Browse, summarize, update, and analyze customer data directly from Claude. Connect live context from contacts, companies, deals, lists, saved views, notes, and relationship history so your assistant can answer account questions, find the right records, and help move work forward without jumping between tabs. Turn scattered CRM data into usable context for research, planning, follow-ups, and customer-facing work.
Tools
- ask_item_assistant
- search_objects
- get_object
- list_object_types
- get_object_schema
- create_object
- update_object
- delete_object
- list_views
- execute_view
- list_lists
- get_list
- create_list
- add_to_list
- remove_from_list
- create_note
- edit_note
- search_notes
- search_tasks
- create_task
- update_task
- delete_task
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
Related connectors
Search, read, and upload files instantly
Manage your schedule and coordinate meetings effortlessly
Access your company's SharePoint, OneDrive, Outlook, and Teams directly in Claude
Connect your Notion workspace to search, update, and power workflows across tools
Access Jira & Confluence from Claude
Send messages, create canvases, and fetch Slack data