> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Lia from Claude or ChatGPT

> The Leaf360 MCP server: what it is, what people build with it, which assistants it works with, and how you get connected.

The Leaf360 MCP server hands your workspace to Claude, ChatGPT or any assistant that speaks MCP (Model Context Protocol), so that way you can ask an outside assistant to do CRM work instead of clicking through every screen yourself.

<Note>
  For a limited time, the Leaf360 MCP server is included on every plan, Free included. See [Plans and billing](/get-started/plans-and-billing) for what else each plan covers.
</Note>

## What people build with it

Four jobs come up most:

* **Clean up an old CRM export and import it into Leaf360.** Hand Claude or ChatGPT a messy spreadsheet from your old system, have it fix the headers and formatting, then bring the result in through [Import Data](/mortgage-crm/import-data).
* **Set up Leaf360 for yourself, your team or your company.** Go ahead and ask your assistant to help plan your stages, pipelines and settings before you touch a single screen. [Why you should set up your stages before anything else](/faq/setup-stages-first) is the order to follow either way.
* **Build automations, if you're on Core or Pro.** Describe the trigger and the actions you want, and work out the steps with your assistant before you build the [workflow](/mortgage-crm/workflows) itself.
* **Design email templates in Claude or GPT and drop them straight into Leaf360.** [How to use Claude to write your CRM templates](/faq/use-claude-for-templates) covers the variable list you hand your assistant so the copy it writes actually merges.

## Which assistants work with it

Claude and ChatGPT both work with it, and so does any other assistant that speaks MCP. You're not locked into one assistant to use it.

## Connecting your assistant

<Warning>
  The exact connection screen isn't documented yet. What follows is what's confirmed, and this section will get the missing steps as soon as they're written up.
</Warning>

Your Leaf360 contact sends you a connection link and a key. Add both to your assistant's own MCP settings, the same way you'd add any other MCP connection, and it can start reading and writing to your workspace on your behalf.

## Related

* [Lia's specialist modes explained](/mortgage-crm/lia-modes)
* [Lia Assistant](/mortgage-crm/lia-assistant)
* [Plans and billing](/get-started/plans-and-billing)
* [Import Data](/mortgage-crm/import-data)
* [How to use Claude to write your CRM templates](/faq/use-claude-for-templates)