude account.
The free one works perfectly.

Already have one? Sign in and let's go. Don't have one yet? Grab a free account here.

Open Claude in a new tab ↗

Opens in a new tab so you keep this guide open.

✓ Signed in to Claude

OfferTermz Connection Setup

Step 1
1

Connect

Click the image to enlarge it

Stuck?

“This connector has no tools available”

Refresh the page. Ctrl+R on Windows, ⌘R on Mac. Nothing is broken.

It says “Reconnect” and won't connect

Email ahmed@offertermz.com from the same address you use to log into your CRM:

My lc-mcp-Anthropics needs to be uninstalled so i can install it again.

We clear it on our end, then you run these steps again.

I forgot my OfferTermz password

Reset it at app.offertermz.com in a separate private window. Not this one — you'll lose your place.

Do I need to pay for Claude?

No. This works on a free Claude account. Free accounts can hold one custom connector — this one. (Accurate as of September 2026; check claude.ai for current plans.)

Then just ask: “Who did I talk to last week?”

Start Setup
Monthly Zooms · Included

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