Use OrbitForms in Claude

OrbitForms is available as a connector for Claude. Once connected, Claude can work your whole CRM: search and update contacts, companies and deals, add tasks and notes, read your forms and their latest submissions, check a host’s availability and book meetings, review and run email sequences, build and run workflows, set up the dialer and log call outcomes, and manage webhook subscriptions. It can also set the CRM up for you, creating custom fields, pipelines, stages, saved views and teams (see Build your CRM). Every connection is scoped to one team and the permissions you approve, and every tool tells Claude whether it only reads, changes data, or reaches people and services outside OrbitForms.

Before you connect

An OrbitForms account. Book a demo if you do not have one.
At least one form, contact, or scheduling page in the team, so there is something to work with.
Sequence tools require a plan that includes sequences; booking tools work best when the host has a connected calendar in Settings → Email & Calendar.

Connect from the Connectors directory

In Claude, open Customize → Connectors and search for OrbitForms.
Choose Connect. Claude opens the OrbitForms consent screen in a new window.
Sign in to OrbitForms if asked, then pick the team Claude may access and review the permissions.
Choose Authorize. Claude returns to the conversation with OrbitForms connected.

Tokens refresh automatically. You can revoke access at any time by removing the connector in Claude or revoking the connected application in OrbitForms.

Connect as a custom connector

If your organization installs connectors by URL, use:

https://app.useorbitcrm.ai/api/mcp/claude

In Claude: Customize → Connectors → Add custom connector, paste the URL, choose Sign in now, and follow the same consent flow. No client ID or secret is needed: OrbitForms supports Client ID Metadata Documents and Dynamic Client Registration, so Claude registers itself.

Connect from Claude Code

claude mcp add --transport http orbit https://app.useorbitcrm.ai/api/mcp

Run /mcp inside Claude Code to complete sign-in and check the connection status. Claude Code redirects to a local address during sign-in; the consent screen tells you so.

What you can ask

“Who submitted the Demo Request form this week, and which companies are they from?”

“Which deals over $20k haven’t moved in two weeks? Create a follow-up task for each owner.”

“Add a Renewals pipeline with Upcoming, In review, Committed, Renewed and Churned stages, and a Renewal date field on deals.”

“Here’s our HubSpot export. Map the columns to Orbit, then import the companies, contacts and open deals.”

“Find the contact for jane@acme.com, tag her as a customer, and add her job title.”

“Is Marcus free for a 30-minute intro call on Thursday afternoon? Book the first open slot with priya@lumenstudio.example.”

“How is the Demo follow-up sequence performing, and who is still active in it?”

“Enroll every contact tagged webinar-2026 in the Demo follow-up sequence.”

“Send new qualified submissions to https://hooks.example.com/orbit.”

What the connector can do

Area	Tools
CRM setup	Read the whole CRM schema, change contact / company / deal / task settings, create, update and delete custom fields
Pipelines	List, create, update and delete pipelines; add, update, delete and reorder stages
Saved views	List, create, update and delete saved views of the Contacts table
Contacts	Search and list contacts, read one contact, create and update contacts, list and create tags, add or remove a tag on a contact
Companies	List, read, create and update companies
Imports & merges	Import up to 1,000 contacts per call with their companies, tags and owners (optionally starting a workflow for each), check an import’s results, and merge duplicate contacts
Deals	List, read, create and update deals; add or remove contacts on a deal; read a deal’s stage history and pipeline totals by stage
Tasks	List, create, update (including complete) and delete tasks
Notes	List, create, update (including pin) and delete notes on a contact, company or deal
Teams & pipeline access	List, create, rename and delete teams (member groups) and set their members; read and set who can see each pipeline
Workflows	Read the workflow schema; list, read, create, update, activate, pause and run workflows and read their runs; list, create and update AI agent templates
Dialer	Read and change dialer settings; list the workspace’s phone numbers and assign them to members; read calling costs; preview call lists from saved views; read dialing sessions, calls, statistics, transcripts and AI call feedback; set call outcomes and notes; write and delete call scripts; permanently delete call recordings and transcripts; manage the do-not-call list; list voicemail greetings. It never places calls or buys numbers
Forms	List forms, read a form’s configuration, list a form’s submissions by date range and status
Meetings	List and read meetings, update status or notes (including cancelling)
Scheduling	List scheduling pages, event types and availability schedules; find open slots on a host’s calendar; book a meeting
Sequences	List sequences, read steps, analytics, enrollments and unsubscribes; enroll contacts; add unsubscribes
Webhooks	List webhook subscriptions and create new ones

Available Tools lists every tool with its required permission and annotations. Every tool is annotated: read tools are marked read-only, and tools that change data are marked destructive or open-world when they overwrite or remove something, send email or calendar invites, start workflows, or deliver data to an external endpoint (for example booking a meeting, enrolling contacts in a sequence, importing contacts with a workflow, or running a workflow). Claude uses these annotations, together with the tool permissions you set for the connector, to decide when to ask you first; set a tool to require approval if you always want to confirm it.

Not included in the Claude connector

Deleting forms, submissions, contacts, companies, deals, meetings, sequences or workflows, placing calls, buying phone numbers, and managing workspace members or billing are not available through Claude by design. Use the OrbitForms app or the REST API for those.

Permissions

The consent screen lists every permission Claude asks for and names the host you will be returned to. Permissions cover a single team; connect again to grant another team. See MCP Server for the scope list and revocation options.

Troubleshooting

“Couldn’t reach the MCP server”: confirm you used https://app.useorbitcrm.ai/api/mcp/claude with no trailing path or query string.
A tool says a permission is missing: Claude will prompt you to re-authorize with the extra permission. Accept it, and Claude retries the same call.
No submissions or meetings appear: tools only see the team you picked on the consent screen. Remove the connector and connect again to switch teams.
Booking returns 409: the slot was taken between lookup and booking. Ask Claude to fetch slots again and pick another.
Still stuck? Email support@orbitforms.ai or use the contact form.

​Before you connect

​Connect from the Connectors directory

​Connect as a custom connector

​Connect from Claude Code

​What you can ask

​What the connector can do

​Not included in the Claude connector

​Permissions

​Troubleshooting