Integrations · AI assistants

Claude + Tripdocks

Ask Claude about your pipeline, or have it update a lead — without leaving the conversation.

By the Tripdocks team · Last updated

Tripdocks works with Claude through the Model Context Protocol (MCP). Add Tripdocks as a custom connector in Claude, approve the consent screen, and Claude can read your leads, quotes, reservations and tasks — and, if you allow it, act on them. It acts as you: it sees only what your role can see and does only what your role allows.

How it works

  1. In Claude, open Settings → Connectors → Add custom connector.
  2. Name it Tripdocks and paste the connector URL: https://app.tripdocks.com/mcp.
  3. Sign in to Tripdocks on the consent screen, review the requested access, and allow it.
  4. Claude Desktop users can add the same URL to claude_desktop_config.json through mcp-remote.

What you need

  • A Claude plan that supports custom connectors (remote MCP servers), or Claude Desktop.
  • The Connect AI permission on your Tripdocks role.

What your team gets

  • Read access to leads, contacts, pipeline, quotes and itineraries, reservations, tasks, and invoice and payment status.
  • Optional write access: create or update leads, add or complete tasks, send quotes, log payments.
  • OAuth 2.1 with PKCE — Claude never sees your password.
  • Every tool call logged, and one-click revocation in Settings → Intelligence.

Step-by-step instructions are in the AI assistants guide. Leads from every connected channel land in the same queue — see lead management.

Related integrations

  • ChatGPT — Bring your travel CRM into ChatGPT, with the same permissions you have in Tripdocks.
  • WhatsApp Cloud API — Use Meta's WhatsApp Cloud API directly, and handle every traveller chat inside your travel CRM.
  • Facebook & Instagram lead ads — Stop downloading CSVs from Meta. Lead ad submissions land in your travel CRM in real time.
  • All integrations

Frequently asked questions

Can Claude see data I can't?
No. Claude acts as you and is bound by your role, including your data scope — your own records, your team's, or everyone's.
How do I disconnect Claude?
Open Settings → Intelligence in Tripdocks and revoke the assistant. Its tokens stop working immediately.