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Connect Claude to MH Manager

Claude, the AI assistant made by Anthropic, can answer questions about your dealership from your live MH Manager data: prospects, sold customers, inventory, quotes and contracts, web leads and service. It sees only what you are allowed to see in MH Manager, and it can't change anything.

Questions you can ask

  • "How many prospects came from Facebook last month, and how many of them bought?"
  • "Which of my open prospects haven't had a note in two weeks?"
  • "List the stock homes that have been on the lot more than 120 days, with their floor plan balances."
  • "What did we deliver this month, by salesperson?"
  • "Which service work orders have been billed to the factory but not paid?"

Before you start

  • You have an MH Manager account at your dealership.
  • Your dealership has AI assistant connections turned on. If it doesn't, ask MH Manager at jeff@mhman.com.
  • You have the "Connect an AI Assistant" permission. Your MH Manager administrator can give it to you on the Roles and Permissions page.
  • You have a Claude account, on any plan. Claude works on the web at claude.ai, in the Claude desktop app, and in the Claude mobile apps once connected.

Connecting

You only do this once. Claude stays connected until you disconnect it.

  1. In Claude, go to Customize, then Connectors.
    • If MH Manager is listed in Claude's connector directory, find it and click Connect.
    • Otherwise, click Add, then Add custom connector. Enter MH Manager as the name and this address, then click Add. The address is the same for every dealership:
      https://mcp.mhman.com/mcp
      Claude's Free plan allows one custom connector.
  2. A window opens on MH Manager and asks which dealership. Type the address you sign in to MH Manager at, such as yourdealership.mhman.com (it is also shown on your User Settings page in MH Manager), and click Continue. MH Manager remembers it on that computer.
  3. Sign in to MH Manager if you are asked to.
  4. Check what MH Manager tells you about the connection, and click Allow. You are taken back to Claude, connected.

On a Claude Team or Enterprise plan, an owner of your Claude organization may need to add or allow MH Manager first, in Organization settings, then Connectors. Each person then connects it for themselves, as above, and signs in to MH Manager as themselves. People from different dealerships can use the same Claude organization: each one types their own dealership's address.

Using it

Start a chat in Claude and ask your question, mentioning MH Manager if Claude doesn't use it on its own, for example "Using MH Manager, how many open prospects do I have?" Claude looks up what it needs and answers in plain English, and it can make tables, charts and spreadsheets from the results. Ask follow-up questions as you would ask a person.

Claude can be wrong, especially about what a question means. When a number matters, ask Claude which records it counted, or check it in MH Manager.

What it can and can't do

  • It can read the information you are allowed to see in MH Manager: the same lots, and only the parts of MH Manager your role allows (service, for example, only if you can see service).
  • It can't change anything. It can't add, change or delete records, send email or texts, or see other dealerships' information.
  • MH Manager gives Claude four tools, all read-only:
    • Get the connected user and dealership: who you are, your dealership, and your lots.
    • Describe the fields of a table: what information is kept about prospects, customers, inventory, quotes, web leads and service.
    • Query the records of a table: finds, filters, counts and totals records.
    • Get the notes of one prospect: the notes on a prospect, newest first.
  • The information Claude reads is sent to Anthropic, which provides Claude, and is handled under Anthropic's privacy policy. See MH Manager's privacy policy for what MH Manager stores.

Disconnecting

In MH Manager, open User Settings and click Disconnect next to the assistant in the AI Assistants section. It stops working immediately. You can also remove the connector in Claude. A connection also ends if your password is changed, if you are made inactive, or if it isn't used for 60 days.

If it doesn't work

  • "There's no MH Manager dealership at that address": check the address you sign in to MH Manager at, and type just that part, such as yourdealership.mhman.com.
  • "AI assistant connections aren't turned on": your dealership needs them turned on; contact MH Manager.
  • You are told you aren't allowed to connect an AI assistant: ask your MH Manager administrator for the "Connect an AI Assistant" permission. An account that can only be used from certain IP addresses can't have an AI assistant connected.
  • Claude shows MH Manager as connected but says it has no tools: disconnect it in Claude, then connect it again.
  • Claude says your access has been stopped: your account was made inactive, or your permission was removed. Ask your MH Manager administrator.

Help

Call or email Jeff Lee, who writes and supports MH Manager: (618) 477-7566, jeff@mhman.com.