Anthropic · Desktop app

Connect Helm to Claude Desktop.

Talk to Claude about your business, and let it act on the answer.

Connect Helm to Claude Desktop over MCP and chat with Claude about your real business data. It pulls accounts from CRM, deals from your pipeline, and recent invoices, then drafts the estimate or email and updates the record. Add one block to claude_desktop_config.json, paste a workspace API key, and restart.

Setup docs

Setup

Connect in three steps.

Generate a key, add the config to Claude Desktop, and start working your business from your agent.

1
Generate an API key
In Helm, go to Settings → API Keys and create a workspace-scoped key (starts with helm_sk_).
2
Add the config to Claude Desktop
Paste the block on the right into claude_desktop_config.json and drop in your key.
3
Start working
Restart Claude Desktop and ask it to read or update your Helm workspace in plain language.

claude_desktop_config.json

{
  "mcpServers": {
    "helm": {
      "command": "npx",
      "args": ["-y", "@helm-ai/mcp-server@latest"],
      "env": { "HELM_API_KEY": "helm_sk_..." }
    }
  }
}

Once connected

Claude Desktop works your whole business.

One API key opens 84 tools across every Helm app. Same data your team edits by hand.

Projects & tasks

List, create, update, and comment on tasks across every project.

Time tracking

Log hours against projects and roll them into invoices.

CRM

Read and write accounts, contacts, and pipeline deals.

Invoices & estimates

Draft, read, and update invoices and line-item quotes.

Documents

Create and edit docs, pages, and folders in your workspace.

Calendar & schedules

Manage events and set up recurring agent runs.

Try it

Things to ask Claude Desktop.

“Draft an estimate for Northwind from our last proposal.”

“Summarize this week's open deals and what's stalled.”

“Add a contact for the person I just met and link them to Acme.”

“What invoices are overdue, and who do I follow up with first?”

FAQ

Claude Desktop and Helm.

Where is claude_desktop_config.json?

Open Claude Desktop → Settings → Developer → Edit Config. Add the helm block under mcpServers, set HELM_API_KEY to a key from Settings → API Keys, save, and restart Claude Desktop.

Do I need to be a developer to use this?

No coding required, but you do edit one config file once. After that, you just chat with Claude in plain language and it works your Helm workspace for you.

Which plans include this?

The CLI and MCP server are included on every Helm plan. See the Pricing page for current plan limits.

Is it secure?

You authenticate with a workspace-scoped API key (HELM_API_KEY). It only grants the tools your plan supports, every call is logged in your audit trail, and you can rotate or revoke it anytime from Settings → API Keys.

Other clients