Use OpsDoctor in Claude

What it does

OpsDoctor helps owner-operators find what is slowing their business down. Describe a problem with your CRM or a day-to-day workflow, and OpsDoctor diagnoses likely causes, scores the workflow, and suggests step-by-step fixes, drawing on knowledge of 38 CRM platforms and 8 industries. Your results are saved to your own private audit history so you can come back to them.

Connect it

From the Claude directory: open Settings → Connectors in Claude, search for OpsDoctor, and click Connect.

Or add it as a custom connector: in Settings → Connectors, choose Add custom connector and use this URL:

https://mcp.opsdoctor.app/mcp

Click Connect. A sign-in window opens.
Sign up or log in with your email, or continue with Google. It's free and takes under a minute.
Approve the access request. You're returned to Claude and the tools are ready.

Your OpsDoctor account is separate from your Claude account. Whichever account you sign in with is the one your audit history belongs to.

The tools

You don't need to call these by name. Just ask in plain language and Claude picks the right one.

Run diagnosticDiagnoses a CRM or operations problem from your symptoms, with optional industry context. Returns root causes, fixes, ways to verify them, and prevention tips.

Workflow auditScores a workflow and recommends improvements. Use the quick mode for a single pass, or answer a short set of discovery questions for a deeper review.

Guided auditWalks you through a structured, multi-stage discovery of a workflow, from intake questions to scoring to a follow-up deep dive.

Knowledge baseLooks up discovery questions, red- and green-flag guides, conversation scripts, technology references and vendor-management guidance, by industry.

Audit historyLists your past diagnostics and audits. Your history is private to your account.

Generate reportBuilds a branded PDF report from a saved result. In Claude the report is created on our server; downloading it directly from Claude is not available yet.

Try asking

"Run a diagnostic on our customer onboarding workflow."
"Audit our invoice processing workflow for bottlenecks."
"What are best practices for managing vendor relationships?"
"Show my audit history."

Your data

Sign-in is handled by Auth0. OpsDoctor receives your name and email to identify your account.
The details you give for a diagnostic or audit are sent to Google's Gemini API for analysis.
Your audit history is stored separately for each account. Other users can't see it.
You can ask us to delete your data at any time.

Full details are in the privacy policy and terms of service.

Help and support

Questions or problems? Open an issue at github.com/jhicks935-lab/opsdoctor-support or email joe.hicks@resolutionai.solutions.