Claude Connector
Connect SMB Sidekick to Claude and ask anything about your calls, customers, knowledge base, and business data — right alongside your other tools.
Getting Started
Get an SMB Sidekick account
Sign up at smbsidekick.ai — free 14-day trial, no credit card needed. Complete onboarding to get your AI business phone number assigned and your knowledge base configured.
Add the connector in Claude
Go to Claude → Settings → Connectors → Add custom connector. Paste the server URL and click Connect.
https://mcp.smbsidekick.ai/mcpAuthenticate with your account
You'll be redirected to the SMB Sidekick login page. Sign in with your existing credentials — you'll return to Claude with all 13 tools active and ready to use.
What Claude Can Do
Read your call data and business metrics — or take actions like sending SMS and saving reports — all from Claude.
get_call_summaries
Recent AI-generated call summaries with sentiment, duration, and action flags
get_caller_profile
Full call history and profile for a specific caller
get_business_metrics
Call counts, minutes used, SMS usage, agent status, and plan details
get_sentiment_trend
Daily sentiment scores and call volumes over time
search_knowledge_base
Semantic search across your uploaded business documents — FAQs, pricing, policies
get_documents
List all uploaded knowledge base documents with processing status
get_appointments
Upcoming appointments from your connected calendar
get_settings
Business profile, hours, forwarding config, and notification preferences
get_reports
Retrieve saved business and agent reports from your dashboard
send_sms
Send an SMS to a customer. Automatically checks the TCPA opt-out list before sending
resend_call_summary
Resend the AI-generated call summary email for a specific call
save_business_report
Save Claude workflow outputs to your SMB Sidekick dashboard — reviews, analyses, cross-tool reports
save_agent_report
Log autonomous agent findings with severity levels to your dashboard
Usage Examples
Data & Privacy
No raw transcripts
SMB Sidekick never stores call transcripts — only AI-generated summaries. TCPA-compliant by design.
Phone numbers hashed
All caller phone numbers are stored as SHA-256 hashes, never as plaintext. Caller privacy protected by default.
Org-level isolation
Your connector only accesses your organization's data. Complete tenant isolation via Supabase row-level security.
Encrypted at rest
All OAuth tokens encrypted using AES-256 Fernet. Secrets managed via Doppler — never hardcoded.
TCPA opt-outs honored
The send_sms tool checks the opt-out list before every send. STOP requests honored immediately and permanently.
Disconnect anytime
Remove the connector from Claude Settings → Connectors at any time. Your SMB Sidekick data is unaffected.
Full details: Privacy Policy · Terms of Service
Troubleshooting
Tools return empty data
Make sure you've completed SMB Sidekick onboarding — your business phone number must be provisioned before call data is available. Check your dashboard at smbsidekick.ai/dashboard.
OAuth flow doesn't complete
Clear your browser cache and try reconnecting. Disconnect the connector in Claude Settings → Connectors and re-add it.
send_sms says number is opted out
Expected behavior — that number sent STOP to your business line. TCPA opt-outs are permanent by law and cannot be overridden.
Our team is here to help you get connected and get the most out of your AI phone agent.