Connect your AI assistant
Connect Claude, ChatGPT, Cursor or any MCP client to Happierleads in about two minutes, then ask for what you need in plain English.
Quickstart
You need a Happierleads account and an AI assistant that supports MCP connectors.
1. Copy your connection URL
Checking whether you are signed in…
2. Add it to your assistant
Needs: Claude on the web or Claude Desktop. It syncs to the mobile app.
<your connection URL>
3. Check it works
Start a new chat and ask:
List my websites.
Expected: the assistant shows that it used list_websites and replies with your websites and whether each one’s tracking script is verified. If it says it has no Happierleads tools, see Errors and troubleshooting.
What you can ask
You don’t write requests or learn tool names. Describe what you want, and the assistant picks the tools:
| Product | Ask | Your assistant uses |
|---|---|---|
| Leads | “Who visited my site this week? Hottest first.” | get_leads |
| Lead details | “Give me a sales brief on the last visitor from acme.com.” | get_lead_ai_summary |
| 3rd-party intent | “Subscribe me to companies researching CRM software.” | subscribe_to_intent_topic |
| Web Scraping | “Find companies that have a competitor's tracker on their site.” | update_web_scraping |
| AI Scout | “Find founders who were guests on B2B podcasts, 25 a day.” | create_ai_scout |
| Prospector | “Find 25 SaaS founders in the US at companies with 10–200 employees.” | search_people |
| Auto Search | “Add 50 new heads of marketing at fintechs to my leads every day.” | create_auto_search |
| Lists & export | “Export this week's hot leads to CSV.” | export_leads_csv |
| Qualify | “Build a scoring model for B2B SaaS companies with 50+ staff.” | ai_generate_scoring_model |
| Engage | “How are my email campaigns doing? Which replied?” | get_campaign_stats, get_inbox_emails |
| Mailboxes | “Is my mailbox warmup healthy?” | get_warmup_health |
| Automations & CRM | “Push every hot lead to HubSpot.” | create_automation |
| Websites | “Is my tracking script installed correctly?” | get_website_diagnostics |
| Account | “How many credits do I have left?” | get_account |
Each feature page has an MCP tab with the questions to ask for that feature. The full list is under All tools.
Free tools
The free_ tools (company enrichment, decision-makers, people search, companies using a technology, lookalikes, email patterns and intent topics) are free on every Happierleads account, including after your trial ends, so all you need is a free account. Each account gets 10 calls and 10 verified business emails a day, reset at 00:00 UTC. For more, use the paid tools such as search_people.
How it works
The Model Context Protocol (MCP) is an open standard that lets AI assistants use tools inside other products. When you ask something:
- Your assistant reads the list of Happierleads tools and their descriptions.
- It picks the tool that fits and fills in its parameters from your words.
- Happierleads runs the tool in your account, with your plan, credits and websites, and the assistant summarises the result.
The assistant can also chain tools: find people, reveal their emails, then add them to a campaign. Before you let it act, read Security and permissions.
Every control on this screen
Every button, field and switch, with what it does.
Integrations › MCP Server · 8 controlsNeeds: integrations, api keys
| Your personal connection URL | Shows information | Contains a secret key: never read it out. |
| Copy connection URL | Shows information | |
| Setup: Claude Desktop | Shows information | |
| Setup: Claude Code | Shows information | |
| Setup: ChatGPT | Shows information | |
| Setup: Perplexity | Shows information | |
| Setup: Cursor | Shows information | |
| Things to try once connected | Shows information |