Claude Connector Submission Packet
This page is a public, non-sensitive packet for the Soshogle NexRel CRM MCP connector submission. It describes directory copy, permissions, safe tool behavior, and review readiness without publishing source code, credentials, private implementation details, prompts, patents, customer data, or company know-how.
Directory Listing Fields
Server name
Soshogle NexRel CRM
Tagline
AI CRM connector for leads, appointments, pipeline summaries, follow-up drafts, and business workflow context.
Short description
Connect Claude to authorized NexRel CRM workspaces so users can search CRM records, summarize pipelines, draft follow-ups, prepare leads, and coordinate appointments with explicit user consent.
Category
CRM, sales automation, AI receptionist, business operations
Authentication
OAuth 2.0 with user consent for customer-specific CRM access. No unauthenticated customer data access.
Transport
Remote MCP over HTTPS. Streamable HTTP should be preferred for directory readiness.
Connector endpoint
Authenticated remote MCP endpoint for authorized users. It does not provide public unauthenticated customer data access.
Privacy policy
https://nexrel.soshogle.com/privacy
Support link
https://nexrel.soshogle.com/contact
Public documentation
https://nexrel.soshogle.com/docs/connector-readiness
Reviewer Use Cases
- Search authorized CRM contacts, leads, deals, appointments, and recent activity.
- Summarize sales pipeline status and recent customer activity.
- Draft follow-up SMS or email content for human review before sending.
- Prepare a new lead record after the user confirms the business context.
- Check appointment context and prepare booking actions with explicit confirmation.
- Summarize workflow, campaign, and AI employee status without exposing private implementation details.
Initial Safe Tool Inventory
Search CRM records
readOnlyHint: true
Returns only records the authenticated user is authorized to access.
Summarize pipeline
readOnlyHint: true
Returns aggregate summaries and selected authorized records only.
Create lead draft
destructiveHint: false; requires confirmation
Creates or prepares a lead only after user confirmation and workspace authorization.
Draft follow-up message
destructiveHint: false; draft-first
Creates draft SMS or email content. Sending requires a separate confirmed action.
Book appointment
destructiveHint: true; requires confirmation
Creates bookings only after explicit user confirmation and availability validation.
Private Reviewer Materials
The following materials should be provided only through the directory submission form or direct reviewer communication. They should never be published on public docs pages.
- Reviewer test-account email and password
- Temporary reviewer workspace URL
- OAuth client details, if Anthropic-held credentials are used
- Step-by-step reviewer login instructions
- Any private sandbox data needed for review