The Maximizer MCP for Claude

The Maximizer MCP for Claude is now in early access. Connect Maximizer to Claude and ask about your book in plain language. Claude answers from your live Maximizer data, then takes care of the follow-up.

It is free on every Maximizer plan during early access, through December 31, 2026.

Work wherever you work best

We do not mind where you work. We care that you get good results. Some advisors live in Outlook. Some live in Maximizer. Now, if you do your best thinking in Claude, your book can come with you.

Example questions: Which A clients have I not spoken to in 90 days? Who in my book turns 71 in the next two years? Log a note from this meeting and set a follow-up task for Friday.

What you can do

You stay in control

Claude sees only what your Maximizer login can see. Your password stays with Maximizer and is never shared with Claude. Every change Claude makes is logged in Maximizer under your name, and you can disconnect any time.

Get started in two steps

Ask us to turn it on. File a ticket with Maximizer Support or talk to your Maximizer contact.
Connect Claude. Once it is on, follow the setup steps in the Maximizer MCP Server guide. It takes a few minutes.

See it in action

Watch how to connect Maximizer to Claude and what you can ask it.

Watch the video

Early access · Free until 2027

Bring your book to Claude

Free on every Maximizer plan during early access, through December 31, 2026. We will tell you what comes next before early access ends.

Request early access

Prefer to click through it yourself? Try the interactive demo.