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Claude integration

Link your business data with Claude to explore insights, ask questions in plain language, and get instant answers effortlessly.

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Why use Claude integration?

Explore how different teams within the business can tap into conversational analytics to quickly and easily uncover valuable insights from their data.

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Business owner

Link multiple systems to Claude to monitor customer satisfaction trends using feedback from surveys and reviews, receive alerts for anomalies in operational data, and simulate business scenarios with real-time insights.

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Marketing

Connect your Facebook Ads data to Claude to analyze ad performance across campaigns, identify underperforming creatives or audiences, and receive AI-generated suggestions to optimize budget allocation, improve click-through rates, and boost ROI.

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Sales

Sync your CRM data with Claude to identify stalled deals in the pipeline, surface coaching opportunities by analyzing sales call notes or transcripts, and forecast revenue based on current trends and past seasonality.

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Finance

Integrate your accounting system with Claude to identify stalled deals in the pipeline, surface coaching opportunities by analyzing sales call notes or transcripts, and forecast revenue based on current trends and past seasonality.

How to connect your data to Claude

Instruction
  1. Create a data flow with the Claude destination. Run it.
  2. Navigate to Claude Desktop app Settings > Extensions.
  3. Click "Browse extensions", select Coupler.io from the list, and install it.
  4. Once Claude asks you for the access token, generate it and paste it into Claude.
  5. Enable the extension.
  6. Start a new chat. Open Search & tools, locate Coupler.io, click Connect, and authorize access when prompted.
Get started
Instruction
  1. Select Claude as your destination.
  2. Choose Claude Web Connector tab.
  3. Copy the integration URL.
  4. Open Claude in your browser. Go to Settings → Connectors, then (if you’re part of an organization) switch to the Organization connectors tab.
  5. Click Add custom connector, give your connector a name, paste the copied integration URL, confirm you trust it, and click Add.
  6. Start new chat. Open Search & tools, locate Coupler.io, click Connect, and authorize access when prompted.
Get started

Other available sources for the Claude integration

Categories:
Early access sources
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    Frequently asked questions
    Coupler.io's MCP server seamlessly bridges your data to Claude, enabling you to start analyzing your data in Claude immediately.
    First, set up the Anthropic Claude integration by Coupler.io. Then simply ask your questions, and receive clear insights that are easy to understand and act on. Once Claude accesses your chosen dataset, you can come up with a ton of new use cases and workflows to action upon.
    First, create at least one Data Flow with Claude set as the destination to start sending data. In addition, depending on whether you're using Claude's web or desktop version, new users need to follow the instructions in the Coupler.io interface to link Coupler.io with Claude.
    You can use the Anthropic Claude integration to connect it to any data source supported by Coupler.io. With many supported data sources, you can link platforms like Asana, HubSpot CRM, Google Ads, Facebook Ads, Google Analytics, Shopify, Microsoft Excel, Google Sheets, Salesforce, Pipedrive, BigQuery, Airtable, Xero, QuickBooks, and many more. The list keeps growing as new integrations are added regularly.
    In addition to Claude Desktop and Claude Web, Coupler.io also supports ChatGPT, Cursor Desktop and Perplexity with more AI tools being added regularly.
    Working with your data requires no technical skills or complex query languages. The setup is designed to be user-friendly and straightforward, with easy configuration steps. You just need to have an active Coupler.io plan (starting from free-forever and onwards) and have data flows configured in Coupler.io. After that, you can analyze your data by querying Claude AI in natural language without any technical expertise required.
    Claude AI doesn't retain or learn from individual conversations, with each chat being independent and encrypted in transit and at rest. Anthropic maintains SOC 2 Type II compliance and follows industry-standard security practices, with additional certifications available for enterprise customers. Coupler.io is GDPR and SOC 2 Type II compliant, ensuring enterprise-grade data protection and privacy.