The AI tools I run at Receipts Group, one job each: CRM, call notes, SEO, ads, video. What each costs today, where to sign up, and how to hook them into Claude.
Swipe or tap Next · checked on 2026-10-29
Get Claude Pro and install Claude Code first (two minutes, in Step 1 below). Then make a folder, start Claude in it, and paste the prompt. It asks which tools you have, connects them one at a time, and waits for your yes before anything spends a credit or texts a customer.
Make the folder and start Claude in it
mkdir -p ~/ai-stack
cd ~/ai-stack
claudeThe setup prompt (copy all of it) · lines 1-1 of 28. Copy all copies the whole prompt; read it in full on the page.
Hi Claude. Please be my patient setup helper. I run a roofing / home-service company and I'm not technical, so use plain words, short sentences, one step at a time, and wait for me after each step.This is the manual way: every tool, every step, every price. Claude follows it too. Here's the short version first.
What each costs is in “What it costs” below, checked 2026-10-29.
None of these answer the phone at 7 PM. A homeowner with a leak calls, nobody picks up, and they're like, cool, next roofer. That call is your booker's job, and the CRM only helps if somebody's there to work it.
Claude Code comes with every paid plan; the free plan doesn't include it. Pro is $20 a month billed monthly (checked 2026-10-29). That's what I'd start on.
Open Terminal, paste this, and press Enter. It shows no progress while it downloads. When it's done, open a new terminal window and check the version. On Windows, open WSL and run the same thing.
Install (macOS, Linux, WSL)
curl -fsSL https://claude.ai/install.sh | bash
# open a NEW terminal window, then:
claude --versionclaude, it opens your browser to log in to your Claude account.Run the three lines from Start here to make ~/ai-stack and start Claude in it. Then save this as CLAUDE.md in that folder (or ask Claude to write it from this box). It's what keeps Claude from texting a customer or spending credits without asking.
CLAUDE.md · Part 1 of 2 · Copy copies all 20 lines
# My AI stack
This folder is where I ask Claude about my business: leads and texts (GoHighLevel), call notes (Fireflies),
SEO (Ahrefs), ads (Pipeboard), and ad creative (Kling, Higgsfield, HeyGen).
## Read first, act second
- Default to read-only. Look things up, sum them up, draft things. Don't send, change or generate until I say yes.
## Always stop and ask me before
- Sending a text or email, or changing a contact, a tag or a pipeline stage in GoHighLevel.
- Sharing a Fireflies meeting with anyone, or changing who can see it.
- Changing an ad, an ad set, a campaign or a budget, or pausing or turning anything on in Pipeboard.
- Any Kling, Higgsfield or HeyGen generation. Tell me the model, the length and the credits first.
- Any Ahrefs pull bigger than one site and 50 rows (each call uses API units).
- Deleting or overwriting any file.CLAUDE.md · Part 2 of 2 · Copy copies all 20 lines
## Never
- Never print, copy or open a key, token or password.
- Never make up a number, a review or a customer. If you don't have it, say so.
- Never use anyone's face or voice but mine.Do these in any order and skip the ones you don't use. Run each command in Terminal from inside ~/ai-stack (type cd ~/ai-stack first), so the connector lands in that folder. Then start claude, type /mcp, pick the tool, and sign in in the browser window it opens.
HighLevel's own connector for Claude is called LeadConnector. It signs in with OAuth, so you don't make a token.
Add LeadConnector
claude mcp add --transport http leadconnector https://services.leadconnectorhq.com/mcp/anthropic/v2Fireflies runs its connector at https://api.fireflies.ai/mcp and signs in with your Fireflies account. Some of its tools only read (transcripts, summaries); others act, like sharing a meeting, which is why CLAUDE.md says to ask first.
Add Fireflies
claude mcp add --transport http fireflies https://api.fireflies.ai/mcpEvery time Claude asks Ahrefs something, it uses API units: at least 50 a call. Lite comes with 200,000 a month. Keep asks small (one site, 20 to 50 rows) and you won't feel it.
Add Ahrefs
claude mcp add ahrefs https://api.ahrefs.com/mcp/mcp -t httpFirst make a Pipeboard account and connect your Meta ad account inside Pipeboard. Then add the connector. Running Google Ads too? Same pattern, second line.
Add Meta Ads (and Google Ads if you run them)
claude mcp add meta-ads-mcp --transport http https://meta-ads.mcp.pipeboard.co/
# only if you run Google Ads:
claude mcp add google-ads-mcp --transport http https://google-ads.mcp.pipeboard.co/Kling's connector, straight from Kling's own guide. After you add it, type /mcp in Claude and finish the Kling sign-in.
Add Kling
claude mcp add --transport http klingai --scope user https://kling.ai/mcp--scope user makes Kling available in every folder on your computer, not just this one. Every video it makes spends Kling credits.In Claude Code, Higgsfield's route is its command-line tool, not a connector. It installs with npm, which comes with Node.js: if Terminal says npm: command not found, install Node.js from nodejs.org first.
Install and log in
npm i -g @higgsfield/cli
higgsfield auth loginHeyGen also hands Claude Code a command-line tool. Install it and log in through the browser. Making the avatar itself (your photo, your voice) is its own setup: my HeyGen guide walks through all of it, with a dry run before every render.
Install, log in, check
curl -fsSL https://static.heygen.ai/cli/install.sh | bash
heygen auth login --oauth
heygen auth statusIn Terminal, claude mcp list shows every connector and whether it's working. Inside Claude, /mcp shows the same and lets you sign in again.
List the connectors
cd ~/ai-stack
claude mcp listStart with the two that have free plans, Fireflies and Pipeboard (the free Pipeboard plan gives you 30 tool runs a week). Start claude in ~/ai-stack and paste this. Nothing gets sent, changed or generated.
Prompt: the free test
Read-only test, change nothing:
1. From Fireflies, list my last 3 meetings: the title, the date and a one-line summary of each.
2. From Pipeboard, show my active Meta campaigns and what each spent in the last 7 days.
Then tell me which connectors you can see right now, and which ones you can't.Good: real meeting titles and real campaign names from your accounts, and a list of the connectors it can see. Bad: it says it has no Fireflies or Pipeboard tools. Then that connector isn't loaded: check you started claude inside ~/ai-stack, type /mcp, and sign in again.
Fill in the parts in angle brackets. Every one of these reads and drafts first, and waits for you.
1. Leads nobody texted back (GoHighLevel)
From LeadConnector, find the leads that came in over the last 2 days and haven't had a reply from us. Show me a table: when they came in, the service they asked about, and the last message. Draft a short follow-up text for each in my voice. Don't send anything; wait for my yes on each one.2. What I promised on calls (Fireflies)
From Fireflies, go through my meetings from yesterday. Give me every promise or next step: who said it, what it was, and by when. Then a to-do list for me, sorted by deadline. Read only.3. What the competitor ranks for (Ahrefs)
Using Ahrefs, show me up to 20 Google searches where <competitor.com> ranks in the top 10 and <mysite.com> doesn't, for the US. Keep it to one pull. Then pick the 3 that look like real jobs for a <roofing> company in <my area>, and tell me what page I'd need for each.4. How the ads did this week (Pipeboard)
From Pipeboard, compare my Meta campaigns for the last 7 days against the 7 days before: spend, leads and cost per lead. Point out anything that changed a lot. Read only: don't pause, edit or change any budget.5. An ad idea, priced first (Kling or Higgsfield)
Write me 3 short ad ideas for <roof replacement> in <my area>, one line each, no claims or numbers I didn't give you. After I pick one, tell me which model you'd use, how long the video is, and what it costs in credits. Generate nothing until I say yes.6. A landing page (Claude Code)
Build a one-page landing page for <service> in <town> as one HTML file in this folder: the headline, what we do, the area we serve and a call button for <my office number>. No reviews, customers or numbers I didn't give you. Show it to me before you change anything else.Checked 2026-10-29 on each tool's pricing page. Fireflies' and Higgsfield's pricing pages only load in a browser, so their prices are from each company's own pricing article (Fireflies, July 2026; Higgsfield, October 2026), and Kling's are from its own credit guide (July 2026). Prices change: check before you buy.
Where I'd start if money's tight: Claude Pro, Fireflies Free and Pipeboard Free. That's $20 a month and it already answers what happened on your calls and how your ads did. Add the CRM, SEO and video tools when you've got a job for them.
claude: command not foundOpen a new terminal window after installing. Still missing? The install folder isn't on your PATH yet: Claude Code's install help has the fix (linked in Sources).
Most connectors here were added to the ~/ai-stack folder only. Start claude from inside that folder. Then type /mcp: if the tool says it needs a sign-in, pick it and sign in again.
claude mcp listRemove it and add it again: claude mcp remove <name>, then the add command from Step 2, then /mcp to sign in.
That's the old connection type, which Fireflies retired. Remove it and add it again with --transport http, exactly as in Step 2.
Each connection is tied to the sub-account you picked on the sign-in. To switch, type /mcp, sign in to LeadConnector again and pick the other one.
The connector needs Lite or higher. Starter and Ahrefs Free don't list it.
Using Higgsfield from an AI tool needs a paid plan, and every generation through Claude spends credits, even on plans with unlimited generations on higgsfield.ai.
The free plan allows 30 tool runs a week. Wait for the week to reset or move to Pro. Also check your Meta ad account is still connected inside Pipeboard.
It isn't reading CLAUDE.md. Start claude from inside ~/ai-stack and keep the “Always stop and ask me before” section.
claude mcp remove <name> removes it from Claude Code. To cut off its access completely, also disconnect Claude in that tool's own settings.
What each page backs up is listed at the end of the full guide.
Seven jobs, a tool for each, and they'll give you your evenings back, right up until the phone rings at 7 PM and somebody still has to pick it up.
Want a floor that picks it up? That's our call center buildout.
Want help setting this up? Receipts Group builds these systems.
Open the full guide as a page (every file in full, plus the table of contents).