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Using FMG with Claude
Work with your FMG contacts and email automations directly in Claude. Find a contact, see what they're enrolled in, and add them to an automation, all in plain language.
What it is
The FMG connector lets you work with your FMG contacts and email automations directly in Claude. Ask in plain language to find a contact, see which automations they're enrolled in, or add them to one, and Claude does it against your own FMG account.
Who can use it
You need an active FMG account and a Claude plan that supports connectors. You sign in with your own FMG credentials, so Claude can only see the contacts and automations your login already can.
To get value from it, your account should have at least one contact and one email automation switched on.
How to connect
- In Claude, open Settings → Connectors.
- Find FMG in the connector directory and select Connect. If FMG is not listed yet, choose Add custom connector and enter
https://mcp.fmgsuite.com/fmg/mcp. - When the FMG sign-in page opens, sign in with your FMG username and password.
- Review the permissions request and select Allow.
- Back in Claude, start a new chat. FMG now appears in your list of connected tools.
You only need to connect once. Claude keeps the connection until you disconnect it or your FMG session expires.
What you can do today
| What you can do | What Claude looks at | Try saying |
|---|---|---|
| Look up a contact | Your FMG contacts, their groups, and whether their email is sendable | "Find Priya Patel in my FMG contacts and tell me which groups she's in and whether her email is sendable." |
| Review automations | Your email automations that are switched on, and which ones a contact is enrolled in | "Which of my email automations is Emily Nguyen already getting, and which ones is she missing?" |
| Enroll a contact | Adds a contact to an automation's audience | "Add Daniel Smithson to the Weekly Market Update." |
You can chain these in one conversation: look someone up, see what they're missing, and enroll them in the next message. Claude works with contacts and automations by name, so you don't need IDs.
How enrolling a contact works
Claude enrolls a contact as soon as you ask. When you ask Claude to add a contact to an automation, it makes the change right away, then tells you what it did: the contact, the automation, and any warnings. If the contact’s email can’t receive mail or the automation isn’t switched on, Claude won’t enroll them and tells you why.
Enrollment affects future sends only. Emails the automation has already sent are not resent.
To undo an enrollment, remove the contact from the group in FMG.
Permissions and your data
Claude acts as you. It can only see and change what your FMG login already can, and it works only with your own contacts and automations. There is no sponsored content and no data from other advisors.
| Read | Your contacts, their groups and email status, and your active email automations. |
| Write | Add a contact to an automation (by adding them to that automation's group, and creating the group if needed). |
| Can't | Send email directly, edit or delete contacts, change automation content, or move money. |
FMG's handling of your data is covered by the FMG privacy policy. For how Claude handles conversation data, see Anthropic's privacy documentation.
To disconnect: in Claude, open Settings → Connectors, find FMG, and select Disconnect. This revokes Claude's access immediately. Your FMG account and data are unaffected.
Troubleshooting
I don't see FMG in the connector directory.
The listing may still be rolling out, or your plan may not include connectors. Try adding it as a custom connector with the URL above, or check with your Claude admin.
Sign-in keeps looping or fails.
Make sure you can sign in at FMG directly with the same credentials. If you can, disconnect FMG in Claude and connect again.
Claude can't find a contact I know exists.
Check the spelling, or ask by email address or phone number instead of name. Claude only sees contacts your FMG login can see.
An automation is missing from the list.
Claude only lists automations that are switched on. Turn it on in FMG first, then ask again.
Claude says a contact can't be enrolled.
Claude can only enroll contacts whose email is sendable, in automations that are switched on. If the address is bounced, unsubscribed, or invalid in FMG, fix it there first, then ask again.
I enrolled the wrong contact.
In FMG, remove them from the "FMG [automation name] Automation" group. Only future sends were affected.
Claude says the contact is already enrolled.
They already receive that automation, either through one of their groups or because it goes to all contacts. Nothing was changed.
What's next and where to get help
More FMG capabilities are coming to Claude. This article will be updated as they ship, so check back or watch FMG's release notes.
For help with the connector or your FMG account, visit FMG Support. For problems inside Claude itself, such as the connector directory or your plan, use Claude's in-app help.