Get Started

Quickstart

Four steps to a working pipeline you can manage from your phone. Plan for about ten minutes.

What you'll need. A Claude or ChatGPT account (free works), a phone or laptop, and a few minutes to point your AI at your workspace.

1. Sign up

Go to doublelead.io/sign-up and create an account. We support email + password and Google sign-in.

On first login you'll be asked to create a workspace. Give it a name (your business name works) and pick your timezone. This is where your leads, contacts, and follow-ups will live.

You'll land in the dashboard at doublelead.io/dashboard with an empty pipeline.

2. Connect MCP

MCP (Model Context Protocol) is how Claude and ChatGPT talk to Double Lead. You connect it once per AI client, and from then on the AI can read your pipeline and act on it.

Connect from Claude Desktop or Claude Code

From the dashboard sidebar, open the Connect panel (just above Settings). Copy the command shown under Connect to Claude Code and run it in your terminal:

claude mcp add doublelead --transport http https://doublelead.io/api/mcp

Claude will open a browser to authorize. Click Approve on the Double Lead authorize page. Done. Claude can now see your pipeline.

Connect from Claude.ai (web)

From the same Connect panel, copy the URL shown under Connect to Claude.ai:

https://doublelead.io/api/mcp

Open Claude.ai → Settings → Connectors, click Add custom connector, paste the URL, then approve when prompted.

Connect from ChatGPT

ChatGPT's custom connectors require a Plus or Team subscription. In ChatGPT settings, add a custom MCP server pointing to https://doublelead.io/api/mcp and complete the OAuth approval.

How auth works. Double Lead uses OAuth 2.1. You click Approve in a browser while signed into your Double Lead account, and the AI client receives a token scoped to your workspace. No copy-pasting API keys.

3. Create your first lead

Open Claude (or your connected AI client) and try:

Add a lead: Jane Tan at Acme Corp, asked about pricing,
warm temperature, source is referral from LinkedIn.

Claude will call the create_leadtool, confirm what it captured, and return the new lead ID. Open the dashboard and you'll see Jane in the newcolumn of your pipeline.

You can also create leads from the dashboard (Leads → New Lead), but the chat way is faster once you get used to it.

4. Set your first follow-up

Now ask Claude to plan a follow-up:

Set a next action on Jane Tan to send pricing PDF
on Thursday morning.

Claude logs the next action. Tomorrow when you ask "what should I do today?", Jane will surface in the briefing alongside anything else that's due.

When you're ready to send, ask Claude to draft the message:

Draft a friendly email to Jane following up on the
pricing conversation.

Review the draft, ask for tweaks if needed ("make it shorter"), then send through your connected email or directly through Double Lead.

You're running

You now have a workspace, an AI assistant that can see it, a lead, and a follow-up action. From here:

  • Import existing leads from a Google Sheet (Leads → Import in the dashboard).
  • Set up a referral page so leads come to you (Settings → Landing Page).
  • Invite a teammate (Settings → Team).

Or just keep chatting. The AI knows your pipeline now.

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