FundzKnowledge Base
Integrations

Use Fundz inside Claude

Add Fundz to Claude as a connector and ask about your daily leads, companies, investors and saved searches in plain words, right inside Claude. It signs in as you, so it sees your targeting and your plan, and it can work alongside the other tools you have connected there.

Who can use it

You need an active Pro or Strategic plan. The connector uses the same plan and allowances as your Fundz account.

Connect it (about two minutes)

  1. 1
    In the same browser you use for Claude, log in at app.fundz.net. Claude uses that login when you connect in step 6.
  2. 2
    Go to claude.ai. In the left sidebar click Customize, then Connectors. (Connectors used to live in Settings; they moved.)
  3. 3
    Click Add (top right), then Add custom connector. Type Fundz in Name and https://mcp-app.fundz.net in MCP server URL, exactly that, with nothing after .net. Click Continue.The Add button and its Add custom connector optionName Fundz and URL https://mcp-app.fundz.net, then Continue
  4. 4
    Change the two settings Claude pre-selects. Authentication: choose Sign in now (not "No sign-in", even though Claude marks it "Detected"). OAuth client: choose Register automatically (not "Use Claude’s published identity", even though Claude marks it "Recommended").Sign in now and Register automatically selected
  5. 5
    There is no Save button, and nothing saves on its own. Scroll down inside the window, below "Request headers" and "Advanced", and click Add at the very bottom. If you close the window first, your choices are lost.The Add button at the bottom of the window
  6. 6
    Fundz now appears in your connector list. Click Connect next to it and approve. There is no key to copy and paste.
  7. 7
    Ask it something, for example "what are my daily leads today?". The first time Claude wants to use each Fundz tool it asks; choose Always allow.
Things to try

"Which of my leads raised money this week?" · "Tell me about Acme Corp and who runs it" · "Find Series A rounds in Ohio this month" · "Add Acme to my watchlist"

Good to know

  1. 1
    Revealing a contact's email or phone from Claude uses the same monthly contact allowance as the app.
  2. 2
    To disconnect, remove Fundz under Customize, Connectors in Claude.
  3. 3
    More examples and what it can do: Fundz in Claude.
  4. 4
    Trouble connecting? Email support@fundz.net with what Claude shows you.

Last updated October 2026