Integrating Claude with HeyFred: How to Build an AI Phone Assistant and Automate Right Away
With the new integration between Claude and HeyFred, you can now build and manage AI phone assistants and automations entirely in plain language. No more clicking or configuring screens—just describe what you want, and Claude will take care of the rest.
In this guide, you'll learn step by step how to integrate Claude with HeyFred, build your first assistant, add automations, and test everything securely. You'll also discover how to make the most of the latest features, all without any programming knowledge or technical hurdles.
What's New: Building Automations with Claude
Previously, you could already use Claude to build and improve assistants by chatting via Connect AI. Now, you can also create automations directly: smart workflows that perform actions before, during, or after a phone call.
Think about saving leads in a Google Sheet, automatically scheduling callback requests, or sending a text message after every call. You explain in plain language what needs to be done, and Claude transforms it into a working workflow and tests it live immediately.
- Automatically log leads in your spreadsheet after a call.
- Calling a customer back at the requested time without any employee intervention.
- Look up an order or appointment number in your system immediately during the call.
- Call leads as soon as they are submitted through a web form.
- Automatically send appointment confirmations and reminders.
Step-by-Step: Integrating Claude with HeyFred
- Open the HeyFred dashboard and click the “Connect AI” button in the top bar.
- Copy your personal connection link. This is the secure MCP link that Claude uses to access your HeyFred account. You can find it at https://app.heyfred.nl/mcp or on your provider’s domain.
- Go to Claude, open the sidebar, and select “Customize.”
- Click “Connectors” in the settings menu.
- Add a new custom connector by clicking “Add” and selecting “Add custom connector.”
- Give it a recognizable name (for example, “HeyFred”), paste the MCP link into the “Remote MCP server URL” field, and leave the OAuth fields blank.
- Click “Add” and then log in with your HeyFred account. You’ll see a permission screen where you can confirm that Claude can access your HeyFred data.
- Once approved, your HeyFred tools will appear immediately in Claude, and you can get started.
Once the connection is established, you can simply type any new request directly into Claude. This means you’ll never have to look up settings or IDs again. Everything remains secure: the connection only works after you’ve logged in and granted permission yourself. Your data is always protected and visible only to your own account.
Specific examples of automation using Claude
Below are a few commands you can give to Claude right away. The AI recognizes your intent, selects the correct trigger, links the steps, and runs a real test before everything goes live:
- “After each call, if the caller was qualified, add a row to my Google Sheet with their name, phone number, and summary.”
- “If a customer asks to be called back later, call them back at the requested time.”
- “Let callers cancel or reschedule their appointment while they’re on the line.”
- “Have the assistant look up an order number in my system during a call and read the status back to the caller.”
- “Before the assistant offers a discount, send a text message to my supervisor and only proceed once they approve it.”
Each task immediately becomes a working automation linked to the assistant you choose. You’ll get an overview of the workflow and a real test run. Adjust the details as needed, and then put the automation live.
Built for businesses that can’t afford to miss a call.
Car dealerships
Proactively call customers to arrange maintenance or MOT appointments and schedule them automatically
DISCOVER MOREFreelancers & Self-employed professionals
Fewer distractions from calls and text messages
DISCOVER MOREGet Started Smart: Ready-to-Use Automations and Templates
Claude first checks the library of proven automations. Common processes such as saving leads, setting up an automatic callback, or sending a confirmation are already established. So you never start with a blank workflow—you build on an existing template. Then you can customize each step easily by continuing to chat.
- Save qualified leads directly to your CRM or spreadsheet.
- Automatically call new leads after they submit a web form or respond to an ad.
- Send a follow-up message via WhatsApp or text immediately after each conversation.
- Recognize repeat callers and greet them by their name.
- Request approval for sensitive actions, such as providing a discount.
Works with everything you already use
You can connect automations to spreadsheets, calendars, chat apps, CRM systems, and more. Anything not supported out of the box can be accessed via a web request. This allows you to continue working with your internal systems without needing any additional technical knowledge. You connect accounts once via the Automate page under Connections. After that, the AI selects your sheet, pipeline, or page by name from what’s in your account.
Safe Testing and Deployment
Every automation is thoroughly tested with realistic data before it goes live. You’ll receive an overview of the test run and will personally confirm all actions that actually send something, such as a text message or phone call. Only a successful test will be linked to your assistant. If something goes wrong, the previous working version will automatically be restored, ensuring that your availability is never compromised. You can also roll back any changes yourself.
One exception: automations that run on a schedule or wait for a trigger from another service, such as a new booking or a new row in a spreadsheet, cannot be fired on demand. Those go live untested and the first real cycle doubles as the test, so keep an eye on that first run.
Find and fix errors without the hassle.
Frequently Asked Questions About Integrating Claude with HeyFred
- Do I need an API key? No, you can log in securely with your HeyFred account. You never have to copy or paste a key.
- Is it safe? Yes, everything remains within your verified account. Claude only has access to your data, and all sensitive actions require your confirmation.
- Can I connect my own systems? Yes, you can integrate any tool or service that is accessible via the internet using a web request.
- What if something goes wrong? You can always request an explanation in plain language and correct errors without needing to rebuild a workflow.
With the Claude integration in HeyFred, you have complete control over your AI phone assistant and all supporting automations. You can build, test, and improve everything without any technical hurdles, using plain language.
