# Quickstart

Five minutes from sign-up to an agent working in your CRM.

## 1. Create a workspace

Sign up at [app.tandemcrm.app/sign-up](https://app.tandemcrm.app/sign-up) and name your workspace. A workspace is one CRM: its records, members, agents and billing are separate from every other workspace. New workspaces start a 14-day free trial.

## 2. Connect your agent

Onboarding's second step shows how to connect each AI app. In short, give your agent Tandem's MCP address:

```
https://api.tandemcrm.app/mcp
```

- **Claude:** Settings → Connectors → Add custom connector, paste the address, then sign in.
- **Claude Code:** `claude mcp add --transport http tandem https://api.tandemcrm.app/mcp`
- **Codex:** `codex mcp add tandem --url https://api.tandemcrm.app/mcp`, then `codex mcp login tandem`
- **ChatGPT, Cursor, VS Code, Gemini CLI, Hermes, Muse, Delegated:** see [Connect your agent](/docs/connect).

When the agent connects, you sign in to Tandem in your browser, choose the workspace, and approve what the agent may do (read, suggest, write or delete). Onboarding shows "connected" as soon as it does.

## 3. Give it something to do

Paste one of these into your agent's chat:

- "Add these leads to Tandem, and skip anyone who's already there: [paste a list, or attach a CSV]"
- "Look up acme.com, add Acme to Tandem with the details from its website, and find who runs sales there."
- "Create a deal in Tandem for Acme worth $20,000 in Qualified, and remind me to follow up on Friday."
- "What should I follow up on today in Tandem? Book a task for anything that's slipping."
- "Use Tandem's enrich_leads prompt to find buying signals for my companies, and show me the strongest."

## 4. Review what it did

Open Tandem. Everything the agent changed is marked with its name. Changes it wasn't sure about wait in **Review** for you to approve or reject. The **Activity** page is the full change history.

Already have contacts in a spreadsheet? [Import them as a CSV](/docs/import-export) from People or Companies.