Connected apps
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Settings → Connected apps
AI apps such as Claude, ChatGPT and Grok can work with your CRM through Deeluge's MCP server. You paste an address into the app, sign in, and choose what it may do.
The app then acts as you. It sees only what you can see, and only what you allowed.
Connecting one
- Under Connect an app, select Copy to copy the address.
- In the AI app, add a custom connector and paste it:
- Claude — Settings, then Connectors, then Add custom connector
- ChatGPT — add a custom app. On Business and Enterprise an admin publishes it; Pro is read-only
- Grok — Connectors, then New Connector, then Custom
- The app sends you to Deeluge. Sign in if you are not already.
- Choose what it may do and select Allow.
The consent screen
Read it rather than clicking through. It shows which app is asking, the account and firm it will act as, and the site you will be sent back to.
Check that site. It is the one meaningful signal that the request came from the app you think it did.
Then an Allow it to table with Read and Change columns, one row per area. Grant the narrowest thing that does the job — an app that only needs to read records does not need to change them.
Access follows your role as it is now
This is the part worth understanding.
The app's access is checked at the time of each request, not when you connected.
- If you are demoted, the app loses what your new role cannot do, on its next call
- If you leave the firm, it stops working
So a connection does not freeze permissions at the moment of approval. There is no stale grant quietly outliving your access.
Who sees what
| Owner, admin | Analyst | Viewer | |
|---|---|---|---|
| Connect an app | yes | yes | yes |
| See connections | everyone's in the firm | their own | their own |
| Disconnect | anyone's in the firm | their own | their own |
A viewer can connect an app, but every Change box is greyed out, saying their role does not allow it.
Disconnecting
Disconnecting ends every token that connection issued. The app stops working immediately.
Worth doing when you stop using an app, rather than leaving the connection in place. It is the same habit as revoking an API key you no longer need.
API keys are different
Tools such as Claude Code and Cursor use the same address with an API key as a bearer token instead of signing in.
Those calls act as the key's own service account rather than as you, and they appear in that key's usage under Settings → API keys, not on this page.
See API keys.