Using Lightfield with Claude (MCP)

You can connect Claude to your Lightfield workspace using MCP (Model Context Protocol). Once connected, Claude can read and update your Lightfield data directly - accounts, contacts, opportunities, meetings, tasks, and notes - through normal chat.

What you can do with Lightfield + Claude

Once connected, you can prompt Claude to take any action that Lightfield's own agent can take - querying your CRM, drafting follow-ups, updating records, running analysis - from inside Claude. Some examples customers use today:

• "Pull my Apollo leads from the past week and add them to Lightfield as new contacts" (combined with the Apollo MCP connector)

• "Take this business card photo and create or update the matching contact in Lightfield"

• "Summarize the past 90 days of activity on my top 10 accounts and draft re-engagement emails for any that have gone quiet"

• "What did Acme say about pricing in our last three meetings? Draft a proposal email."

You can also use Lightfield as a tool inside Claude Code for engineering workflows - useful if you're building custom integrations or running analysis on your CRM data.

Connect Claude Web or Desktop

Connecting Lightfield to Claude on the web or desktop takes two steps: a one-time setup by your Claude organization owner, then a quick connect for each workspace member who wants to use it.

Step 1 - Organization owner setup (one time)

The Claude organization owner must add Lightfield as a custom connector before workspace members can use it.

1. In Claude, go to Settings / Connectors / Add custom connector

2. Enter the server URL: https://mcp.lightfield.app/mcp

3. Enter a name (e.g. Lightfield)

4. Save the connector

Step 2 - Workspace member setup

Once the org owner has added the connector, each member who wants to use Lightfield in Claude:

1. Goes to Settings / Connectors in Claude

2. Finds Lightfield in the list

3. Clicks Connect

4. Completes the OAuth flow in the browser window that opens

You're connected. Try a prompt like "What deals do I have in the Negotiate stage in Lightfield?" to confirm it works.

Connect Claude Code

For Claude Code, add Lightfield as an MCP server from your terminal:

claude mcp add lightfield https://mcp.lightfield.app/mcp

Then run /mcp in Claude Code, select lightfield, and complete the OAuth flow.

Other MCP clients

Lightfield exposes a Streamable HTTP MCP server with OAuth 2.1 authentication. Any MCP client that supports this transport can connect using the same server URL: https://mcp.lightfield.app/mcp

This includes Cursor, ChatGPT, Codex, and other agents. We've seen customers successfully connect through orchestration tools like Ultra that run multiple agents (Claude and Codex) against the same Lightfield workspace.

Coming soon: Lightfield will be available as a one-click connector in Claude's Directory, which removes the need for organization owners to add a custom connector. The connection method above will continue to work either way.

Troubleshooting

Connector not visible in Claude

Confirm a Claude organization owner has added Lightfield as a custom connector. Workspace members can't add custom connectors themselves - it has to be done at the org level first.

OAuth flow doesn't complete

Make sure you're signed into the Lightfield workspace you want to connect (in a separate browser tab). If you have multiple Lightfield workspaces, the OAuth flow connects to the one you're currently signed into.

Claude can't find my records

Claude only sees what your Lightfield user has access to - same scope as if you were searching in Lightfield directly. If something's missing, check it exists in Lightfield first before troubleshooting the MCP connection.

API access

If you need programmatic access without going through Claude, the Lightfield API is also available. See Lightfield API and Integration Options for details.