Become a founder — $79/mo

Setup guide

Running in minutes.
One key, three ways to use it.

Every subscription comes with a license key (it arrives in your welcome email right after you join). That one key works in all three setups below — at the same time: the full desktop package on your PC, and the WarmBook coach inside the Claude or ChatGPT you already use.

Small-business subscriber? Your key starts with WBS-. Your dashboard is hosted — open app.warmbook.app on any device and sign in with your key; nothing to install (your client Book stays in your own browser). The same key also works in the two connector setups below (Claude and ChatGPT) — the coach serves your method automatically, no extra configuration.

The full package — your Book, dashboard, and coach RecommendedAvailable now

This is the whole operating system: the Book (your local CRM — contacts, tiers, going-cold radar, lead tracker), the visual dashboard, and a coach that reads and writes your actual business. Windows PC + a paid Claude plan (Pro or Max).

Unzip WarmBook.zip

The download link is in your welcome email. Put the folder anywhere you like — it's yours.

Run Start.cmd

First run asks for your license key once, connects your coach, and opens your dashboard in the browser. A built-in System Check confirms everything's healthy.

Meet your coach

Onboarding starts by showing you the Book — your CRM — then interviews you, builds your 90-day plan, and helps you load your sphere (one-click import from Lofty if you have it).

In Claude — the coach in your chats Available now

Briefings, drills, scripts, and your weekly scoreboard inside Claude on any device — including your phone. Needs a paid Claude plan (custom connectors aren't on Claude's free tier).

Add the connector

In Claude (web or desktop app): Settings → Connectors → Add custom connector. Name it WarmBook, and for the URL paste https://api.warmbook.app/mcp.

Sign in with your key

A WarmBook connect page opens — paste your license key and hit Connect. That's the whole login.

Ask for your briefing

In any chat, open the tools menu (the sliders icon in the message box), make sure WarmBook is on, and ask: "What's my WarmBook briefing for today?" The connection sticks across chats.

In ChatGPT In app review

WarmBook has been submitted to the ChatGPT app directory and is in OpenAI's review queue. Once approved, you'll find WarmBook in ChatGPT's app directory and connect with one click — same key, same coach.

Can't wait? ChatGPT's developer mode can connect WarmBook today (Settings → Apps → enable developer mode → create an app with the server URL above), but it's a power-user path — most people should use the Claude connector or the full package until the listing goes live.

Good to know

Same key, everywhere, simultaneously

Run the full package on your desktop and the Claude connector on your phone with the same key. One key per agent — that's the deal.

Your data never touches our servers

The Book lives on your computer. The connector only serves coaching content — briefings, drills, methodology — to your AI when it asks.

Stuck?

Reply to your welcome email or use the contact link below — a human reads every message.

Get your key — $79/mo, founder rate locked for life