Connect your tools

What you can connect

Every connection is in your portal under Settings, in Connections. Its Recent activity lists each change made through one, with where it came from: the app, the key's name or the website form.

Connect Claude

https://colby.ing/mcp

1. In Claude, open Customize, then Connectors.
2. Choose +, then Add custom connector.
3. Name it Colby, paste the connector address as the URL and choose Add. If Claude asks how to sign in, choose Sign in now and keep the recommended choice for the OAuth client.
4. A Colby page opens. Type the email you use for your portal, choose Email me a code and type the code from the email.
5. Read what Claude may do and choose Allow.
6. In a chat, choose +, then Connectors, and turn Colby on.

Connect ChatGPT

1. In ChatGPT on the web, go to chatgpt.com/plugins, choose +, then Add custom MCP server.
2. Name it Colby, add a short description and paste the connector address as the public endpoint URL. Choose OAuth for signing in.
3. Tick I understand and want to continue, then choose Create as a plugin.
4. On the Colby page, sign in with your portal email and the emailed code, then choose Allow.
5. In a chat, choose Colby from the + menu.

What Claude and ChatGPT can do

• Find people on your list by name, company, stage, status or follow-ups due.
• Read a person's card: contact details, stage, notes and history.
• Add someone to your list as a lead, to track only.
• Add a client, which sends the business to Colby, the same as Add a client in your portal. Colby then calls them.
• Add a note, or set the next step, a follow-up date or your own status.
• Update contact details on your list.
• List your companies and their recorded hours.
• Show your earnings, for the account owner only.

They can't send email or texts, delete anything, or change contracts, pricing or your agreement.

Your team and what it sees

Someone on your team connects with their own email and gets exactly what they get in the portal: the client work, with no fees, earnings, rates, agreement or contracts. Their changes show in your Recent activity with their name and the app.

To cut an app off, choose Disconnect next to it under Connections. Removing someone from your team ends their access from their next request, through the portal or an app.

Add the form to your website

1. In your portal, open Settings, then Connections, and choose Make a form.
2. Choose Copy form and paste it into a page of your website that allows HTML.
3. Send a test with your own details, then look for it in your Pipeline.

Each business that fills it in goes on your list and to Colby, credited to you, and Colby calls them. The form asks for a name and a phone number or an email.

<form action="https://colby.ing/api/partner/v1/form" method="post" data-colby-form>
  <input type="hidden" name="form" value="YOUR_FORM_CODE">
  <p><label>Your name<br><input name="name" required maxlength="200" autocomplete="name"></label></p>
  <p><label>Business name<br><input name="company" maxlength="200" autocomplete="organization"></label></p>
  <p><label>Phone<br><input name="phone" type="tel" maxlength="40" autocomplete="tel"></label></p>
  <p><label>Email<br><input name="email" type="email" maxlength="254" autocomplete="email"></label></p>
  <p><label>City<br><input name="city" maxlength="120" autocomplete="address-level2"></label></p>
  <p><label>How many people work on your crews?<br><input name="crew_size" type="number" min="0" step="1"></label></p>
  <p><label>Anything we should know?<br><textarea name="notes" maxlength="2000" rows="3"></textarea></label></p>
  <p style="position:absolute;left:-10000px" aria-hidden="true"><label>Leave this empty <input name="company_site" tabindex="-1" autocomplete="off"></label></p>
  <p><button type="submit">Send</button></p>
  <p data-colby-answer role="status"></p>
</form>
<script>
document.querySelectorAll("form[data-colby-form]").forEach(function (form) {
  form.addEventListener("submit", function (event) {
    event.preventDefault();
    var answer = form.querySelector("[data-colby-answer]"), button = form.querySelector("button");
    if (!form.elements.phone.value && !form.elements.email.value) { answer.textContent = "Add a phone number or an email so we can reach you."; return; }
    button.disabled = true;
    answer.textContent = "Sending...";
    fetch(form.action, { method: "POST", body: new FormData(form), headers: { Accept: "application/json" } })
      .then(function (response) { return response.json(); })
      .then(function (data) {
        if (data.ok) { form.reset(); answer.textContent = "Thanks, we got it. We'll be in touch soon."; }
        else { answer.textContent = data.message || "That didn't go through. Try again."; }
      })
      .catch(function () { answer.textContent = "That didn't go through. Try again."; })
      .then(function () { button.disabled = false; });
  });
});
</script>

Your form code can sit in your page: it only lets this form send businesses to you, and the form never shows anything on file. Each address can send 5 a minute, and each form takes up to 200 a day. If spam gets through, choose Make a new code and paste the new form. The old one stops working.

Use the partner API

For your own systems, like a booking tool or your own CRM. Keep the key on your server and never put it in a web page.

1. In Settings, Connections, type a name for the key, like Website, and choose Make a key.
2. Copy the key. It is shown only once.
3. Send each client as JSON with the key in the Authorization header.

curl -X POST https://colby.ing/api/partner/v1/clients \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"contact_name": "Maria Lopez", "company": "Bright Crew Services", "phone": "602-555-0143", "email": "maria@example.com", "city": "Phoenix", "crew_size": 12, "notes": "Asked about weekend crews."}'

Revoke a key under Connections when you stop using it. It stops working at once.

Gmail and Outlook

Questions

Read next

• PipelineYour Pipeline shows every client you added, step by step, from Added to Earning. Add a client and Colby takes it from there. Each step lights up as it happens, so you always know who has the ball.
• Share and referShare and refer holds your invite link, links with your own rate, and the Add a client form. Every owner who comes in through any of them is recorded as yours.
• Portal overviewYour portal at colby.ing/portal is where you run your business: your Pipeline of clients, your companies, your links and your earnings. This page covers signing in, the layout on a computer and on a phone, and where to get help.