How to Connect Claude or ChatGPT to a Client LinkedIn CRM via MCP
· how-to
Clients expect AI-assisted prospecting; agencies need confidentiality and review guardrails. MCP tokens scoped per client workspace deliver both. /for/marketing-agencies
Step 1: Switch to the correct client workspace
Verify org name before any MCP import — never cross-contaminate lists.
Step 2: Create a workspace-scoped MCP token
Settings → API bridge; one token per client or pod.
Step 3: Configure Claude, ChatGPT, or Cursor
General setup: /blog/how-to-connect-item12-mcp-claude.
Step 4: Use agency-safe prompts
- Search and import to named list only
- Enroll agent — queue only, no auto-send
- Pre-call brief from profile URL
Step 5: Human approves before anything sends
/blog/agency-linkedin-human-review-queue.
One token for all clients?
Avoid — tokens bind to one workspace; use one per client for isolation.