Connect Dopia to Claude

Dopia runs a connector for Claude. Once it is connected, Claude can look things up in your workspace, write records back, and save a finished piece of work — a prospect list, say — as a page in your Dopia library that you can open later or send to someone who has no account.

It works in the Claude app on the web and desktop, in Cowork, and in Claude Code. The same connector works in other MCP clients such as Codex and Cursor; their setup is on the agentic platform pages.

Before you begin

• A Dopia account. If you don't have one, you can create it during the connection itself — see First time in Dopia below.
• A Claude plan that allows connectors or plugins. Plugins need Pro, Max, Team or Enterprise. On Team and Enterprise, only an organization Owner can add a custom connector.

Connect

There are two ways in. The plugin brings the connector and Dopia's find-prospects skill together; the connector on its own gives Claude your workspace and nothing else.

Step-by-step instructions for the Claude app, Claude Code and Codex are on the agentic platform page.

First time in Dopia

If you connect before you have a Dopia account, the approval page asks you to sign in with your work email. Sign up there, and Dopia takes you through three short setup steps — your company, your name, and your assistant — then returns you to the same approval page. Connected apps act through your assistant, which is why it has to exist first. Everything else in setup can wait until you next open Dopia.

What you approve

The approval page names three permissions. All three are granted together today; you can take them back at any time.

Permission	What it allows
Read your CRM	Search records, view table schemas, and count or total across companies, contacts and deals.
Create and update CRM records	Add records and fill in fields. New records dedupe automatically on email, phone, website and LinkedIn URL.
Save artifacts to your workspace	Save a finished piece of work as a page in your library. It cannot read or change pages that already exist.

The connector cannot send email, contact anyone, delete a record, change your tables, or read your mailbox or meeting recordings — searches through it return records only.

What Claude can do with it

Tool	What it does
whoami	Names the workspace, the permissions granted and the tables available.
get_table_schema	Describes a table's fields, their options and the values actually stored.
search_crm	Finds records across every table by name, email, domain or topic.
search_records	Filters one table on field values.
get_record	Returns one record in full.
aggregate_records	Counts, sums and averages, optionally grouped by a field.
create_record	Adds a record, or fills in the matching one instead of duplicating it.
update_record	Changes fields on a record you name.
create_artifact	Saves a structured piece of work as a private page in your library.

Try these

• "Which of my deals haven't had an email in the last 30 days? Show the company, stage and the date of the last message."
• "How much open pipeline do we have by stage, in each currency?"
• "Add Northwind Traders as a company with the domain northwind.example, and Maria Lopez from there as a contact."
• With the plugin: "/dopia:find-prospects yourcompany.com" — the list is saved to your library when it's done.

Sharing what Claude saves

An artifact is private to your workspace when Claude saves it. Claude gives you its link; open it in Dopia and switch sharing on to get a link that works for someone without an account. You can see who opened a shared page, and turn sharing off again at any time.

Your data

• What Claude receives is the result of each tool it calls — the records, fields and counts that answer your request — and nothing else from your workspace.
• What Dopia receives is the tool call itself: which tool, and the arguments Claude passed. Dopia does not receive your conversation with Claude.
• What Dopia keeps about the connection is operational: which app connected, when it was last used, and a log of requests (tool name, time, outcome, network address) for security and troubleshooting. Records and artifacts Claude creates are stored like any other record in your workspace.
• Claude's side of the conversation is handled under Anthropic's terms, not Dopia's.

The full policy is at dopia.ai/privacy.

Disconnect

In Dopia: Settings → MCP → Connected apps, then Disconnect. Every token Claude holds stops working immediately. Removing the connector in Claude alone does not tell Dopia; disconnect here as well if you want the grant gone.

Troubleshooting

• Claude says Dopia needs authentication. The browser tab was closed before the approval finished. Press Connect again.
• The approval page says the request is invalid. Remove the connector in Claude, add it again, and approve from the page that opens.
• Claude can read but a write or save tool is missing. The connection was approved before that permission existed. Disconnect in Settings → MCP, then connect again.
• Tool calls fail with 403 on Claude Desktop only. This comes from your network, not Dopia: a proxy or VPN exit that Cloudflare challenges blocks the desktop app's requests. Switch the exit, or route claude.ai directly, then restart the app.
• Claude reports a daily request quota error. Each plan includes a daily number of requests from connected apps. The error says when it resets.
• In a terminal, zsh: no matches found. Put the URL in quotes — the ? in it is a wildcard to zsh.

Still stuck? Email support@dopia.ai.