MCP Integration

Connect PoolPro CRM to Claude

The first MCP server purpose-built for pool service operations.

Manage your entire business through Claude — scheduling, customer records, SMS communication, and payments — all via natural language.

Overview

PoolPro CRM connects to Claude — Anthropic's AI assistant — through the Model Context Protocol (MCP). Once connected, you can manage customers, book appointments, check your schedule, send texts to clients, log chemical applications, pull revenue reports, and more, all by talking to Claude in plain English.

Available on Claude.ai (web), Claude Desktop, Claude Mobile, Claude Code, and the Anthropic API.

Getting Started

Go to Claude

Open Claude.ai, Claude Desktop, or the Claude mobile app

Open Connectors

Navigate to Settings → Connectors

Find PoolPro CRM

Search for "PoolPro CRM" in the Connectors Directory

Connect

Click 'Connect' and you'll be redirected to PoolPro CRM to log in

Authorize

Start using it

Go back to Claude and start asking it to manage your business

That's it. No API keys, no configuration files, no technical setup.

What You Can Do

Customers

Search for customers by name, phone, or address
View full customer details and service history
Add new customers
Update customer information

Scheduling

View your schedule for any day or date range
Book new appointments
Reschedule existing appointments
Cancel appointments with a reason
Log drive time, breaks, and vacation

Communication

Send SMS messages to customers
View SMS conversation history with any customer

Payments

Generate payment links for customers
Check payment status and outstanding balances

Reports

Pull revenue reports for any date range
Get daily summaries — jobs completed, revenue collected, messages sent

Service Records

Search and view service records
Create new service documentation
Track products and treatments applied

Example Prompts

"What's my schedule for today?"

Returns all appointments for today with customer names, addresses, service types, and times.

"Book Mrs. Henderson at 442 Oak Street for a termite inspection this Thursday at 10am, then send her a confirmation text."

Creates the appointment, links it to the customer record, and sends an SMS confirmation.

"Give me a revenue summary for this week."

Returns total revenue, job count, and daily breakdown for the current week.

"Look up the service history for the Johnson property on 118 Maple Drive."

Returns past treatments, pest types, products used, and technician notes for that property.

"Which customers have unpaid balances? Send a payment reminder to anyone who owes more than $150."

Identifies outstanding balances, generates payment links, and sends SMS reminders.

"Cancel tomorrow's 2pm appointment with Garcia and send him a text letting him know."

Cancels the appointment and sends an SMS notification to the customer.

"Add a new customer: Mike Torres, 512-555-0199, 305 Cedar Lane, Austin TX."

Creates a new customer record with the provided contact information.

Permissions and Data Access

When you connect PoolPro CRM to Claude, you're authorizing Claude to access and manage your PoolPro CRM data on your behalf. Claude can:

Read your customer records, appointment schedules, service histories, and reports
Create and modify customers, appointments, and schedule events
Send SMS messages to your customers through your PoolPro CRM account
Generate payment links through your connected Stripe account

Claude can only access data in your PoolPro CRM account — it cannot access other users' data. You can disconnect at any time from Claude's Settings → Connectors to immediately revoke access.

Privacy and Security

Your data is protected

We take security seriously and implement industry-standard protections.

All data is transmitted over encrypted HTTPS/TLS connections
Authentication uses OAuth 2.0 with PKCE — Claude never sees your PoolPro CRM password
PoolPro CRM does not store conversation content, prompts, or chat history from Claude sessions
We only process the specific tool calls made to our server
You can revoke access at any time from Claude Settings or from PoolPro CRM Settings

Read our full Privacy Policy

Requirements

An active PoolPro CRM account (free or paid)
Free accounts support up to 15 customers
Paid accounts ($18/mo) support unlimited customers
No special plan, admin access, or technical setup required
Available worldwide — no geographic restrictions

Troubleshooting

I can't find PoolPro CRM in the Connectors Directory

PoolPro CRM may still be under review. You can add it as a custom connector in Settings → Connectors → Add custom connector using the URL: https://www.poolprocrm.com/api/mcp

The OAuth login page won't load

Make sure you're accessing PoolPro CRM from a supported browser. Try clearing your browser cache or using an incognito window.

Claude says it can't access my data

Your access token may have expired. Disconnect PoolPro CRM in Claude Settings → Connectors, then reconnect to refresh your authentication.

I'm getting an error when booking an appointment

Make sure the customer exists in your PoolPro CRM account and the requested time slot is available. Claude will show the specific error message from PoolPro CRM.