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RingCentral Claude Connector: Connect RingCentral to Claude

Yes. Add the Carly connector to Claude and Claude can make real calls: a live AI voice agent on your business line that calls, texts and answers for you. “Call Michael to confirm his Thursday site visit. If he can’t make it, offer Friday morning.” You type it in Claude. Carly places the call and reports back with a summary and transcript.

Where Claude and RingCentral fall short today

RingCentral runs its own MCP servers, all in preview or beta. Here’s where people get stuck:

  • The phone connector isn’t in Claude’s directory yet. Only RingCentral Chat, for team chat, is listed. RingCentral says its Phone connector is coming soon, so for now you add the server by hand.
  • It can’t place or answer a call. Its 12 tools read your call log, AI call notes, voicemail, texts and faxes. The only thing it sends is a text, one at a time, after you approve it.
  • Your extension only. Every tool is limited to the person who signed in, so Claude can’t see the rest of the team’s calls.
  • A missed call can’t start Claude. It waits until someone opens a chat and asks.

How Carly fixes it

  • Real calls from the chat. Claude hands Carly’s voice agent the call and the goal. You can watch it live, steer it mid-call or hang up.
  • Every call answered. A voice agent answers 24/7 or after hours, books callers on your team’s real calendars and transfers to a person, in English or Spanish.
  • Every missed call texted back. A text agent replies to missed calls and keeps the conversation going.
  • Thousands of apps. Carly logs every call to HubSpot, Salesforce or Carly’s own CRM, and connects to thousands of apps, RingCentral included.

How to set it up

  1. Add Carly to Claude. Click Get the Carly connector, then Connect, and sign in.
  2. Paste the prompt below into Claude. It walks you through grabbing a number and building your agent.
  3. Bring in your RingCentral history, if you want it. In Carly, open Integrations → Connect an API and add RingCentral’s RingEX Phone server.

Carly business setup prompt

Paste this into Claude, ChatGPT or any AI. It walks you through the rest.

Help me connect Carly Teams so I can work with my organization's business texts, phone calls, voicemail and voice/text agents from this chat. I'll add it to you myself: tell me exactly what to click for the app you are, one step at a time, and wait for me to confirm before moving on. If a step doesn't match what I see, ask me what's on my screen. If you can do the setup yourself (Claude Code, Codex, Muse, Grok Bot), go ahead, and ask me for any key in your secure credential prompt, never in the chat. Don't tell me it's connected until list_phone_lines works, and if I have several teams, ask which to use. Before sending a text or making a call, confirm the team, recipient and message or task with me. The steps are below.

# Connect Carly Teams to an AI app

> Carly Teams works a team's business phone lines through the team's AI agents: business texts, phone calls, voicemail, the voice and text agents, and the team's CRM.

MCP server: https://carlyassistant.com/team/mcp (streamable HTTP, OAuth)

## Setup

Carly Teams isn't in any plugin or connector directory yet, so it's added as a custom connection by URL.

1. Add Carly Teams:
   - ChatGPT: open https://chatgpt.com/plugins, click Add, and choose Create MCP App (not Create plugin or Upload plugin archive). If Create MCP App isn't on the menu, turn on Developer mode first in Settings > Security and login. Name it "Carly Teams" with the description "Work with my team's business texts, calls, voicemail and voice/text agents," paste https://carlyassistant.com/team/mcp as the server URL, choose OAuth, create it, and sign in. Then in the message box open the + menu, choose Developer mode, and pick Carly Teams. No plugin needs to be built, packaged or uploaded.
   - Claude (claude.ai, Claude Desktop, or Cowork): Customize > Connectors > Add custom connector, name it Carly Teams, paste https://carlyassistant.com/team/mcp, and sign in.
   - Claude Code: `claude mcp add --transport http --scope user carly-teams https://carlyassistant.com/team/mcp`, then /mcp, pick carly-teams, and authenticate.
   - Codex: `codex mcp add carly-teams --url https://carlyassistant.com/team/mcp`, then `codex mcp login carly-teams`.
   - Cursor: add {"mcpServers": {"carly-teams": {"url": "https://carlyassistant.com/team/mcp"}}} to ~/.cursor/mcp.json, then sign in to carly-teams from Customize.
   - Muse: a custom connector to https://carlyassistant.com/team/mcp with a Carly API key as its bearer token. The key comes from carlyassistant.com/account (API key under Carly Teams) and goes in Muse's connector settings, not in a chat message.
   - Grok: grok.com/connectors > New Connector > Custom, paste https://carlyassistant.com/team/mcp, and sign in.
   - Grok Bot: a custom remote MCP server named carly-teams at https://carlyassistant.com/team/mcp. Approve it and sign in.
   - Perplexity: Plugins in the sidebar (or Customize > Connectors), then Add custom > Connector > Add MCP connector. Choose Remote, name it Carly Teams, paste https://carlyassistant.com/team/mcp, pick OAuth, check the box and click Add, then click the Carly Teams card to sign in.
   - Anything else: a remote MCP server (streamable HTTP) named carly-teams at https://carlyassistant.com/team/mcp. It signs in with OAuth.
   Sign in with the Carly account that belongs to the organization.

2. Once it's added, the Carly Teams tools show up in the chat, including list_phone_lines. If they don't, turn Carly Teams on for the chat or start a new chat.

3. To check it worked, call list_phone_lines: it returns the teams and phone lines the account can reach. A team with no phone line yet can get one with find_numbers (optionally by area code) and get_number, which may return a checkout link to finish.

4. Something to try first: "Review our missed calls and voicemail and help me reply to customers." Carly Teams also reads and answers business texts, has the team's agent make calls, and edits the voice and text agents. Texts and calls go out at once from the agent's number and can't be taken back. Team permissions apply.

## Email, calendars and workflows

Email, calendars, files, booking pages and workflows are the regular Carly connector, added separately. It's listed in ChatGPT's plugin directory (https://chatgpt.com/plugins/plugin_asdk_app_6a67a26316b88191860222f918d4ec54) and Claude's connector directory (https://claude.ai/directory/carly), and connects anywhere else at https://carlyassistant.com/mcp/. Its setup is https://carlyassistant.com/mcp.txt.

Calls and texts you can ask Claude for

  • “Call Michael to confirm his Thursday site visit. If he can’t make it, offer Friday morning.”
  • “Answer after 6pm, book callers on Claire’s calendar and transfer anything urgent to Emily.”
  • “Text everyone with an appointment tomorrow a reminder.”
  • “When we miss a call, text the caller back and ask how we can help.”
  • “Every morning at 8, email me yesterday’s missed RingCentral calls with a follow-up drafted for each.”

Steps that don’t need AI run as free Zapier-style workflows. See a call placed from the chat in the walkthrough video.

Free Zapier-style workflows; AI agents from $35/month. Get started.

FAQ

Does Claude have a RingCentral connector?

For team chat, yes: RingCentral Chat is in Claude’s directory. RingCentral’s Phone connector is coming soon, and you can add its server by hand today. It reads calls, voicemail and texts, and sends one text at a time.

Can Claude make calls through RingCentral?

No. RingCentral’s servers have no tool to place or answer a call. With the Carly connector, Claude places calls through Carly’s AI voice agent from your Carly business line.

Does RingCentral have its own AI receptionist?

Yes, RingCentral AIR, a paid add-on you set up in the Admin Portal. See our RingCentral AI Receptionist guide.

Is there a ChatGPT version?

Yes. See ChatGPT RingCentral integration.

Ready to automate your busywork?

Carly schedules, researches, and briefs you—so you can focus on what matters.

See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR