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Partner, reviewedSearch, analyze, and act on CRM data
A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.
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.
From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.