How does Mercateer work with Claude Desktop?

Mercateer runs a public MCP server. Once you add it as a connector, Claude can call Mercateer tools to read calls, contacts, and conversations, check the schedule, quote from your price book, and book appointments, all driven by what you ask in plain language.

What does Claude need to sign in?

Authorization uses your Mercateer account over OAuth. The first time Claude calls a tool it opens a browser tab, you sign in and approve access, and the token is stored by Claude. You do not paste an API key into the chat.

Can Claude make changes I did not approve?

No. Actions that spend money or change live settings, like provisioning a number or editing your agent, pause for your confirmation before they run. Read-only lookups happen directly.

Do I need a paid Claude plan?

Claude Desktop is free with any Claude account, and custom connectors on claude.ai work on Free (one connector), Pro, Max, Team, and Enterprise plans. On the Mercateer side, API and MCP access is included on the Crew and Fleet plans.

Are there rate limits?

Yes. API requests are rate-limited per caller (about 60 requests per minute per API key or connected agent). If you exceed the limit you get an RFC 9457 problem response with a Retry-After header, so the agent can back off and retry.

Can I give an agent read-only access?

Read-only scoping works through API keys, which each carry an explicit scope list, so you can issue a read-only key for lookups and a separate read-write key for agents that book jobs or update contacts. Note that the OAuth sign-in these agents use grants the agent the same full account access you have in the dashboard, so to keep an agent read-only you would connect it with a scoped API key rather than OAuth. Either way, actions that spend money or change live settings still pause for your confirmation.

What happens to my data?

Your calls, contacts, and pricing stay in your Mercateer organization. Agents act through scoped OAuth tokens or API keys, every request is logged, and actions that spend money or change live settings require your confirmation. Nothing is used to train a shared model.

IntegrationPages.AI agent

IntegrationPages.Run your AI receptionist from Claude Desktop

IntegrationPages.Add Mercateer as a connector in Claude Desktop and run your front office from the chat_ Claude reads your calls, contacts, and schedule, quotes jobs from your real price book, and books appointments, all from a plain-language request_

IntegrationPages.Install in minutes IntegrationPages.All integrations

IntegrationPages.What is {name}?

IntegrationPages.Claude is Anthropic's AI assistant, available in the Claude desktop app and at claude_ai_ Add the Mercateer MCP server as a custom connector and Claude can do real front-office work: looking up calls and contacts, quoting from your price book, and booking appointments, without you leaving the chat_

IntegrationPages.What you can do with {name}

IntegrationPages.Look up calls, contacts, and conversations

IntegrationPages.Check the schedule and quoted jobs

IntegrationPages.Search your price book and build quotes

IntegrationPages.Book and reschedule appointments

IntegrationPages.Read and reply to inbox conversations

IntegrationPages.Subscribe to call, lead, and booking events

IntegrationPages.Install in minutes

IntegrationPages.Open your Claude config

IntegrationPages.On macOS, open ~/Library/Application Support/Claude/claude_desktop_config_json_ On Windows, open %APPDATA%/Claude/claude_desktop_config_json_ If you use claude_ai instead, go to Settings, then Connectors, then Add custom connector_

IntegrationPages.Add the Mercateer MCP server

IntegrationPages.Paste the snippet below into your config (or use the URL directly in the claude_ai custom connector form)_ Claude Desktop bridges the remote server with mcp-remote_

json

{
  "mcpServers": {
    "mercateer": {
      "command": "npx",
      "args": ["mcp-remote", "https://api.mercateer.com/mcp"]
    }
  }
}

IntegrationPages.Restart Claude and authorize

IntegrationPages.Restart Claude Desktop (or refresh claude_ai)_ The first time Claude uses a Mercateer tool it opens a browser tab_ Sign in with your Mercateer account and approve access_ There are no API keys to paste_

IntegrationPages.Try a prompt

IntegrationPages.Open the tools menu to confirm Mercateer is connected, then try one of the example prompts below, like pulling yesterday's calls or quoting a job from your price book_

IntegrationPages.Example prompts

IntegrationPages.You

IntegrationPages.Pull yesterday's missed calls and summarize what each caller wanted_

IntegrationPages.You

IntegrationPages.Quote a 50-gallon water heater install from my price book_

IntegrationPages.You

IntegrationPages.Book the Cedar Lane job for Thursday at 9am and confirm the slot is open_

IntegrationPages.You

IntegrationPages.Find the contact for (555) 123-4567 and show their last conversation_

IntegrationPages.You

IntegrationPages.Which calls this week asked for a service we don't offer yet?

IntegrationPages.Frequently asked questions

IntegrationPages.Works with your whole stack

IntegrationPages.Mercateer speaks the same protocols as the tools you already use_

Claude Code Claude Cowork ChatGPT Cursor Codex Zapier n8n Make.com Webhooks

IntegrationPages.See all integrations

IntegrationPages.Put Mercateer to work with {name}

IntegrationPages.Start free and connect your front office in minutes_

IntegrationPages.Start free

IntegrationPages.No credit card required

IntegrationPages.Run your AI receptionist from Claude Desktop

IntegrationPages.What is {name}?

IntegrationPages.What you can do with {name}

IntegrationPages.Install in minutes

IntegrationPages.Open your Claude config

IntegrationPages.Add the Mercateer MCP server

IntegrationPages.Restart Claude and authorize

IntegrationPages.Try a prompt

IntegrationPages.Example prompts

IntegrationPages.Frequently asked questions

IntegrationPages.How does Mercateer work with Claude Desktop?

IntegrationPages.What does Claude need to sign in?

IntegrationPages.Can Claude make changes I did not approve?

IntegrationPages.Do I need a paid Claude plan?

IntegrationPages.Are there rate limits?

IntegrationPages.Can I give an agent read-only access?

IntegrationPages.What happens to my data?

IntegrationPages.Works with your whole stack

IntegrationPages.Put Mercateer to work with {name}