The Uniqode MCP connects your Uniqode account to Claude, so you can manage digital business cards, leads, events, and labels in plain English — from Claude on the web, desktop, or mobile, without opening the dashboard. You can ask for several things in one message, like "create an event for tomorrow's summit, add Ravi and Priya to it, and label them VIP", and Claude handles each step for you. Claude asks for your confirmation before it creates, edits, emails, or changes anything in bulk.
Who can use this feature
Claude acts as you, with your role and your plan's limits.
Owners and Admins can work with all cards and leads in the organization, assign card owners, and create and edit events.
Editors can create and edit their own cards and leads. They can only see and change their own cards and leads.
Viewers can view information, but can't create or change anything.
Claude follows the roles and restrictions already set for each user in your Uniqode account. Claude doesn't add users or assign roles. Admins still add users and set their roles from the Uniqode dashboard, and once a user is added, their role and restrictions apply whenever they use Claude.
Connect Claude to your Uniqode account
Sign in to Claude on the web or desktop app.
Go to Settings from the bottom-left menu.
Select Connectors, then click Add custom connector.
In the dialog box, enter the following details:
Name: Uniqode MCP
Remote MCP Server URL: https://mcp.uniqode.com/mcp
Click Continue.
Under OAuth Client, select Use your own Auth client and enter the client ID generated for you on the dashboard
Click Add.
Create and manage digital business cards
Ask Claude in plain English. For example:
"Show me all my cards"
"Create a card for Jane Doe, Head of Sales, using our Sales template"
"Make my card navy and remove the old bio"
"Download my card's QR code as an SVG"
Here's what you can do:
Find cards. List and search your cards by name, company, designation, owner, label, or template, and sort the results. Admins can ask for cards across the whole organization. Each card shows its lifetime views and saves.
View a card's details. See contact info, social links, layout and template, lead capture settings, follow-up email, branding footer, labels, and the public link.
Browse templates and layouts. Claude lists your card templates and shows the 12 card layouts as a visual preview.
Create a card. Start from a template or a layout and set everything in one request: contact details, colors and design, logo and photo, social links, custom fields, lead capture (on/off, share-first or collect-first, form fields), follow-up email, branding footer, location capture, auto-download, QR design, labels, the card link and domain (including verified custom domains), and owner (Admins only). If the template is linked to Microsoft Entra ID, the template's design and restrictions are applied to the new card.
Edit a card. Change any detail, or remove values like the bio, photo, or phone numbers. Fields locked by the template or your organization stay locked.
Get your QR code. View and download the card's QR code as PNG, SVG, or JPEG.
Add the card to a wallet. Get Apple Wallet and Google Wallet pass links, or have the pass emailed to you.
Get your email signature. Claude shows your card's email signature with a Copy button.
Note: A card's link and domain can't be changed after the card is created. Choose them carefully when you create the card.
Manage leads
Ask Claude things like:
"Who did I meet this week?"
"Add Ravi Kumar from Acme as a lead and add him to the Summit 2026 event"
"Export my leads to CSV"
Find leads. List and search your leads by name, email, company, designation, owner, labels, created date, or event. You can also ask for your team's leads.
View a lead. See contact fields, their message, your private notes, enriched profile, voice-note transcripts, labels, events, and CRM sync status.
Add a lead. Add a lead manually, and optionally add it to an event and apply labels at the same time. Automatic enrichment and CRM sync run as usual.
Add a lead from a business card photo. Attach a photo of a paper business card in Claude. Claude reads the card and creates the lead for you.
Edit a lead. Update contact fields, LinkedIn, notes, extra emails and phone numbers, add or remove labels, or clear fields.
Export leads. Export leads to a CSV file that's emailed to you.
Note: Leads you create through Claude are marked with the source AI Assistant, so you can tell them apart from leads captured through the dashboard or the mobile app.
Manage events
Find events. List events filtered by name, status, type, or date range (in your timezone).
View an event. See its dates, type, location, lead goal, value per lead, and its first leads.
Create or edit an event (Owners and Admins). Set whole days in your timezone, a lead goal, value per lead, and currency, or clear fields you no longer need.
Add or remove leads. Add leads to an event or remove them. Removing a lead from an event doesn't delete the lead.
You can also ask questions like "How is the summit tracking against its goal?" and Claude gives you a written answer based on your event and lead data.
Organize with labels
View labels. List your card labels or lead labels.
Create a label. Create a new card or lead label. New labels use the default color.
Apply labels in bulk. Add or remove labels on up to 50 cards or leads at once. For example: "Label everyone I met at the summit as Q4 follow-up."
You can also add labels while creating or editing a card or lead.
What you can't do with Claude yet
Delete anything. Claude can't delete cards, leads, events, or labels. Use the Uniqode dashboard to delete them.
View analytics. Card analytics (views over time, leaderboard, devices, cities) and event analytics aren't available. Card lists show lifetime totals only.
Enrich leads on demand or set up a CRM. Enrichment and CRM sync run automatically in the background.
Create cards in bulk, transfer card ownership, or create and edit templates. Use the dashboard for these.
Add users, assign roles, or manage integrations. Claude works only with cards, leads, events, and labels. Admins add users, set their roles, and set up integrations like Microsoft Entra ID from the dashboard.
Change a card's link or domain after the card is created.
Tips for best results
Ask for everything in one message You can set a card's design, lead capture, follow-up email, branding, link, and labels in a single request instead of making changes one at a time.
Describe the group, not the individuals For bulk changes, describe who you mean ("everyone I met at the summit") and Claude finds and updates the matching leads, up to 50 at a time.
Review before you confirm Claude shows you what it's about to change before it acts. Check the details, especially the card link and domain, which can't be changed later.