This lesson is being recorded

Every video of this course is being uploaded to my YouTube channel. Subscribe so you do not miss it.

Bruno AshfordBruno Ashford @brunoashfordSubscribe

Module 6 · Lesson 6.1 · 11 min

Connectors and MCP, Plain English

Understand how an agent reaches your email, calendar, drive and CRM, and what MCP actually is.

Module 6
Connecting Your Tools

Give your AI department safe access to where your business lives

Bruno Ashford
Bruno Ashford · Module 601 / 13
The problem
If you copy data into the chat and paste answers back out, you are the slowest part of your own AI.
Bruno Ashford
Bruno Ashford · Module 602 / 13
6.1 Plain English

MCP is a standard plug

Each tool publishes a panel of buttons. Claude can only press those.

  • Server: the tool's panel of actions
  • Tools: read, search, draft, update, send
  • You decide which buttons need approval
  • Nothing happens outside the panel
Bruno Ashford · Module 603 / 13
Two routes in

How a connection arrives

  1. 1claude.ai connectorsAdd in account settings, appear in Claude Code
  2. 2claude mcp addTerminal command with the vendor's URL
  3. 3/mcpCheck status, sign in, see tools
Bruno Ashford · Module 604 / 13
Scope

Who gets the connection

ScopeWhoUse it for
localYou, this projectDefault, testing, client data
projectTeam via .mcp.jsonApproved shared tools
userYou, all projectsPersonal utilities
Bruno Ashford · Module 605 / 13
6.2 Email, calendar, docs

Read, draft, then you send

The rule for the whole module.

  • Stage 1: read-only triage
  • Stage 2: drafts in your email client
  • Sending stays human
  • Deny rule on send tools
Bruno Ashford · Module 606 / 13
6.3 CRM and spreadsheets

Preview, approve, write

Every change appears as a table before it is saved.

  • Health report first, read-only
  • Record, field, old, new, reason
  • Approve by row number
  • Log every change
Bruno Ashford · Module 607 / 13
Roofing CRM cleanup (illustrative case)

What a read-only report found

1,140open deals before
612inactive 60+ days
318open deals after
Bruno Ashford · Module 608 / 13
6.4 Web research

Research you can repeat monthly

Public web for facts, your browser for signed-in work.

  • Link on every fact
  • claude --chrome for signed-in sites
  • Save to dated files
  • Spot-check three sources
Bruno Ashford · Module 609 / 13
6.5 The uncomfortable part
Connecting a tool hands a stranger's software a key to part of your business. Check the key first.
Bruno Ashford
Bruno Ashford · Module 610 / 13
Risk check

Five questions before any connector

  1. 1Who built it?Vendor, known project or anonymous
  2. 2What data?Clients, money, health, legal
  3. 3Can it write?Send, change, delete
  4. 4Where are secrets?Env variables, never shared files
  5. 5How do we exit?Remove and revoke
Bruno Ashford · Module 611 / 13
Project

Two systems, one workflow

CRM leads become email drafts. Nothing sends itself.

  • Score both connectors
  • Connect at local scope
  • Block send and delete
  • Measure minutes before and after
Bruno Ashford · Module 612 / 13
Recap
Connect what earns its place, read before you write, and keep the send button in human hands.
Bruno Ashford
Bruno Ashford · Module 613 / 13
01 / 13

Use ← → to move. The marker highlights text and the pencil draws on the slide; navigation locks while you annotate. Undo removes the last mark, Esc exits.

1Think of MCP as a set of labelled buttons

Each MCP server hands Claude a list of tools, like buttons on a panel: search contacts, read a document, create a draft. Claude can only press the buttons the server offers, and you decide which buttons need your approval. Nothing magical happens outside that panel.

2Know the two ways a connection arrives

The easiest path for owners is a connector you add in your claude.ai account settings. When you are logged in to Claude Code with the same account, those connectors show up automatically. The second path is adding a server directly in the terminal with the claude mcp add command, usually with a URL the vendor publishes.

3See what is already connected

Before adding anything, look at what you have. The list command shows every server and whether it is healthy. Inside a session, the /mcp command opens a panel where you can check status, sign in and see each server's tools.

Terminal
claude mcp list
4Understand scope: who gets the connection

A connection can be local (just you, just this project), project (shared with the team through a .mcp.json file in the project folder) or user (you, across all your projects). For anything that touches client data, start local. Share with the team only after the connector has passed your risk check.

5Ask Claude to explain its own panel

Once a server is connected, ask Claude to list the tools it can now use and to flag which ones change data. This is the fastest way to learn what you just plugged in, and it tells you exactly where approvals matter.

Prompt for Claude
List every MCP tool you can use right now. Group them by server, and for each one tell me in plain English whether it only reads data or whether it can create, change, send or delete something.

A roofing contractor I worked with had Claude write beautiful follow-up emails for two weeks. Then he realised he was still copying lead names out of his CRM, pasting them into the chat, and pasting the drafts back into Gmail. The AI was fast. He was the slow part in the middle, acting as a human USB cable.

Connectors remove that human cable. MCP, the Model Context Protocol, is simply a standard plug. A tool like HubSpot, Notion or your Google account publishes an MCP server, and Claude Code plugs into it. Once connected, the agent can look things up and take actions inside that tool, within the permissions you allow.

Key points

  • MCP is a standard plug; each server gives Claude a fixed panel of tools.
  • Owners usually connect through claude.ai connectors; the terminal route uses claude mcp add.
  • Scope decides who shares a connection: local, project or user.
  • Always separate read tools from tools that change or send.

Avoid

  • Connecting five tools on day one before you know what any of them can do.
  • Sharing a connection with the whole team at project scope before testing it alone.
  • Assuming a connector only reads because you only asked it to read.
Real-world example: a dental clinic

A three-chair dental clinic connected its Google Calendar and Gmail through claude.ai connectors. On the first day the practice manager only asked Claude to list the tools and mark which ones could send or change anything. That five-minute exercise produced the clinic's first rule: Claude may read the calendar and draft reminder emails, but a human presses send. Two weeks later the manager was saving about 40 minutes a day on reminder and rebooking emails, without a single message going out unreviewed.

Bruno Ashford Subscribe