✦ MCP SERVER & CONNECTOR

Connect AI Assistants Directly To Plumb5

Connect AI assistants like Claude and ChatGPT to your Plumb5 workspace to manage contacts, groups, lead management, capture forms, and email campaigns through natural-language conversation.

https://mcp.plumb5.com/sse

Use this URL wherever a client asks for a remote MCP server or custom connector. The connector runs from the AI provider's cloud (for example, Anthropic's cloud for Claude), not from your local device, so the server must be reachable over the public internet.

WHAT YOU CAN DO

Everything Runs Through Natural-Language Conversation

Manage Contacts

Look up, verify, save, and organize contacts; move, copy, or merge contacts between groups.

Manage Groups

Create, update, delete, duplicate, and validate contact groups, including control groups for testing.

Work With Leads

Track leads through pipeline stages, manage lead sources, move leads between sources, and manage follow-ups.

Build Capture Forms

Create, update, duplicate, and manage capture forms, their display rules, and response settings.

Import Data

Bulk-import contacts and leads from files, straight from your conversation with the assistant.

Author & Send Mail

Create, duplicate, archive, and restore mail templates; check spam score; send test mail.

Schedule Campaigns

Schedule, duplicate, and update one-off and A/B-tested mail campaigns.

Reporting

Pull reports, sender mail IDs, and scheduled-campaign directories on demand.

Knowledge Base

Search Plumb5 product documentation, FAQs, and setup/troubleshooting guides.

PERSONAL SETUP (PER USER)

Connect With Claude

1Open Claude Desktop or go to claude.ai

2In the sidebar, click Settings → Connectors

3Click Add custom connector

4Enter the MCP server URL: https://mcp.plumb5.com/sse

5Click Add, then Connect — you're redirected to authenticate with your Plumb5 account

6Configure Tool permissions (Automatic, Ask first, or Disabled) per tool

7In a conversation, open the tools menu and toggle Plumb5 on

PERSONAL SETUP (PER USER)

Connect With ChatGPT

1Open ChatGPT

2In the sidebar, click Settings → Connectors (or Connected apps)

3Click Add, then choose Custom MCP Connector

4Enter the MCP server URL: https://mcp.plumb5.com/sse

5Click Connect and authenticate with your Plumb5 account

ORGANIZATION-WIDE SETUP

One-Time Setup For Your Whole Team

If your Claude or ChatGPT plan supports organization-level connectors, an admin can add https://mcp.plumb5.com/sse once under organization/workspace connector settings so members only need to click Connect and authenticate with their own Plumb5 account. Each user still only sees the account, workspace, and permissions they already have in Plumb5.

AUTHENTICATION & PERMISSIONS

Scoped To What Your Login Can Already Do

The Plumb5 MCP server uses account-based authentication tied to your Plumb5 login — it never grants access beyond what you're already permitted to see and do.

1On first connection, you authenticate with your Plumb5 credentials

2If your login is associated with more than one account, use SelectAccount to set the active account for the session

3If you log out or your session expires, you'll be prompted to re-authenticate the connector

4Read tools require read access; create/update/delete tools require the matching permission

KNOWN BEHAVIORS & TROUBLESHOOTING

A Few Things Worth Knowing

Working with multiple accounts

Several tools operate against whichever Plumb5 account is currently active — use SelectAccount before other tool calls when you work across accounts.

Read-only logins

Write actions (creating/updating contacts, groups, forms, campaigns, leads) require your Plumb5 login to have the matching permission; read-only logins can only use Get/Search-style tools.

Mail campaigns stay in draft

Mail campaign tools work with drafts and schedules; final send/publish behavior follows your Plumb5 account's normal campaign workflow.

Can't access data or getting permission errors

Confirm you're authenticated with the correct Plumb5 account, and that account has the needed permission for that tool.

A tool you expected isn't available

Check that the tool is enabled in your client's connector/tool-permission settings, then refresh or reconnect the Plumb5 connector.

Re-authentication fails

Wait a short while and retry — this is usually a transient session issue.