Guide

Connect call tracking data to Claude with MCP

Set up in minutes. Add one connector, sign in with your Convirza account, and ask about your calls, transcripts and scores in plain English. No API key to paste.

Guide5 min read

To connect your call tracking data to Claude, add the Convirza MCP server URL (connect.convirza.com/mcp) as a custom connector in Claude's settings, then sign in with your Convirza account. Claude can then read your calls, transcripts and Conversation Analytics™ scores and take the actions your role allows, with no report to export.

YOUR CALLSTranscriptsScores and sourcesCONVIRZAMCP serverSecure sign-inCLAUDEAsk in plain English

How do I connect my call tracking data to Claude?

You need a Convirza account to sign in with, and Claude on the web, the desktop app or Claude Code.

  1. Add the Convirza connector

    In Claude, open Settings > Customize > Connectors > Add custom connector, then paste https://connect.convirza.com/mcp as the server URL.

  2. Sign in

    Claude opens Convirza's secure OAuth 2.0 sign-in, so there's no API key to create and your password is never shared with Claude.

  3. Ask about your calls

    Claude sees what your role lets you see and does what it lets you do, nothing more.

Claude on web or desktop: paste this URL

https://connect.convirza.com/mcp

Claude Code: run this, then type /mcp to sign in

claude mcp add --transport http convirza https://connect.convirza.com/mcp

If something looks different

Menu names in Claude can change between releases. If the path looks different, look for Connectors in Claude's settings. If Claude can read your calls but can't make a change, check your Convirza role: actions follow your permissions.

No Convirza account yet? Start free, then come back to step 2.

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What can Claude do once it's connected?

Claude answers from your own calls, transcripts and scores. Try asking:

  • Attribution: "Which ads drove the most booked appointments this month?"
  • Missed calls: "Summarize yesterday's missed calls and draft callback notes for each."
  • Call scoring: "Score last week's calls by location and show me the coaching gaps."
  • Transcripts: "Pull the transcript of my longest call yesterday and tell me why we lost them."

Start with the calls you're losing

Caller hangup is the primary missed-call driver across every vertical: not no-answer, not busy lines.

Source: Convirza benchmark data, all verticals.

That makes missed calls a good first question for Claude. Ask it to summarize yesterday's missed calls and draft callback notes for each, and your team starts the day with a callback list instead of a report to build. See how call scoring shows what happened on the calls you did answer.

New to the topic? Read what call tracking is.

Is my call data safe when I connect Claude?

Built for permissioned teams

Access mirrors your Convirza role: admins manage, standard users work, read-only users read. Connections use OAuth 2.0 with rotating tokens, your password is never shared with the assistant, and you can revoke a connection at any time from your account.

How is this different from a third-party connector?

Claude connects straight to Convirza's own MCP server. There's no connector service in between, no extra account to manage, and no API key to paste. The same connection works in ChatGPT, Cursor, VS Code and Codex; the MCP server page has setup for each one, and the developer docs cover the full tool reference.

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Frequently asked questions

YOUR CALLS, IN CLAUDE

Ask Claude what your calls already know. Start with yesterday's missed calls.

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