Skip to main content
The Rolodex MCP server lets AI assistants like Claude Desktop or ChatGPT talk directly to your Rolodex workspace. Instead of copy-pasting contact info or switching tabs, you can ask your assistant to look up contacts, create tasks, take notes, and more — all backed by your live Rolodex data.

​
Connecting for the first time

1

Open Claude and go to Settings

2

Select Connectors, then Add custom connector

3

Fill in the connector details

4

Save and connect

Claude will redirect you to Rolodex to sign in and pick a workspace.
Your credentials are stored securely as short-lived tokens (1-hour access, 30-day refresh). You won’t need to log in again unless the refresh expires.

​
What you can do

​
Search across your workspace

Ask your assistant to find anything across your workspace in one shot:
  • “Find anything related to Acme Corp”
  • “Search for Sarah Chen”
  • “Look up the note I wrote about the Series B meeting”

​
Contacts

​
Companies

​
Notes

Notes support Markdown formatting, so your assistant can write structured notes with headers, bullet points, and more.

​
Tasks

​
Lists and tags

Lists and tags are how Rolodex organizes contacts and companies into groups.

​
Custom fields

Your assistant can manage both custom field values on records and the custom field schema itself.
Because Boards are grouped by a single-select custom field, updating a contact’s field value through your assistant will move its card on the board automatically.

​
Workspace

​
Tips for getting the most out of it

  • Be specific with names. The assistant searches your live data, so “Sarah” might match multiple contacts. Adding a last name or company helps it find the right one.
  • Chain requests naturally. You can say “Find Acme Corp and add a note that we spoke today about the contract renewal” in one go.
  • Bulk workflows work. You can ask things like “Create tasks to follow up with each contact in the ‘Hot Leads’ list by next Monday” and the assistant will handle the looping.
  • Search before creating. If you’re not sure whether a contact exists, ask the assistant to search first to avoid duplicates.
  • Linking creates companies automatically. Asking to link a contact to a company that doesn’t exist yet will create that company for you.

​
What it can’t do (yet)

  • Upload files or attachments
  • Send emails or create calendar events
  • Manage API keys, billing, or workspace settings

​
Privacy and security

The assistant only has access to the workspace you authenticated with. Every action runs as you, with the same permissions you have in the Rolodex web app.
Deletions are permanent — there’s no undo. Confirm before asking the assistant to delete anything.