Connect Claude (MCP) and automate with routines

What you get

ColdPegion ships a remote MCP server. Connected to Claude, your Claude can run the entire product — mine leads (with Apollo or any other connector), import them, write a unique email per lead, configure and launch agents, and read your stats — using your existing Claude subscription. Emails your client writes do not consume ColdPegion generation credits. Your AI client and third-party provider limits and charges still apply.

Connect on claude.ai (OAuth — easiest)

1. 1In claude.ai go to Settings → Connectors → Add custom connector.
2. 2Enter your ColdPegion MCP URL: https://coldpegion.com/api/mcp
3. 3Sign in to ColdPegion when prompted and approve access. Done.

Let your agent help you connect

1. 1Open https://coldpegion.com/connect and copy the setup instructions into your AI client.
2. 2Your agent reads https://coldpegion.com/agent-setup/prompt.md, chooses the instructions for your client and guides you through OAuth sign-in.
3. 3Ask it to call get_overview and list_email_accounts to verify access. Connection setup never launches a campaign.
4. 4If your client needs a token, create one in Dashboard → Connect your AI agent and store it in the client’s secure settings, outside chat. Choose read-only for reporting clients.

First conversation

Ask Claude: “What can you do with ColdPegion?” — it will list the available tools. A good first run: “Find 25 leads matching my ICP, import them to a list called Trial Batch, write a 2-step sequence for each, and prepare the emails — don't launch yet.”

Auto mode with Claude routines

Routines are scheduled tasks in Claude. Combined with the connector they make outreach hands-free:

• “Every weekday at 8 AM: find 50 new leads matching my ICP on Apollo, write a personal 3-step sequence for each, and launch my agent.”
• “Every Monday: review last week's reply rates per agent and draft improved subject lines for my approval.”

Managing tokens

Tokens are shown once, stored hashed, and revocable from Dashboard → Connect to Claude. Each shows when it was last used. Revoke immediately if a token leaks; the connector stops working instantly.