> ## Documentation Index
> Fetch the complete documentation index at: https://help.berocker.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Connecting BeRocker to Claude (MCP)
BeRocker exposes an **MCP (Model Context Protocol) connection** so you can talk to your CRM directly from [Claude](https://claude.ai). 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:
```text theme={null}
https://app.berocker.com/mcp/analytics
```
## Connect BeRocker in Claude
In Claude, go to `Settings -> Connectors`.
Scroll to the bottom and click **Add custom connector**.
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.
Click **Add**. Claude saves the BeRocker connector to your account.
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"*
* *"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 a lead. Supports filtering by channel (SMS, call, email, WhatsApp) and incremental fetching to get only new messages. |
### 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.
## 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`.