Step 01
Connect the AI you already use
Add Lead Spine once, sign in securely, and keep access keys out of prompts and URLs.
Connect Claude or ChatGPT to your CRM
Build, check and repair your clients’ CRM automations from the AI you already use.
Create a draft, see exactly what changed, and check every trigger and step before it goes live.
Connect once. Choose the account in your AI.
No hand-copied keys. Every conversation stays pinned.
Built by people who actually run your CRM
SMS
Email
Voice AI
Calendars
Pipelines
Contacts
AI Agents
Workflows
Forms
Recipes
Workflow audits
Locations
SMS
Email
Voice AI
Calendars
Pipelines
Contacts
AI Agents
Workflows
Forms
Recipes
Workflow audits
Locations
See the whole flow
One conversation. A complete automation.
Connect your AI, choose a client account, describe the outcome, and inspect the finished work before you publish. Every screen below is part of the real Lead Spine product.
Step 02
Choose exactly where it can work
See the sub-accounts you connected and keep each AI conversation pinned to one account.
Step 03
Describe the workflow
Lead Spine turns a plain request into real triggers, actions, waits, and branches.
Step 04
Review before anything goes live
Check the finished structure, spot missing details, and publish only when you are ready.
A real case
A consent gate had inverted. Nothing in your CRM said so.
On a live insurance account, every lead who had given consent was routed down the no consent path and phone blocked. The workflow was published, running and reporting no errors. It was found by reading contact notes by hand.
Before
What the builder shows you
- Status: Published
- Errors: none
- Enrolled contacts: rising every day
Everything on this screen says the automation is fine.
After the audit
What is actually wrong
- Consent branch is inverted. Contacts with consent take the no consent path.
- SMS step is unreachable for every consented contact.
- Phone block applied to contacts who opted in.
The audit reads your automations the way the platform runs them, then tells you which ones cannot do what you think they do.
Trust and safety
Why agencies let us touch their automations
Draft-first by default
Builds land as drafts. Nothing goes live until you publish in your CRM.
Broken steps get refused
If a step would fail, we reject it with the reason. We never report success and leave you broken.
Every change is restorable
Plain English change log, deletes are backed up first, one click restore.
What an audit returns
A health score and a list you can act on
Audits and reads are free on every plan, including free.
Example audit
Sample account. Not your data.
72/ 100 health
- 2 workflows are drafts but their triggers are expected to be live
- 1 trigger can never fire
- 3 steps have required fields empty
- 1 branch cannot be reached by any contact
Example audit (illustrative). Your run uses your real sub-account.
How it works
Three steps, then you just talk to it
- 1
Connect your CRM
Approve Lead Spine in your CRM and choose the sub-accounts you want to connect.
- 2
Connect your AI
Add the Lead Spine connection URL to a compatible assistant, then sign in and approve access.
- 3
Talk to your AI
Ask it to audit your account. On a paid plan or Solo trial, say "build a five day follow up for new leads that stops when they reply".
What you only get here
Reading your CRM is free everywhere now. Building and fixing automations is not.
Your CRM now ships its own MCP server, free with any plan, and it covers CRM reads and writes broadly. It does not build workflows, add triggers or actions, branch logic, audit an account or repair anything. That is the whole of what we do.
Builds real workflows from one sentence
Triggers, actions, waits and conditions, created inside your sub-account. The official your CRM MCP has no workflow tools at all.
Finds automations that silently stopped working
Draft workflows everyone assumes are live. Triggers that can never fire. Steps with required fields left empty. Branches nothing can reach.
Refuses to write a broken step
A step that would fail is rejected with the reason, instead of reporting success and leaving the automation broken.
Every change logged, every delete restorable
Changes are written in plain english on your activity page. Deletes are backed up first and restored in one click.
Draft first
Builds land as drafts. Nothing goes live in your account until you publish it.
One secure MCP connection
Use Lead Spine inside the AI you already trust.
Add one permanent connection, sign in to Lead Spine, then choose the sub-account for that conversation. No access key to copy, paste or expose.
Secure sign-in 440+ CRM tools Draft-first changes
Compatible MCP clients
Claude
ChatGPT
Grok
Cursor
Windsurf
Cline
Each conversation stays pinned to the sub-account you choose, so work never crosses between client accounts.
Simple pricing
Start free. Upgrade when it is doing real work for you.
Connect your account and build your first workflows without a card. When it becomes part of how you run the business, pick the plan that fits.
Plan
Free
$0forever
Connect in one click. Unlimited audits, no card required.
- 1 sub-account
- Lead Spine AI: 25 AI credits every month
- Unlimited audits and reads, forever
- Building and editing needs a paid plan
- Connect Claude, ChatGPT or any MCP client
Plan
Solo
$59/ month
Unlimited builds for one operator.
- 5 sub-accounts (add more for $12 each)
- Lead Spine AI: 600 AI credits every month
- Unlimited builds, audits and reads
- Backup, restore and full change log
- Rolling one build out across sub-accounts is Agency
Card required. $0 today, then $59 a month when your 3-day trial ends. Trial covers 1 sub-account with building on. Cancel any time.
Best for agencies
Plan
Agency
$179/ month
For agencies running a real client book.
- 30 sub-accounts (add more for $12 each)
- Lead Spine AI: 2,000 AI credits every month
- Everything in Solo
- Roll one build out across every sub-account
- Priority support, answered first
$179 charged today, then $179 a month until you cancel. 14-day money-back after the first charge.
Compare plans
What each plan unlocks
Free is a genuine but limited trial: workflows, custom fields and custom values.
| Capability | Free$0 1 sub-account, reads and audits | Solo$59 per month, 5 sub-accounts, every feature | Agency$179 per month, 30 sub-accounts |
|---|---|---|---|
| Automation | |||
Audits and reads | |||
Workflows and automations | |||
| Sites and content | |||
Forms build and edit | |||
Funnels and websites | |||
| Account | |||
Whole account build | |||
Free
$0 1 sub-account, reads and audits
- Audits and reads
- Workflows and automations
- Forms build and edit
- Funnels and websites
- Whole account build
Solo
$59 per month, 5 sub-accounts, every feature
- Audits and reads
- Workflows and automations
- Forms build and edit
- Funnels and websites
- Whole account build
Agency
$179 per month, 30 sub-accounts
- Audits and reads
- Workflows and automations
- Forms build and edit
- Funnels and websites
- Whole account build
Every capability shown here is what that plan actually unlocks in the product, nothing more.