Relationship Intelligence
for your AI
Unlock powerful workflows
Bring relationship context into every conversation, agent, and automation.
Know before you reach out
Find out who has already contacted a person or company, when, and what was discussed.
Smarter follow-ups
Surface past conversations, meeting notes, and key context to personalize every follow-up.
Avoid duplicated work
Keep your team aligned by preventing duplicate outreach and overlapping efforts.
Power your automations
Use relationship intelligence in your Claude or ChatGPT automations and custom workflows.
Deeper account insights
See everyone on your team's connections to customers, partners, investors, and more.
Secure by design
Enterprise-grade security, role-based access, and full audit logs—your data stays protected.
Connect in under a minute
Add Rolodex to your favorite AI client — no API keys, no config files. Just paste the server URL and sign in.
- No API keys to manage — sign in with your Rolodex account
- Pick the workspace each client connects to
- Works with Claude, ChatGPT, Claude Code, and any MCP client
- Revoke access anytime from your Rolodex settings
- 1
Open Claude and go to Settings.
- 2
Select Connectors, then Add custom connector.
- 3
Fill in the connector details:
NameRolodexRemote MCP server URLhttps://mcp.rolodexcrm.com/mcp - 4
Save and connect — Claude will redirect you to Rolodex to sign in and pick a workspace.
Bring relationship intelligence to your AI
Start using the Rolodex MCP Server today.