Connect Claude to Rex

Use Claude Code or Claude Desktop to operate your CRM with natural language. Rex provides an MCP (Model Context Protocol) server that gives Claude direct access to your CRM data.

Prerequisites

• A Rex account with an API key
• Claude Code CLI or Claude Desktop

1. Configure the MCP server

Add Rex to your Claude Code configuration (~/.claude/mcp.json):

{
  "mcpServers": {
    "rex": {
      "command": "npx",
      "args": ["-y", "@deepnoodle/rex-mcp"],
      "env": {
        "REX_API_KEY": "rex_live_...",
        "REX_URL": "https://acme.rexgtm.com"
      }
    }
  }
}

2. Verify the connection

Start a new Claude Code session and ask:

Show me my Rex contacts

Claude will call the Rex MCP server, list your contacts, and display them.

3. Try common operations

Here are some things you can ask Claude to do:

Create a new lead: John Smith, john@acme.com, source is referral

Show me all open deals in my pipeline

Move the deal with Acme Corp to the "Negotiation" stage

Find all contacts who are prospects and were created this month

How it works

The MCP server exposes Rex's API as tools that Claude can call:

Claude discovers available tools automatically and uses the right ones based on your natural language request.

What's next?

• AI Agent Patterns — common agent workflows
• Authentication — use a read-only key for safer agent access
• Webhooks & Events — trigger agent actions on CRM events