Before you connect
- A Lead Spine account.
- At least one CRM sub-account connected in Lead Spine.
- An AI client that supports remote MCP servers or custom connectors.
Hosted MCP server
Lead Spine runs remotely. You do not install Node.js, run a local command, paste a private key, or keep your computer online.
Connect in five steps
- 1
Connect a CRM sub-account
Sign in to Lead Spine, open CRM Connections, and connect only the sub-account you want available.
- 2
Copy the MCP server URL
Use the same permanent URL in every supported AI client.
Valuehttps://leadspine.io/api/mcp - 3
Add Lead Spine
Create a custom connector or remote MCP server in your AI client and paste the URL.
- 4
Sign in and approve
Your browser opens Lead Spine. Sign in, review the request, and approve it. No access token appears in the URL.
- 5
Start a new conversation
Ask the assistant to list your connected sub-accounts, choose one, then make a safe read-only request.
Verify the connection
First prompt
List the CRM sub-accounts I can access. Ask me which one to use, then list its workflows without changing anything.- Your AI shows the sub-accounts you connected in Lead Spine.
- If more than one is available, it asks you to choose instead of guessing.
- The selected sub-account remains pinned for that conversation.
- The first read returns real CRM data without making a change.