Stop clicking. Start asking.

Log into app.lowkly.com. In the sidebar, click Settings, then click the API Tokens tile.

Give it a name you'll recognize later (e.g. "Claude on my MacBook" or "ChatGPT phone GPT"). Pick an expiry — for personal use, "Never" is fine. For something you're sharing with a contractor, use 30 days or 6 months.

Pick a scope: Full (read + write — recommended) or Read-only (just looking, no changes).

You'll see lwk_live_ followed by a long string. Copy it now — you won't be able to see it again. (You can always generate a new one.)

lwk_live_XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Jump to whichever AI you want to use:

Go to claude.ai/download and install for your OS. The free plan works fine to start. Sign in with the email you want to use.

On Mac: in Finder, hit Cmd + Shift + G and paste:

~/Library/Application Support/Claude/claude_desktop_config.json

On Windows: open the Run dialog (Win + R) and paste:

%APPDATA%\Claude\claude_desktop_config.json

If the file doesn't exist, create it. Open it in any text editor (TextEdit, VS Code, Notepad).

Copy the block below into the file. Replace the lwk_live_xxx… with your real token from Step 0.

{
  "mcpServers": {
    "lowkly": {
      "command": "npx",
      "args": ["-y", "mcp-server-fetch"],
      "env": {
        "LOWKLY_TOKEN": "lwk_live_xxxxxxxxxxxxxxxxxxxxxxxx",
        "LOWKLY_BASE": "https://app.lowkly.com"
      }
    }
  }
}

If you already have other MCP servers, just add the "lowkly" block alongside them — don't replace the whole file.

Quit Claude Desktop completely (Cmd+Q on Mac), then reopen. The MCP server connects on startup. You should see a small tools icon at the bottom of the input — that means Lowkly is wired up.

Type in the chat:

Use the lowkly tool to call /api/v1/me. What company am I connected to?

Claude will hit the API and reply with your company name. You're live. Now try any of the prompts above.

In ChatGPT, click your name (bottom-left) → My GPTs → Create a GPT. (Or go straight to chatgpt.com/gpts/editor.)

Click Configure at the top. Suggested name: "Lowkly CRM". Suggested instructions:

You are an assistant for a contracting business that uses the Lowkly CRM. You can read and write to the CRM via the connected actions.

When the user asks about clients, jobs, leads, or money, hit the API. Always confirm before:
- creating new records
- sending texts to customers
- changing job status

Use US date format. Be concise. When you list customers or jobs, use a tight markdown table.

Scroll down to Actions → Create new action. In the Authentication popup, pick API key → Auth Type: Bearer → paste your lwk_live_… token.

In the Schema field, paste this:

{
  "openapi": "3.1.0",
  "info": { "title": "Lowkly API", "version": "1.0.0" },
  "servers": [{ "url": "https://app.lowkly.com" }],
  "paths": {
    "/api/v1/me": {
      "get": { "operationId": "getMe", "summary": "Get the connected company",
        "responses": { "200": { "description": "OK" } } }
    },
    "/api/v1/clients": {
      "get": { "operationId": "listClients", "summary": "List clients",
        "parameters": [
          { "name": "q", "in": "query", "schema": { "type": "string" } },
          { "name": "limit", "in": "query", "schema": { "type": "integer" } }
        ],
        "responses": { "200": { "description": "OK" } } },
      "post": { "operationId": "createClient", "summary": "Create a client",
        "requestBody": { "required": true,
          "content": { "application/json": { "schema": { "type": "object",
            "required": ["name", "phone"],
            "properties": {
              "name": { "type": "string" }, "phone": { "type": "string" },
              "email": { "type": "string" }, "address": { "type": "string" },
              "city": { "type": "string" }, "state": { "type": "string" },
              "zip": { "type": "string" }, "notes": { "type": "string" }
            } } } } },
        "responses": { "201": { "description": "Created" } } }
    },
    "/api/v1/jobs": {
      "get": { "operationId": "listJobs", "summary": "List jobs",
        "parameters": [
          { "name": "status", "in": "query", "schema": { "type": "string" } },
          { "name": "limit", "in": "query", "schema": { "type": "integer" } }
        ],
        "responses": { "200": { "description": "OK" } } },
      "post": { "operationId": "createJob", "summary": "Create a job",
        "responses": { "201": { "description": "Created" } } }
    },
    "/api/v1/leads": {
      "get": { "operationId": "listLeads", "summary": "List leads",
        "parameters": [
          { "name": "status", "in": "query", "schema": { "type": "string" } },
          { "name": "limit", "in": "query", "schema": { "type": "integer" } }
        ],
        "responses": { "200": { "description": "OK" } } },
      "post": { "operationId": "createLead", "summary": "Create a lead",
        "responses": { "201": { "description": "Created" } } }
    }
  },
  "components": { "securitySchemes": { "bearerAuth": { "type": "http", "scheme": "bearer" } } },
  "security": [{ "bearerAuth": [] }]
}

The right side of the GPT editor is a live preview. Type:

Show me my last 10 leads.

It should hit /api/v1/leads and show them. That's it. Click Save → Only me (or Anyone with a link if you want to share).

Open the ChatGPT mobile app, tap the GPT icon, find your custom GPT. Now you can text-to-Lowkly from your phone in the field.