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Connect Claude, Codex, Cursor or another AI assistant

Let an AI assistant work in Kwazi for you: generate one prompt, paste it, and ask it to look up contacts or book appointments.

Step 1

Go to Integrations → AI assistants. Under “What’s ready” you see whether the free MCP Adapter plugin is on. If it isn’t, install it there first.

Step 2

Under “Connect your assistant”, choose your program: Claude Code, Claude Desktop, Codex, Cursor, or Other.

Connect Claude, Codex, Cursor or another AI assistant, step 2

Step 3

Tick that you understand an application password is made for your account. It works for your whole account through the WordPress API, not only in Kwazi: connect with an account that has only the rights the assistant needs.

Connect Claude, Codex, Cursor or another AI assistant, step 3

Step 4

Choose “Generate prompt”.

Connect Claude, Codex, Cursor or another AI assistant, step 4

Step 5

Choose “Copy” and paste the text into your assistant. Claude Code, Codex and Cursor then set up the connection themselves. For Claude Desktop, the text says which settings file to paste it in.

Connect Claude, Codex, Cursor or another AI assistant, step 5

Step 6

Try it: ask something like “Which contacts haven’t booked anything in the last 6 months?”

Connect Claude, Codex, Cursor or another AI assistant, step 6

Tip: The text holds a password: paste it only into your own assistant. Stop a connection any time by revoking its application password under API & keys.

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