Connecting BeRocker to Claude (MCP)

BeRocker exposes an MCP (Model Context Protocol) connection so you can talk to your CRM directly from Claude. Once connected, you can ask Claude plain-English questions about your leads, analytics, pricing, and load board posts — and Claude pulls the answers straight from your BeRocker account in real time.

All data is scoped to your organization. Claude can only read and act on the leads and analytics that belong to your company.

What Is MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude securely connect to external tools and data sources. The BeRocker MCP server gives Claude a safe, read-first window into your CRM so you can get instant answers without leaving your chat.

No exports, no spreadsheets — ask a question and get a live answer.
Secure — every request is scoped to your organization only.
Write actions are protected — for load board posts, Claude always previews the data and asks for your confirmation before anything is sent.

Before You Start

A Claude account (Pro, Team, or Enterprise) that supports custom connectors.
Your BeRocker account login.
The BeRocker MCP server URL:
https://app.berocker.com/mcp/analytics

Connect BeRocker in Claude

Open Connector Settings in Claude

In Claude, go to Settings -> Connectors.Scroll to the bottom and click Add custom connector.

Enter the BeRocker Connection Details

Fill in the Add custom connector dialog:

Name: BeRocker
URL: https://app.berocker.com/mcp/analytics

Leave Advanced settings at their defaults unless your administrator has given you other instructions.

Only add connectors from developers you trust. The BeRocker connector is provided and maintained by the BeRocker team.

Add the Connector

Click Add. Claude saves the BeRocker connector to your account.

Authenticate with BeRocker

The first time you use the connector, Claude will ask you to sign in to BeRocker and authorize access. Complete the sign-in to link your account.Once authorized, BeRocker’s tools become available to Claude automatically.

Try It Out

Once connected, here are some things you can ask Claude:

“Show me a summary of all leads this month”
“What are the conversion rates by lead source for Q1 2025?”
“Find all new leads from California that don’t have offers yet”
“Give me the details for lead #4521”
“Show me the chat history for lead 892”
“How often do customers ask about enclosed transport?”
“Export every conversation from last month as JSONL”
“Compare company performance this month vs last month”
“What’s the estimated price for shipping a sedan from LA to NYC?”
“Check if lead 350 has any active posts on SuperDispatch”
“Prepare a post for lead 350 on CentralDispatch and show me what will be sent”

Available Tools

The BeRocker MCP server gives Claude access to the following tools, grouped by what they do.

Analytics & Reporting

Tool	Description
`get-dashboard-summary`	Get a high-level overview of your leads — total counts by status (new, booked, lost, blocked), conversion rate, average and median first-response times, lead costs, vehicle pricing totals, and top 5 lead sources. Supports date range and broker/source filters.
`get-lead-sources-report`	Break down lead performance by source/provider — lead counts, conversion rates, costs, and offer stats. Great for understanding which lead sources deliver the best ROI.
`get-company-performance`	Comprehensive company-wide analytics for any period — KPIs, revenue, costs, ROI, conversion rates, and response times. Supports period-over-period comparison (e.g. this month vs. last month).

Lead Management

Tool	Description
`search-leads`	Search and filter leads by status, date range, origin/destination state or city, assigned broker, customer name, lead source, and offer status. Returns a paginated list with key details.
`get-lead-details`	Get full details for a specific lead by ID or lead number — customer info, addresses, vehicles with pricing, logistics dates, carrier/driver info, broker assignment, and chat metrics.
`get-lead-communications`	Read chat messages and call transcripts for one lead. Supports filtering by channel (SMS, call, email, WhatsApp) and incremental fetching to get only new messages.

Conversations, in bulk

Tool	Description
`get-conversation-stats`	How much history matches a set of filters before you export it — conversation and message counts, the period covered, a breakdown by channel, direction and sender, and a sampled size estimate. Call this first for any range you have not exported before.
`search-conversations`	Find individual messages across every lead — message bodies, email subjects and call transcripts — with each hit carrying its own lead context. Newest first. Use it for “how often do customers ask about X” or “find the message where Y happened”.
`export-conversations`	Every lead’s conversations in one call, chat messages and call transcripts together, filtered by lead, status, channel, sender, direction or date. Returned inline, or written to a downloadable file as JSON, JSONL or CSV. Paging is exact — no duplicates, no gaps, safe while new messages arrive.

Ask get-conversation-stats before export-conversations on any large range. It tells Claude how big the job is so it can page through it properly instead of truncating.

Load Board Operations

Tool	Description
`get-lead-posts`	View all existing load board posts for a lead — status, pricing, dates, payment terms, and dispatch info. Check this before creating new posts.
`prepare-loadboard-post`	Preview what will be posted to SuperDispatch or CentralDispatch — all fields, missing requirements, warnings, and a can-post flag. This is read-only and does not create anything.
`execute-loadboard-action`	Post, repost, or delete load board listings. Create or cancel dispatches on CentralDispatch. Always use `prepare-loadboard-post` first to review the data.

Pricing

Tool	Description
`get-pricing-comparison`	Compare prices from BeRocker AI, SuperDispatch, and CentralDispatch. Works in two modes: by lead ID (uses existing lead data) or by route (origin/destination ZIP + vehicle type, no lead needed).

Good to Know

Your data is private. All data is scoped to your organization — you can only access leads and analytics that belong to your company.
Date filters use YYYY-MM-DD format. State filters use abbreviations (CA, NY, TX).
Write actions are always confirmed. For load board write operations, Claude will always preview the data and ask for your confirmation before executing.

The same thing inside the CRM

If you would rather not leave BeRocker, the built-in AI Assistant (the purple Ai button in the top bar) uses the same tools and answers the same questions. → AI Assistant

Need Help?

If you have any questions, contact the BeRocker team through your Slack support channel, call 302-313-0966, or email info@berocker.com.

Phone, SMS and WhatsApp

Email

Load boards

Payments

Leads and AI

What Is MCP?

Before You Start

Connect BeRocker in Claude

Try It Out

Available Tools

Analytics & Reporting

Lead Management

Conversations, in bulk

Load Board Operations

Pricing

Good to Know

The same thing inside the CRM

Need Help?

​What Is MCP?

​Before You Start

​Connect BeRocker in Claude

​Try It Out

​Available Tools

​Analytics & Reporting

​Lead Management

​Conversations, in bulk

​Load Board Operations

​Pricing

​Good to Know

​The same thing inside the CRM

​Need Help?

What Is MCP?

Before You Start

Connect BeRocker in Claude

Try It Out

Available Tools

Analytics & Reporting

Lead Management

Conversations, in bulk

Load Board Operations

Pricing

Good to Know

The same thing inside the CRM

Need Help?